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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
Cintas Corporation Ordinary Shares(CTAS)COM172908105$82340.0%
Allstate Corp (The) Ordinary Shares(ALL)COM020002101$82940.0%
Cencora Inc. Ordinary Shares(COR)COM03073E105$83530.0%
Williams Cos Inc Ordinary Shares(WMB)COM969457100$837140.0%
Honeywell International Inc Ordinary Shares(HON)COM438516106$84740.0%
Citigroup Inc Ordinary Shares(C)COM NEW172967424$852120.0%
Discover Financial Services Ordinary Shares(DFSEUR)COM254709108$85450.0%
Hartford Financial Services Group Inc. Ordinary Shares(HIG)COM416515104$86770.0%
American International Group Inc Ordinary Shares(AIG)COM NEW026874784$870100.0%
Marathon Petroleum Corp Ordinary Shares(MPC)COM56585A102$87560.0%
Fiserv, Inc. Ordinary Shares(FISV)COM337738108$88440.0%
Metlife Inc Ordinary Shares(MET)COM59156R108$884110.0%
Air Products & Chemicals Inc. Ordinary Shares(APD)COM009158106$88530.0%
Chubb Limited Ordinary Shares(CB)COMH1467J104$90630.0%
Becton Dickinson & Co. Ordinary Shares(BDX)COM075887109$91740.0%
Qualcomm, Inc. Ordinary Shares(QCOM)COM747525103$92260.0%
Waste Management, Inc. Ordinary Shares(WM)COM94106L109$92740.0%
Moody`s Corp. Ordinary Shares(MCO)COM615369105$93220.0%
Ameriprise Financial Inc Ordinary Shares(AMP)COM03076C106$96920.0%
Cigna Group (The) Ordinary Shares(CI)COM125523100$98730.0%
W.W. Grainger Inc. Ordinary Shares(GWW)COM384802104$98810.0%
Caterpillar Inc. Ordinary Shares(CAT)COM149123101$99030.0%
EOG Resources, Inc. Ordinary Shares(EOG)COM26875P101$1.0K80.0%
Royal Caribbean Group Ordinary Shares(RCL)COMV7780T103$1.0K50.0%
Spdr S&P Emerging Markets ETF(SPEM)PORTFOLIO EMG MK78463X509$1.0K270.0%
Sherwin-Williams Co. Ordinary Shares(SHW)COM824348106$1.0K30.0%
American Express Co. Ordinary Shares(AXP)COM025816109$1.1K40.0%
Texas Instruments Inc. Ordinary Shares(TXN)COM882508104$1.1K60.0%
Hess Corporation Ordinary Shares(HES)COM42809H107$1.1K70.0%
Progressive Corp. Ordinary Shares(PGR)COM743315103$1.1K40.0%
Adobe Inc Ordinary Shares(ADBE)COM00724F101$1.2K30.0%
Kroger Co. Ordinary Shares(KR)COM501044101$1.2K170.0%
Merck & Co Inc Ordinary Shares(MRK)COM58933Y105$1.2K130.0%
Broadcom Inc Ordinary Shares(AVGO)COM11135F101$1.2K70.0%
Union Pacific Corp. Ordinary Shares(UNP)COM907818108$1.2K50.0%
RTX Corp Ordinary Shares(RTX)COM75513E101$1.2K90.0%
TJX Companies, Inc. Ordinary Shares(TJX)COM872540109$1.2K100.0%
Automatic Data Processing Inc. Ordinary Shares(ADP)COM053015103$1.2K40.0%
United Rentals, Inc. Ordinary Shares(URI)COM911363109$1.3K20.0%
Conoco Phillips Ordinary Shares(COP)COM20825C104$1.3K120.0%
Travelers Companies Inc. Ordinary Shares(TRV)COM89417E109$1.3K50.0%
Applovin Corp Ordinary Shares(APP)COM CL A03831W108$1.3K50.0%
Texas Pacific Land Corporation Ordinary Shares(TPL)COM88262P102$1.3K10.0%
Lockheed Martin Corp. Ordinary Shares(LMT)COM539830109$1.3K30.0%
KLA Corp. Ordinary Shares(KLAC)COM NEW482480100$1.4K20.0%
Wells Fargo & Co. Ordinary Shares(WFC)COM949746101$1.4K190.0%
Bank Of America Corp. Ordinary Shares(BAC)COM060505104$1.4K330.0%
Transdigm Group Incorporated Ordinary Shares(TDG)COM893641100$1.4K10.0%
Oracle Corp. Ordinary Shares(ORCL)COM68389X105$1.4K100.0%
Deere & Co. Ordinary Shares(DE)COM244199105$1.4K30.0%
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