HFM Investment Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Glassboro, NJ
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
1,267
Total value ($000)
$246,498
Net value change ($000)
+19,007 (8.4%)
New positions
39
Sold out positions
59
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 6,732 7.3%
DFCF 4,172 15.9%
DFAX 2,956 6.4%
DUHP 1,414 9.1%
DFGX 1,112 14.0%
DFGR 666 15.5%
DFGP 591 14.8%
DFNM 445 2.5%
JNJ 186 21.7%
AOA 183 8.5%
Top Reduces (Value $000, Stocks/ETFs)
IBM -19 -3.9%
ELV -16 -17.0%
JSCP -14 -7.3%
SPSB -13 -6.8%
CSCO -10 -1.3%
JPST -10 -6.9%
GSLC -7 -14.9%
PG -6 -3.4%
COST -5 -62.5%
DFIC -4 -14.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type