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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
Microchip Technology, Inc. Ordinary Shares(MCHP)COM595017104$29160.0%
Uber Technologies Inc Ordinary Shares(UBER)COM90353T100$29240.0%
OneMain Holdings Inc Ordinary Shares(OMF)COM68268W103$29460.0%
Lithia Motors, Inc. Ordinary Shares(LAD)COM536797103$29410.0%
Ares Management Corp Ordinary Shares(ARES)CL A COM STK03990B101$29420.0%
Clorox Co. Ordinary Shares(CLX)COM189054109$29520.0%
Starbucks Corp. Ordinary Shares(SBUX)COM855244109$29530.0%
Exelixis Inc Ordinary Shares(EXEL)COM30161Q104$29680.0%
Northern Trust Corp. Ordinary Shares(NTRS)COM665859104$29630.0%
American Water Works Co. Inc. Ordinary Shares(AWK)COM030420103$29620.0%
Tradeweb Markets Inc Ordinary Shares Cls A(TW)CL A892672106$29720.0%
Aptargroup Inc. Ordinary Shares(ATR)COM038336103$29720.0%
LKQ Corp Ordinary Shares(LKQ)COM501889208$29870.0%
News Corp Ordinary Shares(NWSA)CL A65249B109$300110.0%
Axis Capital Holdings Ltd Ordinary Shares(AXS)SHSG0692U109$30130.0%
Huntington Bancshares, Inc. Ordinary Shares(HBAN)COM446150104$301200.0%
Ameren Corp. Ordinary Shares(AEE)COM023608102$30230.0%
Genpact Ltd Ordinary Shares(G)SHSG3922B107$30360.0%
Middleby Corp. Ordinary Shares(MIDD)COM596278101$30420.0%
Encompass Health Corp Ordinary Shares(EHC)COM29261A100$30430.0%
Nasdaq Inc Ordinary Shares - 144A(NDAQ)COM631103108$30440.0%
Mueller Industries, Inc. Ordinary Shares(MLI)COM624756102$30540.0%
Knight-Swift Transportation Holdings Inc Ordinary Shares(KNX)CL A499049104$30570.0%
Fortune Brands Innovations Inc Ordinary Shares(FBIN)COM34964C106$30550.0%
Alcoa Corp Ordinary Shares(AA)COM013872106$305100.0%
Molson Coors Beverage Company Ordinary Shares(TAP)CL B60871R209$30550.0%
Medpace Holdings Inc Ordinary Shares(MEDP)COM58506Q109$30510.0%
DaVita Inc Ordinary Shares(DVA)COM23918K108$30620.0%
Western Alliance Bancorp Ordinary Shares(WAL)COM957638109$30840.0%
C.H. Robinson Worldwide, Inc. Ordinary Shares(CHRW)COM NEW12541W209$30830.0%
PulteGroup Inc Ordinary Shares(PHM)COM745867101$30930.0%
Atmos Energy Corp. Ordinary Shares(ATO)COM049560105$31020.0%
Gatx Corp. Ordinary Shares(GATX)COM361448103$31120.0%
International Flavors & Fragrances Inc. Ordinary Shares(IFF)COM459506101$31140.0%
Aramark Ordinary Shares(ARMK)COM03852U106$31190.0%
Kenvue Inc Ordinary Shares(KVUE)COM49177J102$312130.0%
Carmax Inc Ordinary Shares(KMX)COM143130102$31240.0%
BOK Financial Corp. Ordinary Shares(BOKF)COM NEW05561Q201$31330.0%
Dow Inc Ordinary Shares(DOW)COM260557103$31590.0%
Curtiss-Wright Corp. Ordinary Shares(CW)COM231561101$31810.0%
Pinnacle Financial Partners Inc. Ordinary SharesCOM72346Q104$31930.0%
Pool Corporation Ordinary Shares(POOL)COM73278L105$31910.0%
Diamondback Energy Inc Ordinary Shares(FANG)COM25278X109$32020.0%
Range Resources Corp Ordinary Shares(RRC)COM75281A109$32080.0%
Ingersoll-Rand Inc Ordinary Shares(IR)COM45687V106$32140.0%
EQT Corp Ordinary Shares(EQT)COM26884L109$32160.0%
RBC Bearings Inc. Ordinary Shares(RBC)COM75524B104$32210.0%
Houlihan Lokey Inc Ordinary Shares(HLI)CL A441593100$32320.0%
XPO Inc Ordinary Shares(XPO)COM983793100$32330.0%
Comfort Systems USA, Inc. Ordinary Shares(FIX)COM199908104$32310.0%
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