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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
Brown & Brown, Inc. Ordinary Shares(BRO)COM115236101$49840.0%
Omnicom Group, Inc. Ordinary Shares(OMC)COM681919106$49860.0%
Teledyne Technologies Inc Ordinary Shares(TDY)COM879360105$49810.0%
W.R. Berkley Corp. Ordinary Shares(WRB)COM084423102$49970.0%
Steel Dynamics Inc. Ordinary Shares(STLD)COM858119100$50140.0%
Expedia Group Inc Ordinary Shares(EXPE)COM NEW30212P303$50530.0%
Palantir Technologies Inc Ordinary Shares(PLTR)CL A69608A108$50760.0%
Ecolab, Inc. Ordinary Shares(ECL)COM278865100$50820.0%
Quest Diagnostics, Inc. Ordinary Shares(DGX)COM74834L100$50830.0%
Watsco Inc. Ordinary Shares(WSO)COM942622200$50910.0%
D.R. Horton Inc. Ordinary Shares(DHI)COM23331A109$50940.0%
Copart, Inc. Ordinary Shares(CPRT)COM217204106$51090.0%
Old Republic International Corp. Ordinary Shares(ORI)COM680223104$510130.0%
Hershey Company Ordinary Shares(HSY)COM427866108$51430.0%
Autodesk Inc. Ordinary Shares(ADSK)COM052769106$52420.0%
Axon Enterprise Inc Ordinary Shares(AXON)COM05464C101$52610.0%
CME Group Inc Ordinary Shares(CME)COM12572Q105$53120.0%
F5 Inc Ordinary Shares(FFIV)COM315616102$53320.0%
Salesforce Inc Ordinary Shares(CRM)COM79466L302$53720.0%
General Mills, Inc. Ordinary Shares(GIS)COM370334104$53990.0%
Westinghouse Air Brake Technologies Corp Ordinary Shares(WAB)COM929740108$54530.0%
Apollo Global Management Inc Ordinary Shares - Class A (New)(APO)COM03769M106$54840.0%
DoorDash Inc Ordinary Shares(DASH)CL A25809K105$54930.0%
United Parcel Service, Inc. Ordinary Shares(UPS)CL B911312106$55050.0%
Spotify Technology S.A. Ordinary Shares(SPOT)SHSL8681T102$55110.0%
Loews Corp. Ordinary Shares(L)COM540424108$55260.0%
Chipotle Mexican Grill Ordinary Shares(CMG)COM169656105$553110.0%
Lennox International Inc Ordinary Shares(LII)COM526107107$56110.0%
TE Connectivity Ltd Registered Shares(TEL)ORD SHSG87052109$56640.0%
Msci Inc Ordinary Shares(MSCI)COM55354G100$56610.0%
Corteva Inc Ordinary Shares(CTVA)COM22052L104$56790.0%
NXP Semiconductors NV Ordinary Shares(NXPI)COMN6596X109$57130.0%
Unum Group Ordinary Shares(UNM)COM91529Y106$57170.0%
Nike, Inc. Ordinary Shares(NKE)CL B654106103$57290.0%
Equitable Holdings Inc Ordinary Shares(EQH)COM29452E101$573110.0%
Truist Financial Corporation Ordinary Shares(TFC)COM89832Q109$577140.0%
Tyler Technologies, Inc. Ordinary Shares(TYL)COM902252105$58210.0%
Roper Technologies Inc Ordinary Shares(ROP)COM776696106$59010.0%
Packaging Corp Of America Ordinary Shares(PKG)COM695156109$59530.0%
Corning, Inc. Ordinary Shares(GLW)COM219350105$596130.0%
Sysco Corp. Ordinary Shares(SYY)COM871829107$60180.0%
Dicks Sporting Goods, Inc. Ordinary Shares(DKS)COM253393102$60530.0%
Analog Devices Inc. Ordinary Shares(ADI)COM032654105$60630.0%
Freeport-McMoRan Inc Ordinary Shares(FCX)CL B35671D857$606160.0%
Parker-Hannifin Corp. Ordinary Shares(PH)COM701094104$60810.0%
Micron Technology Inc. Ordinary Shares(MU)COM595112103$60970.0%
Sprouts Farmers Market Inc Ordinary Shares(SFM)COM85208M102$61140.0%
Intuit Inc Ordinary Shares(INTU)COM461202103$61410.0%
Danaher Corp. Ordinary Shares(DHR)COM235851102$61530.0%
United Therapeutics Corp Ordinary Shares(UTHR)COM91307C102$61720.0%
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