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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
HTO
1176
H2O America
HTO
$2.56B
$98 ﹤0.01%
2
– –
SLVM icon
1177
Sylvamo
SLVM
$1.6B
$97 ﹤0.01%
2
– –
CNK icon
1178
Cinemark Holdings
CNK
$4.38B
$93 ﹤0.01%
4
-1
-20% -$26
FG icon
1179
F&G Annuities & Life
FG
$3.55B
$93 ﹤0.01%
3
– –
CLSK icon
1180
CleanSpark
CLSK
$2.97B
$92 ﹤0.01%
+9
New +$135
HUT
1181
Hut 8
HUT
$10.6B
$92 ﹤0.01%
+2
New +$88
KLIC icon
1182
Kulicke & Soffa
KLIC
$4.53B
$92 ﹤0.01%
2
– –
WHD icon
1183
Cactus
WHD
$5.7B
$92 ﹤0.01%
2
– –
DOCS icon
1184
Doximity
DOCS
$4.57B
$89 ﹤0.01%
2
-1
-33% -$56
CWT icon
1185
California Water Service
CWT
$3.06B
$87 ﹤0.01%
2
– –
RNG icon
1186
RingCentral
RNG
$5.38B
$87 ﹤0.01%
3
-3
-50% -$85
GBTG icon
1187
American Express Global Business Travel
GBTG
$4.94B
$85 ﹤0.01%
11
– –
CNXC icon
1188
Concentrix
CNXC
$1.56B
$84 ﹤0.01%
+2
New +$81
PRM icon
1189
Perimeter Solutions
PRM
$5.65B
$83 ﹤0.01%
+3
New +$76
VYX icon
1190
NCR Voyix
VYX
$1.09B
$82 ﹤0.01%
8
-7
-47% -$76
MQ icon
1191
Marqeta
MQ
$1.62B
$81 ﹤0.01%
4
-2
-33% -$38
ENOV icon
1192
Enovis
ENOV
$1.4B
$80 ﹤0.01%
3
– –
VNOM icon
1193
Viper Energy
VNOM
$15.3B
$78 ﹤0.01%
2
– –
IOSP icon
1194
Innospec
IOSP
$2.29B
$77 ﹤0.01%
1
– –
NATL icon
1195
NCR Atleos
NATL
$3.43B
$77 ﹤0.01%
+2
New +$75
NCNO icon
1196
nCino
NCNO
$2.08B
$77 ﹤0.01%
3
-1
-25% -$25
WLK icon
1197
Westlake Corp
WLK
$10.1B
$74 ﹤0.01%
1
– –
QS icon
1198
QuantumScape Corp
QS
$3.81B
$73 ﹤0.01%
7
– –
RNAM
1199
DELISTED
Avidity Biosciences
RNAM
$73 ﹤0.01%
1
– –
PRKS icon
1200
United Parks & Resorts
PRKS
$2.07B
$73 ﹤0.01%
2
-2
-50% -$83
46 47
48
49 50

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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.