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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
GXO Logistics Inc Ordinary Shares(GXO)COMMON STOCK36262G101$19650.0%
Global Payments, Inc. Ordinary Shares(GPN)COM37940X102$19620.0%
Perrigo Company plc Ordinary Shares(PRGO)SHSG97822103$19770.0%
A.O. Smith Corp. Ordinary Shares(AOS)COM831865209$19730.0%
Trimble Inc Ordinary Shares(TRMB)COM896239100$19730.0%
Littelfuse, Inc. Ordinary Shares(LFUS)COM537008104$19710.0%
BWX Technologies Inc Ordinary Shares(BWXT)COM05605H100$19820.0%
Clean Harbors, Inc. Ordinary Shares(CLH)COM184496107$19810.0%
Fabrinet Ordinary Shares(FN)SHSG3323L100$19810.0%
Zscaler Inc Ordinary Shares(ZS)COM98980G102$19910.0%
Columbia Banking System, Inc. Ordinary Shares(COLB)COM197236102$20080.0%
Zions Bancorporation N.a Ordinary Shares(ZION)COM989701107$20040.0%
Evercore Inc Ordinary Shares(EVR)CLASS A29977A105$20010.0%
Cirrus Logic, Inc. Ordinary Shares(CRUS)COM172755100$20020.0%
Axalta Coating Systems Ltd Ordinary Shares(AXTA)COMG0750C108$20060.0%
Donaldson Co. Inc. Ordinary Shares(DCI)COM257651109$20230.0%
Adtalem Global Education Inc Ordinary Shares(ATGE)COM00737L103$20220.0%
Kirby Corp. Ordinary Shares(KEX)COM497266106$20320.0%
Western Digital Corp. Ordinary Shares(WDC)COM958102105$20350.0%
Korn Ferry Ordinary Shares(KFY)COM NEW500643200$20430.0%
Watts Water Technologies, Inc. Ordinary Shares(WTS)CL A942749102$20410.0%
Huntington Ingalls Industries Inc Ordinary Shares(HII)COM446413106$20510.0%
Henry Schein Inc. Ordinary Shares(HSIC)COM806407102$20630.0%
Evergy Inc Ordinary Shares(EVRG)COM30034W106$20730.0%
Interdigital Inc Ordinary Shares(IDCC)COM45867G101$20710.0%
Webster Financial Corp. Ordinary Shares(WBS)COM947890109$20740.0%
Arrow Electronics Inc. Ordinary Shares(ARW)COM042735100$20820.0%
Masco Corp. Ordinary Shares(MAS)COM574599106$20930.0%
Booz Allen Hamilton Holding Corp Ordinary Shares(BAH)CL A099502106$21020.0%
Heico CL A ORD(HEI/A)CL A422806208$21110.0%
Toll Brothers Inc. Ordinary Shares(TOL)COM889478103$21220.0%
Brady Corp. Ordinary Shares(BRC)CL A104674106$21230.0%
Revvity Inc. Ordinary Shares(RVTY)COM714046109$21220.0%
Biomarin Pharmaceutical Inc. Registered Shares(BMRN)COM09061G101$21330.0%
APi Group Corporation Ordinary Shares(APG)COM STK00187Y100$21560.0%
Prosperity Bancshares Inc. Ordinary Shares(PB)COM743606105$21530.0%
Sempra Ordinary Shares(SRE)COM816851109$21530.0%
UFP Industries Inc Ordinary Shares(UFPI)COM90278Q108$21520.0%
Hormel Foods Corp. Ordinary Shares(HRL)COM440452100$21770.0%
MarketAxess Holdings Inc. Ordinary Shares(MKTX)COM57060D108$21710.0%
QuantumScape Corp Ordinary Shares(QS)COM CL A74767V109$217520.0%
Textron Inc. Ordinary Shares(TXT)COM883203101$21730.0%
PPG Industries, Inc. Ordinary Shares(PPG)COM693506107$21920.0%
Darling Ingredients Inc Ordinary Shares(DAR)COM237266101$21970.0%
Paycom Software Inc Ordinary Shares(PAYC)COM70432V102$21910.0%
Fortive Corp Ordinary Shares(FTV)COM34959J108$22030.0%
Appfolio Inc Ordinary Shares(APPF)COM CL A03783C100$22010.0%
CNX Resources Corp Ordinary Shares(CNX)COM12653C108$22170.0%
Eagle Materials Inc. Ordinary Shares(EXP)COM26969P108$22210.0%
Zoom Video Communications Inc Ordinary Shares(ZM)CL A98980L101$22230.0%
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