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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
-0.16%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEF.B icon
1026
Greif Class B
GEF.B
$4.15B
$175 ﹤0.01%
+2
New +$169
SFNC icon
1027
Simmons First National
SFNC
$3.4B
$175 ﹤0.01%
9
– –
LEU icon
1028
Centrus Energy
LEU
$3.78B
$174 ﹤0.01%
1
– –
SXT icon
1029
Sensient Technologies
SXT
$5.51B
$173 ﹤0.01%
2
-2
-50% -$187
ULS icon
1030
UL Solutions
ULS
$15.8B
$171 ﹤0.01%
2
– –
LAZ icon
1031
Lazard
LAZ
$4.16B
$170 ﹤0.01%
4
-2
-33% -$98
RDNT icon
1032
RadNet
RDNT
$6.08B
$168 ﹤0.01%
3
– –
AEO icon
1033
American Eagle Outfitters
AEO
$3.07B
$167 ﹤0.01%
10
-4
-29% -$90
ASH icon
1034
Ashland
ASH
$3.45B
$167 ﹤0.01%
3
+2
+200% +$118
FFBC icon
1035
First Financial Bancorp
FFBC
$3.53B
$167 ﹤0.01%
6
– –
KYMR icon
1036
Kymera Therapeutics
KYMR
$9.03B
$167 ﹤0.01%
2
– –
STRA icon
1037
Strategic Education
STRA
$1.84B
$166 ﹤0.01%
2
– –
ALG icon
1038
Alamo Group
ALG
$2.06B
$165 ﹤0.01%
+1
New +$189
ACIW icon
1039
ACI Worldwide
ACIW
$5.34B
$164 ﹤0.01%
4
-3
-43% -$126
CNO icon
1040
CNO Financial Group
CNO
$5.12B
$164 ﹤0.01%
4
– –
GTX icon
1041
Garrett Motion
GTX
$5.41B
$164 ﹤0.01%
9
– –
INSM icon
1042
Insmed
INSM
$29.4B
$164 ﹤0.01%
1
-40
-98% -$6.15K
PRK icon
1043
Park National Corp
PRK
$3.63B
$163 ﹤0.01%
1
– –
SIRI icon
1044
SiriusXM
SIRI
$9.7B
$162 ﹤0.01%
+7
New +$150
HAYW icon
1045
Hayward Holdings
HAYW
$3.27B
$161 ﹤0.01%
12
– –
VICR icon
1046
Vicor
VICR
$9.63B
$161 ﹤0.01%
+1
New +$165
PACS icon
1047
PACS Group
PACS
$7.67B
$161 ﹤0.01%
+5
New +$184
LSTR icon
1048
Landstar System
LSTR
$6.05B
$160 ﹤0.01%
+1
New +$153
WAFD icon
1049
WaFd
WAFD
$2.76B
$157 ﹤0.01%
5
– –
ACAD icon
1050
Acadia Pharmaceuticals
ACAD
$5.06B
$156 ﹤0.01%
7
– –
40 41
42
43 44

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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

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

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.