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HFM Investment Advisors, LLC

Q1 2025 Holdings

Filed 2025-05-16 | 1189 holdings | $206.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Bellring Brands Inc Ordinary Shares(BRBR)COMMON STOCK07831C103$14920.0%
Hamilton Lane Inc Ordinary Shares(HLNE)CL A407497106$14910.0%
Brinker International, Inc. Ordinary Shares(EAT)COM109641100$15010.0%
Insight Enterprises Inc. Ordinary Shares(NSIT)COM45765U103$15010.0%
Charles River Laboratories International Inc. Ordinary Shares(CRL)COM159864107$15110.0%
Dollar Tree Inc Ordinary Shares(DLTR)COM256746108$15120.0%
Bread Financial Holdings Inc Ordinary Shares(BFH)COM018581108$15130.0%
Landstar System, Inc. Ordinary Shares(LSTR)COM515098101$15110.0%
Columbia Sportswear Co. Ordinary Shares(COLM)COM198516106$15220.0%
TKO Group Holdings Inc Ordinary Shares(TKO)CL A87256C101$15310.0%
Sanmina Corp Ordinary Shares(SANM)COM801056102$15320.0%
Dycom Industries, Inc. Ordinary Shares(DY)COM267475101$15310.0%
Crane Co Ordinary Shares(CR)COMMON STOCK224408104$15410.0%
Silgan Holdings Inc. Ordinary Shares(SLGN)COM827048109$15430.0%
PTC Inc Ordinary Shares(PTC)COM69370C100$15510.0%
Crane NXT Co Ordinary Shares(CXT)COM224441105$15530.0%
MSC Industrial Direct Co., Inc. Ordinary Shares(MSM)CL A553530106$15620.0%
Wesco International, Inc. Ordinary Shares(WCC)COM95082P105$15610.0%
ATI Inc Ordinary Shares(ATI)COM01741R102$15730.0%
Simpson Manufacturing Co., Inc. Ordinary Shares(SSD)COM829073105$15810.0%
nVent Electric plc Ordinary Shares(NVT)SHSG6700G107$15830.0%
Urban Outfitters, Inc. Ordinary Shares(URBN)COM917047102$15830.0%
Hancock Whitney Corp. Ordinary Shares(HWC)COM410120109$15830.0%
National Fuel Gas Co. Ordinary Shares(NFG)COM636180101$15920.0%
Esco Technologies, Inc. Ordinary Shares(ESE)COM296315104$16010.0%
Txnm Energy Inc(TXNM)COM69349H107$16130.0%
Rush Enterprises Inc Ordinary Shares(RUSHA)CL A781846209$16130.0%
Vail Resorts Inc. Ordinary Shares(MTN)COM91879Q109$16110.0%
MKS Instruments, Inc. Ordinary Shares(MKSI)COM55306N104$16120.0%
RLI Corp. Ordinary Shares(RLI)COM749607107$16120.0%
CDW Corp Ordinary Shares(CDW)COM12514G108$16110.0%
Jefferies Financial Group Inc Ordinary Shares(JEF)COM47233W109$16130.0%
Enpro Inc Ordinary Shares(NPO)COM29355X107$16210.0%
Autonation Inc. Ordinary Shares(AN)COM05329W102$16210.0%
Mosaic Company Ordinary Shares(MOS)COM61945C103$16360.0%
DocuSign Inc Ordinary Shares(DOCU)COM256163106$16320.0%
Iridium Communications Inc Ordinary Shares(IRDM)COM46269C102$16460.0%
Gap, Inc. Ordinary Shares(GAP)COM364760108$16580.0%
FTI Consulting Inc. Ordinary Shares(FCN)COM302941109$16510.0%
Interactive Brokers Group Inc Ordinary Shares(IBKR)COM CL A45841N107$16610.0%
Balchem Corp. Ordinary Shares(BCPC)COM057665200$16610.0%
CNO Financial Group Inc Ordinary Shares(CNO)COM12621E103$16740.0%
DraftKings Inc. Ordinary Shares(DKNG)COM CL A26142V105$16750.0%
Masimo Corp Ordinary Shares(MASI)COM574795100$16710.0%
Wynn Resorts Ltd. Ordinary Shares(WYNN)COM983134107$16720.0%
Cabot Corp. Ordinary Shares(CBT)COM127055101$16720.0%
Texas Roadhouse Inc Ordinary Shares(TXRH)COM882681109$16710.0%
NOV Inc Ordinary Shares(NOV)COM62955J103$168110.0%
Jackson Financial Inc Ordinary Shares(JXN)COM CL A46817M107$16820.0%
Affiliated Managers Group Inc. Ordinary Shares(AMG)COM008252108$16910.0%
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