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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
KGS icon
1101
Kodiak Gas Services
KGS
$6.21B
$150 ﹤0.01%
4
+1
+33% +$35
DIOD icon
1102
Diodes
DIOD
$4.65B
$149 ﹤0.01%
3
– –
DNLI icon
1103
Denali Therapeutics
DNLI
$4B
$149 ﹤0.01%
9
+7
+350% +$118
HRI icon
1104
Herc Holdings
HRI
$5.68B
$149 ﹤0.01%
1
– –
SYNA icon
1105
Synaptics
SYNA
$4.09B
$149 ﹤0.01%
2
– –
BCC icon
1106
Boise Cascade
BCC
$2.96B
$148 ﹤0.01%
2
– –
GFF icon
1107
Griffon
GFF
$4.75B
$148 ﹤0.01%
2
– –
TFSL icon
1108
TFS Financial
TFSL
$4.83B
$148 ﹤0.01%
11
– –
SMCI icon
1109
Super Micro Computer
SMCI
$20.4B
$147 ﹤0.01%
+5
New +$206
ASTS icon
1110
AST SpaceMobile
ASTS
$20.5B
$146 ﹤0.01%
2
+1
+100% +$71
AWR icon
1111
American States Water
AWR
$3.43B
$145 ﹤0.01%
2
– –
WHR icon
1112
Whirlpool
WHR
$2.75B
$145 ﹤0.01%
2
– –
CORT icon
1113
Corcept Therapeutics
CORT
$12.3B
$140 ﹤0.01%
4
-2
-33% -$157
CAG icon
1114
Conagra Brands
CAG
$7.07B
$139 ﹤0.01%
8
-6
-43% -$107
KWR icon
1115
Quaker Houghton
KWR
$2.96B
$138 ﹤0.01%
1
– –
STZ icon
1116
Constellation Brands
STZ
$22.8B
$138 ﹤0.01%
1
– –
GEF icon
1117
Greif
GEF
$4.97B
$136 ﹤0.01%
2
– –
LOAR icon
1118
Loar Holdings
LOAR
$6.62B
$136 ﹤0.01%
+2
New +$146
TOWN icon
1119
Towne Bank
TOWN
$3.4B
$134 ﹤0.01%
4
– –
CBT icon
1120
Cabot Corp
CBT
$4.46B
$133 ﹤0.01%
2
-1
-33% -$67
SNDR icon
1121
Schneider National
SNDR
$6.18B
$133 ﹤0.01%
5
-3
-38% -$71
GTM
1122
ZoomInfo Technologies
GTM
$1.23B
$133 ﹤0.01%
13
+3
+30% +$31
LYB icon
1123
LyondellBasell Industries
LYB
$20.2B
$130 ﹤0.01%
3
-1
-25% -$45
TPG icon
1124
TPG
TPG
$7.93B
$128 ﹤0.01%
+2
New +$118
ABM icon
1125
ABM Industries
ABM
$2.81B
$127 ﹤0.01%
3
-2
-40% -$88
43 44
45
46 47

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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.