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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
TXNM
1151
TXNM Energy Inc
TXNM
$5.91B
$118 ﹤0.01%
2
– –
CENTA icon
1152
Central Garden & Pet Co Class A
CENTA
$2.39B
$117 ﹤0.01%
4
– –
AVA icon
1153
Avista
AVA
$3.2B
$116 ﹤0.01%
3
– –
FTDR icon
1154
Frontdoor
FTDR
$5.78B
$116 ﹤0.01%
2
+1
+100% +$59
AMRX icon
1155
Amneal Pharmaceuticals
AMRX
$5.71B
$114 ﹤0.01%
9
– –
CHDN icon
1156
Churchill Downs
CHDN
$6.02B
$114 ﹤0.01%
1
-1
-50% -$104
FLG
1157
Flagstar Bank National Association
FLG
$5.84B
$114 ﹤0.01%
9
– –
FRME icon
1158
First Merchants
FRME
$2.66B
$113 ﹤0.01%
3
– –
RUSHB icon
1159
Rush Enterprises Class B
RUSHB
$6.06B
$113 ﹤0.01%
2
– –
COLM icon
1160
Columbia Sportswear
COLM
$2.92B
$111 ﹤0.01%
2
– –
TR icon
1161
Tootsie Roll Industries
TR
$2.97B
$110 ﹤0.01%
3
– –
VSXY
1162
Victoria's Secret
VSXY
$7.95B
$109 ﹤0.01%
2
-3
-60% -$119
AZZ icon
1163
AZZ Inc
AZZ
$4.58B
$108 ﹤0.01%
+1
New +$104
YOU icon
1164
Clear Secure
YOU
$5.27B
$106 ﹤0.01%
3
– –
MGRC icon
1165
McGrath RentCorp
MGRC
$2.94B
$105 ﹤0.01%
1
-1
-50% -$108
DECK icon
1166
Deckers Outdoor
DECK
$13.3B
$104 ﹤0.01%
1
-1
-50% -$94
WOR icon
1167
Worthington Enterprises
WOR
$2.79B
$104 ﹤0.01%
2
– –
TDW icon
1168
Tidewater
TDW
$4.46B
$102 ﹤0.01%
2
-2
-50% -$106
TRIP icon
1169
TripAdvisor
TRIP
$1.26B
$102 ﹤0.01%
7
– –
CAKE icon
1170
Cheesecake Factory
CAKE
$5.53B
$101 ﹤0.01%
2
– –
VAL icon
1171
Valaris
VAL
$5.94B
$101 ﹤0.01%
2
– –
CWEN icon
1172
Clearway Energy Class C
CWEN
$6.78B
$100 ﹤0.01%
3
– –
SUPN icon
1173
Supernus Pharmaceuticals
SUPN
$2.74B
$100 ﹤0.01%
2
– –
WSBC icon
1174
WesBanco
WSBC
$4B
$100 ﹤0.01%
3
– –
ROCK icon
1175
Gibraltar Industries
ROCK
$1.45B
$99 ﹤0.01%
2
– –
45 46
47
48 49

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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.