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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
Verisign Inc. Ordinary Shares(VRSN)COM92343E102$25410.0%
Cooper Companies, Inc. Ordinary Shares(COO)COM216648501$25430.0%
Quanta Services, Inc. Ordinary Shares(PWR)COM74762E102$25510.0%
Repligen Corp. Ordinary Shares(RGEN)COM759916109$25520.0%
Seagate Technology Holdings Plc Ordinary Shares(STX)ORD SHSG7997R103$25530.0%
Liberty Broadband Corp Ordinary Shares(LBRDK)COM SER C530307305$25630.0%
Ovintiv Inc Ordinary Shares(OVV)COM69047Q102$25760.0%
Alliant Energy Corp. Ordinary Shares(LNT)COM018802108$25840.0%
SPX Technologies Inc Ordinary Shares(SPXC)COM78473E103$25820.0%
Invesco Ltd Ordinary Shares(IVZ)SHSG491BT108$258170.0%
Allegion plc Ordinary Shares(ALLE)ORD SHSG0176J109$26120.0%
Ball Corp. Ordinary Shares(BALL)COM058498106$26150.0%
American Financial Group Inc Ordinary Shares(AFG)COM025932104$26320.0%
Insulet Corporation Ordinary Shares(PODD)COM45784P101$26310.0%
First American Financial Corp Ordinary Shares(FAF)COM31847R102$26340.0%
Acuity Brands, Inc. Ordinary Shares(AYI)COM00508Y102$26410.0%
SLM Corp. Ordinary Shares(SLM)COM78442P106$26590.0%
Humana Inc. Ordinary Shares(HUM)COM444859102$26510.0%
Crown Holdings, Inc. Ordinary Shares(CCK)COM228368106$26830.0%
Heico Corp. Ordinary Shares(HEI)COM422806109$26810.0%
Southwest Airlines Co Ordinary Shares(LUV)COM844741108$26980.0%
Liberty Media Corp. Ordinary Shares (New Liberty Formula One) Series C(FWONK)COM LBTY ONE S C531229755$27130.0%
Ingredion Inc Ordinary Shares(INGR)COM457187102$27120.0%
Alnylam Pharmaceuticals Inc Ordinary Shares(ALNY)COM02043Q107$27110.0%
Keycorp Ordinary Shares(KEY)COM493267108$272170.0%
Mgic Investment Corp Ordinary Shares(MTG)COM552848103$273110.0%
Pilgrim`s Pride Corp. Ordinary Shares(PPC)COM72147K108$27350.0%
Baxter International Inc. Ordinary Shares(BAX)COM071813109$27480.0%
ACI Worldwide Inc Ordinary Shares(ACIW)COM004498101$27450.0%
Fifth Third Bancorp Ordinary Shares(FITB)COM316773100$27570.0%
Zillow Group Inc Ordinary Shares(Z)CL C CAP STK98954M200$27540.0%
Selective Insurance Group Inc. Ordinary Shares(SIGI)COM816300107$27530.0%
H&R Block Inc. Ordinary Shares(HRB)COM093671105$27550.0%
Cardinal Health, Inc. Ordinary Shares(CAH)COM14149Y108$27620.0%
Louisiana-Pacific Corp. Ordinary Shares(LPX)COM546347105$27630.0%
DTE Energy Co. Ordinary Shares(DTE)COM233331107$27720.0%
Commercial Metals Co. Ordinary Shares(CMC)COM201723103$27760.0%
Agco Corp. Ordinary Shares(AGCO)COM001084102$27830.0%
Raymond James Financial, Inc. Ordinary Shares(RJF)COM754730109$27820.0%
Aecom Ordinary Shares(ACM)COM00766T100$27930.0%
Berry Global Group Inc Ordinary Shares(BERYEUR)COM08579W103$28040.0%
Stifel Financial Corp. Ordinary Shares(SF)COM860630102$28330.0%
Xcel Energy, Inc. Ordinary Shares(XEL)COM98389B100$28440.0%
Corebridge Financial Inc. Ordinary Shares(CRBG)COM21871X109$28590.0%
Primerica Inc Ordinary Shares(PRI)COM74164M108$28510.0%
Pinnacle West Capital Corp. Ordinary Shares(PNW)COM723484101$28630.0%
Valmont Industries, Inc. Ordinary Shares(VMI)COM920253101$28610.0%
Allison Transmission Holdings Inc Ordinary Shares(ALSN)COM01973R101$28830.0%
Reliance Steel & Aluminum Co. Ordinary Shares(RS)COM759509102$28910.0%
DT Midstream Inc Ordinary Shares(DTM)COMMON STOCK23345M107$29030.0%
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