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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
Antero Resources Corp Ordinary Shares(AR)COM03674X106$32480.0%
Rollins, Inc. Ordinary Shares(ROL)COM775711104$32560.0%
WEC Energy Group Inc Ordinary Shares(WEC)COM92939U106$32730.0%
Royal Gold, Inc. Ordinary Shares(RGLD)COM780287108$32820.0%
Amphenol Corp. Ordinary Shares(APH)CL A032095101$32850.0%
Ally Financial Inc Ordinary Shares(ALLY)COM02005N100$32990.0%
Public Service Enterprise Group Inc. Ordinary Shares(PEG)COM744573106$33040.0%
Albertsons Companies Inc Ordinary Shares(ACI)COMMON STOCK013091103$330150.0%
McCormick & Co., Inc. Ordinary Shares (Non Voting)(MKC)COM NON VTG579780206$33040.0%
Hubbell Inc. Ordinary Shares(HUBB)COM443510607$33110.0%
Church & Dwight Co., Inc. Ordinary Shares(CHD)COM171340102$33130.0%
Old Dominion Freight Line, Inc. Ordinary Shares(ODFL)COM679580100$33120.0%
TransUnion Ordinary Shares(TRU)COM89400J107$33240.0%
Graco Inc. Ordinary Shares(GGG)COM384109104$33540.0%
Trane Technologies plc Ordinary Shares(TT)SHSG8994E103$33710.0%
U.S. Bancorp. Ordinary Shares(USB)COM NEW902973304$33880.0%
Snap-on, Inc. Ordinary Shares(SNA)COM833034101$33810.0%
Voya Financial Inc Ordinary Shares(VOYA)COM929089100$33950.0%
Entergy Corp. Ordinary Shares(ETR)COM29364G103$34240.0%
Intercontinental Exchange Inc Ordinary Shares(ICE)COM45866F104$34520.0%
Ametek Inc Ordinary Shares(AME)COM031100100$34520.0%
HCA Healthcare Inc Ordinary Shares(HCA)COM40412C101$34610.0%
Occidental Petroleum Corp. Ordinary Shares(OXY)COM674599105$34670.0%
Conagra Brands Inc Ordinary Shares(CAG)COM205887102$347130.0%
KKR & Co. Inc. Ordinary Shares(KKR)COM48251W104$34730.0%
RPM International, Inc. Ordinary Shares(RPM)COM749685103$34830.0%
Corpay Inc Ordinary Shares(CPAY)COM SHS219948106$34910.0%
Carlyle Group Inc (The) Ordinary Shares(CG)COM14316J108$34980.0%
Post Holdings Inc Ordinary Shares(POST)COM737446104$35030.0%
Pentair plc Ordinary Shares(PNR)SHSG7S00T104$35040.0%
Dover Corp. Ordinary Shares(DOV)COM260003108$35220.0%
PNC Financial Services Group Inc Ordinary Shares(PNC)COM693475105$35220.0%
Iqvia Holdings Inc Ordinary Shares(IQV)COM46266C105$35320.0%
J.M. Smucker Co. Ordinary Shares(SJM)COM NEW832696405$35630.0%
Avery Dennison Corp. Ordinary Shares(AVY)COM053611109$35620.0%
Amerco NON Voting SRS N ORD(UHAL/B)COM SER N023586506$35660.0%
M & T Bank Corp Ordinary Shares(MTB)COM55261F104$35820.0%
Xylem Inc Ordinary Shares(XYL)COM98419M100$35930.0%
Nexstar Media Group Inc Ordinary Shares(NXST)COMMON STOCK65336K103$35920.0%
Antero Midstream Corp Ordinary Shares(AM)COM03676B102$360200.0%
Godaddy Inc Ordinary Shares(GDDY)CL A380237107$36120.0%
PG&E Corp. Ordinary Shares(PCG)COM69331C108$361210.0%
PPL Corp Ordinary Shares(PPL)COM69351T106$362100.0%
Jacobs Solutions Inc Ordinary Shares(J)COM46982L108$36330.0%
Carpenter Technology Corp. Ordinary Shares(CRS)COM144285103$36320.0%
Centerpoint Energy Inc. Ordinary Shares(CNP)COM15189T107$363100.0%
Everest Group Ltd Ordinary Shares(EG)COMG3223R108$36410.0%
Woodward Inc Ordinary Shares(WWD)COM980745103$36520.0%
Amdocs Ltd Ordinary Shares(DOX)SHSG02602103$36640.0%
Jack Henry & Associates, Inc. Ordinary Shares(JKHY)COM426281101$36620.0%
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