HI
HFM Investment Advisors, LLC: 13F Stock Holdings & Portfolio (Q2 2026)
HFM Investment Advisors, LLCCIK: 0002067972
Concentrated strategyMomentum followerLong-term holder
Total reported value
$285.2M
Reporting period: 2026-06-30 · Number of holdings: 1293
HFM Investment Advisors, LLC disclosed 1293 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $285.2M and a quarterly turnover rate of 10.9%.
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Personality snowflake
- Concentration
- 90.93
- Portfolio Stability
- 10.89
- Momentum
- 83.6
- Sector conviction
- 62.45
- Diversification
- 100
- Sizing Uniformity
- 0
HFM Investment Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.227 — mathematically equivalent to about 4 equally-sized positions, well below its 1293 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 17.12), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 4% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd DFAC
-1.5% $12.7M
Trim DFCF
+2.3% $761.4K
Add DFNM
+19.7% $3.6M
Trim DFAX
-1.9% $3.4M
Add DUHP
+1.8% $2.7M
Sold out XOM
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 40.17% | +1.01% | -1.47% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 19.83% | -0.62% | -1.94% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 11.94% | -0.86% | +2.31% | |
| 4 | DFNM | Dimensional National Muni Bd | ETF-Other | 7.27% | +0.67% | +19.69% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 7.01% | +0.36% | +1.84% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 3.63% | -0.20% | +1.80% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.02% | -0.08% | -3.12% | |
| 8 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.81% | -0.13% | +1.39% | |
| 9 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.52% | -0.26% | -33.94% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.52% | -0.10% | -19.15% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.05% | -4.05% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.13% | +0.55% | |
| 13 | GE | General Electric | Stock-Industrials | 0.33% | +0.06% | +0.28% | |
| 14 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.28% | +0.06% | +0.31% | |
| 15 | GEV | GE Vernova Inc | Stock-Industrials | 0.26% | +0.05% | +0.64% | |
| 16 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.20% | -0.08% | -27.46% | |
| 17 | MMM | 3m Co | Stock-Industrials | 0.20% | +0.01% | +0.46% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 0.17% | +0.01% | +0.72% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.03% | +20.38% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.13% | +0.03% | +22.21% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | — | +1.20% | |
| 22 | CEG | Constellation Energy | Stock-Utilities | 0.09% | -0.02% | -1.56% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.08% | +0.02% | +7.56% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | +0.01% | +42.21% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | +0.01% | +20.79% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 0.06% | +0.04% | +1.96% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.06% | — | +3.75% | |
| 28 | INTC | Intel CORP | Stock-Tech | 0.06% | +0.04% | +6.00% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | +0.02% | +10.48% | |
| 30 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.06% | — | +2.78% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | +0.01% | +15.13% | |
| 32 | EXC | Exelon CORP | Stock-Utilities | 0.05% | -0.01% | -1.57% | |
| 33 | SENEA | Seneca Foods CORP - Cl A | Stock-Other | 0.05% | — | — | |
| 34 | SENEB | Seneca Foods CORP - Cl B | Stock-Other | 0.05% | — | — | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | -0.03% | -41.85% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.04% | -0.01% | -15.51% | |
| 37 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.04% | -0.01% | -15.54% | |
| 38 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.04% | -0.01% | +2.46% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.04% | +0.01% | +8.98% | |
| 40 | ELV | Elevance Health Inc | Stock-Healthcare | 0.03% | — | +4.10% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.03% | -0.02% | -33.28% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.03% | -0.01% | -18.97% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | — | +35.65% | |
| 44 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.03% | — | +0.37% | |
| 45 | SNDA | Sonida Senior Living Inc | Stock-Other | 0.03% | +0.01% | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.03% | +0.01% | +22.11% | |
| 47 | SOLV | Solventum CORP | Stock-Healthcare | 0.02% | — | +0.82% | |
| 48 | ED | Consolidated Edison Inc | Stock-Utilities | 0.02% | — | +2.66% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.02% | +0.02% | +123.81% | |
| 50 | RSG | Republic Services Inc | Stock-Industrials | 0.02% | — | +4.50% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+17.9%
- Stdev
- +8.7%
- Beta
- +0.64
- Alpha
- +5.4%
- Max Drawdown
- -5%
- Annualized Perf
- +21.5%
- Batting Avg vs S&P
- +40%
- Sortino
- +4.46
- Stutzer
- +0.63
- Treynor
- +0.31
- Sterling
- +1.44
- Calmar
- +4.31
- Information Ratio
- -0.5
- Tracking Error
- +5.9%
- Stdev Down
- +4.5%
- Winning Months %
- +86.7%
- Losing Months %
- +13.3%
- Best 12 Months
- +24.9%
- Worst 12 Months
- +17.9%
- Efficiency Ratio
- +0.77
- Sharpe
- +2.3
- Stdev Sectors
- +10.3%
- Skewness
- -0.84
- Kurtosis
- +1.95
- Upside Potential
- +5.43
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
HFM Investment Advisors, LLC's most significant position changes for 2026-06-30: Sold out: Exxon Mobil CORP (XOM); Sold out: Miami International Holdings (MIAX); Sold out: Ishares Russell 2000 ETF (IWM); Sold out: Vanguard Mid-cap Growth ETF (VOT); Sold out: Ishares 0-5 Yr Hy CORP Bond (SHYG).
Showing top 200 changes by size (of 1334 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +1% | -1.47% | Trim |
| 2 | DFNM | Dimensional National Muni Bd | +0.7% | +19.69% | Add |
| 3 | DUHP | Dimensional US High Profi Et | +0.4% | +1.84% | Add |
| 4 | CSCO | Cisco Systems Inc | +0.1% | +0.55% | Add |
| 5 | GE | General Electric | +0.1% | +0.28% | Add |
| 6 | ROK | Rockwell Automation Inc | +0.1% | +0.31% | Add |
| 7 | GEV | GE Vernova Inc | +0.1% | +0.64% | Add |
| 8 | AMD | Advanced Micro Devices | 0% | +1.96% | Add |
| 9 | INTC | Intel CORP | 0% | +6.00% | Add |
| 10 | NVDA | Nvidia CORP | 0% | +20.38% | Add |
| 11 | AAPL | Apple Inc | 0% | +22.21% | Add |
| 12 | GOOG | Alphabet Inc-cl C | 0% | +7.56% | Add |
| 13 | LLY | Eli Lilly & Co | 0% | +10.48% | Add |
| 14 | MU | Micron Technology Inc | 0% | +123.81% | Add |
| 15 | IBM | Intl Business Machines CORP | 0% | +0.72% | Add |
| 16 | MSFT | Microsoft CORP | 0% | +42.21% | Add |
| 17 | MMM | 3m Co | 0% | +0.46% | Add |
| 18 | AMZN | Amazon.com Inc | 0% | +20.79% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | +15.13% | Add |
| 20 | AVGO | Broadcom Inc | 0% | +8.98% | Add |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +22.11% | Add |
| 22 | BNY | Bank Of New York Mellon CORP | 0% | +529.17% | Add |
| 23 | LRCX | Lam Research CORP | 0% | +83.33% | Add |
| 24 | KLAC | Kla CORP | 0% | +1800.00% | Add |
| 25 | SNDA | Sonida Senior Living Inc | 0% | — | Unchanged |
| 26 | WDC | Western Digital CORP | 0% | +100.00% | Add |
| 27 | CAT | Caterpillar Inc | 0% | +90.91% | Add |
| 28 | AMAT | Applied Materials Inc | 0% | +83.33% | Add |
| 29 | FIX | Comfort Systems USA Inc | 0% | +166.67% | Add |
| 30 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 31 | MRK | Merck & Co. Inc. | 0% | +40.23% | Add |
| 32 | PM | Philip Morris International | 0% | +14.10% | Add |
| 33 | TSLA | Tesla Inc | — | +1.20% | Add |
| 34 | ELV | Elevance Health Inc | — | +4.10% | Add |
| 35 | META | Meta Platforms Inc-class A | — | +35.65% | Add |
| 36 | SENEB | Seneca Foods CORP - Cl B | — | — | Unchanged |
| 37 | CRWD | Crowdstrike Holdings Inc - A | — | — | Unchanged |
| 38 | SENEA | Seneca Foods CORP - Cl A | — | — | Unchanged |
| 39 | V | Visa Inc-class A Shares | — | +76.60% | Add |
| 40 | SPYI | Neos S&p 500 High Income ETF | — | +44.42% | Add |
| 41 | NVDY | Yieldmax Nvda Option Inc ETF | — | +57.50% | Add |
| 42 | PWR | Quanta Services Inc | — | +8.16% | Add |
| 43 | PFE | Pfizer Inc | — | -22.77% | Trim |
| 44 | SOLV | Solventum CORP | — | +0.82% | Add |
| 45 | UNH | Unitedhealth Group Inc | — | +460.00% | Add |
| 46 | VWO | Vanguard Ftse Emerging Marke | — | -33.33% | Trim |
| 47 | GLW | Corning Inc | — | +92.59% | Add |
| 48 | STX | Seagate Technology Holdings plc | — | +100.00% | Add |
| 49 | VOT | Vanguard Mid-cap Growth ETF | — | EXIT | Sold out |
| 50 | GS | Goldman Sachs Group Inc | — | +37.50% | Add |
1–50 of 200
Filing History
FAQ
What is HFM Investment Advisors, LLC and what type of investor is it?
HFM Investment Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $285.2M, spread across 1293 disclosed positions.
What are HFM Investment Advisors, LLC's largest equity positions?
Based on the latest 13F filing, HFM Investment Advisors, LLC's top holdings by market value are:
1. Dimensional US Core Equity 2 (DFAC) — $114.6M (40.2%)
2. Dimensional World Ex US Core (DFAX) — $56.5M (19.8%)
3. Dimensional Core Fixed Inc (DFCF) — $34.1M (11.9%)
4. Dimensional National Muni Bd (DFNM) — $20.7M (7.3%)
5. Dimensional US High Profi Et (DUHP) — $20.0M (7.0%)
What changes did HFM Investment Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, HFM Investment Advisors, LLC made 193 notable position adjustments: 6 new positions were initiated, 133 existing holdings were added to, 47 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Exxon Mobil CORP (XOM); Sold out: Miami International Holdings (MIAX); Sold out: Ishares Russell 2000 ETF (IWM); Sold out: Vanguard Mid-cap Growth ETF (VOT); Sold out: Ishares 0-5 Yr Hy CORP Bond (SHYG)
What sectors does HFM Investment Advisors, LLC focus on?
HFM Investment Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 29.4%
• Information Technology: 28.7%
• Health Care: 16.8%
• Consumer Discretionary: 6.7%
• Communication Services: 4.6%
• Financials: 4.5%
Investment Profile
HFM Investment Advisors, LLC returned an annualized 21.5% over the trailing 15 months — outperforming the S&P 500 by 5.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.64 (less volatile than the market) and a 40% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
It has added to its DFAX position over the past two quarters (+$4.4M, now $56.5M), while trimming AOA over the same stretch (-$846.4K, still holding $1.5M).
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