Holdings of HFM Investment Advisors, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 1,120 in 1 countries
- Top ten
- 95.1 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1,101 | H&R Block Inc | 1 | 32 $ | |
| 1,102 | Compass Inc | 4 | 29 $ | |
| 1,103 | Rocket Cos Inc | 2 | 29 $ | |
| 1,104 | Global Business Travel Group I | 5 | 28 $ | |
| 1,105 | F&G Annuities & Life Inc | 1 | 25 $ | |
| 1,106 | Beam Therapeutics Inc | 1 | 24 $ | |
| 1,107 | Box Inc | 1 | 24 $ | |
| 1,108 | Hagerty Inc | 2 | 21 $ | |
| 1,109 | TripAdvisor Inc | 2 | 21 $ | |
| 1,110 | Vanguard Scottsdale Funds | 18 $ | ||
| 1,111 | WillScot Holdings Corp | 1 | 17 $ | |
| 1,112 | DigitalBridge Group Inc | 1 | 15 $ | |
| 1,113 | Payoneer Global Inc | 3 | 14 $ | |
| 1,114 | QuantumScape Corp | 2 | 13 $ | |
| 1,115 | SentinelOne Inc | 1 | 13 $ | |
| 1,116 | Stagwell Inc | 2 | 13 $ | |
| 1,117 | Goldman Sachs Access Investment Grade Corporate Bond Etf | 7 $ | ||
| 1,118 | iShares Trust | 3 $ | ||
| 1,119 | Sports Entertainment Gaming Global Corp | 5 | 3 $ | |
| 1,120 | Vanguard Large-Cap ETF | 3 $ |
Sector breakdown
- Industrials 1.5 %
- Technology 1.2 %
- Health care 1.0 %
- Energy 0.4 %
- Consumer discretionary 0.3 %
- Utilities 0.3 %
- Communication 0.3 %
- Consumer staples 0.2 %
- Financials 0.2 %
- Unattributed 94.5 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 1,120 | 186.1M $ | 100.00 % |
Cite this page
Titelia. "Holdings of HFM Investment Advisors, LLC". https://titelia.com/en/funds/US13F2067972