HFM Investment Advisors, LLC

13F filer · CIK 0002067972

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$285MU.S. long equity reported on 13F

Positions1,228117 new · 32 closed

Net flow last quarter-$529KBuys minus sells

Top 10 positions weight22.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 20261,228 positions
DFAXGulf Resources, Inc.	$56.5M	19.83%	Not reported	-1.9%	Q1 2025
JNJJohnson & Johnson	$1.35M	0.47%	0.00%	-4.1%	Q1 2025
CSCOCisco Systems, Inc.	$1.28M	0.45%	0.00%	+0.6%	Q1 2025
GEGeneral Electric Co	$932K	0.33%	0.00%	+0.3%	Q1 2025
ROKRockwell Automation, Inc	$800K	0.28%	0.00%	+0.3%	Q1 2025
GEVGE Vernova Inc.	$734K	0.26%	0.00%	+0.6%	Q1 2025
MMM3m Co	$562K	0.20%	0.00%	+0.5%	Q1 2025
IBMInternational Business Machines Corp	$473K	0.17%	0.00%	+0.7%	Q1 2025
NVDANvidia Corp	$402K	0.14%	0.00%	+20.4%	Q1 2025
AAPLApple Inc.	$361K	0.13%	0.00%	+22.2%	Q1 2025
TSLATesla, Inc.	$353K	0.12%	0.00%	+1.2%	Q1 2025
CEGConstellation Energy Corp	$251K	0.09%	0.00%	-1.6%	Q1 2025
GOOGAlphabet Inc.	$216K	0.08%	Not reported	+7.6%	Q1 2025
MSFTMicrosoft Corp	$211K	0.07%	0.00%	+42.2%	Q1 2025
AMZNAmazon Com Inc	$205K	0.07%	0.00%	+20.8%	Q1 2025
AMDAdvanced Micro Devices Inc	$181K	0.06%	0.00%	+2.0%	Q1 2025
PGPROCTER & GAMBLE Co	$170K	0.06%	0.00%	+3.8%	Q1 2025
INTCIntel Corp	$168K	0.06%	0.00%	+6.0%	Q1 2025
LLYELI LILLY & Co	$164K	0.06%	0.00%	+10.5%	Q1 2025
BMYBristol Myers Squibb Co	$162K	0.06%	0.00%	+2.8%	Q1 2025
GOOGLAlphabet Inc.	$147K	0.05%	0.00%	+15.1%	Q1 2025
EXCExelon Corp	$143K	0.05%	0.00%	-1.6%	Q1 2025
SENEASeneca Foods Corp	$139K	0.05%	0.01%	Not reported	Q1 2025
SENEBSeneca Foods Corp	$139K	0.05%	Not reported	Not reported	Q1 2025
NOCNorthrop Grumman Corp	$105K	0.04%	0.00%	+2.5%	Q1 2025
AVGOBroadcom Inc.	$105K	0.04%	0.00%	+9.0%	Q1 2025
ELVElevance Health, Inc.	$98.1K	0.03%	0.00%	+4.1%	Q1 2025
METAMeta Platforms, Inc.	$87.9K	0.03%	Not reported	+35.7%	Q1 2025
SNDASonida Senior Living, Inc.	$81.2K	0.03%	0.00%	Not reported	Q1 2026
JPMJPMorgan Chase & Co	$75.9K	0.03%	0.00%	+22.1%	Q1 2025
SOLVSolventum Corp	$66.7K	0.02%	0.00%	+0.8%	Q1 2025
EDConsolidated Edison Inc	$55.5K	0.02%	0.00%	+2.7%	Q1 2025
MUMicron Technology Inc	$54.3K	0.02%	0.00%	+123.8%	Q1 2025
RSGRepublic Services, Inc.	$49.2K	0.02%	0.00%	+4.5%	Q1 2025
WMTWalmart Inc.	$49K	0.02%	0.00%	-21.4%	Q1 2025
VZVerizon Communications Inc	$46K	0.02%	0.00%	+8.6%	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$38.9K	0.01%	0.00%	Not reported	Q1 2025
PWRQuanta Services, Inc.	$38.2K	0.01%	0.00%	+8.2%	Q1 2025
MAMastercard Inc	$37K	0.01%	0.00%	-33.3%	Q1 2025
BRK.BBerkshire Hathaway Inc	$36.5K	0.01%	Not reported	+15.9%	Q1 2025
MCDMcdonalds Corp	$35.4K	0.01%	0.00%	Not reported	Q1 2025
BACBank of America Corp	$34.6K	0.01%	0.00%	-2.4%	Q1 2025
BABoeing Co	$34.4K	0.01%	0.00%	+4.6%	Q1 2025
PHParker-Hannifin Corp	$34.2K	0.01%	0.00%	+9.4%	Q1 2025
GEHCGE HealthCare Technologies Inc.	$34K	0.01%	0.00%	-36.6%	Q1 2025
FSSLFS Specialty Lending Fund	$32.6K	0.01%	Not reported	Not reported	Q4 2025
VVisa Inc.	$28.5K	0.01%	0.00%	+76.6%	Q1 2025
COSTCostco Wholesale Corp	$28.1K	0.01%	0.00%	+3.5%	Q1 2025
ESEversource Energy	$27.9K	0.01%	0.00%	+2.7%	Q1 2025
TAt&T Inc.	$27.6K	0.01%	0.00%	+8.8%	Q1 2025

Q1 2026Reported May 1, 20261,141 positions
DFAXGulf Resources, Inc.	$53.2M	20.45%	Not reported	-1.7%	Q1 2025
JNJJohnson & Johnson	$1.36M	0.52%	0.00%	-2.4%	Q1 2025
CSCOCisco Systems, Inc.	$844K	0.32%	0.00%	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$746K	0.29%	0.00%	+0.3%	Q1 2025
GEGeneral Electric Co	$706K	0.27%	0.00%	+10.4%	Q1 2025
ROKRockwell Automation, Inc	$578K	0.22%	0.00%	-0.1%	Q1 2025
GEVGE Vernova Inc.	$542K	0.21%	0.00%	+9.1%	Q1 2025
MMM3m Co	$501K	0.19%	0.00%	-0.9%	Q1 2025
IBMInternational Business Machines Corp	$405K	0.16%	0.00%	-0.8%	Q1 2025
TSLATesla, Inc.	$309K	0.12%	0.00%	Not reported	Q1 2025
NVDANvidia Corp	$291K	0.11%	0.00%	+0.6%	Q1 2025
CEGConstellation Energy Corp	$287K	0.11%	0.00%	Not reported	Q1 2025
AAPLApple Inc.	$259K	0.10%	0.00%	-7.2%	Q1 2025
BMYBristol Myers Squibb Co	$166K	0.06%	0.00%	+1.3%	Q1 2025
GOOGAlphabet Inc.	$163K	0.06%	Not reported	-2.6%	Q1 2025
PGPROCTER & GAMBLE Co	$162K	0.06%	0.00%	+0.3%	Q1 2025
EXCExelon Corp	$153K	0.06%	0.00%	Not reported	Q1 2025
AMZNAmazon Com Inc	$148K	0.06%	0.00%	-13.3%	Q1 2025
MSFTMicrosoft Corp	$148K	0.06%	0.00%	-28.7%	Q1 2025
NOCNorthrop Grumman Corp	$139K	0.05%	0.00%	Not reported	Q1 2025
SENEASeneca Foods Corp	$121K	0.05%	0.01%	Not reported	Q1 2025
SENEBSeneca Foods Corp	$119K	0.05%	Not reported	Not reported	Q1 2025
LLYELI LILLY & Co	$115K	0.04%	0.00%	+0.8%	Q1 2025
GOOGLAlphabet Inc.	$103K	0.04%	0.00%	-18.3%	Q1 2025
AVGOBroadcom Inc.	$79.2K	0.03%	0.00%	-0.8%	Q1 2025
ELVElevance Health, Inc.	$71.6K	0.03%	0.00%	-3.6%	Q1 2025
WMTWalmart Inc.	$68.5K	0.03%	0.00%	-12.3%	Q1 2025
METAMeta Platforms, Inc.	$65.8K	0.03%	Not reported	-51.7%	Q1 2025
SNDASonida Senior Living, Inc.	$64.2K	0.02%	0.00%	New	Q1 2026
AMDAdvanced Micro Devices Inc	$62.3K	0.02%	0.00%	Not reported	Q1 2025
GEHCGE HealthCare Technologies Inc.	$59.6K	0.02%	0.00%	+7.2%	Q1 2025
SOLVSolventum Corp	$56K	0.02%	0.00%	Not reported	Q1 2025
JPMJPMorgan Chase & Co	$55.9K	0.02%	0.00%	-1.0%	Q1 2025
EDConsolidated Edison Inc	$55.4K	0.02%	0.00%	+0.6%	Q1 2025
MAMastercard Inc	$54K	0.02%	0.00%	+0.9%	Q1 2025
MIAXMiami International Holdings, Inc.	$50.6K	0.02%	0.00%	New	Q1 2026
VZVerizon Communications Inc	$50.2K	0.02%	0.00%	+0.2%	Q1 2025
INTCIntel Corp	$50K	0.02%	0.00%	-4.1%	Q1 2025
RSGRepublic Services, Inc.	$48.7K	0.02%	0.00%	Not reported	Q1 2025
MCDMcdonalds Corp	$40.7K	0.02%	0.00%	-5.1%	Q1 2025
FSSLFS Specialty Lending Fund	$36.6K	0.01%	Not reported	Not reported	Q4 2025
TAt&T Inc.	$35.6K	0.01%	0.00%	+0.5%	Q1 2025
PFEPfizer Inc	$32.2K	0.01%	0.00%	+1.7%	Q1 2025
NEENextera Energy Inc	$32.1K	0.01%	0.00%	-16.2%	Q1 2025
BACBank of America Corp	$30.3K	0.01%	0.00%	-0.6%	Q1 2025
BABoeing Co	$30.3K	0.01%	0.00%	-0.7%	Q1 2025
BRK.BBerkshire Hathaway Inc	$30.2K	0.01%	Not reported	-4.6%	Q1 2025
COSTCostco Wholesale Corp	$28.9K	0.01%	0.00%	+3.6%	Q1 2025
PHParker-Hannifin Corp	$28.6K	0.01%	0.00%	-3.0%	Q1 2025
YUMYum Brands Inc	$27K	0.01%	0.00%	+1.2%	Q1 2025

Q4 2025Reported Feb 5, 20261,210 positions
DFAXGulf Resources, Inc.	$52.1M	20.37%	Not reported	+1.2%	Q1 2025
JNJJohnson & Johnson	$1.18M	0.46%	0.00%	+1.1%	Q1 2025
CSCOCisco Systems, Inc.	$838K	0.33%	0.00%	+0.8%	Q1 2025
GEGeneral Electric Co	$694K	0.27%	0.00%	+0.8%	Q1 2025
ROKRockwell Automation, Inc	$627K	0.25%	0.00%	+0.1%	Q1 2025
MMM3m Co	$557K	0.22%	0.00%	+1.0%	Q1 2025
XOMExxonMobil Holdings Corp	$528K	0.21%	0.00%	+4.1%	Q1 2025
IBMInternational Business Machines Corp	$499K	0.19%	0.00%	+2.3%	Q1 2025
TSLATesla, Inc.	$373K	0.15%	0.00%	+10.4%	Q1 2025
GEVGE Vernova Inc.	$372K	0.15%	0.00%	+1.8%	Q1 2025
CEGConstellation Energy Corp	$363K	0.14%	0.00%	+2.1%	Q1 2025
NVDANvidia Corp	$309K	0.12%	0.00%	+189.9%	Q1 2025
AAPLApple Inc.	$299K	0.12%	0.00%	+86.9%	Q1 2025
MSFTMicrosoft Corp	$270K	0.11%	0.00%	+102.9%	Q1 2025
AMZNAmazon Com Inc	$190K	0.07%	0.00%	+66.5%	Q1 2025
GOOGAlphabet Inc.	$183K	0.07%	Not reported	+32.1%	Q1 2025
PGPROCTER & GAMBLE Co	$160K	0.06%	0.00%	+2.4%	Q1 2025
METAMeta Platforms, Inc.	$157K	0.06%	Not reported	+66.4%	Q1 2025
BMYBristol Myers Squibb Co	$146K	0.06%	0.00%	+1.6%	Q1 2025
GOOGLAlphabet Inc.	$137K	0.05%	0.00%	+180.1%	Q1 2025
EXCExelon Corp	$136K	0.05%	0.00%	+2.1%	Q1 2025
LLYELI LILLY & Co	$132K	0.05%	0.00%	+18.3%	Q1 2025
NOCNorthrop Grumman Corp	$116K	0.05%	0.00%	+18.0%	Q1 2025
AVGOBroadcom Inc.	$89.3K	0.03%	0.00%	+975.0%	Q1 2025
SENEASeneca Foods Corp	$88.5K	0.03%	0.01%	Not reported	Q1 2025
ELVElevance Health, Inc.	$88.4K	0.03%	0.00%	+5.0%	Q1 2025
SENEBSeneca Foods Corp	$87.4K	0.03%	Not reported	Not reported	Q1 2025
WMTWalmart Inc.	$70K	0.03%	0.00%	+1041.8%	Q1 2025
SOLVSolventum Corp	$68K	0.03%	0.00%	Not reported	Q1 2025
AMDAdvanced Micro Devices Inc	$65.5K	0.03%	0.00%	+2085.7%	Q1 2025
GEHCGE HealthCare Technologies Inc.	$64.1K	0.03%	0.00%	+3.4%	Q1 2025
JPMJPMorgan Chase & Co	$61.9K	0.02%	0.00%	+120.7%	Q1 2025
MAMastercard Inc	$61.1K	0.02%	0.00%	+664.3%	Q1 2025
EDConsolidated Edison Inc	$48.2K	0.02%	0.00%	+1.0%	Q1 2025
RSGRepublic Services, Inc.	$47K	0.02%	0.00%	+1.4%	Q1 2025
INTCIntel Corp	$43.6K	0.02%	0.00%	+5.0%	Q1 2025
CSGPCostar Group, Inc.	$43.3K	0.02%	0.00%	-0.3%	Q1 2025
MCDMcdonalds Corp	$42.2K	0.02%	0.00%	+60.5%	Q1 2025
FSSLFS Specialty Lending Fund	$41.4K	0.02%	Not reported	New	Q4 2025
VZVerizon Communications Inc	$40.6K	0.02%	0.00%	-0.4%	Q1 2025
BACBank of America Corp	$34.4K	0.01%	0.00%	+566.0%	Q1 2025
BABoeing Co	$33.2K	0.01%	0.00%	Not reported	Q1 2025
BRK.BBerkshire Hathaway Inc	$33.2K	0.01%	Not reported	+187.0%	Q1 2025
NEENextera Energy Inc	$33.2K	0.01%	0.00%	+301.0%	Q1 2025
TMOThermo Fisher Scientific Inc.	$30.7K	0.01%	0.00%	+341.7%	Q1 2025
TAt&T Inc.	$30.3K	0.01%	0.00%	-1.1%	Q1 2025
PHParker-Hannifin Corp	$29K	0.01%	0.00%	+1000.0%	Q1 2025
PFEPfizer Inc	$28K	0.01%	0.00%	+61.0%	Q1 2025
YUMYum Brands Inc	$25.8K	0.01%	0.00%	+5.6%	Q1 2025
KOCoca Cola Co	$25.3K	0.01%	0.00%	+39.1%	Q1 2025

Q3 2025Reported Nov 12, 20251,214 positions
DFAXGulf Resources, Inc.	$49.4M	20.03%	Not reported	-0.4%	Q1 2025
JNJJohnson & Johnson	$1.04M	0.42%	0.00%	+0.3%	Q1 2025
CSCOCisco Systems, Inc.	$739K	0.30%	0.00%	0.0%	Q1 2025
GEGeneral Electric Co	$673K	0.27%	0.00%	Not reported	Q1 2025
ROKRockwell Automation, Inc	$563K	0.23%	0.00%	-0.1%	Q1 2025
MMM3m Co	$535K	0.22%	0.00%	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$475K	0.19%	0.00%	+0.6%	Q1 2025
IBMInternational Business Machines Corp	$465K	0.19%	0.00%	+0.4%	Q1 2025
GEVGE Vernova Inc.	$344K	0.14%	0.00%	Not reported	Q1 2025
TSLATesla, Inc.	$334K	0.14%	0.00%	-0.1%	Q1 2025
CEGConstellation Energy Corp	$331K	0.13%	0.00%	-0.1%	Q1 2025
PGPROCTER & GAMBLE Co	$168K	0.07%	0.00%	-0.2%	Q1 2025
AAPLApple Inc.	$150K	0.06%	0.00%	+5.2%	Q1 2025
MSFTMicrosoft Corp	$142K	0.06%	0.00%	-2.8%	Q1 2025
EXCExelon Corp	$138K	0.06%	0.00%	-0.1%	Q1 2025
BMYBristol Myers Squibb Co	$120K	0.05%	0.00%	+1.0%	Q1 2025
AMZNAmazon Com Inc	$108K	0.04%	0.00%	-0.2%	Q1 2025
GOOGAlphabet Inc.	$108K	0.04%	Not reported	+1.1%	Q1 2025
NVDANvidia Corp	$107K	0.04%	0.00%	+0.2%	Q1 2025
METAMeta Platforms, Inc.	$105K	0.04%	Not reported	+3.6%	Q1 2025
NOCNorthrop Grumman Corp	$105K	0.04%	0.00%	Not reported	Q1 2025
SENEBSeneca Foods Corp	$87.2K	0.04%	Not reported	Not reported	Q1 2025
SENEASeneca Foods Corp	$86.4K	0.04%	0.01%	Not reported	Q1 2025
LLYELI LILLY & Co	$79.7K	0.03%	0.00%	Not reported	Q1 2025
ELVElevance Health, Inc.	$77.9K	0.03%	0.00%	-0.4%	Q1 2025
SOLVSolventum Corp	$62.6K	0.03%	0.00%	Not reported	Q1 2025
GEHCGE HealthCare Technologies Inc.	$56.8K	0.02%	0.00%	-0.1%	Q1 2025
CSGPCostar Group, Inc.	$54.5K	0.02%	0.00%	Not reported	Q1 2025
RSGRepublic Services, Inc.	$50.3K	0.02%	0.00%	-0.5%	Q1 2025
EDConsolidated Edison Inc	$48.3K	0.02%	0.00%	+0.6%	Q1 2025
VZVerizon Communications Inc	$44K	0.02%	0.00%	-1.1%	Q1 2025
GOOGLAlphabet Inc.	$37.9K	0.02%	0.00%	+3.3%	Q1 2025
INTCIntel Corp	$37.8K	0.02%	0.00%	+1.6%	Q1 2025
TAt&T Inc.	$34.8K	0.01%	0.00%	-1.1%	Q1 2025
BABoeing Co	$33K	0.01%	0.00%	Not reported	Q1 2025
JPMJPMorgan Chase & Co	$27.4K	0.01%	0.00%	Not reported	Q1 2025
ESEversource Energy	$26.7K	0.01%	0.00%	Not reported	Q1 2025
MCDMcdonalds Corp	$26.1K	0.01%	0.00%	Not reported	Q1 2025
YUMYum Brands Inc	$24.6K	0.01%	0.00%	Not reported	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$24.5K	0.01%	0.00%	-2.0%	Q1 2025
VVisa Inc.	$18.4K	0.01%	0.00%	-6.9%	Q1 2025
PFEPfizer Inc	$17.8K	0.01%	0.00%	+1.7%	Q1 2025
KOCoca Cola Co	$17.3K	0.01%	0.00%	+1.2%	Q1 2025
CLColgate Palmolive Co	$17.1K	0.01%	0.00%	+0.5%	Q1 2025
TGTTarget Corp	$13K	0.01%	0.00%	+0.7%	Q1 2025
GSGoldman Sachs Group Inc	$12.7K	0.01%	0.00%	Not reported	Q1 2025
LNGCheniere Energy, Inc.	$12.5K	0.01%	0.00%	-3.6%	Q1 2025
BRK.BBerkshire Hathaway Inc	$11.6K	0.00%	Not reported	-11.5%	Q1 2025
ZBHZimmer Biomet Holdings, Inc.	$10.6K	0.00%	0.00%	+3.9%	Q1 2025
BLKBlackRock, Inc.	$10.5K	0.00%	0.00%	Not reported	Q1 2025

Premium opens every quarter this fund has filed