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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
CNR
1051
Core Natural Resources Inc
CNR
$4.67B
$167 ﹤0.01%
2
-1
-33% -$75
MMSI icon
1052
Merit Medical Systems
MMSI
$5.36B
$166 ﹤0.01%
2
-1
-33% -$87
YETI icon
1053
Yeti Holdings
YETI
$3.99B
$166 ﹤0.01%
5
– –
GT icon
1054
Goodyear
GT
$1.74B
$165 ﹤0.01%
22
+9
+69% +$85
AMR icon
1055
Alpha Metallurgical Resources
AMR
$1.95B
$164 ﹤0.01%
1
– –
EXAS
1056
DELISTED
Exact Sciences
EXAS
$164 ﹤0.01%
3
-2
-40% -$100
OTTR icon
1057
Otter Tail
OTTR
$3.88B
$164 ﹤0.01%
2
-1
-33% -$81
PRK icon
1058
Park National Corp
PRK
$3.63B
$163 ﹤0.01%
1
-1
-50% -$169
SR icon
1059
Spire
SR
$4.79B
$163 ﹤0.01%
2
-1
-33% -$76
ALB icon
1060
Albemarle
ALB
$15.5B
$162 ﹤0.01%
2
+1
+100% +$77
PATH icon
1061
UiPath
PATH
$8.08B
$161 ﹤0.01%
12
– –
DIOD icon
1062
Diodes
DIOD
$4.65B
$160 ﹤0.01%
3
+2
+200% +$107
KTB icon
1063
Kontoor Brands
KTB
$4.27B
$160 ﹤0.01%
2
-1
-33% -$72
BAX icon
1064
Baxter International
BAX
$14.4B
$159 ﹤0.01%
7
-12
-63% -$304
CNO icon
1065
CNO Financial Group
CNO
$5.12B
$158 ﹤0.01%
4
-4
-50% -$153
BROS icon
1066
Dutch Bros
BROS
$8.96B
$157 ﹤0.01%
3
– –
LIVN icon
1067
LivaNova
LIVN
$4.21B
$157 ﹤0.01%
3
– –
WHR icon
1068
Whirlpool
WHR
$2.75B
$157 ﹤0.01%
2
-1
-33% -$92
BCC icon
1069
Boise Cascade
BCC
$2.96B
$155 ﹤0.01%
2
– –
CRVL icon
1070
CorVel
CRVL
$3.12B
$155 ﹤0.01%
2
-1
-33% -$89
FOUR icon
1071
Shift4
FOUR
$3.41B
$155 ﹤0.01%
+2
New +$186
KMPR icon
1072
Kemper
KMPR
$1.55B
$155 ﹤0.01%
3
-2
-40% -$112
FFBC icon
1073
First Financial Bancorp
FFBC
$3.53B
$152 ﹤0.01%
6
– –
GFF icon
1074
Griffon
GFF
$4.75B
$152 ﹤0.01%
2
-1
-33% -$77
RIOT icon
1075
Riot Platforms
RIOT
$7.34B
$152 ﹤0.01%
+8
New +$111
41 42
43
44 45

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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.