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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
VRRM icon
1026
Verra Mobility
VRRM
$720M
$202 ﹤0.01%
9
– –
AMR icon
1027
Alpha Metallurgical Resources
AMR
$1.95B
$200 ﹤0.01%
1
– –
NTB icon
1028
Bank of N.T. Butterfield & Son
NTB
$2.46B
$200 ﹤0.01%
4
– –
PATH icon
1029
UiPath
PATH
$8.08B
$197 ﹤0.01%
12
– –
TRMK icon
1030
Trustmark
TRMK
$2.75B
$195 ﹤0.01%
5
– –
NWE icon
1031
NorthWestern Energy
NWE
$4.38B
$194 ﹤0.01%
3
– –
DOCN icon
1032
DigitalOcean
DOCN
$15.3B
$193 ﹤0.01%
4
+1
+33% +$44
IBKR icon
1033
Interactive Brokers
IBKR
$41.1B
$193 ﹤0.01%
3
-3
-50% -$201
BSY icon
1034
Bentley Systems
BSY
$10.7B
$191 ﹤0.01%
5
-4
-44% -$182
LEN.B icon
1035
Lennar Class B
LEN.B
$20.2B
$191 ﹤0.01%
2
– –
VC icon
1036
Visteon
VC
$2.8B
$191 ﹤0.01%
2
– –
CXT icon
1037
Crane NXT
CXT
$2.96B
$189 ﹤0.01%
4
-1
-20% -$59
GRBK icon
1038
Green Brick Partners
GRBK
$3.03B
$188 ﹤0.01%
3
-1
-25% -$66
BTSG icon
1039
BrightSpring Health Services
BTSG
$12.2B
$188 ﹤0.01%
5
– –
ACAD icon
1040
Acadia Pharmaceuticals
ACAD
$5.06B
$187 ﹤0.01%
7
-2
-22% -$48
CHRD icon
1041
Chord Energy
CHRD
$7.58B
$186 ﹤0.01%
+2
New +$185
CVBF icon
1042
CVB Financial
CVBF
$3.97B
$186 ﹤0.01%
10
– –
HAYW icon
1043
Hayward Holdings
HAYW
$3.27B
$186 ﹤0.01%
12
– –
ITRI icon
1044
Itron
ITRI
$4.49B
$186 ﹤0.01%
2
-1
-33% -$109
PBH icon
1045
Prestige Consumer Healthcare
PBH
$2.51B
$186 ﹤0.01%
3
-1
-25% -$61
TRN icon
1046
Trinity Industries
TRN
$2.3B
$186 ﹤0.01%
7
– –
LIVN icon
1047
LivaNova
LIVN
$4.21B
$185 ﹤0.01%
3
– –
WMG icon
1048
Warner Music
WMG
$13.8B
$185 ﹤0.01%
6
-1
-14% -$31
CELH icon
1049
Celsius Holdings
CELH
$6.89B
$183 ﹤0.01%
4
-5
-56% -$252
ICLR icon
1050
Icon
ICLR
$12.8B
$183 ﹤0.01%
1
– –
40 41
42
43 44

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A
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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.