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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
HUN icon
1301
Huntsman Corp
HUN
$1.82B
– –
-4
Closed -$36
ITGR icon
1302
Integer Holdings
ITGR
$4.25B
– –
-2
Closed -$207
KMT icon
1303
Kennametal
KMT
$2.41B
– –
-5
Closed -$105
KMX icon
1304
CarMax
KMX
$8.34B
– –
-8
Closed -$359
LBRDK icon
1305
Liberty Broadband Class C
LBRDK
$5.18B
– –
-7
Closed -$445
LCID icon
1306
Lucid Motors
LCID
$2.6B
– –
-1
Closed -$24
LGIH icon
1307
LGI Homes
LGIH
$1.32B
– –
-1
Closed -$52
LKFN icon
1308
Lakeland Financial Corp
LKFN
$1.52B
– –
-2
Closed -$128
LRN icon
1309
Stride
LRN
$3.33B
– –
-4
Closed -$596
LZB icon
1310
La-Z-Boy
LZB
$1.66B
– –
-4
Closed -$137
MAN icon
1311
ManpowerGroup
MAN
$2.63B
– –
-1
Closed -$38
MBC icon
1312
MasterBrand
MBC
$1.84B
– –
-2
Closed -$26
NSIT icon
1313
Insight Enterprises
NSIT
$4.54B
– –
-2
Closed -$227
NSP icon
1314
Insperity
NSP
$1.96B
– –
-1
Closed -$49
NWL icon
1315
Newell Brands
NWL
$2.51B
– –
-35
Closed -$183
OLED icon
1316
Universal Display
OLED
$4.16B
– –
-2
Closed -$287
PCTY icon
1317
Paylocity
PCTY
$7.73B
– –
-2
Closed -$319
PINC
1318
DELISTED
Premier
PINC
– –
-10
Closed -$278
PNFP icon
1319
Pinnacle Financial Partners Inc
PNFP
$15.8B
– –
-5
Closed -$469
PRGS icon
1320
Progress Software
PRGS
$1.78B
– –
-1
Closed -$44
PRGO icon
1321
Perrigo
PRGO
$1.75B
– –
-12
Closed -$267
RH icon
1322
RH
RH
$3.47B
– –
-1
Closed -$203
RHI icon
1323
Robert Half
RHI
$4.37B
– –
-3
Closed -$102
SEM
1324
DELISTED
Select Medical
SEM
– –
-3
Closed -$39
SHAK icon
1325
Shake Shack
SHAK
$2.89B
– –
-1
Closed -$94
50 51 52
53
54

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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.