HFM Investment Advisors, LLC

CIK

2067972

Location

GLASSBORO, NJ

Portfolio Value

Micro $10,630,531

Diversification

Diversified

Filing Date

Global Rank

#8,098 / 8,605 ▲ 65 · as of Mar 2026

Top Industry

Drug Manufacturers - General 16.0%

3Y Alpha vs SPY

+10.9%

Period ended 3 months ago

Filed May 1, 2026 · 2mo

5 quarters · since Mar 2025

Clone Performance

May 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+39.8%

SPY

+27.7%

Annualised alpha

+10.1%

Max drawdown

−7.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,123 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.8%

+2.1 pts

Top 5

39.8%

+4.4 pts

Top 10

59.1%

+4.3 pts

HHI

462

Diversified+72

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	26.7%	$2,840,305	206
Technology	21.7%	$2,302,812	160
Healthcare	19.7%	$2,095,360	110
Energy	8.1%	$857,886	64
Consumer Cyclical	6.2%	$656,023	157
Utilities	5.6%	$596,548	53
Financial Services	4.3%	$453,928	202
Consumer Defensive	3.5%	$368,193	58
Communication Services	3.0%	$314,963	37
Basic Materials	0.7%	$73,171	62
Unclassified	0.3%	$36,635	2
Real Estate	0.3%	$34,707	12

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GE	General Electric Co	+235	2,488	$706,019
MSIF	Msc Income Fund, Inc.	+208	621	$7,563
GEHC	GE HealthCare Technologies Inc.	+56	838	$59,648
GEV	GE Vernova Inc.	+52	621	$542,070
BMY	Bristol Myers Squibb Co	+34	2,737	$165,999
JBLU	Jetblue Airways Corp	+27	41	$181
PFE	Pfizer Inc	+19	1,146	$32,179
CAG	Conagra Brands Inc.	+18	26	$408
LUMN	Lumen Technologies, Inc.	+17	56	$389
VTRS	Viatris Inc	+16	90	$1,215
XRAY	DENTSPLY SIRONA Inc.	+15	16	$185
XOM	ExxonMobil Holdings Corp	+11	4,395	$745,655
PR	Permian Resources Corp	+11	51	$1,087
HRL	Hormel Foods Corp /De/	+10	21	$475
OXY	Occidental Petroleum Corp /De/	+10	31	$2,015
TGT	Target Corp	+10	157	$19,028
NVDA	Nvidia Corp	+10	1,668	$290,899
CDE	Coeur Mining, Inc.	+10	35	$656
OLN	OLIN Corp	+10	13	$386
DXCM	Dexcom Inc	+9	17	$1,067
BTU	Peabody Energy Corp	+9	16	$527
SNDR	Schneider National, Inc.	+9	14	$369
OKE	Oneok Inc /New/	+9	18	$1,627
MOS	Mosaic Co	+8	19	$484
FLG	Flagstar Bank, National Association	+8	17	$223
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HBAN	Huntington Bancshares Inc /Md/	−258	79	$1,236
CSX	Csx Corp	−175	216	$8,866
MSFT	Microsoft Corp	−160	398	$147,327
SOFI	SoFi Technologies, Inc.	−138	51	$809
JNJ	Johnson & Johnson	−135	5,556	$1,358,108
META	Meta Platforms, Inc.	−123	115	$65,794
EOG	Eog Resources Inc	−118	72	$10,409
AMZN	Amazon Com Inc	−109	712	$148,288
FITB	Fifth Third Bancorp	−91	27	$1,254
CFG	Citizens Financial Group Inc/Ri	−83	22	$1,319
GOOGL	Alphabet Inc.	−80	357	$102,658
AAPL	Apple Inc.	−79	1,022	$259,373
WMT	Walmart Inc.	−77	551	$68,478
CVS	CVS HEALTH Corp	−76	107	$7,684
IP	International Paper Co /New/	−74	17	$606
KO	Coca Cola Co	−68	295	$22,434
NEE	Nextera Energy Inc	−67	346	$32,136
CTSH	Cognizant Technology Solutions Corp	−65	8	$490
LVS	Las Vegas Sands Corp	−59	17	$915
NET	Cloudflare, Inc.	−55	2	$412
SYY	Sysco Corp	−53	17	$1,212
PINS	Pinterest, Inc.	−53	5	$91
SRE	Sempra	−52	11	$1,068
JCI	Johnson Controls International plc	−49	19	$2,488
CMCSA	Comcast Corp	−49	55	$1,579
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SNDA	Sonida Senior Living, Inc.	1,991	$64,209
MIAX	Miami International Holdings, Inc.	1,301	$50,634
AMCR	Amcor plc	19	$755
SNDK	Sandisk Corp	1	$635
KAI	Kadant Inc	2	$584
TFX	Teleflex Inc	4	$478
PNFP	Pinnacle Financial Partners, Inc.	5	$430
DOW	Dow Inc.	10	$416
WDFC	Wd 40 Co	2	$407
WSO	Watsco Inc	1	$363
ALGN	Align Technology Inc	2	$342
WING	Wingstop Inc.	2	$309
CENX	Century Aluminum Co	4	$234
TPC	Tutor Perini Corp	3	$231
GME	GameStop Corp.	10	$230
SOLS	Solstice Advanced Materials Inc.	3	$228
OLED	Universal Display Corp \Pa\	2	$183
IPAR	Interparfums Inc	2	$181
POWL	Powell Industries Inc	1	$180
ALG	Alamo Group Inc	1	$164
SIRI	Sirius Xm Holdings Inc.	7	$161
VICR	Vicor Corp	1	$161
PACS	PACS Group, Inc.	5	$160
LSTR	Landstar System Inc	1	$160
HWKN	Hawkins Inc	1	$153
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DASH	DoorDash, Inc.	29	$6,567
SHOP	Shopify Inc.	36	$5,794
IRM	Iron Mountain Inc	50	$4,147
BABA	Alibaba Group Holding Ltd	28	$4,104
EQIX	Equinix Inc	5	$3,830
SNY	Sanofi	77	$3,731
TSM	Taiwan Semiconductor Manufacturing Co Ltd	12	$3,646
SE	Sea Ltd	28	$3,571
SU	Suncor Energy Inc	79	$3,504
NOW	ServiceNow, Inc.	20	$3,063
BUD	Anheuser-Busch InBev SA/NV	44	$2,817
PEN	Penumbra Inc	7	$2,176
HUM	Humana Inc	8	$2,049
MELI	Mercadolibre Inc	1	$2,014
VIK	Viking Holdings Ltd	28	$1,999
WELL	Welltower Inc.	10	$1,856
MPWR	Monolithic Power Systems Inc	2	$1,812
GWRE	Guidewire Software, Inc.	9	$1,809
CLS	Celestica Inc	6	$1,773
FICO	Fair Isaac Corp	1	$1,690
HIMS	Hims & Hers Health, Inc.	43	$1,396
NEU	Newmarket Corp	2	$1,374
BRO	Brown & Brown, Inc.	17	$1,354
TDG	TransDigm Group INC	1	$1,329
CAVA	Cava Group, Inc.	21	$1,232
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,123 positions · $10,630,531 total · as of Mar 31, 2026

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

Showing 1–50 of 1,123 positions by value · page 1 of 23

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JNJ	Johnson & Johnson Healthcare	Reduced	5,556	-135	$1,358,108	+15.3%	12.78%
CSCO	Cisco Systems, Inc. Technology	Held	10,879	0	$844,101	+0.7%	7.94%
XOM	ExxonMobil Holdings Corp Energy	Added	4,395	+11	$745,655	+41.3%	7.01%
GE	General Electric Co Industrials	Added	2,488	+235	$706,019	+1.7%	6.64%
ROK	Rockwell Automation, Inc Industrials	Reduced	1,611	-1	$578,155	−7.8%	5.44%
GEV	GE Vernova Inc. Industrials	Added	621	+52	$542,070	+45.8%	5.10%
MMM	3M Co Industrials	Reduced	3,452	-30	$501,333	−10.1%	4.72%
IBM	International Business Machines Corp Technology	Reduced	1,670	-14	$404,791	−18.8%	3.81%
TSLA	Tesla, Inc. Consumer Cyclical	Held	830	0	$308,552	−17.3%	2.90%
NVDA	Nvidia Corp Technology	Added	1,668	+10	$290,899	−5.9%	2.74%
CEG	Constellation Energy Corp Utilities	Held	1,027	0	$286,789	−21.0%	2.70%
AAPL	Apple Inc. Technology	Reduced	1,022	-79	$259,373	−13.3%	2.44%
BMY	Bristol Myers Squibb Co Healthcare	Added	2,737	+34	$165,999	+13.9%	1.56%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,120	+3	$161,772	+1.1%	1.52%
EXC	Exelon Corp Utilities	Held	3,124	0	$153,138	+12.5%	1.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	712	-109	$148,288	−21.7%	1.39%
MSFT	Microsoft Corp Technology	Reduced	398	-160	$147,327	−45.4%	1.39%
NOC	Northrop Grumman Corp /De/ Industrials	Held	203	0	$138,494	+19.6%	1.30%
LLY	ELI LILLY & Co Healthcare	Added	124	+1	$114,051	−13.7%	1.07%
GOOGL	Alphabet Inc. Communication Services	Reduced	357	-80	$102,658	−24.9%	0.97%
AVGO	Broadcom Inc. Technology	Reduced	256	-2	$79,234	−11.3%	0.75%
ELV	Elevance Health, Inc. Healthcare	Reduced	244	-9	$71,431	−19.5%	0.67%
WMT	Walmart Inc. Consumer Defensive	Reduced	551	-77	$68,478	−2.1%	0.64%
META	Meta Platforms, Inc. Communication Services	Reduced	115	-123	$65,794	−58.1%	0.62%
SNDA	Sonida Senior Living, Inc. Healthcare	NEW	1,991	NEW	$64,209	NEW	0.60%
AMD	Advanced Micro Devices Inc Technology	Held	306	0	$62,249	−5.0%	0.59%
GEHC	GE HealthCare Technologies Inc. Healthcare	Added	838	+56	$59,648	−7.0%	0.56%
SOLV	Solventum Corp Healthcare	Held	858	0	$56,027	−17.6%	0.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	190	-2	$55,890	−9.7%	0.53%
ED	Consolidated Edison Inc Utilities	Added	489	+3	$55,345	+14.7%	0.52%
MA	Mastercard Inc Financial Services	Added	108	+1	$53,963	−11.7%	0.51%
MIAX	Miami International Holdings, Inc. Financial Services	NEW	1,301	NEW	$50,634	NEW	0.48%
VZ	Verizon Communications Inc Communication Services	Added	1,000	+2	$50,200	+23.5%	0.47%
INTC	Intel Corp Technology	Reduced	1,134	-48	$50,043	+14.7%	0.47%
RSG	Republic Services, Inc. Industrials	Held	222	0	$48,622	+3.3%	0.46%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	131	-7	$40,713	−3.5%	0.38%
FSSL	FS Specialty Lending Fund	Held	2,927	0	$36,616	−11.5%	0.34%
T	At&T Inc. Communication Services	Added	1,227	+6	$35,570	+17.3%	0.33%
PFE	Pfizer Inc Healthcare	Added	1,146	+19	$32,179	+14.7%	0.30%
NEE	Nextera Energy Inc Utilities	Reduced	346	-67	$32,136	−3.1%	0.30%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	622	-4	$30,322	−11.9%	0.29%
BA	Boeing Co Industrials	Reduced	152	-1	$30,252	−8.9%	0.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	63	-3	$30,189	−9.0%	0.28%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	29	+1	$28,896	+19.7%	0.27%
PH	Parker-Hannifin Corp Industrials	Reduced	32	-1	$28,647	−1.2%	0.27%
PWR	Quanta Services, Inc. Industrials	Reduced	49	-9	$26,901	+9.9%	0.25%
YUM	Yum Brands Inc Consumer Cyclical	Added	173	+2	$26,898	+4.0%	0.25%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	53	0	$26,051	−15.2%	0.25%
ES	Eversource Energy Utilities	Held	376	0	$26,049	+2.9%	0.25%
CSGP	Costar Group, Inc. Real Estate	Reduced	637	-7	$25,696	−40.7%	0.24%