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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
HP Inc Ordinary Shares(HPQ)COM40434L105$22280.0%
Resmed Inc. Ordinary Shares(RMD)COM761152107$22410.0%
Corvel Corp. Ordinary Shares(CRVL)COM221006109$22420.0%
Sensient Technologies Corp. Ordinary Shares(SXT)COM81725T100$22430.0%
Devon Energy Corp. Ordinary Shares(DVN)COM25179M103$22560.0%
Wintrust Financial Corp. Ordinary Shares(WTFC)COM97650W108$22520.0%
Applied Industrial Technologies Inc. Ordinary Shares(AIT)COM03820C105$22610.0%
Magnolia Oil & Gas Corp Ordinary Shares(MGY)CL A559663109$22890.0%
Mohawk Industries, Inc. Ordinary Shares(MHK)COM608190104$22920.0%
Corcept Therapeutics Inc Ordinary Shares(CORT)COM218352102$22920.0%
Lennar Corp. Ordinary Shares(LEN)CL A526057104$23020.0%
Bunge Global SA Ordinary Shares(BG)COM SHSH11356104$23030.0%
Stanley Black & Decker Inc Ordinary Shares(SWK)COM854502101$23130.0%
Essent Group Ltd Ordinary Shares(ESNT)COMG3198U102$23140.0%
Las Vegas Sands Corp Ordinary Shares(LVS)COM517834107$23260.0%
Brighthouse Financial Inc Ordinary Shares(BHF)COM10922N103$23240.0%
Flex Ltd Ordinary Shares(FLEX)ORDY2573F102$23270.0%
Esab Corp Ordinary Shares(ESAB)COM29605J106$23320.0%
SEI Investments Co. Ordinary Shares(SEIC)COM784117103$23330.0%
Workday Inc Ordinary Shares(WDAY)CL A98138H101$23410.0%
Mastec Inc. Ordinary Shares(MTZ)COM576323109$23420.0%
Lowe`s Cos., Inc. Ordinary Shares(LOW)COM548661107$23410.0%
Agilent Technologies Inc. Ordinary Shares(A)COM00846U101$23420.0%
Graphic Packaging Holding Co Ordinary Shares(GPK)COM388689101$23490.0%
RH Ordinary Shares(RH)COM74967X103$23510.0%
Performance Food Group Company Ordinary Shares(PFGC)COM71377A103$23630.0%
Comerica, Inc. Ordinary Shares(CMA)COM200340107$23740.0%
Essential Utilities Inc Ordinary Shares(WTRG)COM29670G102$23860.0%
Marriott International, Inc. Ordinary Shares(MAR)CL A571903202$23910.0%
Campbell Soup Co. Ordinary Shares(CPB)COM134429109$24060.0%
Somnigroup International Inc.(SGI)COM88023U101$24040.0%
FirstCash Holdings Inc Ordinary Shares(FCFS)COM33768G107$24120.0%
Taylor Morrison Home Corp. Ordinary Shares(TMHC)COM87724P106$24140.0%
NiSource Inc Ordinary Shares(NI)COM65473P105$24160.0%
Life Time Group Holdings Inc Ordinary Shares(LTH)COMMON STOCK53190C102$24280.0%
Centene Corp. Ordinary Shares(CNC)COM15135B101$24340.0%
Equifax, Inc. Ordinary Shares(EFX)COM294429105$24410.0%
Federated Hermes Inc Ordinary Shares(FHI)CL B314211103$24560.0%
Hasbro, Inc. Ordinary Shares(HAS)COM418056107$24640.0%
Alaska Air Group Inc. Ordinary Shares(ALK)COM011659109$24750.0%
Teradyne, Inc. Ordinary Shares(TER)COM880770102$24830.0%
Jones Lang Lasalle Inc. Ordinary Shares(JLL)COM48020Q107$24810.0%
Piper Sandler Co`s Ordinary Shares(PIPR)COM724078100$24810.0%
Jazz Pharmaceuticals plc Ordinary Shares(JAZZ)SHS USDG50871105$24920.0%
Commerce Bancshares, Inc. Ordinary Shares(CBSH)COM200525103$24940.0%
SharkNinja Inc. Ordinary Shares(SN)COM SHSG8068L108$25130.0%
Cullen Frost Bankers Inc. Ordinary Shares(CFR)COM229899109$25120.0%
Kyndryl Holdings Inc Ordinary Shares(KD)COMMON STOCK50155Q100$25280.0%
Stride Inc Ordinary Shares(LRN)COM86333M108$25320.0%
Verisign Inc. Ordinary Shares(VRSN)COM92343E102$25410.0%
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