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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
Paychex Inc. Ordinary Shares(PAYX)COM704326107$61840.0%
Ford Motor Co. Ordinary Shares(F)COM345370860$622620.0%
United Airlines Holdings Inc Ordinary Shares(UAL)COM910047109$62290.0%
Darden Restaurants, Inc. Ordinary Shares(DRI)COM237194105$62430.0%
Accenture plc Ordinary Shares(ACN)SHS CLASS AG1151C101$62520.0%
Cummins Inc. Ordinary Shares(CMI)COM231021106$62720.0%
Williams-Sonoma, Inc. Ordinary Shares(WSM)COM969904101$63340.0%
Ross Stores, Inc. Ordinary Shares(ROST)COM778296103$63950.0%
Howmet Aerospace Inc Ordinary Shares(HWM)COM443201108$64950.0%
Garmin Ltd Ordinary Shares(GRMN)SHSH2906T109$65230.0%
Delta Air Lines, Inc. Ordinary Shares(DAL)COM NEW247361702$654150.0%
LPL Financial Holdings Inc Ordinary Shares(LPLA)COM50212V100$65520.0%
Molina Healthcare Inc Ordinary Shares(MOH)COM60855R100$65920.0%
Mckesson Corporation Ordinary Shares(MCK)COM58155Q103$67310.0%
Fortinet Inc Ordinary Shares(FTNT)COM34959E109$67470.0%
Arch Capital Group Ltd Ordinary Shares(ACGL)ORDG0450A105$67470.0%
Willis Towers Watson Public Limited Co Ordinary Shares(WTW)SHSG96629103$67620.0%
Newmont Corp Ordinary Shares(NEM)COM651639106$676140.0%
EBay Inc. Ordinary Shares(EBAY)COM278642103$678100.0%
Cboe Global Markets Inc. Ordinary Shares(CBOE)COM12503M108$67930.0%
Mondelez International Inc. Ordinary Shares(MDLZ)CL A609207105$679100.0%
Carlisle Companies Inc. Ordinary Shares(CSL)COM142339100$68120.0%
Paccar Inc. Ordinary Shares(PCAR)COM693718108$68270.0%
Hilton Worldwide Holdings Inc Ordinary Shares(HLT)COM43300A203$68330.0%
Arthur J. Gallagher & Co. Ordinary Shares(AJG)COM363576109$69120.0%
Oneok Inc. Ordinary Shares(OKE)COM682680103$69570.0%
Morgan Stanley Ordinary Shares(MS)COM NEW617446448$70160.0%
Baker Hughes Co Ordinary Shares(BKR)CL A05722G100$704160.0%
Boston Scientific Corp. Ordinary Shares(BSX)COM101137107$70770.0%
Kimberly-Clark Corp. Ordinary Shares(KMB)COM494368103$71250.0%
Capital One Financial Corp. Ordinary Shares(COF)COM14040H105$71840.0%
Medtronic Plc Ordinary Shares(MDT)SHSG5960L103$71980.0%
Johnson Controls International plc Registered Shares(JCI)SHSG51502105$72190.0%
Applied Materials Inc. Ordinary Shares(AMAT)COM038222105$72650.0%
Fedex Corp Ordinary Shares(FDX)COM31428X106$73230.0%
Marsh & McLennan Cos., Inc. Ordinary Shares(MRSH)COM571748102$73330.0%
Charter Communications Inc. Ordinary Shares(CHTR)CL A16119P108$73820.0%
Phillips 66 Ordinary Shares(PSX)COM718546104$74160.0%
Kinder Morgan Inc Ordinary Shares(KMI)COM49456B101$742260.0%
Illinois Tool Works, Inc. Ordinary Shares(ITW)COM452308109$74530.0%
Robinhood Markets Inc Ordinary Shares(HOOD)COM CL A770700102$750180.0%
Bank Of New York Mellon Corp Ordinary Shares(BK)COM064058100$75590.0%
Aflac Inc. Ordinary Shares(AFL)COM001055102$77970.0%
Charles Schwab Corp. Ordinary Shares(SCHW)COM808513105$783100.0%
Valero Energy Corp. Ordinary Shares(VLO)COM91913Y100$79360.0%
Philip Morris International Inc Ordinary Shares(PM)COM718172109$79450.0%
Lam Research Corp. Ordinary Shares(LRCX)COM NEW512807306$800110.0%
General Motors Company Ordinary Shares(GM)COM37045V100$800170.0%
Targa Resources Corp Ordinary Shares(TRGP)COM87612G101$80240.0%
General Dynamics Corp. Ordinary Shares(GD)COM369550108$81830.0%
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