HFM Investment Advisors, LLC reported 1,208 positions worth $13.17M for the quarter ended Jun 30, 2026, up 21.1% on the prior quarter. It opened 115 new positions, added to 1,013, trimmed 38 and exited 24. Its largest holding is Johnson & Johnson at 10.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +340 | +20.4% | $68.03K | 3.05% |
| AAPL Apple Inc. | +227 | +22.2% | $65.68K | 2.74% |
| MSFT Microsoft Corp | +168 | +42.2% | $62.65K | 1.6% |
| AMZN Amazon Com Inc | +148 | +20.8% | $35.27K | 1.56% |
| MU Micron Technology Inc | +26 | +123.8% | $30.01K | 0.412% |
| META Meta Platforms, Inc. | +41 | +35.7% | $23.10K | 0.667% |
| GOOGL Alphabet Inc. | +54 | +15.1% | $19.30K | 1.12% |
| BNY Bank of New York Mellon Corp | +127 | +529.2% | $18.37K | 0.166% |
| LLY ELI LILLY & Co | +13 | +10.5% | $15.58K | 1.25% |
| GOOG Alphabet Inc. | +43 | +7.6% | $15.19K | 1.64% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -4,395 | -100.0% | $745.67K | Exited |
| JNJ Johnson & Johnson | -225 | -4.0% | $57.13K | 10.28% |
| MIAX Miami International Holdings, Inc. | -1,301 | -100.0% | $50.64K | Exited |
| GEHC GE HealthCare Technologies Inc. | -307 | -36.6% | $19.65K | 0.258% |
| MA Mastercard Inc | -36 | -33.3% | $18.49K | 0.281% |
| NEE Nextera Energy Inc | -200 | -57.8% | $17.55K | 0.097% |
| TMO Thermo Fisher Scientific Inc. | -32 | -60.4% | $16.04K | 0.08% |
| ISRG Intuitive Surgical Inc | -35 | -94.6% | $13.93K | <0.01% |
| WMT Walmart Inc. | -118 | -21.4% | $13.36K | 0.372% |
| UPS United Parcel Service Inc | -109 | -69.4% | $11.72K | 0.039% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +25 | $4.27K | 0.032% |
| HUM Humana Inc | +8 | $3.18K | 0.024% |
| ALAB Astera Labs, Inc. | +6 | $2.90K | 0.022% |
| TDG TransDigm Group INC | +2 | $2.67K | 0.02% |
| HONA Honeywell Aerospace Inc. | +10 | $2.21K | 0.017% |
| CNC Centene Corp | +31 | $1.99K | 0.015% |
| MKL Markel Group Inc. | +1 | $1.95K | 0.015% |
| BKNG Booking Holdings Inc. | +10 | $1.78K | 0.014% |
| DASH DoorDash, Inc. | +7 | $1.29K | <0.01% |
| MTD Mettler Toledo International Inc/ | +1 | $1.28K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -4,395 | $745.67K | 6.86% |
| MIAX Miami International Holdings, Inc. | -1,301 | $50.64K | 0.466% |
| FCNCA First Citizens Bancshares Inc | -1 | $1.89K | 0.017% |
| KAI Kadant Inc | -2 | $585.00 | <0.01% |
| GTES Gates Industrial Corp Ltd. | -21 | $475.00 | <0.01% |
| AXON Axon Enterprise, Inc. | -1 | $425.00 | <0.01% |
| GPOR Gulfport Energy Corp | -2 | $423.00 | <0.01% |
| KBH Kb Home | -7 | $362.00 | <0.01% |
| WING Wingstop Inc. | -2 | $310.00 | <0.01% |
| BMI Badger Meter Inc | -2 | $305.00 | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | JNJ Johnson & Johnson | Healthcare | 5,331 | $1.35M | 10.28% | -225 | -4.0% | Reduced | 0% |
| 2 | CSCO Cisco Systems, Inc. | Technology | 10.9K | $1.28M | 9.76% | +60 | +0.6% | Added | 0% |
| 3 | GE General Electric Co | Industrials | 2,495 | $932.46K | 7.08% | +7 | +0.3% | Added | 0% |
| 4 | ROK Rockwell Automation, Inc | Industrials | 1,616 | $800.05K | 6.08% | +5 | +0.3% | Added | 0% |
| 5 | GEV GE Vernova Inc. | Industrials | 625 | $734.29K | 5.58% | +4 | +0.6% | Added | 0% |
| 6 | MMM 3M Co | Industrials | 3,468 | $561.50K | 4.26% | +16 | +0.5% | Added | 0% |
| 7 | IBM International Business Machines Corp | Technology | 1,682 | $472.87K | 3.59% | +12 | +0.7% | Added | 0% |
| 8 | NVDA Nvidia Corp | Technology | 2,008 | $401.78K | 3.05% | +340 | +20.4% | Added | 0% |
| 9 | AAPL Apple Inc. | Technology | 1,249 | $361.41K | 2.74% | +227 | +22.2% | Added | 0% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 840 | $353.30K | 2.68% | +10 | +1.2% | Added | 0% |
| 11 | CEG Constellation Energy Corp | Utilities | 1,011 | $251.10K | 1.91% | -16 | -1.6% | Reduced | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 612 | $216.24K | 1.64% | +43 | +7.6% | Added | 0% |
| 13 | MSFT Microsoft Corp | Technology | 566 | $211.08K | 1.6% | +168 | +42.2% | Added | 0% |
| 14 | AMZN Amazon Com Inc | Consumer Discretionary | 860 | $204.97K | 1.56% | +148 | +20.8% | Added | 0% |
| 15 | AMD Advanced Micro Devices Inc | Technology | 312 | $181.24K | 1.38% | +6 | +2.0% | Added | 0% |
Tip. Select a row to see that position’s full history at HFM Investment Advisors.
As of its Q2 2026 13F filing, HFM Investment Advisors, LLC’s five largest positions were Johnson & Johnson (JNJ) at 10.3%, Cisco Systems, Inc. (CSCO) at 9.8%, General Electric Co (GE) at 7.1%, Rockwell Automation, Inc (ROK) at 6.1%, GE Vernova Inc. (GEV) at 5.6% of the reported portfolio.
HFM Investment Advisors, LLC reported a 13F portfolio worth $13.17M across 1,208 positions for Q2 2026. That is up 21.1% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($68.03K), Apple Inc. ($65.68K), Microsoft Corp ($62.65K). It opened 115 new positions.
Its largest sales by value were ExxonMobil Holdings Corp ($745.67K), Johnson & Johnson ($57.13K), Miami International Holdings, Inc. ($50.64K). It exited 24 positions entirely.
From the Form 13F-HR reports HFM Investment Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.