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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
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$584K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$505K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$439K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.7K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.1K

Sector Composition

Rank Sector Weight
1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRK icon
1026
Comstock Resources
CRK
$4.22B
$178 ﹤0.01%
9
-17
-65% -$315
FUL icon
1027
H.B. Fuller
FUL
$3.29B
$178 ﹤0.01%
3
– –
VIRT icon
1028
Virtu Financial
VIRT
$4.92B
$178 ﹤0.01%
5
-4
-44% -$164
BKE icon
1029
Buckle
BKE
$2.4B
$176 ﹤0.01%
3
– –
EEFT icon
1030
Euronet Worldwide
EEFT
$2.65B
$176 ﹤0.01%
2
-2
-50% -$192
NWE icon
1031
NorthWestern Energy
NWE
$4.38B
$176 ﹤0.01%
3
– –
ICLR icon
1032
Icon
ICLR
$12.8B
$175 ﹤0.01%
1
– –
MKTX icon
1033
MarketAxess Holdings
MKTX
$5.72B
$174 ﹤0.01%
1
-1
-50% -$196
OII icon
1034
Oceaneering
OII
$5.09B
$173 ﹤0.01%
7
-1
-13% -$23
UEC icon
1035
Uranium Energy
UEC
$5.63B
$173 ﹤0.01%
13
– –
NTB icon
1036
Bank of N.T. Butterfield & Son
NTB
$2.46B
$172 ﹤0.01%
4
– –
STRA icon
1037
Strategic Education
STRA
$1.84B
$172 ﹤0.01%
2
– –
WK icon
1038
Workiva
WK
$3.66B
$172 ﹤0.01%
2
– –
ECG
1039
Everus Construction Group
ECG
$6.73B
$172 ﹤0.01%
+2
New +$149
ANF icon
1040
Abercrombie & Fitch
ANF
$5.27B
$171 ﹤0.01%
2
+1
+100% +$93
RNG icon
1041
RingCentral
RNG
$5.35B
$170 ﹤0.01%
6
+2
+50% +$58
SNDR icon
1042
Schneider National
SNDR
$6.18B
$169 ﹤0.01%
8
-1
-11% -$24
WSC icon
1043
WillScot Mobile Mini Holdings
WSC
$4.18B
$169 ﹤0.01%
8
-4
-33% -$103
MGEE icon
1044
MGE Energy Inc
MGEE
$3.04B
$168 ﹤0.01%
2
– –
BFH icon
1045
Bread Financial
BFH
$4.38B
$167 ﹤0.01%
3
– –
CROX icon
1046
Crocs
CROX
$6.63B
$167 ﹤0.01%
2
– –
FBK icon
1047
FB Financial Corp
FBK
$3.04B
$167 ﹤0.01%
3
– –
FTAI icon
1048
FTAI Aviation
FTAI
$22.1B
$167 ﹤0.01%
+1
New +$142
KEX icon
1049
Kirby Corp
KEX
$7B
$167 ﹤0.01%
2
-3
-60% -$301
UNF icon
1050
Unifirst Corp
UNF
$5.24B
$167 ﹤0.01%
1
-1
-50% -$174
40 41
42
43 44

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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

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

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.