HFM Investment Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Glassboro, NJ
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
1,210
Total value ($000)
$260,050
Net value change ($000)
+4,234 (1.7%)
New positions
43
Sold out positions
111
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFCF 2,748 9.0%
DFAX 1,063 2.0%
DFGX 1,016 11.4%
DFGR 550 11.2%
DFGP 532 11.8%
XOM 218 41.3%
JNJ 180 15.3%
GEV 170 45.7%
SPYM 79 84.9%
SNDA 64 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFNM -497 -2.8%
DFAC -413 -0.4%
AOA -297 -12.8%
MSFT -122 -45.2%
IBM -94 -18.8%
META -91 -58.0%
VT -90 -5.3%
CEG -76 -20.9%
TSLA -64 -17.2%
MMM -56 -10.1%
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