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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
Synopsys, Inc. Ordinary Shares(SNPS)COM871607107$42910.0%
SoFi Technologies Inc Ordinary Shares(SOFI)COM83406F102$431370.0%
Electronic Arts, Inc. Ordinary Shares(EA)COM285512109$43430.0%
Vertiv Holdings Co Ordinary Shares(VRT)COM CL A92537N108$43460.0%
Casey`s General Stores, Inc. Ordinary Shares(CASY)COM147528103$43510.0%
Edwards Lifesciences Corp Ordinary Shares(EW)COM28176E108$43560.0%
American Electric Power Company Inc. Ordinary Shares(AEP)COM025537101$43840.0%
Motorola Solutions Inc Ordinary Shares(MSI)COM NEW620076307$43810.0%
Emerson Electric Co. Ordinary Shares(EMR)COM291011104$43940.0%
CRH Plc Ordinary Shares(CRH)ORDG25508105$44050.0%
Ralph Lauren Corp Ordinary Shares(RL)CL A751212101$44220.0%
Cincinnati Financial Corp. Ordinary Shares(CINF)COM172062101$44430.0%
J.B. Hunt Transport Services, Inc. Ordinary Shares(JBHT)COM445658107$44430.0%
Expand Energy Corporation(EXE)COM165167735$44640.0%
Tyson Foods, Inc. Ordinary Shares(TSN)CL A902494103$44770.0%
State Street Corp. Ordinary Shares(STT)COM857477103$44850.0%
DuPont de Nemours Inc Ordinary Shares(DD)COM26614N102$44960.0%
East West Bancorp, Inc. Ordinary Shares(EWBC)COM27579R104$44950.0%
Keysight Technologies Inc Ordinary Shares(KEYS)COM49338L103$45030.0%
Gen Digital Inc Ordinary Shares(GEN)COM668771108$452170.0%
Steris Plc Ordinary Shares(STE)SHS USDG8473T100$45420.0%
Factset Research Systems Inc. Ordinary Shares(FDS)COM303075105$45510.0%
Fidelity National Financial Inc Ordinary Shares(FNF)FNF GROUP COM31620R303$45670.0%
Regions Financial Corp. Ordinary Shares(RF)COM7591EP100$457210.0%
BJ`s Wholesale Club Holdings Inc Ordinary Shares(BJ)COM05550J101$45740.0%
Cognizant Technology Solutions Corp. Ordinary Shares(CTSH)CL A192446102$45960.0%
Veeva Systems Inc Ordinary Shares(VEEV)CL A COM922475108$46420.0%
LabCorp Holdings Ordinary Shares(LH)COM SHS504922105$46620.0%
Fastenal Co. Ordinary Shares(FAST)COM311900104$46660.0%
Vulcan Materials Co Ordinary Shares(VMC)COM929160109$46720.0%
CF Industries Holdings Inc Ordinary Shares(CF)COM125269100$46960.0%
Murphy USA Inc Ordinary Shares(MUSA)COM626755102$47010.0%
Norfolk Southern Corp. Ordinary Shares(NSC)COM655844108$47420.0%
Genuine Parts Co. Ordinary Shares(GPC)COM372460105$47740.0%
Synchrony Financial Ordinary Shares(SYF)COM87165B103$47790.0%
Burlington Stores Inc Ordinary Shares(BURL)COM122017106$47720.0%
NRG Energy Inc. Ordinary Shares(NRG)COM NEW629377508$47850.0%
Martin Marietta Materials, Inc. Ordinary Shares(MLM)COM573284106$47910.0%
Keurig Dr Pepper Inc Ordinary Shares(KDP)COM49271V100$480140.0%
RenaissanceRe Holdings Ltd Ordinary Shares(RNR)COMG7496G103$48020.0%
Expeditors International Of Washington, Inc. Ordinary Shares(EXPD)COM302130109$48140.0%
Altria Group Inc. Ordinary Shares(MO)COM02209S103$48180.0%
Ferguson Enterprises Inc. Ordinary Shares(FERG)COMMON STOCK NEW31488V107$48130.0%
Nucor Corp. Ordinary Shares(NUE)COM670346105$48240.0%
Vertex Pharmaceuticals, Inc. Ordinary Shares(VRTX)COM92532F100$48510.0%
Broadridge Financial Solutions, Inc. Ordinary Shares(BR)COM11133T103$48520.0%
Kinsale Capital Group Inc Ordinary Shares(KNSL)COM49714P108$48710.0%
Twilio Inc Ordinary Shares Class A(TWLO)CL A90138F102$49050.0%
Tractor Supply Co. Ordinary Shares(TSCO)COM892356106$49690.0%
Intuitive Surgical Inc Ordinary Shares(ISRG)COM NEW46120E602$49610.0%
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