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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
OTTR icon
1076
Otter Tail
OTTR
$3.88B
$162 ﹤0.01%
2
– –
ACLS icon
1077
Axcelis
ACLS
$4.1B
$161 ﹤0.01%
2
– –
BKE icon
1078
Buckle
BKE
$2.4B
$161 ﹤0.01%
3
– –
EOSE icon
1079
Eos Energy Enterprises
EOSE
$1.47B
$161 ﹤0.01%
+14
New +$201
STRA icon
1080
Strategic Education
STRA
$1.84B
$161 ﹤0.01%
2
– –
WAFD icon
1081
WaFd
WAFD
$2.76B
$161 ﹤0.01%
5
– –
HHH icon
1082
Howard Hughes
HHH
$3.91B
$160 ﹤0.01%
+2
New +$166
PAYC icon
1083
Paycom
PAYC
$9.62B
$160 ﹤0.01%
1
-1
-50% -$177
VSH icon
1084
Vishay Intertechnology
VSH
$5.08B
$160 ﹤0.01%
11
-4
-27% -$61
CALX icon
1085
Calix
CALX
$2.4B
$159 ﹤0.01%
3
– –
ENVA icon
1086
Enova International
ENVA
$6.29B
$158 ﹤0.01%
1
– –
ULS icon
1087
UL Solutions
ULS
$15.8B
$158 ﹤0.01%
2
-1
-33% -$80
GTX icon
1088
Garrett Motion
GTX
$5.41B
$157 ﹤0.01%
9
– –
MGEE icon
1089
MGE Energy Inc
MGEE
$3.04B
$157 ﹤0.01%
2
– –
ATMU icon
1090
Atmus Filtration Technologies
ATMU
$4.05B
$156 ﹤0.01%
3
– –
KYMR icon
1091
Kymera Therapeutics
KYMR
$9.03B
$156 ﹤0.01%
2
+1
+100% +$68
NTNX icon
1092
Nutanix
NTNX
$17.4B
$156 ﹤0.01%
3
-6
-67% -$367
LFST icon
1093
Lifestance Health
LFST
$4.55B
$155 ﹤0.01%
22
-18
-45% -$109
CARG icon
1094
CarGurus
CARG
$3.35B
$154 ﹤0.01%
4
– –
AAON icon
1095
Aaon
AAON
$7.31B
$153 ﹤0.01%
2
-1
-33% -$92
EEFT icon
1096
Euronet Worldwide
EEFT
$2.65B
$153 ﹤0.01%
2
– –
PRK icon
1097
Park National Corp
PRK
$3.63B
$153 ﹤0.01%
1
– –
TDC icon
1098
Teradata
TDC
$2.58B
$153 ﹤0.01%
+5
New +$131
UEC icon
1099
Uranium Energy
UEC
$5.63B
$152 ﹤0.01%
13
– –
FFBC icon
1100
First Financial Bancorp
FFBC
$3.53B
$151 ﹤0.01%
6
– –
42 43
44
45 46

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4WM
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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.