HFM Investment Advisors, LLC

Registered adviser

CIK

2067972

Location

GLASSBORO, NJ

Portfolio Value

Small $284,802,914

Diversification

Highly concentrated

Filing Date

Global Rank

#5,250 / 8,811 ▼ 437

Top Industry

Drug Manufacturers - General 13.2%

Period ended 4 months ago

Filed Aug 4, 2026 · 3mo

6 quarters · since Mar 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 289103

Roster of Oct 1, 2026

Regulatory AUM

$404,097,894

Main clients

Individuals and high net worth (68% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$404,097,894	Individuals and high net worth (68%)
Apr 2025 to Mar 2026	$329,327,274	Individuals and high net worth (66%)
Apr 2024 to Mar 2025	$261,201,083	Individuals and high net worth (80%)
May 2023 to Mar 2024	$183,558,511	Individuals and high net worth (89%)
Apr 2023	$183,558,511	Individuals and high net worth (89%)
Apr 2022 to Mar 2023	$183,278,697	Individuals and high net worth (99%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 97.2% of the book (60%+)

Turnover

Low turnover

3.5% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 5.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 94.9%; sector active share 86.0% against the combined 13F book's sector weights.

Over time 6 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,292 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

93.8%

+0.1 pts

Top 5

96.0%

−0.2 pts

Top 10

97.2%

−0.2 pts

HHI

8,802

Highly concentrated+25

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.4%	$271,572,742	67
Industrials	1.3%	$3,787,304	213
Technology	1.3%	$3,689,610	186
Healthcare	0.8%	$2,234,869	127
Consumer Cyclical	0.3%	$847,489	170
Financial Services	0.2%	$679,522	213
Communication Services	0.2%	$600,643	50
Utilities	0.2%	$559,787	54
Consumer Defensive	0.2%	$549,730	70
Energy	0.0%	$127,963	66
Basic Materials	0.0%	$121,801	64
Real Estate	0.0%	$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
DFNM	Dimensional National Municipal Bond ETF	+70,524	428,712	$20,721,794
DFCF	Dimensional Core Fixed Income ETF	+18,226	806,725	$34,051,862
DUHP	Dimensional US High Profitability ETF	+8,675	479,061	$19,991,215
DFGX	Dimensional International Core Fixed Income ETF	+3,428	193,410	$10,365,808
DFGP	Dimensional Global Core Plus Fixed Income ETF	+1,302	94,751	$5,160,139
NVDY	YieldMax(R) Nvda Option Income Strategy ETF	+1,058	2,898	$0
NVDA	Nvidia Corp	+340	2,008	$401,780
AAPL	Apple Inc.	+227	1,249	$361,410
SPYI	NEOS S&P 500(R) High Income ETF	+227	738	$39,180
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	−38,508	2,582,339	$114,552,558
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−30,318	1,534,860	$56,544,242
—		−7,771	15,128	$1,476,492
DFGR	Dimensional Global Real Estate ETF	−6,405	199,061	$5,766,797
—		−3,097	8,181	$568,579
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	−2,228	9,404	$1,475,957
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−942	1,309	$115,034
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	−688	3,748	$112,477
VEA	Vanguard FTSE Developed Markets ETF	−633	1,269	$90,416
JSCP	JPMorgan Short Duration Core Plus ETF	−438	2,381	$112,252
JPST	JPMorgan Ultra-Short Income ETF	−418	1,785	$90,267
GEHC	GE HealthCare Technologies Inc.	−307	531	$33,989
JCPB	JPMorgan Core Plus Bond ETF	−271	91	$4,271
PFE	Pfizer Inc	−261	885	$21,310
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−226	452	$26,979
JNJ	Johnson & Johnson	−225	5,331	$1,353,914
NEE	Nextera Energy Inc	−200	146	$12,814
BNDX	Vanguard Total International Bond ETF	−187	632	$30,607
—		−133	173	$9,976
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	−123	173	$11,687
WMT	Walmart Inc.	−118	433	$49,041
UPS	United Parcel Service Inc	−109	48	$5,160
JAAA	Janus Henderson AAA CLO ETF	−104	555	$28,021
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	−104	574	$28,832
VOE	VANGUARD MID-CAP VALUE INDEX FUND	−93	29	$5,730
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
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	51	$2,579
HONA	Honeywell Aerospace Inc.	10	$2,210
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
SKYD	Skydance Corp	45	$887
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
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	4,395	$745,655
MIAX	Miami International Holdings, Inc.	1,301	$50,634
FCNCA	First Citizens Bancshares Inc /De/	1	$1,884
KAI	Kadant Inc	2	$584
GTES	Gates Industrial Corp Ltd.	21	$474
SCHX	Schwab U.S. Large-Cap ETF	17	$435
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
GLIBK	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
MQ	Marqeta, Inc.	9	$36
HNI	Hni Corp	1	$33
TRIP	TripAdvisor, Inc.	2	$21
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,292 tracked positions · $284,802,914 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 1,292 positions by value · page 1 of 26

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	2,582,339	-38,508	$114,552,558	+12.5%	6	before history	40.22%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	1,534,860	-30,318	$56,544,242	+6.3%	6	before history	19.85%
DFCF	Dimensional Core Fixed Income ETF	Added	806,725	+18,226	$34,051,862	+2.3%	6	before history	11.96%
DFNM	Dimensional National Municipal Bond ETF	Added	428,712	+70,524	$20,721,794	+20.7%	6	before history	7.28%
DUHP	Dimensional US High Profitability ETF	Added	479,061	+8,675	$19,991,215	+15.6%	5	$33.82	7.02%
DFGX	Dimensional International Core Fixed Income ETF	Added	193,410	+3,428	$10,365,808	+4.0%	6	before history	3.64%
DFGR	Dimensional Global Real Estate ETF	Reduced	199,061	-6,405	$5,766,797	+5.6%	6	before history	2.02%
DFGP	Dimensional Global Core Plus Fixed Income ETF	Added	94,751	+1,302	$5,160,139	+2.3%	5	$53.77	1.81%
		Reduced	15,128	-7,771	$1,476,492	−27.1%	6	before history	0.52%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Reduced	9,404	-2,228	$1,475,957	−8.3%	6	before history	0.52%
JNJ	Johnson & Johnson Healthcare	Reduced	5,331	-225	$1,353,914	−0.3%	6	before history	0.48%
CSCO	Cisco Systems, Inc. Technology	Added	10,939	+60	$1,284,894	+52.2%	6	before history	0.45%
GE	General Electric Co Industrials	Added	2,495	+7	$932,456	+32.1%	6	before history	0.33%
ROK	Rockwell Automation, Inc Industrials	Added	1,616	+5	$800,049	+38.4%	6	before history	0.28%
GEV	GE Vernova Inc. Industrials	Added	625	+4	$734,287	+35.5%	6	before history	0.26%
		Reduced	8,181	-3,097	$568,579	−21.7%	6	before history	0.20%
MMM	3M Co Industrials	Added	3,468	+16	$561,503	+12.0%	6	before history	0.20%
IBM	International Business Machines Corp Technology	Added	1,682	+12	$472,995	+16.8%	6	before history	0.17%
NVDA	Nvidia Corp Technology	Added	2,008	+340	$401,780	+38.1%	6	before history	0.14%
AAPL	Apple Inc. Technology	Added	1,249	+227	$361,410	+39.3%	6	before history	0.13%
TSLA	Tesla, Inc. Consumer Cyclical	Added	840	+10	$353,304	+14.5%	6	before history	0.12%
CEG	Constellation Energy Corp Utilities	Reduced	1,011	-16	$251,102	−12.4%	6	before history	0.09%
GOOG	Alphabet Inc. Communication Services	Added	612	+43	$216,237	+32.5%	6	before history	0.08%
MSFT	Microsoft Corp Technology	Added	566	+168	$211,129	+43.3%	6	before history	0.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	860	+148	$204,972	+38.2%	6	before history	0.07%
AMD	Advanced Micro Devices Inc Technology	Added	312	+6	$181,243	+191.2%	6	before history	0.06%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,162	+42	$170,395	+5.3%	6	before history	0.06%
INTC	Intel Corp Technology	Added	1,202	+68	$167,835	+235.4%	6	before history	0.06%
LLY	ELI LILLY & Co Healthcare	Added	137	+13	$164,321	+44.1%	6	before history	0.06%
BMY	Bristol Myers Squibb Co Healthcare	Added	2,813	+76	$162,085	−2.4%	6	before history	0.06%
GOOGL	Alphabet Inc. Communication Services	Added	411	+54	$146,879	+43.1%	6	before history	0.05%
EXC	Exelon Corp Utilities	Reduced	3,075	-49	$143,356	−6.4%	6	before history	0.05%
SENEA	Seneca Foods Corp Consumer Defensive	Held	800	0	$139,152	+15.1%	6	before history	0.05%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	1,309	-942	$115,034	−33.2%	6	before history	0.04%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Reduced	3,748	-688	$112,477	−15.7%	6	before history	0.04%
JSCP	JPMorgan Short Duration Core Plus ETF	Reduced	2,381	-438	$112,252	−15.8%	6	before history	0.04%
NOC	Northrop Grumman Corp /De/ Industrials	Added	208	+5	$105,936	−23.5%	6	before history	0.04%
AVGO	Broadcom Inc. Technology	Added	279	+23	$105,392	+33.0%	6	before history	0.04%
ELV	Elevance Health, Inc. Healthcare	Added	254	+10	$98,229	+37.5%	6	before history	0.03%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	1,269	-633	$90,416	−25.8%	6	before history	0.03%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	1,785	-418	$90,267	−19.0%	6	before history	0.03%
META	Meta Platforms, Inc. Communication Services	Added	156	+41	$87,873	+33.6%	6	before history	0.03%
SNDA	Sonida Senior Living, Inc. Healthcare	Held	1,991	0	$81,232	+26.5%	2	$33.46	0.03%
JPM	Jpmorgan Chase & Co Financial Services	Added	232	+42	$75,940	+35.9%	6	before history	0.03%
SOLV	Solventum Corp Healthcare	Added	865	+7	$66,734	+19.1%	6	before history	0.02%
ED	Consolidated Edison Inc Utilities	Added	502	+13	$55,536	+0.3%	6	before history	0.02%
MU	Micron Technology Inc Technology	Added	47	+26	$54,251	+664.7%	6	before history	0.02%
RSG	Republic Services, Inc. Industrials	Added	232	+10	$49,434	+1.7%	6	before history	0.02%
WMT	Walmart Inc. Consumer Defensive	Reduced	433	-118	$49,041	−28.4%	6	before history	0.02%
VZ	Verizon Communications Inc Communication Services	Added	1,086	+86	$45,981	−8.4%	6	before history	0.02%

Showing the top 50 of 1,292 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.