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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
STZ icon
1101
Constellation Brands
STZ
$22.8B
$135 ﹤0.01%
1
-3
-75% -$477
TGLS icon
1102
Tecnoglass Holdings Inc.
TGLS
$1.84B
$134 ﹤0.01%
2
– –
TNET icon
1103
TriNet
TNET
$3.09B
$134 ﹤0.01%
2
-1
-33% -$68
KWR icon
1104
Quaker Houghton
KWR
$2.96B
$132 ﹤0.01%
1
– –
BANR icon
1105
Banner Corp
BANR
$2.43B
$131 ﹤0.01%
2
-1
-33% -$66
APAM icon
1106
Artisan Partners
APAM
$3B
$130 ﹤0.01%
3
+1
+50% +$46
BLKB icon
1107
Blackbaud
BLKB
$2.09B
$129 ﹤0.01%
2
– –
ONTO icon
1108
Onto Innovation
ONTO
$14.3B
$129 ﹤0.01%
1
– –
LKFN icon
1109
Lakeland Financial Corp
LKFN
$1.52B
$128 ﹤0.01%
+2
New +$130
VIAV icon
1110
Viavi Solutions
VIAV
$9.18B
$127 ﹤0.01%
10
– –
ROCK icon
1111
Gibraltar Industries
ROCK
$1.45B
$126 ﹤0.01%
2
-1
-33% -$63
TR icon
1112
Tootsie Roll Industries
TR
$2.97B
$126 ﹤0.01%
3
– –
ATKR icon
1113
Atkore
ATKR
$3.17B
$125 ﹤0.01%
2
+1
+100% +$65
HBI
1114
DELISTED
Hanesbrands
HBI
$125 ﹤0.01%
19
+1
+6% +$6
MTX icon
1115
Minerals Technologies
MTX
$2.32B
$124 ﹤0.01%
2
– –
GTX icon
1116
Garrett Motion
GTX
$5.41B
$123 ﹤0.01%
9
– –
SBCF icon
1117
Seacoast Banking Corp of Florida
SBCF
$3.37B
$122 ﹤0.01%
4
– –
WLY icon
1118
John Wiley & Sons Class A
WLY
$2.62B
$121 ﹤0.01%
3
-1
-25% -$40
AGIO icon
1119
Agios Pharmaceuticals
AGIO
$1.95B
$120 ﹤0.01%
3
+2
+200% +$75
CLBK icon
1120
Columbia Financial
CLBK
$1.12B
$120 ﹤0.01%
8
– –
GEF icon
1121
Greif
GEF
$4.97B
$120 ﹤0.01%
2
– –
ICUI icon
1122
ICU Medical
ICUI
$4.56B
$120 ﹤0.01%
1
-1
-50% -$127
CENTA icon
1123
Central Garden & Pet Co Class A
CENTA
$2.39B
$118 ﹤0.01%
4
– –
BF.A icon
1124
Brown-Forman Class A
BF.A
$13.2B
$117 ﹤0.01%
2
– –
HRI icon
1125
Herc Holdings
HRI
$5.68B
$117 ﹤0.01%
1
– –
43 44
45
46 47

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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.