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HFM Investment Advisors, LLC — 13F Holdings & Portfolio

CIK 2067972 · latest 13F-HR filed 2026-08-04

Backtest portfolio

HFM Investment Advisors, LLC manages $285.2M in 13F-reported U.S. long-equity assets across 1,293 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (40.17%), DFAX (19.83%), DFCF (11.94%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 124 new positions and exited 41; 1,045 existing positions rose in reported value and 83 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$285.2M

Long-equity book

Holdings
1,293

Distinct positions

Period
2026-06-30

Filed 2026-08-04

Q/Q Activity
+124 / −41 / ↑1045 / ↓83

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
DFAC40.2% · -2%DFAX19.8% · -2%DFCF11.9% · +2%DFNM7.3% · +20%DUHP7.0% · +2%DFGX3.6% · +2%DFGR2.0% · -3%DFGP1.8% · +1%AOA0.5% · -34%VT0.5% · -19%JNJ0.5% · -4%CSCO0.5% · +1%GE0.3% · +0%ROK0.3% · +0%GEV0.3% · +1%AOR0.2% · -28%MMM0.2% · +0%IBM0.2% · +1%NVDA0.1% · +20%AAPL0.1% · +22%TSLA0.1% · +1%CEG0.1% · -2%GOOG0.1% · +8%MSFT0.1% · +42%AMZN0.1% · +21%AMD0.1% · +2%PG0.1% · +4%INTC0.1% · +6%LLY0.1% · +10%BMY0.1% · +3%GOOGL0.1% · +15%EXC0.1% · -2%SENEA0.0% · 0%SENEB0.0% · 0%SPYM0.0% · -42%SPSB0.0% · -16%JSCP0.0% · -16%NOC0.0% · +2%AVGO0.0% · +9%ELV0.0% · +4%VEA0.0% · -33%JPST0.0% · -19%META0.0% · +36%AOM0.0% · +0%SNDA0.0% · 0%JPM0.0% · +22%SOLV0.0% · +1%ED0.0% · +3%MU0.0% · +124%RSG0.0% · +4%WMT0.0% · -21%VZ0.0% · +9%MUB0.0% · -4%VTI0.0% · 0%SPYI0.0% · +44%CRWD0.0% · 0%PWR0.0% · +8%MA0.0% · -33%BRK.B0.0% · +16%NVDY0.0% · +58%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 94.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated May 27, 2026.

Assets Under Management
$493.1M
Discretionary
$493.1M
Employees
2
Accounts
589
Phone
(302) 234-9777
Website
Name Title / Status Ownership Type
HYDE, STEPHEN, LAURENCE ControlPRESIDENT AND CHIEF COMPLIANCE OFFICER
since Apr 1986
75% or moreIndividual
Ownership & leadership changes · 1 filing with changes since Aug 23, 2017

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 23, 2018 filing
  • No longer listedPALLOZZI, MICHAEL, PAUL · PRESIDENT · 10–25% · listed since Jul 2007
  • ChangedHYDE, STEPHEN, LAURENCE · title CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER → PRESIDENT AND CHIEF COMPLIANCE OFFICER
Aug 23, 2017 filing (earliest on record)
  • ListedHYDE, STEPHEN, LAURENCE · CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER · 75% or more · control person
  • ListedPALLOZZI, MICHAEL, PAUL · PRESIDENT · 10–25%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

HFM Investment Advisors, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $114.6M 40.17% 2,582,339 SH
2 DIMENSIONAL ETF TRUST DFAX 25434V880 $56.5M 19.83% 1,534,860 SH
3 DIMENSIONAL ETF TRUST DFCF 25434V872 $34.1M 11.94% 806,725 SH
4 DIMENSIONAL ETF TRUST DFNM 25434V849 $20.7M 7.27% 428,712 SH
5 DIMENSIONAL ETF TRUST DUHP 25434V831 $20.0M 7.01% 479,061 SH
6 DIMENSIONAL ETF TRUST DFGX 25434V575 $10.4M 3.63% 193,410 SH
7 DIMENSIONAL ETF TRUST DFGR 25434V658 $5.8M 2.02% 199,061 SH
8 DIMENSIONAL ETF TRUST DFGP 25434V583 $5.2M 1.81% 94,751 SH
9 ISHARES TR AOA 464289859 $1.5M 0.52% 15,128 SH
10 VANGUARD INTL EQUITY INDEX F VT 922042742 $1.5M 0.52% 9,404 SH
11 JOHNSON & JOHNSON JNJ 478160104 $1.4M 0.47% 5,331 SH
12 CISCO SYS INC CSCO 17275R102 $1.3M 0.45% 10,939 SH
13 GE AEROSPACE GE 369604301 $932.5K 0.33% 2,495 SH
14 ROCKWELL AUTOMATION INC ROK 773903109 $800.0K 0.28% 1,616 SH
15 GE VERNOVA INC GEV 36828A101 $734.3K 0.26% 625 SH
16 ISHARES TR AOR 464289867 $568.5K 0.20% 8,181 SH
17 3M CO MMM 88579Y101 $561.5K 0.20% 3,468 SH
18 INTERNATIONAL BUSINESS MACHS IBM 459200101 $472.9K 0.17% 1,682 SH
19 NVIDIA CORPORATION NVDA 67066G104 $401.8K 0.14% 2,008 SH
20 APPLE INC AAPL 037833100 $361.4K 0.13% 1,249 SH
21 TESLA INC TSLA 88160R101 $353.3K 0.12% 840 SH
22 CONSTELLATION ENERGY CORP CEG 21037T109 $251.1K 0.09% 1,011 SH
23 ALPHABET INC GOOG 02079K107 $216.2K 0.08% 612 SH
24 MICROSOFT CORP MSFT 594918104 $211.1K 0.07% 566 SH
25 AMAZON COM INC AMZN 023135106 $205.0K 0.07% 860 SH
26 ADVANCED MICRO DEVICES INC AMD 007903107 $181.2K 0.06% 312 SH
27 PROCTER & GAMBLE CO PG 742718109 $170.4K 0.06% 1,162 SH
28 INTEL CORP INTC 458140100 $167.8K 0.06% 1,202 SH
29 ELI LILLY & CO LLY 532457108 $164.2K 0.06% 137 SH
30 BRISTOL-MYERS SQUIBB CO BMY 110122108 $162.1K 0.06% 2,813 SH
31 ALPHABET INC GOOGL 02079K305 $146.9K 0.05% 411 SH
32 EXELON CORP EXC 30161N101 $143.4K 0.05% 3,075 SH
33 SENECA FOODS CORP NEW SENEA 817070501 $139.2K 0.05% 800 SH
34 SENECA FOODS CORP NEW SENEB 817070105 $138.9K 0.05% 800 SH
35 SPDR SERIES TRUST SPYM 78464A854 $115.0K 0.04% 1,309 SH
36 SPDR SERIES TRUST SPSB 78464A474 $112.5K 0.04% 3,748 SH
37 J P MORGAN EXCHANGE TRADED F JSCP 46641Q274 $112.3K 0.04% 2,381 SH
38 NORTHROP GRUMMAN CORP NOC 666807102 $105.5K 0.04% 208 SH
39 BROADCOM INC AVGO 11135F101 $105.4K 0.04% 279 SH
40 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $98.1K 0.03% 254 SH
41 VANGUARD TAX-MANAGED FDS VEA 921943858 $90.3K 0.03% 1,269 SH
42 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $90.2K 0.03% 1,785 SH
43 META PLATFORMS INC META 30303M102 $87.9K 0.03% 156 SH
44 ISHARES TR AOM 464289875 $81.6K 0.03% 1,637 SH
45 SONIDA SENIOR LIVING INC SNDA 140475203 $81.2K 0.03% 1,991 SH
46 JPMORGAN CHASE & CO JPM 46625H100 $75.9K 0.03% 232 SH
47 SOLVENTUM CORP SOLV 83444M101 $66.7K 0.02% 865 SH
48 CONSOLIDATED EDISON INC ED 209115104 $55.5K 0.02% 502 SH
49 MICRON TECHNOLOGY INC MU 595112103 $54.3K 0.02% 47 SH
50 REPUBLIC SVCS INC RSG 760759100 $49.2K 0.02% 232 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $285.2M 1,293 0002067972-26-000008
2026-03-31 2026-05-01 $260.0M 1,210 0002067972-26-000004
2025-12-31 2026-02-05 $255.8M 1,278 0002067972-26-000002
Filer Information
Address
102 WEST HIGHT STREET
SUITE 200
GLASSBORO, NJ 08028
Phone
(856) 232-2270
Filing Manager
HFM Investment Advisors, LLC
GLASSBORO, NJ
Signatory
Jay Proffitt
Compliance Consultant