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HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
-0.16%
1 Year Est. Return
+15.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GPK icon
1251
Graphic Packaging
GPK
$3.21B
– –
-3
Closed -$46
GWRE icon
1252
Guidewire Software
GWRE
$12.4B
– –
-9
Closed -$1.81K
HAE icon
1253
Haemonetics
HAE
$3.55B
– –
-3
Closed -$241
HI
1254
DELISTED
Hillenbrand
HI
– –
-1
Closed -$32
HIMS icon
1255
Hims & Hers Health
HIMS
$7.57B
– –
-43
Closed -$1.4K
HLNE icon
1256
Hamilton Lane
HLNE
$3.7B
– –
-2
Closed -$269
HUM icon
1257
Humana
HUM
$47.8B
– –
-8
Closed -$2.05K
HYG icon
1258
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
– –
-58
Closed -$4.68K
ICLR icon
1259
Icon
ICLR
$12.8B
– –
-1
Closed -$183
IOT icon
1260
Samsara
IOT
$22.5B
– –
-7
Closed -$249
IRM icon
1261
Iron Mountain
IRM
$37B
– –
-50
Closed -$4.15K
KD icon
1262
Kyndryl
KD
$2.69B
– –
-2
Closed -$54
KGS icon
1263
Kodiak Gas Services
KGS
$6.5B
– –
-4
Closed -$150
KMPR icon
1264
Kemper
KMPR
$1.67B
– –
-1
Closed -$41
KNSL icon
1265
Kinsale Capital Group
KNSL
$8.07B
– –
-1
Closed -$392
MBLY icon
1266
Mobileye
MBLY
$7.54B
– –
-3
Closed -$32
MELI icon
1267
Mercado Libre
MELI
$92.9B
– –
-1
Closed -$2.02K
MGNI icon
1268
Magnite
MGNI
$2.72B
– –
-4
Closed -$65
MPWR icon
1269
Monolithic Power Systems
MPWR
$65.3B
– –
-2
Closed -$1.81K
NCNO icon
1270
nCino
NCNO
$1.96B
– –
-3
Closed -$77
NEU icon
1271
NewMarket
NEU
$7.17B
– –
-2
Closed -$1.38K
NOW icon
1272
ServiceNow
NOW
$108B
– –
-20
Closed -$3.06K
NTNX icon
1273
Nutanix
NTNX
$14.9B
– –
-3
Closed -$156
OGN icon
1274
Organon & Co
OGN
$3.54B
– –
-2
Closed -$15
PATH icon
1275
UiPath
PATH
$6.3B
– –
-12
Closed -$197
49 50
51
52 53

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BAM
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LIM
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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1.1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.