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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
MQ icon
1126
Marqeta
MQ
$1.62B
$116 ﹤0.01%
6
– –
ENVA icon
1127
Enova International
ENVA
$6.29B
$115 ﹤0.01%
+1
New +$114
GMED icon
1128
Globus Medical
GMED
$11.6B
$115 ﹤0.01%
2
-1
-33% -$58
RUSHB icon
1129
Rush Enterprises Class B
RUSHB
$9.1B
$115 ﹤0.01%
2
– –
MUR icon
1130
Murphy Oil
MUR
$5.09B
$114 ﹤0.01%
4
-1
-20% -$25
SMG icon
1131
ScottsMiracle-Gro
SMG
$3.63B
$114 ﹤0.01%
2
-2
-50% -$126
TRIP icon
1132
TripAdvisor
TRIP
$1.26B
$114 ﹤0.01%
7
-3
-30% -$52
UHAL icon
1133
U-Haul Holding Co
UHAL
$14.4B
$114 ﹤0.01%
2
– –
AVA icon
1134
Avista
AVA
$3.2B
$113 ﹤0.01%
3
-2
-40% -$74
FRME icon
1135
First Merchants
FRME
$2.66B
$113 ﹤0.01%
3
– –
TXNM
1136
TXNM Energy Inc
TXNM
$5.91B
$113 ﹤0.01%
2
– –
KGS icon
1137
Kodiak Gas Services
KGS
$6.21B
$111 ﹤0.01%
3
– –
TECH icon
1138
Bio-Techne
TECH
$11.2B
$111 ﹤0.01%
2
– –
WOR icon
1139
Worthington Enterprises
WOR
$2.79B
$111 ﹤0.01%
2
-2
-50% -$126
NGVT icon
1140
Ingevity
NGVT
$2.65B
$110 ﹤0.01%
2
– –
CAKE icon
1141
Cheesecake Factory
CAKE
$5.53B
$109 ﹤0.01%
2
– –
RAMP icon
1142
LiveRamp
RAMP
$2.3B
$109 ﹤0.01%
4
-1
-20% -$30
GTM
1143
ZoomInfo Technologies
GTM
$1.23B
$109 ﹤0.01%
10
+8
+400% +$86
JBLU icon
1144
JetBlue
JBLU
$2.13B
$108 ﹤0.01%
22
– –
NCNO icon
1145
nCino
NCNO
$2.08B
$108 ﹤0.01%
4
-2
-33% -$58
MCW
1146
DELISTED
Mister Car Wash
MCW
$107 ﹤0.01%
20
+11
+122% +$65
ALRM icon
1147
Alarm.com
ALRM
$2.77B
$106 ﹤0.01%
2
-1
-33% -$56
COLM icon
1148
Columbia Sportswear
COLM
$2.92B
$105 ﹤0.01%
2
-4
-67% -$225
KMT icon
1149
Kennametal
KMT
$2.41B
$105 ﹤0.01%
5
– –
FLG
1150
Flagstar Bank National Association
FLG
$5.82B
$104 ﹤0.01%
9
– –
44 45
46
47 48

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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.