HFM Investment Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Glassboro, NJ
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
1,278
Total value ($000)
$255,816
Net value change ($000)
+9,318 (3.8%)
New positions
76
Sold out positions
65
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 3,824 3.9%
DFAX 2,733 5.5%
DUHP 347 2.1%
NVDA 202 188.8%
DFCF 184 0.6%
AAPL 149 99.3%
JNJ 135 12.9%
MSFT 128 90.1%
GOOGL 99 260.5%
CSCO 99 13.4%
Top Reduces (Value $000, Stocks/ETFs)
DFNM -333 -1.9%
DFGX -120 -1.3%
DFGP -84 -1.8%
DFGR -59 -1.2%
SPSB -24 -13.5%
JSCP -24 -13.5%
JPST -13 -9.6%
CSGP -12 -21.8%
PG -8 -4.8%
VTIP -7 -15.6%
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