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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
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$584K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$505K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$439K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.7K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.1K

Sector Composition

Rank Sector Weight
1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
201
Deere & Co
DE
$168B
$1.83K ﹤0.01%
4
-1
-20% -$493
MSI icon
202
Motorola Solutions
MSI
$77.4B
$1.83K ﹤0.01%
4
+1
+33% +$451
SOFI icon
203
SoFi Technologies
SOFI
$23.7B
$1.82K ﹤0.01%
69
+24
+53% +$570
SHV icon
204
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$1.82K ﹤0.01%
16
-1
-6% -$110
NSC icon
205
Norfolk Southern
NSC
$75.1B
$1.8K ﹤0.01%
6
– –
WDC icon
206
Western Digital
WDC
$150B
$1.8K ﹤0.01%
15
+3
+25% +$245
FERG icon
207
Ferguson
FERG
$49.8B
$1.8K ﹤0.01%
8
+2
+33% +$453
AFL icon
208
Aflac
AFL
$62.6B
$1.79K ﹤0.01%
16
-1
-6% -$105
AON icon
209
Aon
AON
$76B
$1.78K ﹤0.01%
5
+2
+67% +$724
F icon
210
Ford
F
$55.7B
$1.78K ﹤0.01%
149
-6
-4% -$69
PSX icon
211
Phillips 66
PSX
$81.4B
$1.77K ﹤0.01%
13
– –
ADBE icon
212
Adobe
ADBE
$105B
$1.76K ﹤0.01%
5
-3
-38% -$1.08K
MRK icon
213
Merck
MRK
$318B
$1.76K ﹤0.01%
21
– –
TEL icon
214
TE Connectivity
TEL
$62.6B
$1.76K ﹤0.01%
8
– –
JBL icon
215
Jabil
JBL
$35.8B
$1.74K ﹤0.01%
8
– –
SHW icon
216
Sherwin-Williams
SHW
$89.8B
$1.73K ﹤0.01%
5
– –
WTW icon
217
Willis Towers Watson
WTW
$32B
$1.73K ﹤0.01%
5
+2
+67% +$648
UNH icon
218
UnitedHealth
UNH
$370B
$1.73K ﹤0.01%
5
-2
-29% -$605
ADI icon
219
Analog Devices
ADI
$190B
$1.72K ﹤0.01%
7
– –
CBOE icon
220
Cboe Global Markets
CBOE
$29.9B
$1.72K ﹤0.01%
7
– –
EXPE icon
221
Expedia Group
EXPE
$37.3B
$1.71K ﹤0.01%
8
– –
GD icon
222
General Dynamics
GD
$106B
$1.71K ﹤0.01%
5
– –
VLO icon
223
Valero Energy
VLO
$85.9B
$1.7K ﹤0.01%
10
-3
-23% -$447
LDOS icon
224
Leidos
LDOS
$17.3B
$1.7K ﹤0.01%
9
– –
CASY icon
225
Casey's General Stores
CASY
$30.9B
$1.7K ﹤0.01%
3
– –
7 8
9
10 11

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ONPI
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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.