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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
Home Bancshares Inc Ordinary Shares(HOMB)COM436893200$17060.0%
Palo Alto Networks Inc Ordinary Shares(PANW)COM697435105$17110.0%
Prestige Consumer Healthcare Inc Ordinary Shares(PBH)COM74112D101$17220.0%
Coinbase Global Inc Ordinary Shares(COIN)COM CL A19260Q107$17310.0%
Primoris Services Corp Ordinary Shares(PRIM)COM74164F103$17330.0%
Cathay General Bancorp Ordinary Shares(CATY)COM149150104$17340.0%
Grand Canyon Education Inc Ordinary Shares(LOPE)COM38526M106$17410.0%
Franklin Resources, Inc. Ordinary Shares(BEN)COM354613101$17490.0%
Hanover Insurance Group Inc Ordinary Shares(THG)COM410867105$17410.0%
NorthWestern Energy Group Inc Ordinary Shares(NWE)COM NEW668074305$17430.0%
Manhattan Associates, Inc. Ordinary Shares(MANH)COM562750109$17410.0%
Moog CL A ORD(MOG/A)CL A615394202$17410.0%
Unifirst Corp. Ordinary Shares(UNF)COM904708104$17410.0%
Mattel, Inc. Ordinary Shares(MAT)COM577081102$17590.0%
Lancaster Colony Corp. Ordinary Shares(MZTI)COM513847103$17510.0%
Entegris Inc Ordinary Shares(ENTG)COM29362U104$17520.0%
KB Home Ordinary Shares(KBH)COM48666K109$17530.0%
Option Care Health Inc. Registered Shares(OPCH)COM NEW68404L201$17550.0%
First Horizon Corporation Ordinary Shares(FHN)COM320517105$17590.0%
Skywest Inc. Ordinary Shares(SKYW)COM830879102$17520.0%
Dollar General Corp. Ordinary Shares(DG)COM256677105$17620.0%
Netapp Inc Ordinary Shares(NTAP)COM64110D104$17620.0%
Autoliv Inc. Ordinary Shares(ALV)COM052800109$17720.0%
Edison International Ordinary Shares(EIX)COM281020107$17730.0%
Assured Guaranty Ltd Ordinary Shares(AGO)COMG0585R106$17720.0%
Lincoln National Corp. Ordinary Shares(LNC)COM534187109$18050.0%
Knife River Corp Ordinary Shares(KNF)COMMON STOCK498894104$18120.0%
Idex Corporation Ordinary Shares(IEX)COM45167R104$18110.0%
Incyte Corp. Ordinary Shares(INCY)COM45337C102$18230.0%
Wyndham Hotels & Resorts Inc Ordinary Shares(WH)COM98311A105$18220.0%
Bath & Body Works Inc Ordinary Shares(BBWI)COM070830104$18260.0%
Comstock Resources, Inc. Ordinary Shares(CRK)COM205768302$18490.0%
Oge Energy Corp. Ordinary Shares(OGE)COM670837103$18440.0%
Hologic, Inc. Ordinary Shares(HOLX)COM436440101$18630.0%
SouthState Corporation Ordinary Shares(SSBUSD)COM840441109$18620.0%
ADT Inc Ordinary Shares(ADT)COM00090Q103$188230.0%
Guidewire Software Inc Ordinary Shares(GWRE)COM40171V100$18810.0%
ExlService Holdings Inc Ordinary Shares(EXLS)COM302081104$18940.0%
Oshkosh Corp Ordinary Shares(OSK)COM688239201$18920.0%
Lincoln Electric Holdings, Inc. Ordinary Shares(LECO)COM533900106$19010.0%
Skyline Champion Corp Ordinary Shares(SKY)COM830830105$19020.0%
Old National Bancorp Ordinary Shares(ONB)COM680033107$19190.0%
NIO Inc ADR(NIO)SPON ADS62914V106$191500.0%
Badger Meter Inc. Ordinary Shares(BMI)COM056525108$19110.0%
Halozyme Therapeutics Inc. Ordinary Shares(HALO)COM40637H109$19230.0%
Marriott Vacations Worldwide Corp Ordinary Shares(VAC)COM57164Y107$19330.0%
Premier Inc Ordinary Shares(PINC)CL A74051N102$193100.0%
Planet Fitness Inc Ordinary Shares(PLNT)CL A72703H101$19420.0%
Air Lease Corp Ordinary Shares(AL)CL A00912X302$19440.0%
Coherent Corp Ordinary Shares(COHR)COM19247G107$19530.0%
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