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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
MU icon
176
Micron Technology
MU
$991B
$5.42K ﹤0.01%
19
+2
+12% +$459
BKNG icon
177
Booking.com
BKNG
$161B
$5.36K ﹤0.01%
+25
New +$5.14K
SCHW
178
Charles Schwab
SCHW
$187B
$5.3K ﹤0.01%
53
+28
+112% +$2.66K
APH icon
179
Amphenol
APH
$209B
$5.27K ﹤0.01%
39
+26
+200% +$3.48K
COP icon
180
ConocoPhillips
COP
$141B
$5.24K ﹤0.01%
56
+32
+133% +$2.89K
AVDE icon
181
Avantis International Equity ETF
AVDE
$18.8B
$5.23K ﹤0.01%
64
+1
+2% +$80
AIG icon
182
American International
AIG
$41.3B
$5.22K ﹤0.01%
61
+44
+259% +$3.52K
MET icon
183
MetLife
MET
$62.1B
$5.21K ﹤0.01%
66
+33
+100% +$2.61K
SYY icon
184
Sysco
SYY
$40.3B
$5.16K ﹤0.01%
70
+50
+250% +$3.8K
SHYG icon
185
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$5.14K ﹤0.01%
+120
New +$5.15K
EMR icon
186
Emerson Electric
EMR
$88.3B
$5.04K ﹤0.01%
38
+28
+280% +$3.71K
BIPC icon
187
Brookfield Infrastructure
BIPC
$4.85B
$4.99K ﹤0.01%
110
– –
LRCX icon
188
Lam Research
LRCX
$390B
$4.96K ﹤0.01%
29
+4
+16% +$622
SOFI icon
189
SoFi Technologies
SOFI
$23.7B
$4.95K ﹤0.01%
189
+120
+174% +$3.34K
LVS icon
190
Las Vegas Sands
LVS
$29.6B
$4.95K ﹤0.01%
76
+59
+347% +$3.62K
DHI icon
191
D.R. Horton
DHI
$42.3B
$4.9K ﹤0.01%
34
+21
+162% +$3.2K
EME icon
192
Emcor
EME
$36B
$4.89K ﹤0.01%
8
+4
+100% +$2.59K
AXP icon
193
American Express
AXP
$230B
$4.81K ﹤0.01%
13
-2
-13% -$716
AMT icon
194
American Tower
AMT
$80.4B
$4.74K ﹤0.01%
27
– –
HYG icon
195
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$4.68K ﹤0.01%
+58
New +$4.67K
MRVL icon
196
Marvell Technology
MRVL
$196B
$4.67K ﹤0.01%
55
+41
+293% +$3.59K
AZN icon
197
AstraZeneca
AZN
$250B
$4.6K ﹤0.01%
+25
New +$4.38K
NTRA icon
198
Natera
NTRA
$46.4B
$4.58K ﹤0.01%
20
+18
+900% +$3.75K
CP icon
199
Canadian Pacific Kansas City
CP
$80.5B
$4.57K ﹤0.01%
62
– –
TXT icon
200
Textron
TXT
$15.4B
$4.53K ﹤0.01%
52
+40
+333% +$3.35K
6 7
8
9 10

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ONPI
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HMP
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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.