HFM Investment Advisors, LLC
Top Portfolio Positions
1,120 positions ·
$10,620,323 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
5,556 | $1,358,108 | 12.79% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
10,879 | $844,101 | 7.95% | |
| XOM |
Exxon Mobil Corp
Energy
|
4,395 | $745,655 | 7.02% | |
| GE |
General Electric Co
Industrials
|
2,488 | $706,019 | 6.65% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
1,611 | $578,155 | 5.44% | |
| GEV |
GE Vernova Inc.
Industrials
|
621 | $542,070 | 5.10% | |
| MMM |
3M Co
Industrials
|
3,452 | $501,333 | 4.72% | |
| IBM |
International Business Machines Corp
Technology
|
1,670 | $404,791 | 3.81% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
830 | $308,552 | 2.91% | |
| NVDA |
Nvidia Corp
Technology
|
1,668 | $290,899 | 2.74% |
Portfolio Trend
5 quarters · across all stocks
Holdings in CPK
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126 | 1 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $124 | 1 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $134 | 1 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||