Portfolio (Quarterly)
Guide ↗
HFM Investment Advisors, LLC
· CIK 0002067972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 581 | SSNC | SS&C TECH HLDGS | Technology | 24.0 | $1K | 0.00% | NEW | — | $62.08 | +33.1% |
| 582 | LEA | LEAR CORP | Consumer Cyclical | 11.0 | $1K | 0.00% | NEW | — | $134.09 | -4.4% |
| 583 | NET | CLOUDFLARE INC | Technology | 6.0 | $1K | 0.00% | NEW | — | $245.33 | +17.9% |
| 584 | EVRG | EVERGY INC | Utilities | 17.0 | $1K | 0.00% | NEW | — | $86.47 | -6.1% |
| 585 | AVRE | AMERICAN CENTY ETF TR | — | 31.0 | $1K | 0.00% | NEW | — | $47.39 | +1.8% |
| 586 | MAS | MASCO CORP | Industrials | 18.0 | $1K | 0.00% | NEW | — | $81.39 | -9.7% |
| 587 | OMF | ONEMAIN HLDGS INC | Financial Services | 24.0 | $1K | 0.00% | NEW | — | $61.00 | +3.8% |
| 588 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 18.0 | $1K | 0.00% | NEW | — | $81.17 | -9.7% |
| 589 | — | EXPAND ENERGY CORPORATION | — | 16.0 | $1K | 0.00% | NEW | — | $91.25 | — |
| 590 | LSTR | LANDSTAR SYS INC | Industrials | 7.0 | $1K | 0.00% | NEW | — | $206.86 | -10.2% |
| 591 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 83.0 | $1K | 0.00% | NEW | — | $17.36 | -2.6% |
| 592 | ADBE | ADOBE INC | Technology | 7.0 | $1K | 0.00% | NEW | — | $205.14 | +33.3% |
| 593 | EA | ELECTRONIC ARTS INC | Communication Services | 7.0 | $1K | 0.00% | NEW | — | $205.14 | +2.2% |
| 594 | TSN | TYSON FOODS INC | Consumer Defensive | 25.0 | $1K | 0.00% | NEW | — | $57.28 | +1.6% |
| 595 | DOW | DOW HLDGS INC | Basic Materials | 52.0 | $1K | — | NEW | — | $27.37 | +18.9% |
| 596 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 27.0 | $1K | — | NEW | — | $52.67 | +28.8% |
| 597 | ROL | ROLLINS INC | Consumer Cyclical | 34.0 | $1K | — | NEW | — | $41.76 | -11.7% |
| 598 | GATX | GATX CORP | Industrials | 8.0 | $1K | — | NEW | — | $177.25 | -0.6% |
| 599 | FNF | FIDELITY NATL FINL INC | Financial Services | 30.0 | $1K | — | NEW | — | $47.17 | +0.3% |
| 600 | EIX | EDISON INTL | Utilities | 19.0 | $1K | — | NEW | — | $74.47 | -3.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.6%
Industrials
23.7%
Healthcare
17.3%
Utilities
10.1%
Consumer Cyclical
6.5%
Financial Services
4.5%
Consumer Defensive
4.2%
Communication Services
2.9%
Energy
1.0%
Basic Materials
0.9%