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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
(+3.8%)
Cap. Flow
+$4.43M
Cap. Flow
% of AUM
1.73%
Top 10 Holdings %
Top 10 Hldgs %
94.68%
Holding
1,342
New
75
Increased
392
Reduced
252
Closed
63
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$1.2M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$593K |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
+$328K |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$231K |
| 5 |
NVIDIA
NVDA
|
+$202K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional National Municipal Bond ETF
DFNM
|
+$404K |
| 2 |
iShares Core 80/20 Aggressive Allocation ETF
AOA
|
+$39.8K |
| 3 |
JPMorgan Short Duration Core Plus ETF
JSCP
|
+$24.4K |
| 4 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$24.3K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1326
Silicon Laboratories
SLAB
$7.2B
| – | – |
-2
| Closed | -$262 |
|
1327
Summit Therapeutics
SMMT
$11.9B
| – | – |
-2
| Closed | -$41 |
|
1328
Simply Good Foods
SMPL
$956M
| – | – |
-3
| Closed | -$74 |
|
1329
Stewart Information Services
STC
$2.01B
| – | – |
-2
| Closed | -$147 |
|
1330
Tecnoglass Holdings Inc.
TGLS
$1.84B
| – | – |
-2
| Closed | -$134 |
|
1331
TriNet
TNET
$3.09B
| – | – |
-2
| Closed | -$134 |
|
1332
Trex
TREX
$4.91B
| – | – |
-4
| Closed | -$207 |
|
1333
Under Armour Class C
UA
$2.42B
| – | – |
-7
| Closed | -$34 |
|
1334
Under Armour
UAA
$2.5B
| – | – |
-4
| Closed | -$20 |
|
1335
U-Haul Holding Co
UHAL
$14.4B
| – | – |
-2
| Closed | -$114 |
|
1336
Utz Brands
UTZ
$1.25B
| – | – |
-2
| Closed | -$24 |
|
1337
WD-40
WDFC
$3.15B
| – | – |
-1
| Closed | -$198 |
|
1338
Werner Enterprises
WERN
$2.2B
| – | – |
-7
| Closed | -$184 |
|
1339
Wendy's
WEN
$1.39B
| – | – |
-6
| Closed | -$55 |
|
1340
World Kinect Corp
WKC
$1.89B
| – | – |
-3
| Closed | -$78 |
|
1341
Watsco Inc
WSO
$13.5B
| – | – |
-1
| Closed | -$404 |
|
1342
Zscaler
ZS
$28.6B
| – | – |
-2
| Closed | -$599 |
|
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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.