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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
KD icon
1226
Kyndryl
KD
$2.97B
$54 ﹤0.01%
2
-7
-78% -$190
AD
1227
Array Digital Infrastructure
AD
$3.03B
$54 ﹤0.01%
+1
New +$49
BF.A icon
1228
Brown-Forman Class A
BF.A
$13.2B
$53 ﹤0.01%
2
– –
ALRM icon
1229
Alarm.com
ALRM
$2.79B
$52 ﹤0.01%
1
-1
-50% -$51
PGNY icon
1230
Progyny
PGNY
$2.18B
$52 ﹤0.01%
2
-1
-33% -$23
RAL
1231
Ralliant Corp
RAL
$7.68B
$51 ﹤0.01%
1
– –
CLBK icon
1232
Columbia Financial
CLBK
$1.12B
$47 ﹤0.01%
3
-5
-63% -$78
GPK icon
1233
Graphic Packaging
GPK
$3.53B
$46 ﹤0.01%
3
-9
-75% -$148
TALO icon
1234
Talos Energy
TALO
$2.6B
$45 ﹤0.01%
4
+3
+300% +$31
CE icon
1235
Celanese
CE
$4.88B
$43 ﹤0.01%
1
– –
COMP icon
1236
Compass
COMP
$9.52B
$43 ﹤0.01%
4
– –
HNI icon
1237
HNI Corp
HNI
$3.54B
$43 ﹤0.01%
1
-1
-50% -$42
KMPR icon
1238
Kemper
KMPR
$1.55B
$41 ﹤0.01%
1
-2
-67% -$86
PAYO icon
1239
Payoneer
PAYO
$2.4B
$40 ﹤0.01%
7
-8
-53% -$46
MCW
1240
DELISTED
Mister Car Wash
MCW
$39 ﹤0.01%
7
-13
-65% -$68
SM icon
1241
SM Energy
SM
$7.55B
$38 ﹤0.01%
2
– –
TTD icon
1242
Trade Desk
TTD
$6.29B
$38 ﹤0.01%
1
-1
-50% -$44
WSC icon
1243
WillScot Mobile Mini Holdings
WSC
$4.18B
$38 ﹤0.01%
2
-6
-75% -$121
GLIBK
1244
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$1.01B
$38 ﹤0.01%
1
– –
KNTK icon
1245
Kinetik
KNTK
$8.32B
$37 ﹤0.01%
1
-1
-50% -$36
ZD icon
1246
Ziff Davis
ZD
$2B
$36 ﹤0.01%
1
– –
AZTA icon
1247
Azenta
AZTA
$1.54B
$34 ﹤0.01%
1
– –
CRGY icon
1248
Crescent Energy
CRGY
$4.03B
$34 ﹤0.01%
4
-4
-50% -$35
AMBP icon
1249
Ardagh Metal Packaging
AMBP
$2.97B
$33 ﹤0.01%
8
-3
-27% -$11
CENT icon
1250
Central Garden & Pet Co
CENT
$2.75B
$33 ﹤0.01%
1
– –
48 49
50
51 52

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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.