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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
HI
1251
DELISTED
Hillenbrand
HI
$32 ﹤0.01%
1
– –
MBLY icon
1252
Mobileye
MBLY
$2.21B
$32 ﹤0.01%
3
-1
-25% -$12
MRNA icon
1253
Moderna
MRNA
$23.9B
$30 ﹤0.01%
1
– –
TGTX icon
1254
TG Therapeutics
TGTX
$7.52B
$30 ﹤0.01%
+1
New +$33
BEAM icon
1255
Beam Therapeutics
BEAM
$2.82B
$28 ﹤0.01%
1
– –
GMUB
1256
Goldman Sachs Municipal Income ETF
GMUB
$315M
$28 ﹤0.01%
+1
New +$51
GSEU icon
1257
Goldman Sachs ActiveBeta Europe Equity ETF
GSEU
$126M
$27 ﹤0.01%
+1
New +$44
HGTY icon
1258
Hagerty
HGTY
$1.34B
$27 ﹤0.01%
2
– –
GTIP icon
1259
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$295M
$21 ﹤0.01%
+1
New +$50
RKT icon
1260
Rocket Companies
RKT
$39B
$20 ﹤0.01%
1
– –
LION icon
1261
Lionsgate Studios
LION
$3.68B
$19 ﹤0.01%
2
– –
DFH icon
1262
Dream Finders Homes
DFH
$1.25B
$18 ﹤0.01%
1
-1
-50% -$20
GSJY icon
1263
Goldman Sachs ActiveBeta Japan Equity ETF
GSJY
$87.4M
$18 ﹤0.01%
+1
New +$46
CXM icon
1264
Sprinklr
CXM
$1.62B
$16 ﹤0.01%
2
– –
DBRG icon
1265
DigitalBridge
DBRG
$2.95B
$16 ﹤0.01%
1
– –
GSSC icon
1266
GS ActiveBeta US Small Cap Equity ETF
GSSC
$1.1B
$16 ﹤0.01%
+1
New +$75
OGN icon
1267
Organon & Co
OGN
$3.58B
$15 ﹤0.01%
2
– –
AI icon
1268
C3.ai
AI
$1.62B
$14 ﹤0.01%
1
– –
TDOC icon
1269
Teladoc Health
TDOC
$1.29B
$14 ﹤0.01%
2
-10
-83% -$78
GEMD icon
1270
Goldman Sachs Access Emerging Markets USD Bond ETF
GEMD
$37.5M
$13 ﹤0.01%
+1
New +$42
PTON icon
1271
Peloton Interactive
PTON
$2.42B
$13 ﹤0.01%
2
– –
VGLT icon
1272
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$13 ﹤0.01%
+1
New +$57
XRAY icon
1273
Dentsply Sirona
XRAY
$2.34B
$12 ﹤0.01%
1
-3
-75% -$35
FLO icon
1274
Flowers Foods
FLO
$1.51B
$11 ﹤0.01%
1
-3
-75% -$35
STGW icon
1275
Stagwell
STGW
$2.22B
$10 ﹤0.01%
2
– –
49 50
51
52 53

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4WM
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A
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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.