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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
BOX icon
1051
Box
BOX
$4.65B
$180 ﹤0.01%
6
– –
CCS icon
1052
Century Communities
CCS
$1.96B
$179 ﹤0.01%
3
+2
+200% +$122
CRC icon
1053
California Resources
CRC
$4.77B
$179 ﹤0.01%
4
– –
FWONA icon
1054
Liberty Media Series A
FWONA
$23.5B
$179 ﹤0.01%
2
– –
JOE icon
1055
St. Joe Company
JOE
$3.77B
$179 ﹤0.01%
3
+1
+50% +$56
VIAV icon
1056
Viavi Solutions
VIAV
$9.18B
$179 ﹤0.01%
10
– –
RIOT icon
1057
Riot Platforms
RIOT
$7.34B
$178 ﹤0.01%
14
+6
+75% +$103
CNR
1058
Core Natural Resources Inc
CNR
$4.67B
$178 ﹤0.01%
2
– –
MMSI icon
1059
Merit Medical Systems
MMSI
$5.36B
$177 ﹤0.01%
2
– –
DXC icon
1060
DXC Technology
DXC
$1.74B
$176 ﹤0.01%
12
-2
-14% -$28
TGNA
1061
DELISTED
TEGNA Inc
TGNA
$175 ﹤0.01%
9
– –
VVV icon
1062
Valvoline
VVV
$4.3B
$175 ﹤0.01%
6
-3
-33% -$96
BE icon
1063
Bloom Energy
BE
$62B
$174 ﹤0.01%
+2
New +$210
WK icon
1064
Workiva
WK
$3.66B
$173 ﹤0.01%
2
– –
ECG
1065
Everus Construction Group
ECG
$6.73B
$172 ﹤0.01%
2
– –
CNO icon
1066
CNO Financial Group
CNO
$5.12B
$170 ﹤0.01%
4
– –
SFNC icon
1067
Simmons First National
SFNC
$3.4B
$170 ﹤0.01%
9
-1
-10% -$19
OII icon
1068
Oceaneering
OII
$5.09B
$169 ﹤0.01%
7
– –
FBK icon
1069
FB Financial Corp
FBK
$3.04B
$168 ﹤0.01%
3
– –
VIRT icon
1070
Virtu Financial
VIRT
$4.92B
$167 ﹤0.01%
5
– –
AIR icon
1071
AAR Corp
AIR
$5.74B
$166 ﹤0.01%
2
– –
RUN icon
1072
Sunrun
RUN
$2.38B
$166 ﹤0.01%
+9
New +$173
SR icon
1073
Spire
SR
$4.79B
$166 ﹤0.01%
2
– –
ADMA icon
1074
ADMA Biologics
ADMA
$2.18B
$165 ﹤0.01%
9
+4
+80% +$67
Q
1075
Qnity Electronics Inc
Q
$28.1B
$164 ﹤0.01%
+2
New +$170
41 42
43
44 45

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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.