HFM Investment Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Glassboro, NJ
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
1,293
Total value ($000)
$285,180
Net value change ($000)
+25,130 (9.7%)
New positions
124
Sold out positions
41
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 12,707 12.5%
DFNM 3,554 20.7%
DFAX 3,375 6.3%
DUHP 2,700 15.6%
DFCF 762 2.3%
CSCO 441 52.3%
DFGX 401 4.0%
DFGR 306 5.6%
GE 226 32.0%
ROK 222 38.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -746 -100.0%
AOA -550 -27.1%
AOR -157 -21.6%
VT -133 -8.3%
SPYM -57 -33.1%
MIAX -51 -100.0%
CEG -36 -12.5%
NOC -34 -24.5%
VEA -32 -26.2%
IWM -29 -100.0%
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