HFM Investment Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2067972
GLASSBORO, NJ
Position in BR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$684
+$360 QoQ
Shares Held
5
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#965
of 986 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026HFM Investment Advisors, LLC holds $485,321 across 22 Information Technology Services names. BR ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,682 | $472,995 | |
| 2 | CACI |
Caci International Inc /De/
|
5 | $2,316 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
16 | $1,647 | |
| 4 | CDW |
CDW Corp
|
9 | $1,265 | |
| 5 | SAIC |
Science Applications International Corp
|
9 | $993 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
7 | $964 | |
| 7 | ACN |
Accenture plc
|
6 | $746 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
This page
|
5 | $684 |
All Filings in BR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684 | 5 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $324 | 2 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,115 | 5 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $952 | 4 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,215 | 5 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $484 | 2 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||