HFM Investment Advisors, LLC

CIK

2067972

Location

GLASSBORO, NJ

Portfolio Value

Micro $13,008,663

Diversification

Diversified

Filing Date

Global Rank

#7,990 / 8,517 ▲ 327

Top Industry

Drug Manufacturers - General 13.4%

3Y Alpha vs SPY

+8.5%

Period ended 46 days ago

Filed Aug 4, 2026 · 11d

6 quarters · since Mar 2025

Portfolio Concentration

1,211 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.4%

−4.9 pts

Top 5

39.2%

−3.6 pts

Top 10

55.8%

−4.7 pts

HHI

410

Diversified−129

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	29.1%	$3,791,865	211
Technology	28.3%	$3,684,673	186
Healthcare	17.2%	$2,234,994	127
Consumer Cyclical	6.5%	$847,537	167
Financial Services	5.0%	$647,479	212
Utilities	4.3%	$559,787	54
Consumer Defensive	4.2%	$548,568	67
Communication Services	2.9%	$379,484	42
Energy	1.0%	$127,963	66
Basic Materials	0.9%	$121,801	64
Unclassified	0.3%	$33,058	3
Real Estate	0.2%	$31,454	12

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+340	2,008	$401,780
AAPL	Apple Inc.	+227	1,249	$361,410
F	Ford Motor Co	+170	329	$4,573
MSFT	Microsoft Corp	+168	566	$211,129
AMZN	Amazon Com Inc	+148	860	$204,972
BNY	Bank of New York Mellon Corp	+127	151	$21,836
T	At&T Inc.	+108	1,335	$27,634
VTRS	Viatris Inc	+92	182	$2,890
VZ	Verizon Communications Inc	+86	1,086	$45,981
CRBG	Corebridge Financial, Inc.	+85	97	$2,777
RIG	Transocean Ltd.	+81	139	$679
DVN	Devon Energy Corp/De	+80	111	$4,586
BMY	Bristol Myers Squibb Co	+76	2,813	$162,085
CNH	CNH Industrial N.V.	+73	135	$1,516
KLAC	Kla Corp	+72	76	$22,929
SOFI	SoFi Technologies, Inc.	+72	123	$2,205
CSX	Csx Corp	+71	287	$13,641
ADT	ADT Inc.	+69	112	$728
INTC	Intel Corp	+68	1,202	$167,835
CCL	Carnival Corp Ltd.	+66	104	$2,971
HBAN	Huntington Bancshares Inc /Md/	+64	143	$2,535
GEN	Gen Digital Inc.	+62	69	$1,717
CSCO	Cisco Systems, Inc.	+60	10,939	$1,284,894
KMI	Kinder Morgan, Inc.	+59	119	$3,804
CMCSA	Comcast Corp	+58	113	$2,774
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SENEA	Seneca Foods Corp	−800	800	$139,152
GOOGL	Alphabet Inc.	−515	411	$146,879
GEHC	GE HealthCare Technologies Inc.	−307	531	$33,989
PFE	Pfizer Inc	−261	885	$21,310
JNJ	Johnson & Johnson	−225	5,331	$1,353,914
NEE	Nextera Energy Inc	−200	146	$12,814
WMT	Walmart Inc.	−118	433	$49,041
UPS	United Parcel Service Inc	−109	48	$5,160
NKE	NIKE, Inc.	−74	31	$1,272
EXC	Exelon Corp	−49	3,075	$143,356
CRM	Salesforce, Inc.	−41	11	$1,723
TRGP	Targa Resources Corp.	−41	17	$4,558
MA	Mastercard Inc	−36	72	$36,979
CVX	Chevron Corp	−35	47	$7,790
ISRG	Intuitive Surgical Inc	−35	2	$795
TMO	Thermo Fisher Scientific Inc.	−32	21	$10,528
HD	Home Depot, Inc.	−26	43	$15,165
ADBE	Adobe Inc.	−25	7	$1,435
ORCL	Oracle Corp	−25	62	$9,086
PANW	Palo Alto Networks Inc	−20	7	$2,387
EOG	Eog Resources Inc	−19	53	$6,875
CEG	Constellation Energy Corp	−16	1,011	$251,102
BAC	Bank Of America Corp /De/	−15	607	$34,586
NFLX	Netflix Inc	−15	74	$5,283
INTU	Intuit Inc.	−11	4	$1,044
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	25	$4,271
HUM	Humana Inc	8	$3,177
ALAB	Astera Labs, Inc.	6	$2,898
TDG	TransDigm Group INC	2	$2,664
HONA	Honeywell Aerospace Inc.	10	$2,208
CNC	Centene Corp	31	$1,989
MKL	Markel Group Inc.	1	$1,953
BKNG	Booking Holdings Inc.	10	$1,782
DASH	DoorDash, Inc.	7	$1,291
MTD	Mettler Toledo International Inc/	1	$1,277
ICLR	Icon PLC	7	$1,215
MOH	Molina Healthcare, Inc.	5	$1,143
KGS	Kodiak Gas Services, Inc.	13	$976
FDS	Factset Research Systems Inc	4	$920
POOL	Pool Corp	4	$859
NEU	Newmarket Corp	1	$791
CMG	Chipotle Mexican Grill Inc	23	$782
ARWR	Arrowhead Pharmaceuticals, Inc.	9	$733
IRDM	Iridium Communications Inc.	13	$713
ROAD	Construction Partners, Inc.	6	$712
MORN	Morningstar, Inc.	4	$624
WDAY	Workday, Inc.	5	$612
HAE	Haemonetics Corp	8	$600
RBRK	Rubrik, Inc.	7	$561
ARES	Ares Management Corp	5	$556
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AOA	iShares Core 80/20 Aggressive Allocation ETF	22,899	$2,026,332
XOM	ExxonMobil Holdings Corp	4,395	$745,655
VEA	Vanguard FTSE Developed Markets ETF	1,902	$121,880
MIAX	Miami International Holdings, Inc.	1,301	$50,634
BNDX	Vanguard Total International Bond ETF	819	$39,352
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	182	$18,234
FCNCA	First Citizens Bancshares Inc /De/	1	$1,884
KAI	Kadant Inc	2	$584
GTES	Gates Industrial Corp Ltd.	21	$474
AXON	Axon Enterprise, Inc.	1	$424
GPOR	Gulfport Energy Corp	2	$423
KBH	Kb Home	7	$362
WING	Wingstop Inc.	2	$309
BMI	Badger Meter Inc	2	$304
NLY	Annaly Capital Management Inc	12	$253
SMCI	Super Micro Computer, Inc.	10	$227
LEU	Centrus Energy Corp	1	$173
ZS	Zscaler, Inc.	1	$140
TMDX	TransMedics Group, Inc.	1	$99
TGLS	Tecnoglass Holdings Inc.	2	$89
RYTM	Rhythm Pharmaceuticals, Inc.	1	$86
GLIBA	Liberty Capital Corp/NV	2	$74
EOSE	Eos Energy Enterprises, Inc.	14	$69
TOST	Toast, Inc.	2	$53
CLBK	Columbia Financial, Inc./MD/	3	$52
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,211 tracked positions · $13,008,663 total · filing declares 1,293 positions · $285,179,602 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,211 positions by value · page 1 of 25

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JNJ	Johnson & Johnson Healthcare	Reduced	5,331	-225	$1,353,914	−0.3%	10.41%
CSCO	Cisco Systems, Inc. Technology	Added	10,939	+60	$1,284,894	+52.2%	9.88%
GE	General Electric Co Industrials	Added	2,495	+7	$932,456	+32.1%	7.17%
ROK	Rockwell Automation, Inc Industrials	Added	1,616	+5	$800,049	+38.4%	6.15%
GEV	GE Vernova Inc. Industrials	Added	625	+4	$734,287	+35.5%	5.64%
MMM	3M Co Industrials	Added	3,468	+16	$561,503	+12.0%	4.32%
IBM	International Business Machines Corp Technology	Added	1,682	+12	$472,995	+16.8%	3.64%
NVDA	Nvidia Corp Technology	Added	2,008	+340	$401,780	+38.1%	3.09%
AAPL	Apple Inc. Technology	Added	1,249	+227	$361,410	+39.3%	2.78%
TSLA	Tesla, Inc. Consumer Cyclical	Added	840	+10	$353,304	+14.5%	2.72%
CEG	Constellation Energy Corp Utilities	Reduced	1,011	-16	$251,102	−12.4%	1.93%
MSFT	Microsoft Corp Technology	Added	566	+168	$211,129	+43.3%	1.62%
AMZN	Amazon Com Inc Consumer Cyclical	Added	860	+148	$204,972	+38.2%	1.58%
AMD	Advanced Micro Devices Inc Technology	Added	312	+6	$181,243	+191.2%	1.39%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,162	+42	$170,395	+5.3%	1.31%
INTC	Intel Corp Technology	Added	1,202	+68	$167,835	+235.4%	1.29%
LLY	ELI LILLY & Co Healthcare	Added	137	+13	$164,321	+44.1%	1.26%
BMY	Bristol Myers Squibb Co Healthcare	Added	2,813	+76	$162,085	−2.4%	1.25%
GOOGL	Alphabet Inc. Communication Services	Reduced	411	-515	$146,879	−44.8%	1.13%
EXC	Exelon Corp Utilities	Reduced	3,075	-49	$143,356	−6.4%	1.10%
SENEA	Seneca Foods Corp Consumer Defensive	Reduced	800	-800	$139,152	−41.9%	1.07%
NOC	Northrop Grumman Corp /De/ Industrials	Added	208	+5	$105,936	−23.5%	0.81%
AVGO	Broadcom Inc. Technology	Added	279	+23	$105,392	+33.0%	0.81%
ELV	Elevance Health, Inc. Healthcare	Added	254	+10	$98,229	+37.5%	0.76%
META	Meta Platforms, Inc. Communication Services	Added	156	+41	$87,873	+33.6%	0.68%
SNDA	Sonida Senior Living, Inc. Healthcare	Held	1,991	0	$81,232	+26.5%	0.62%
JPM	Jpmorgan Chase & Co Financial Services	Added	232	+42	$75,940	+35.9%	0.58%
SOLV	Solventum Corp Healthcare	Added	865	+7	$66,734	+19.1%	0.51%
ED	Consolidated Edison Inc Utilities	Added	502	+13	$55,536	+0.3%	0.43%
MU	Micron Technology Inc Technology	Added	47	+26	$54,251	+664.7%	0.42%
RSG	Republic Services, Inc. Industrials	Added	232	+10	$49,434	+1.7%	0.38%
WMT	Walmart Inc. Consumer Defensive	Reduced	433	-118	$49,041	−28.4%	0.38%
VZ	Verizon Communications Inc Communication Services	Added	1,086	+86	$45,981	−8.4%	0.35%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	51	0	$38,920	+95.5%	0.30%
PWR	Quanta Services, Inc. Industrials	Added	53	+4	$38,162	+41.9%	0.29%
MA	Mastercard Inc Financial Services	Reduced	72	-36	$36,979	−31.5%	0.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	73	+10	$36,528	+21.0%	0.28%
MCD	Mcdonalds Corp Consumer Cyclical	Held	131	0	$35,410	−13.0%	0.27%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	607	-15	$34,586	+14.1%	0.27%
BA	Boeing Co Industrials	Added	159	+7	$34,418	+13.8%	0.26%
PH	Parker-Hannifin Corp Industrials	Added	35	+3	$34,234	+19.5%	0.26%
GEHC	GE HealthCare Technologies Inc. Healthcare	Reduced	531	-307	$33,989	−43.0%	0.26%
FSSL	FS Specialty Lending Fund	Held	2,927	0	$32,636	−10.9%	0.25%
V	Visa Inc. Financial Services	Added	83	+36	$28,476	+100.5%	0.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	30	+1	$28,064	−2.9%	0.22%
ES	Eversource Energy Utilities	Added	386	+10	$27,896	+7.1%	0.21%
T	At&T Inc. Communication Services	Added	1,335	+108	$27,634	−22.3%	0.21%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	171	-2	$27,336	+1.6%	0.21%
KO	Coca Cola Co Consumer Defensive	Added	303	+8	$24,624	+9.8%	0.19%
LRCX	Lam Research Corp Technology	Added	55	+25	$23,833	+271.9%	0.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.