HFM Investment Advisors

Latest statistics and disclosures from HFM Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by HFM Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for HFM Investment Advisors

HFM Investment Advisors holds 1189 positions in its portfolio as reported in the March 2025 quarterly 13F filing

HFM Investment Advisors has 1189 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF Us Core Equity 2 (DFAC) 43.5 $90M 2.7M 32.99
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Dimensional ETF Trust Dimensional World ex U.S. Core Equity 2 ETF World Ex Us Core (DFAX) 21.3 $44M 1.7M 26.20
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Dimensional ETF Trust Dimensional Core Fixed Income ETF Core Fixed Incom (DFCF) 14.3 $29M 700k 42.06
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Dimensional ETF Trust Dimensional National Municipal Bond ETF Natl Mun Bd Etf (DFNM) 8.4 $17M 365k 47.57
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Dimensional ETF Trust Dimensional Global ex US Core Fixed Income ETF Global Ex Us Cor (DFGX) 4.8 $10M 191k 52.25
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Dimensional ETF Trust Dimensional Global Real Estate ETF Global Real Est (DFGR) 1.9 $4.0M 153k 26.26
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iShares Core Aggressive Allocation ETF Core 80/20 Aggre (AOA) 0.9 $1.9M 25k 76.50
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Vanguard Group, Inc. Vanguard Total World Stock ETF Tt Wrld St Etf (VT) 0.6 $1.2M 1.2M 1.04
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Johnson & Johnson (JNJ) 0.4 $836k 5.0k 165.83
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iShares Core Growth Allocation ETF Core 60/40 Balan (AOR) 0.3 $675k 12k 57.57
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Cisco Systems (CSCO) 0.3 $664k 11k 61.71
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3M Company (MMM) 0.2 $505k 3.4k 146.86
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Exxon Mobil Corporation (XOM) 0.2 $488k 4.1k 118.90
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GE Aerospace Ordinary Shares Com New (GE) 0.2 $443k 2.2k 200.15
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Rockwell Automation (ROK) 0.2 $416k 1.6k 258.38
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International Business Machines (IBM) 0.2 $402k 1.6k 248.59
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J.P. Morgan Exchange-Traded Fund Trust JPMorgan Short Duration Core Plus ETF Short Dura Core (JSCP) 0.1 $203k 4.3k 47.21
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SSgA Active Trust SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short (SPSB) 0.1 $203k 6.7k 30.10
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Tesla Motors (TSLA) 0.1 $194k 747.00 259.16
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Constellation Energy (CEG) 0.1 $186k 920.00 201.63
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Procter & Gamble Company (PG) 0.1 $182k 1.1k 170.42
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J.P.Morgan Investment Management Inc. JPMorgan Ultra-Short Income ETF Ultra Shrt Etf (JPST) 0.1 $175k 3.5k 50.63
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Ge Vernova (GEV) 0.1 $169k 554.00 305.28
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Bristol Myers Squibb (BMY) 0.1 $157k 2.6k 60.98
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Exelon Corporation (EXC) 0.1 $128k 2.8k 46.08
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iShares Core Moderate Allocation ETF Core 40/60 Moder (AOM) 0.1 $113k 2.6k 43.88
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Anthem (ELV) 0.1 $103k 238.00 434.24
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Apple (AAPL) 0.0 $99k 444.00 222.13
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Northrop Grumman Corporation (NOC) 0.0 $86k 169.00 510.95
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Amazon (AMZN) 0.0 $83k 434.00 190.26
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Eli Lilly & Co. (LLY) 0.0 $81k 99.00 817.90
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Microsoft Corporation (MSFT) 0.0 $73k 195.00 374.72
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Seneca Foods Corp. Ordinary Shares - Class B CL B (SENEB) 0.0 $73k 800.00 90.80
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Seneca Foods Corp. Ordinary Shares - Class A Cl A (SENEA) 0.0 $71k 800.00 89.04
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Meta Platforms Inc Ordinary Shares - Class A Cl A (META) 0.0 $70k 122.00 576.36
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Solventum Corp Com Shs (SOLV) 0.0 $65k 858.00 76.04
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GE HealthCare Technologies Inc Ordinary Shares Common Stock (GEHC) 0.0 $60k 742.00 80.71
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Alphabet Inc Ordinary Shares - Class C Cap Stk Cl C (GOOG) 0.0 $58k 374.00 156.23
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SPDR Portfolio S&P 500 ETF Portfolio S&p500 (SPLG) 0.0 $58k 885.00 65.72
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Vanguard FTSE Developed Markets Van Ftse Dev Mkt (VEA) 0.0 $57k 1.1k 50.82
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Republic Services (RSG) 0.0 $53k 218.00 241.17
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Vanguard Malvern Funds Vanguard Short-Term Inflation-Protected Securities Index Fund Strm Infproidx (VTIP) 0.0 $52k 1.0k 49.92
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Consolidated Edison (ED) 0.0 $52k 469.00 110.59
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CoStar (CSGP) 0.0 $51k 641.00 79.23
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Janus Capital Management LLC Janus Henderson AAA CLO ETF Hendrson Aaa Cl (JAAA) 0.0 $50k 985.00 50.71
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Verizon Communications (VZ) 0.0 $43k 951.00 45.36
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Vanguard Group, Inc. Vanguard Total International Bond ETF Total Int Bd Etf (BNDX) 0.0 $38k 777.00 48.73
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Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.0 $37k 134.00 274.26
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iShares National AMT-Free Muni Bond ETF National Mun Etf (MUB) 0.0 $37k 348.00 105.25
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Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Activebeta Us Lg (GSLC) 0.0 $36k 325.00 109.93
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At&t (T) 0.0 $33k 1.2k 28.28
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Vanguard Group, Inc. Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.0 $27k 455.00 58.69
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McDonald's Corporation (MCD) 0.0 $26k 83.00 312.37
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Boeing Company (BA) 0.0 $26k 150.00 170.55
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Yum! Brands (YUM) 0.0 $25k 159.00 156.79
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Intel Corporation (INTC) 0.0 $25k 1.1k 22.71
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Dimensional ETF Trust Dimensional International Core Equity 2 ETF Intl Core Equity (DFIC) 0.0 $24k 849.00 27.77
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Eversource Energy (ES) 0.0 $23k 370.00 62.11
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iShares Core Total USD Bond Market ETF Core Total Usd (IUSB) 0.0 $23k 493.00 46.07
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iShares Core Conservative Allocation ETF Core 30/70 Conse (AOK) 0.0 $21k 565.00 37.61
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Colgate-Palmolive Company (CL) 0.0 $19k 204.00 93.47
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NVIDIA Corporation (NVDA) 0.0 $18k 170.00 108.38
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Vanguard FTSE Emerging Markets Ftse Emr Mkt Etf (VWO) 0.0 $18k 404.00 45.20
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Crowdstrike Holdings Inc Ordinary Shares - Class A Cl A (CRWD) 0.0 $18k 51.00 352.59
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Coca-Cola Company (KO) 0.0 $17k 237.00 71.34
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Pfizer (PFE) 0.0 $16k 633.00 25.32
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iShares Core Total US Bond Market ETF Core Us Aggbd Et (AGG) 0.0 $15k 153.00 98.79
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Target Corporation (TGT) 0.0 $15k 140.00 104.25
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Visa Inc Ordinary Shares - Class A Com Cl A (V) 0.0 $14k 40.00 350.48
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JPMorgan Chase & Co. (JPM) 0.0 $14k 55.00 245.31
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Listed Funds Trust Roundhill Ball Metaverse ETF Roundhill Ball (METV) 0.0 $14k 1.0k 13.49
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Goldman Sachs ActiveBeta International Equity ETF Activebeta Int (GSIE) 0.0 $12k 338.00 35.62
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iShares Trust iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV) 0.0 $12k 116.00 100.67
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Zimmer Holdings (ZBH) 0.0 $12k 103.00 113.18
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Alphabet Inc Ordinary Shares - Class A Cap Stk Cl A (GOOGL) 0.0 $11k 73.00 154.64
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Cheniere Energy Inc. Ordinary Shares Com New (LNG) 0.0 $11k 48.00 231.42
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iShares Emerging Markets USD Bond ETF Jpmorgan Usd Emg (EMB) 0.0 $11k 121.00 90.00
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iShares U.S. Small-Cap Equity Factor ETF Us Sml Cap Eqt (SMLF) 0.0 $10k 168.00 61.89
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Eastman Chemical Company (EMN) 0.0 $10k 116.00 88.11
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Msc Income Fund 0.0 $9.7k 622.00 15.54
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SPDR Nuveen Bloomberg Municipal Bond ETF Nuveen Blmbrg Mu (TFI) 0.0 $9.2k 205.00 45.04
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Waste Connections (WCN) 0.0 $8.4k 43.00 195.21
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Goldman Sachs TreasuryAccess 01 Year ETF Acces Treasury (GBIL) 0.0 $8.4k 84.00 99.90
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Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $8.3k 1.0k 7.96
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iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP) 0.0 $8.3k 81.00 102.30
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SPDR Portfolio S&P 400 Mid Cap Portfolio S&p400 (SPMD) 0.0 $8.0k 156.00 51.15
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Verisk Analytics (VRSK) 0.0 $7.7k 26.00 297.65
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S&p Global (SPGI) 0.0 $7.6k 15.00 508.13
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Blackrock (BLK) 0.0 $7.6k 8.00 946.50
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Service Corporation International (SCI) 0.0 $7.1k 89.00 80.20
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Goldman Sachs (GS) 0.0 $7.1k 13.00 546.31
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Vanguard Value ETF Value Etf (VTV) 0.0 $7.1k 41.00 172.32
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Yum China Holdings (YUMC) 0.0 $7.0k 134.00 52.07
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Metropcs Communications (TMUS) 0.0 $6.9k 26.00 266.73
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Nextera Energy (NEE) 0.0 $6.9k 97.00 70.90
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Alcon Inc. Registered Shares Ord Shs (ALC) 0.0 $6.6k 70.00 94.94
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Blackstone Group Inc Com Cl A (BX) 0.0 $6.4k 46.00 139.78
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CVS Caremark Corporation (CVS) 0.0 $6.1k 91.00 67.21
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Schwab U.S. Large-Cap ETF Us Lrg Cap Etf (SCHX) 0.0 $6.0k 274.00 22.07
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FirstEnergy (FE) 0.0 $6.0k 148.00 40.43
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Prudential Financial (PRU) 0.0 $5.9k 53.00 111.70
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Goldman Sachs ETF Trust Goldman Sachs ActiveBeta Emerging Markets Equity ETF Activebeta Eme (GEM) 0.0 $5.9k 179.00 33.02
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American Tower Reit (AMT) 0.0 $5.9k 27.00 217.63
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Berkshire Hathaway Cl B Ord Cl B New (BRK.B) 0.0 $5.9k 11.00 532.64
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SPDR Portfolio S&P 600 Small Cap ETF Portfolio S&p600 (SPSM) 0.0 $5.8k 144.00 40.58
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American Century ETF Trust Avantis Emerging Markets Equity ETF Avantis Emgmkt (AVEM) 0.0 $5.8k 96.00 60.18
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Vanguard Mid-Cap Value ETF Mcap Vl Idxvip (VOE) 0.0 $5.5k 35.00 156.57
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Eaton Corporation plc Ordinary Shares SHS (ETN) 0.0 $5.4k 20.00 271.85
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CSX Corporation (CSX) 0.0 $5.2k 177.00 29.43
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Thermo Fisher Scientific (TMO) 0.0 $5.0k 10.00 497.60
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Chart Industries (GTLS) 0.0 $4.6k 32.00 144.38
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Canadian Pacific Kansas City (CP) 0.0 $4.4k 62.00 70.23
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Vanguard Small-Cap Value ETF Sm Cp Val Etf (VBR) 0.0 $4.1k 22.00 185.45
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Brookfield Infrastructure Corporation Com Sub Vtg A (BIPC) 0.0 $4.0k 110.00 36.19
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Zoetis Inc Ordinary Shares - Class A Cl A (ZTS) 0.0 $4.0k 24.00 164.67
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Mastercard Incorporated Ordinary Shares - Class A Cl A (MA) 0.0 $3.8k 7.00 548.14
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Costco Wholesale Corporation (COST) 0.0 $3.8k 4.00 946.00
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OceanFirst Financial (OCFC) 0.0 $3.6k 214.00 17.01
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Walt Disney Company (DIS) 0.0 $3.6k 36.00 98.72
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SPDR S&P World ex-US ETF Portfolio Devlpd (SPDW) 0.0 $3.3k 92.00 36.12
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Invesco Capital Management LLC Invesco S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP) 0.0 $3.3k 19.00 173.26
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Vistra Energy (VST) 0.0 $3.3k 28.00 117.46
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Warner Bros. Discovery Inc Ordinary Shares - Class A Com Ser A (WBD) 0.0 $3.2k 295.00 10.73
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Abbvie (ABBV) 0.0 $3.1k 15.00 209.53
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American Century ETF Trust Avantis Real E state ETF Real Estate Etf (AVRE) 0.0 $2.9k 67.00 43.01
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UnitedHealth (UNH) 0.0 $2.6k 5.00 523.80
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Paypal Holdings (PYPL) 0.0 $2.5k 39.00 65.26
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Chevron Corporation (CVX) 0.0 $2.3k 14.00 167.36
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Home Depot (HD) 0.0 $2.2k 6.00 366.50
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Wal-Mart Stores (WMT) 0.0 $2.2k 25.00 87.80
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Pepsi (PEP) 0.0 $2.0k 13.00 150.00
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iShares Short-Term Treasury Bond ETF Short Treas Bd (SHV) 0.0 $1.9k 17.00 110.29
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Markel Corporation (MKL) 0.0 $1.9k 1.00 1870.00
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Netflix (NFLX) 0.0 $1.9k 2.00 933.00
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Linde Plc. Ordinary Shares SHS (LIN) 0.0 $1.9k 4.00 465.75
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Abbott Laboratories (ABT) 0.0 $1.6k 12.00 132.67
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Gilead Sciences (GILD) 0.0 $1.6k 14.00 112.07
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Amgen (AMGN) 0.0 $1.6k 5.00 311.60
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Comcast Corp Ordinary Shares - Class A Cl A (CMCSA) 0.0 $1.5k 40.00 36.90
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Deere & Company (DE) 0.0 $1.4k 3.00 469.67
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Oracle Corporation (ORCL) 0.0 $1.4k 10.00 139.90
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TransDigm Group Incorporated (TDG) 0.0 $1.4k 1.00 1384.00
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Bank of America Corporation (BAC) 0.0 $1.4k 33.00 41.76
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Wells Fargo & Company (WFC) 0.0 $1.4k 19.00 71.84
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KLA Corp. Ordinary Shares Com New (KLAC) 0.0 $1.4k 2.00 680.00
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Lockheed Martin Corporation (LMT) 0.0 $1.3k 3.00 447.00
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Texas Pacific Land Corp (TPL) 0.0 $1.3k 1.00 1325.00
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Applovin Corp Ordinary Shares - Class A Com Cl A (APP) 0.0 $1.3k 5.00 265.00
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Travelers Companies (TRV) 0.0 $1.3k 5.00 264.60
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ConocoPhillips (COP) 0.0 $1.3k 12.00 105.08
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United Rentals (URI) 0.0 $1.3k 2.00 627.00
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Automatic Data Processing (ADP) 0.0 $1.2k 4.00 305.75
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TJX Companies (TJX) 0.0 $1.2k 10.00 121.80
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Raytheon Technologies Corp (RTX) 0.0 $1.2k 9.00 132.56
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Union Pacific Corporation (UNP) 0.0 $1.2k 5.00 236.40
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Broadcom (AVGO) 0.0 $1.2k 7.00 167.57
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Merck & Co (MRK) 0.0 $1.2k 13.00 89.77
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Adobe Systems Incorporated (ADBE) 0.0 $1.2k 3.00 383.67
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Kroger (KR) 0.0 $1.2k 17.00 67.71
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Progressive Corporation (PGR) 0.0 $1.1k 4.00 283.25
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Hess (HES) 0.0 $1.1k 7.00 159.86
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Texas Instruments Incorporated (TXN) 0.0 $1.1k 6.00 179.83
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American Express Company (AXP) 0.0 $1.1k 4.00 269.25
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Sherwin-Williams Company (SHW) 0.0 $1.0k 3.00 349.33
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SPDR S&P Emerging Markets ETF Portfolio Emg Mk (SPEM) 0.0 $1.0k 27.00 38.30
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Royal Caribbean Cruises (RCL) 0.0 $1.0k 5.00 205.60
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EOG Resources (EOG) 0.0 $1.0k 8.00 128.25
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Caterpillar (CAT) 0.0 $990.000000 3.00 330.00
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W.W. Grainger (GWW) 0.0 $988.000000 1.00 988.00
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Cigna Corp (CI) 0.0 $987.000000 3.00 329.00
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Ameriprise Financial (AMP) 0.0 $969.000000 2.00 484.50
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Moody's Corporation (MCO) 0.0 $932.000000 2.00 466.00
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Waste Management (WM) 0.0 $927.000000 4.00 231.75
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Qualcomm (QCOM) 0.0 $922.000200 6.00 153.67
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Becton, Dickinson and (BDX) 0.0 $917.000000 4.00 229.25
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Chubb (CB) 0.0 $906.000000 3.00 302.00
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Air Products & Chemicals (APD) 0.0 $885.000000 3.00 295.00
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Fiserv (FI) 0.0 $884.000000 4.00 221.00
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MetLife (MET) 0.0 $883.999600 11.00 80.36
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Marathon Petroleum Corp (MPC) 0.0 $874.999800 6.00 145.83
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American International Group Inc Ordinary Shares Com New (AIG) 0.0 $870.000000 10.00 87.00
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Hartford Financial Services (HIG) 0.0 $866.999700 7.00 123.86
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Discover Financial Services (DFS) 0.0 $854.000000 5.00 170.80
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Citigroup Inc Ordinary Shares Com New (C) 0.0 $852.000000 12.00 71.00
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Honeywell International (HON) 0.0 $847.000000 4.00 211.75
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Williams Companies (WMB) 0.0 $836.999800 14.00 59.79
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AmerisourceBergen (COR) 0.0 $834.999900 3.00 278.33
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Allstate Corporation (ALL) 0.0 $829.000000 4.00 207.25
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Cintas Corporation (CTAS) 0.0 $823.000000 4.00 205.75
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General Dynamics Corporation (GD) 0.0 $818.000100 3.00 272.67
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Targa Res Corp (TRGP) 0.0 $802.000000 4.00 200.50
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General Motors Company (GM) 0.0 $799.999600 17.00 47.06
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Lam Research Corp. Ordinary Shares Com New (LRCX) 0.0 $800.000300 11.00 72.73
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Philip Morris International (PM) 0.0 $794.000000 5.00 158.80
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Valero Energy Corporation (VLO) 0.0 $793.000200 6.00 132.17
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Charles Schwab Corporation (SCHW) 0.0 $783.000000 10.00 78.30
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AFLAC Incorporated (AFL) 0.0 $778.999900 7.00 111.29
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Bank of New York Mellon Corporation (BK) 0.0 $755.000100 9.00 83.89
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Robinhood Markets Inc Ordinary Shares - Class A Com Cl A (HOOD) 0.0 $750.000600 18.00 41.67
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Illinois Tool Works (ITW) 0.0 $744.999900 3.00 248.33
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Kinder Morgan (KMI) 0.0 $742.001000 26.00 28.54
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Phillips 66 (PSX) 0.0 $741.000000 6.00 123.50
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Charter Communications Inc. Ordinary Shares - Class A Cl A (CHTR) 0.0 $738.000000 2.00 369.00
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Marsh & McLennan Companies (MMC) 0.0 $732.999900 3.00 244.33
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FedEx Corporation (FDX) 0.0 $732.000000 3.00 244.00
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Applied Materials (AMAT) 0.0 $726.000000 5.00 145.20
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Johnson Controls International plc Registered Shares SHS (JCI) 0.0 $720.999900 9.00 80.11
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Medtronic Plc Ordinary Shares SHS (MDT) 0.0 $719.000000 8.00 89.88
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Capital One Financial (COF) 0.0 $718.000000 4.00 179.50
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Kimberly-Clark Corporation (KMB) 0.0 $712.000000 5.00 142.40
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Boston Scientific Corporation (BSX) 0.0 $707.000000 7.00 101.00
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Baker Hughes Co Ordinary Shares - Class A Cl A (BKR) 0.0 $704.000000 16.00 44.00
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Morgan Stanley Ordinary Shares Com New (MS) 0.0 $700.999800 6.00 116.83
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Oneok (OKE) 0.0 $694.999900 7.00 99.29
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Arthur J. Gallagher & Co. (AJG) 0.0 $691.000000 2.00 345.50
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Hilton Worldwide Holdings (HLT) 0.0 $683.000100 3.00 227.67
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Paccar (PCAR) 0.0 $682.000200 7.00 97.43
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Carlisle Companies (CSL) 0.0 $681.000000 2.00 340.50
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Mondelez International Inc. Ordinary Shares - Class A Cl A (MDLZ) 0.0 $679.000000 10.00 67.90
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CBOE Holdings (CBOE) 0.0 $678.999900 3.00 226.33
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eBay (EBAY) 0.0 $678.000000 10.00 67.80
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Newmont Mining Corporation (NEM) 0.0 $675.999800 14.00 48.29
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Willis Towers Watson Public Limited Co Ordinary Shares SHS (WTW) 0.0 $676.000000 2.00 338.00
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Arch Capital Group Ltd Ordinary Shares Ord (ACGL) 0.0 $673.999900 7.00 96.29
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Fortinet (FTNT) 0.0 $673.999900 7.00 96.29
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McKesson Corporation (MCK) 0.0 $673.000000 1.00 673.00
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Molina Healthcare (MOH) 0.0 $659.000000 2.00 329.50
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Lpl Financial Holdings (LPLA) 0.0 $655.000000 2.00 327.50
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Delta Air Lines, Inc. Ordinary Shares Com New (DAL) 0.0 $654.000000 15.00 43.60
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Garmin Ltd Ordinary Shares SHS (GRMN) 0.0 $651.999900 3.00 217.33
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Howmet Aerospace (HWM) 0.0 $649.000000 5.00 129.80
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Ross Stores (ROST) 0.0 $639.000000 5.00 127.80
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Williams-Sonoma (WSM) 0.0 $633.000000 4.00 158.25
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Cummins (CMI) 0.0 $627.000000 2.00 313.50
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Accenture plc Ordinary Shares - Class A Shs Class A (ACN) 0.0 $625.000000 2.00 312.50
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Darden Restaurants (DRI) 0.0 $624.000000 3.00 208.00
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Ford Motor Company (F) 0.0 $622.002600 62.00 10.03
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Hldgs (UAL) 0.0 $621.999900 9.00 69.11
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Paychex (PAYX) 0.0 $618.000000 4.00 154.50
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United Therapeutics Corporation (UTHR) 0.0 $617.000000 2.00 308.50
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Danaher Corporation (DHR) 0.0 $615.000000 3.00 205.00
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Intuit (INTU) 0.0 $614.000000 1.00 614.00
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Sprouts Fmrs Mkt (SFM) 0.0 $611.000000 4.00 152.75
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Micron Technology (MU) 0.0 $609.000000 7.00 87.00
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Parker-Hannifin Corporation (PH) 0.0 $608.000000 1.00 608.00
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Analog Devices (ADI) 0.0 $606.000000 3.00 202.00
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Freeport-McMoRan Inc Ordinary Shares CL B (FCX) 0.0 $606.000000 16.00 37.88
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Dick's Sporting Goods (DKS) 0.0 $605.000100 3.00 201.67
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SYSCO Corporation (SYY) 0.0 $601.000000 8.00 75.12
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Corning Incorporated (GLW) 0.0 $596.000600 13.00 45.85
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Past Filings by HFM Investment Advisors

SEC 13F filings are viewable for HFM Investment Advisors going back to 2025