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HIA

HFM Investment Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
+2.07%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$9.32M
Cap. Flow
+$4.43M
Cap. Flow %
1.73%
Top 10 Hldgs %
94.68%
Holding
1,342
New
75
Increased
392
Reduced
252
Closed
63

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.2M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$593K
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Top Sells

Rank Stock Value
1
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$404K
2
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$39.8K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$24.4K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$24.3K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RYTM icon
1001
Rhythm Pharmaceuticals
RYTM
$7.95B
$215 ﹤0.01%
+2
New +$212
HUBG icon
1002
HUB Group
HUBG
$2.9B
$214 ﹤0.01%
5
-2
-29% -$76
BANF icon
1003
BancFirst
BANF
$3.77B
$213 ﹤0.01%
2
– –
KNF icon
1004
Knife River
KNF
$3.83B
$212 ﹤0.01%
3
-1
-25% -$70
RNST icon
1005
Renasant Corp
RNST
$3.9B
$212 ﹤0.01%
6
+1
+20% +$35
GFS icon
1006
GlobalFoundries
GFS
$27.5B
$210 ﹤0.01%
+6
New +$213
LW icon
1007
Lamb Weston
LW
$7.12B
$210 ﹤0.01%
5
-3
-38% -$177
CHTR icon
1008
Charter Communications
CHTR
$18.3B
$209 ﹤0.01%
1
-1
-50% -$225
EXPO icon
1009
Exponent
EXPO
$3.21B
$209 ﹤0.01%
3
+2
+200% +$140
OPLN
1010
Openlane
OPLN
$4.58B
$209 ﹤0.01%
7
– –
BTU icon
1011
Peabody Energy
BTU
$3B
$208 ﹤0.01%
7
+4
+133% +$118
FIBK icon
1012
First Interstate BancSystem
FIBK
$3.56B
$208 ﹤0.01%
6
– –
SDRL icon
1013
Seadrill
SDRL
$2.92B
$208 ﹤0.01%
6
– –
OI icon
1014
O-I Glass
OI
$1.08B
$207 ﹤0.01%
14
– –
VSAT icon
1015
Viasat
VSAT
$11.7B
$207 ﹤0.01%
+6
New +$212
BGC icon
1016
BGC Group
BGC
$4.86B
$206 ﹤0.01%
23
– –
BOH icon
1017
Bank of Hawaii
BOH
$3.1B
$206 ﹤0.01%
3
– –
DOCU
1018
DocuSign
DOCU
$11.4B
$206 ﹤0.01%
3
-1
-25% -$69
DRS icon
1019
Leonardo DRS
DRS
$12B
$205 ﹤0.01%
6
-3
-33% -$111
EPAM icon
1020
EPAM Systems
EPAM
$5.02B
$205 ﹤0.01%
1
-1
-50% -$178
HOG icon
1021
Harley-Davidson
HOG
$2.72B
$205 ﹤0.01%
10
-1
-9% -$25
STNG icon
1022
Scorpio Tankers
STNG
$3.83B
$204 ﹤0.01%
+4
New +$228
BFAM icon
1023
Bright Horizons
BFAM
$3.81B
$203 ﹤0.01%
2
– –
TBBK icon
1024
The Bancorp
TBBK
$2.81B
$203 ﹤0.01%
3
– –
SLGN icon
1025
Silgan Holdings
SLGN
$4.35B
$202 ﹤0.01%
5
– –
39 40
41
42 43

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HFM Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, HFM Investment Advisors held 1,342 positions worth $256M, up 3.8% from $246M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q4 2025 filing shows 75 new, 392 increased, 252 reduced and 63 closed positions. Its largest new stake was FS Specialty Lending Fund: 2,927 shares worth $41.4K. The largest sale was Dimensional National Municipal Bond ETF, an estimated $404K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q4 2025 buy was FS Specialty Lending Fund: 2,927 shares worth $41.4K.
  • HFM Investment Advisors added most to Dimensional US Core Equity 2 ETF in Q4 2025, an estimated $1.2M increase.
  • HFM Investment Advisors's biggest Q4 2025 reduction was Dimensional National Municipal Bond ETF, cutting an estimated $404K.
  • HFM Investment Advisors fully exited Fiserv Inc in Q4 2025, selling an estimated $645.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $256M portfolio in Q4 2025.
  • HFM Investment Advisors opened 75 new positions and closed 63 in Q4 2025.
  • HFM Investment Advisors's portfolio value rose 3.8% quarter-over-quarter to $256M.

Based on HFM Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.