Hfm Investment Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$260.0M
Q ending 2026-03-31
Prior quarter
$255.8M
Q ending 2025-12-31
Change
+1.7% QoQ · +26.1% YoY
Positions
1,210
reported holdings
Largest positions
Top 100 of 1,210 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $101.8M | 2.6M |
| Dimensional Etf Trust | DFAX | Shares | $53.2M | 1.6M |
| Dimensional Etf Trust | DFCF | Shares | $33.3M | 788K |
| Dimensional Etf Trust | DUHP | Shares | $17.3M | 470K |
| Dimensional Etf Trust | DFNM | Shares | $17.2M | 358K |
| Dimensional Etf Trust | DFGX | Shares | $10.0M | 190K |
| Dimensional Etf Trust | DFGR | Shares | $5.5M | 205K |
| Dimensional Etf Trust | DFGP | Shares | $5.0M | 93K |
| Ishares Tr | AOA | Shares | $2.0M | 23K |
| Vanguard Intl Equity Index F | VT | Shares | $1.6M | 12K |
| Johnson & Johnson | JNJ | Shares | $1.4M | 6K |
| Cisco Sys Inc | CSCO | Shares | $844K | 11K |
| Exxon Mobil Corp | XOM | Shares | $746K | 4K |
| Ishares Tr | AOR | Shares | $726K | 11K |
| Ge Aerospace | GE | Shares | $706K | 2K |
| Rockwell Automation Inc | ROK | Shares | $578K | 2K |
| Ge Vernova Inc | GEV | Shares | $542K | 621 |
| 3M Co | MMM | Shares | $501K | 3K |
| International Business Machs | IBM | Shares | $405K | 2K |
| Tesla Inc | TSLA | Shares | $309K | 830 |
| Nvidia Corporation | NVDA | Shares | $291K | 2K |
| Constellation Energy Corp | CEG | Shares | $287K | 1K |
| Apple Inc | AAPL | Shares | $259K | 1K |
| Spdr Series Trust | SPYM | Shares | $172K | 2K |
| Bristol-Myers Squibb Co | BMY | Shares | $166K | 3K |
| Alphabet Inc | GOOG | Shares | $163K | 569 |
| Procter & Gamble Co | PG | Shares | $162K | 1K |
| Exelon Corp | EXC | Shares | $153K | 3K |
| Amazon Com Inc | AMZN | Shares | $148K | 712 |
| Microsoft Corp | MSFT | Shares | $148K | 398 |
| Northrop Grumman Corp | NOC | Shares | $139K | 203 |
| Spdr Series Trust | SPSB | Shares | $133K | 4K |
| J P Morgan Exchange Traded F | JSCP | Shares | $133K | 3K |
| Vanguard Tax-Managed Fds | VEA | Shares | $122K | 2K |
| Seneca Foods Corp New | SENEA | Shares | $121K | 800 |
| Seneca Foods Corp New | SENEB | Shares | $119K | 800 |
| Eli Lilly & Co | LLY | Shares | $115K | 124 |
| J P Morgan Exchange Traded F | JPST | Shares | $111K | 2K |
| Alphabet Inc | GOOGL | Shares | $103K | 357 |
| Broadcom Inc | AVGO | Shares | $79K | 256 |
| Ishares Tr | AOM | Shares | $77K | 2K |
| Elevance Health Inc Formerly | ELV | Shares | $72K | 244 |
| Walmart Inc | WMT | Shares | $68K | 551 |
| Meta Platforms Inc | META | Shares | $66K | 115 |
| Sonida Senior Living Inc | SNDA | Shares | $64K | 2K |
| Advanced Micro Devices Inc | AMD | Shares | $62K | 306 |
| Ge Healthcare Technologies I | GEHC | Shares | $60K | 838 |
| Solventum Corp | SOLV | Shares | $56K | 858 |
| Jpmorgan Chase & Co | JPM | Shares | $56K | 190 |
| Consolidated Edison Inc | ED | Shares | $55K | 489 |
| Mastercard Incorporated | MA | Shares | $54K | 108 |
| Miami Intl Hldgs Inc | MIAX | Shares | $51K | 1K |
| Verizon Communications Inc | VZ | Shares | $50K | 1K |
| Intel Corp | INTC | Shares | $50K | 1K |
| Republic Svcs Inc | RSG | Shares | $49K | 222 |
| Ishares Tr | MUB | Shares | $46K | 436 |
| Mcdonalds Corp | MCD | Shares | $41K | 131 |
| Vanguard Charlotte Fds | BNDX | Shares | $39K | 819 |
| Vanguard Index Fds | VTI | Shares | $38K | 118 |
| Vanguard Intl Equity Index F | VWO | Shares | $37K | 678 |
| Fs Specialty Lending Fd | FSSL | Shares | $37K | 3K |
| At&T Inc | T | Shares | $36K | 1K |
| Vanguard Malvern Fds | VTIP | Shares | $34K | 678 |
| Janus Detroit Str Tr | JAAA | Shares | $33K | 659 |
| Pfizer Inc | PFE | Shares | $32K | 1K |
| Nextera Energy Inc | NEE | Shares | $32K | 346 |
| Bank America Corp | BAC | Shares | $30K | 622 |
| Boeing Co | BA | Shares | $30K | 152 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $30K | 63 |
| Costco Wholesale Corporation | COST | Shares | $29K | 29 |
| Parker-Hannifin Corp | PH | Shares | $29K | 32 |
| Ishares Tr | IWM | Shares | $29K | 115 |
| Ishares Tr | AGG | Shares | $27K | 274 |
| Yum Brands Inc | YUM | Shares | $27K | 173 |
| Quanta Svcs Inc | PWR | Shares | $27K | 49 |
| Thermo Fisher Scientific Inc | TMO | Shares | $26K | 53 |
| Eversource Energy | ES | Shares | $26K | 376 |
| Costar Group Inc | CSGP | Shares | $26K | 637 |
| Neos Etf Trust | SPYI | Shares | $25K | 511 |
| Tidal Trust Ii | NVDY | Shares | $24K | 2K |
| T-Mobile Us Inc | TMUS | Shares | $24K | 112 |
| Ishares Tr | AOK | Shares | $23K | 580 |
| Home Depot Inc | HD | Shares | $23K | 69 |
| Coca Cola Co | KO | Shares | $22K | 295 |
| Vanguard Index Fds | VOE | Shares | $22K | 122 |
| Goldman Sachs Etf Tr | GSLC | Shares | $22K | 178 |
| Crowdstrike Hldgs Inc | CRWD | Shares | $20K | 51 |
| Hca Healthcare Inc | HCA | Shares | $20K | 42 |
| Target Corp | TGT | Shares | $19K | 157 |
| Colgate Palmolive Co | CL | Shares | $19K | 221 |
| Linde Plc | Shares | $19K | 38 | |
| Goldman Sachs Etf Tr | GBIL | Shares | $18K | 182 |
| Capital One Finl Corp | COF | Shares | $18K | 99 |
| Vanguard Scottsdale Fds | VGSH | Shares | $18K | 304 |
| Spdr Series Trust | SPMD | Shares | $18K | 296 |
| J P Morgan Exchange Traded F | JCPB | Shares | $17K | 362 |
| Intuitive Surgical Inc | ISRG | Shares | $17K | 37 |
| Chevron Corporation | CVX | Shares | $17K | 82 |
| Ishares Tr | IUSB | Shares | $15K | 334 |
| United Parcel Svcs Inc | UPS | Shares | $15K | 157 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.