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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
Northwest Bancshares Inc Ordinary Shares(NWBI)COM667340103$2520.0%
Ringcentral CL A ORD(RNG)CL A76680R206$2510.0%
Rivian Automotive Inc Ordinary Shares(RIVN)COM CL A76954A103$2520.0%
Allegro Microsystems Inc. Ordinary Shares(ALGM)COM01749D105$2610.0%
Navient Corp Ordinary Shares(NAVI)COM63938C108$2620.0%
Clear Secure Inc Ordinary Shares Class A(YOU)COM CL A18467V109$2610.0%
Seacoast Banking Corp. Of Florida Ordinary Shares(SBCF)COM NEW811707801$2610.0%
Helmerich & Payne, Inc. Ordinary Shares(HP)COM423452101$2710.0%
Live Oak Bancshares Inc Ordinary Shares(LOB)COM53803X105$2710.0%
LiveRamp Holdings Inc Ordinary Shares(RAMP)COM53815P108$2710.0%
Ncino Inc. Ordinary Shares(NCNO)COM63947X101$2810.0%
Peabody Energy Corp. Ordinary Shares New(BTU)COM704551100$2820.0%
Treehouse Foods Inc Ordinary Shares(THS)COM89469A104$2810.0%
FormFactor Inc. Ordinary Shares(FORM)COM346375108$2910.0%
Foot Locker Inc Ordinary Shares(WOO)COM344849104$2920.0%
First Advantage Corp. Ordinary Shares(FA)COM31846B108$2920.0%
Transocean Ltd Ordinary Shares(RIG)REGISTERED SHSH8817H100$2990.0%
Clearway Energy CL A ORD(CWEN/A)CL A18539C105$2910.0%
Marqeta Inc Ordinary Shares(MQ)CLASS A COM57142B104$2970.0%
CarGurus Inc Ordinary Shares(CARG)COM CL A141788109$3010.0%
NCR Voyix Corp Ordinary Shares(VYX)COM62886E108$3030.0%
SM Energy Co Ordinary Shares(SM)COM78454L100$3010.0%
Phunware Inc Ordinary Shares(PHUN)COM NEW71948P209$30100.0%
Agios Pharmaceuticals Inc Ordinary Shares(AGIO)COM00847X104$3010.0%
Veracyte Inc Ordinary Shares(VCYT)COM92337F107$3010.0%
Knowles Corp Ordinary Shares(KN)COM49926D109$3120.0%
Clearway Energy Inc Ordinary Shares(CWEN)CL C18539C204$3110.0%
American Airlines Group Inc Ordinary Shares(AAL)COM02376R102$3230.0%
Tootsie Roll Industries, Inc. Ordinary Shares(TR)COM890516107$3210.0%
Levi Strauss & Co. Ordinary Shares Cls A(LEVI)CL A COM STK52736R102$3220.0%
Central Garden & Pet Co. Ordinary Shares(CENTA)CL A NON-VTG153527205$3310.0%
Coty Inc Ordinary Shares(COTY)COM CL A222070203$3360.0%
Avantor Inc. Ordinary Shares(AVTR)COM05352A100$3320.0%
Helios Technologies Inc Ordinary Shares(HLIO)COM42328H109$3310.0%
Plug Power Inc Ordinary Shares(PLUG)COM NEW72919P202$34250.0%
Garrett Motion ORD(GTX)COM366505105$3440.0%
DigitalOcean Holdings Inc Ordinary Shares(DOCN)COM25402D102$3410.0%
International Seaways Inc Ordinary Shares(INSW)COMY41053102$3410.0%
Harmony Biosciences Holdings Inc Ordinary Shares(HRMY)COM413197104$3410.0%
Renasant Corp. Ordinary Shares(RNST)COM75970E107$3410.0%
O-I Glass Inc Ordinary Shares(OI)COM67098H104$3530.0%
Driven Brands Holdings Inc Ordinary Shares(DRVN)COM26210V102$3520.0%
Under Armour Inc Ordinary Shares(UA)CL C904311206$3660.0%
Calix Inc Ordinary Shares(CALX)COM13100M509$3610.0%
Tegna Inc Ordinary Shares(TGNA)COM87901J105$3720.0%
Atmus Filtration Technologies Inc Ordinary Shares(ATMU)COM04956D107$3710.0%
F&G Annuities & Life Inc Ordinary Shares(FG)COMMON STOCK30190A104$3710.0%
Payoneer Global Inc Ordinary Shares(PAYO)COM70451X104$3750.0%
Central Garden & Pet Co. Ordinary Shares(CENT)COM153527106$3710.0%
Terex Corp. Ordinary Shares(TEX)COM880779103$3810.0%
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