HFM Investment Advisors, LLC
SEC Form 13F institutional filer · CIK 0002067972
13F-HR · 447 reported holdings · 2026-03-31
Reported long-US-equity value
$0.01B
Top-10 concentration
65.6%
HFM Investment Advisors, LLC — $13.5M AUM allocation strategy
HFM Investment Advisors, LLC files SEC Form 13F and reports $13.5M of long US equity value across 447 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 17.2%, followed by Information Technology 14.4% and Health Care 11.3%.
The top 10 holdings account for 66% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
HFM Investment Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$13.5M
total across 447 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
66% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SPYM +1.1K sh · +$79.7K+$GE +235 sh · +$12K+$GEHC +56 sh · −$4.49K
Biggest trims (shares)
−$IVV −4.75K sh · −$397K−$GS −293 sh · −$30.3K−$IWM −291 sh · −$34.8K
Exited to nil (held last quarter, gone now)
$DASH ($6.57K last qtr)$BKNG ($5.36K last qtr)$IRM ($4.15K last qtr)$EQIX ($3.83K last qtr)$NOW ($3.06K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals11.3%—
- Communications Equipment6.2%—
- Integrated Oil & Gas5.5%—
- Aerospace & Defense5.2%—
- Electrical Components & Equipment4.2%—
- Heavy Electrical Equipment4.0%—
- Industrial Conglomerates3.7%—
- Electric Utilities3.3%—
- Other holdings56.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $JNJ | Johnson & Johnson | 5.56K | $1.36M | -135 | 10.0% |
| $CSCO | Cisco Systems Inc | 10.9K | $844K | +0 | 6.2% |
| $XOM | ExxonMobil Holdings Corporation | 4.39K | $746K | +11 | 5.5% |
| $GE | GE Aerospace | 2.49K | $706K | +235 | 5.2% |
| $ROK | Rockwell Automation Inc | 1.61K | $578K | -1 | 4.3% |
| $GEV | GE Vernova Inc | 621 | $542K | +52 | 4.0% |
| $MMM | 3M Company | 3.45K | $501K | -30 | 3.7% |
| $IBM | International Business Machines Corporation | 1.68K | $405K | -14 | 3.0% |
| $TSLA | Tesla Inc | 830 | $309K | +0 | 2.3% |
…and 438 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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