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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
-0.16%
1 Year Est. Return
+18.43%
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
ALC icon
151
Alcon
ALC
$35B
$5.28K ﹤0.01%
70
– –
SHYG icon
152
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$5.08K ﹤0.01%
120
– –
VRSK icon
153
Verisk Analytics
VRSK
$25B
$4.93K ﹤0.01%
26
-1
-4% -$203
CP icon
154
Canadian Pacific Kansas City
CP
$80.5B
$4.88K ﹤0.01%
62
– –
VST icon
155
Vistra
VST
$47.4B
$4.81K ﹤0.01%
32
-7
-18% -$1.13K
AMT icon
156
American Tower
AMT
$80.4B
$4.66K ﹤0.01%
27
– –
GILD icon
157
Gilead Sciences
GILD
$165B
$4.6K ﹤0.01%
33
-25
-43% -$3.5K
BIPC icon
158
Brookfield Infrastructure
BIPC
$4.85B
$4.35K ﹤0.01%
110
– –
PANW icon
159
Palo Alto Networks
PANW
$297B
$4.33K ﹤0.01%
27
-11
-29% -$1.85K
WDC icon
160
Western Digital
WDC
$150B
$4.33K ﹤0.01%
16
– –
AMGN icon
161
Amgen
AMGN
$222B
$4.22K ﹤0.01%
12
+1
+9% +$356
PEP icon
162
PepsiCo
PEP
$190B
$4.19K ﹤0.01%
27
-20
-43% -$3.12K
IWR icon
163
iShares Russell Mid-Cap ETF
IWR
$57.5B
$4.18K ﹤0.01%
43
-244
-85% -$24.4K
DIS icon
164
Walt Disney
DIS
$181B
$4.14K ﹤0.01%
43
-32
-43% -$3.38K
FIX icon
165
Comfort Systems
FIX
$59.6B
$4.14K ﹤0.01%
3
– –
AMAT icon
166
Applied Materials
AMAT
$428B
$4.1K ﹤0.01%
12
+2
+20% +$673
VBR icon
167
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$4.07K ﹤0.01%
19
– –
NEM icon
168
Newmont
NEM
$119B
$3.9K ﹤0.01%
36
– –
OCFC icon
169
OceanFirst Financial
OCFC
$1.91B
$3.86K ﹤0.01%
214
– –
TJX icon
170
TJX Companies
TJX
$178B
$3.67K ﹤0.01%
23
– –
GLW icon
171
Corning
GLW
$143B
$3.67K ﹤0.01%
27
– –
RSP icon
172
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$3.65K ﹤0.01%
19
– –
APP icon
173
Applovin
APP
$116B
$3.58K ﹤0.01%
9
-9
-50% -$4.35K
VRTX icon
174
Vertex Pharmaceuticals
VRTX
$126B
$3.57K ﹤0.01%
8
– –
COP icon
175
ConocoPhillips
COP
$141B
$3.56K ﹤0.01%
27
-29
-52% -$3.21K
5 6
7
8 9

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ONPI
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HMP
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4WM
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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.