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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
ATKR icon
1126
Atkore
ATKR
$3.17B
$127 ﹤0.01%
2
– –
BLKB icon
1127
Blackbaud
BLKB
$2.09B
$127 ﹤0.01%
2
– –
VCYT icon
1128
Veracyte
VCYT
$3.72B
$127 ﹤0.01%
3
– –
ANF icon
1129
Abercrombie & Fitch
ANF
$5.27B
$126 ﹤0.01%
1
-1
-50% -$87
BANR icon
1130
Banner Corp
BANR
$2.43B
$126 ﹤0.01%
2
– –
CVLT icon
1131
Commault Systems
CVLT
$5.78B
$126 ﹤0.01%
1
-1
-50% -$141
SBCF icon
1132
Seacoast Banking Corp of Florida
SBCF
$3.37B
$126 ﹤0.01%
4
– –
CPK icon
1133
Chesapeake Utilities
CPK
$3.18B
$125 ﹤0.01%
1
– –
GDDY icon
1134
GoDaddy
GDDY
$11.6B
$125 ﹤0.01%
1
-3
-75% -$388
LEVI icon
1135
Levi Strauss
LEVI
$9.09B
$125 ﹤0.01%
6
– –
SAH icon
1136
Sonic Automotive
SAH
$2.53B
$124 ﹤0.01%
2
– –
APAM icon
1137
Artisan Partners
APAM
$3B
$123 ﹤0.01%
3
– –
BIRK icon
1138
Birkenstock
BIRK
$7.3B
$123 ﹤0.01%
3
– –
FRSH icon
1139
Freshworks
FRSH
$3.31B
$123 ﹤0.01%
10
+8
+400% +$95
GT icon
1140
Goodyear
GT
$1.74B
$123 ﹤0.01%
14
-8
-36% -$63
LBTYA icon
1141
Liberty Global Class A
LBTYA
$3.46B
$123 ﹤0.01%
11
-8
-42% -$89
FND icon
1142
Floor & Decor
FND
$6.3B
$122 ﹤0.01%
2
-2
-50% -$130
LBTYK icon
1143
Liberty Global Class C
LBTYK
$3.41B
$122 ﹤0.01%
11
-6
-35% -$67
MTX icon
1144
Minerals Technologies
MTX
$2.32B
$122 ﹤0.01%
2
– –
KBR icon
1145
KBR
KBR
$4.83B
$121 ﹤0.01%
3
-4
-57% -$171
WD icon
1146
Walker & Dunlop
WD
$1.49B
$121 ﹤0.01%
2
-1
-33% -$71
NGVT icon
1147
Ingevity
NGVT
$2.65B
$119 ﹤0.01%
2
– –
NOVT icon
1148
Novanta
NOVT
$6.2B
$119 ﹤0.01%
+1
New +$114
AAP icon
1149
Advance Auto Parts
AAP
$3.36B
$118 ﹤0.01%
3
-2
-40% -$100
RAMP icon
1150
LiveRamp
RAMP
$2.3B
$118 ﹤0.01%
4
– –
44 45
46
47 48

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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.