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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
Yelp Inc Ordinary Shares(YELP)CL A985817105$3810.0%
Terex Corp. Ordinary Shares(TEX)COM880779103$3810.0%
PBF Energy Inc Ordinary Shares(PBF)CL A69318G106$3920.0%
Buckle, Inc. Ordinary Shares(BKE)COM118440106$3910.0%
Frontdoor Inc. Ordinary Shares(FTDR)COM35905A109$3910.0%
Ingevity Corp Ordinary Shares(NGVT)COM45688C107$4010.0%
Polaris Inc Ordinary Shares(PII)COM731068102$4110.0%
Avista Corp. Ordinary Shares(AVA)COM05379B107$4210.0%
Kennametal Inc. Ordinary Shares(KMT)COM489170100$4320.0%
Guardant Health Inc Ordinary Shares(GH)COM40131M109$4310.0%
Lazard Inc. Ordinary Shares(LAZ)COM52110M109$4410.0%
Exact Sciences Corp. Ordinary Shares(EXAS)COM30063P105$4410.0%
Oceaneering International, Inc. Ordinary Shares(OII)COM675232102$4420.0%
Jetblue Airways Corp Ordinary Shares(JBLU)COM477143101$4490.0%
Diodes, Inc. Ordinary Shares(DIOD)COM254543101$4410.0%
Dentsply Sirona Inc Ordinary Shares(XRAY)COM24906P109$4530.0%
Columbia Financial, Inc Ordinary Shares(CLBK)COM197641103$4530.0%
Pure Storage Inc Ordinary Shares(PSTG)CL A74624M102$4510.0%
Lottery.com Inc Ordinary SharesCOM NEW54570M207$45500.0%
Viavi Solutions Inc Ordinary Shares(VIAV)COM925550105$4540.0%
Cactus Inc Ordinary Shares(WHD)CL A127203107$4610.0%
Academy Sports and Outdoors Inc Ordinary Shares(ASO)COM00402L107$4610.0%
Verra Mobility Corp Ordinary Shares(VRRM)CL A COM STK92511U102$4620.0%
Schneider National Inc Ordinary Shares(SNDR)CL B80689H102$4620.0%
SeaWorld Entertainment Inc Ordinary Shares(PRKS)COM81282V100$4610.0%
Travel Leisure Co Ordinary Shares(TNL)COM894164102$4710.0%
FB Financial Corp Ordinary Shares(FBK)COM30257X104$4710.0%
St. Joe Co. Ordinary Shares(JOE)COM790148100$4710.0%
Liberty Global Ltd Ordinary Shares(LBTYA)COM CL AG61188101$4740.0%
Liberty Global Ltd Ordinary Shares(LBTYK)COM CL CG61188127$4840.0%
SanDisk Corp(SNDK)COM80004C200$4810.0%
Surgery Partners Inc Ordinary Shares(SGRY)COM86881A100$4820.0%
Vishay Intertechnology, Inc. Ordinary Shares(VSH)COM928298108$4830.0%
Liberty Energy Inc Ordinary Shares(LBRT)COM CL A53115L104$4830.0%
Etsy Inc Ordinary Shares(ETSY)COM29786A106$4810.0%
California Water Service Group Ordinary Shares(CWT)COM130788102$4910.0%
Cheesecake Factory Inc. Ordinary Shares(CAKE)COM163072101$4910.0%
Radnet Inc Ordinary Shares(RDNT)COM750491102$5010.0%
TFS Financial Corporation Ordinary Shares(TFSL)COM87240R107$5040.0%
Cinemark Holdings Inc Ordinary Shares(CNK)COM17243V102$5020.0%
Lumen Technologies Inc Ordinary Shares(LUMN)COM550241103$51130.0%
Select Medical Holdings Corporation Ordinary Shares(SEM)COM81619Q105$5130.0%
Worthington Enterprises Inc. Ordinary Shares(WOR)COM981811102$5110.0%
Cushman & Wakefield plc Ordinary Shares(CWK)SHSG2717B108$5250.0%
Rambus Inc. Ordinary Shares(RMBS)COM750917106$5210.0%
Envista Holdings Corp Ordinary Shares(NVST)COM29415F104$5230.0%
Kinetik Holdings Inc Ordinary Shares(KNTK)COM NEW CL A02215L209$5210.0%
Progress Software Corp. Ordinary Shares(PRGS)COM743312100$5210.0%
Snap Inc Ordinary Shares(SNAP)CL A83304A106$5360.0%
Bancorp Inc. (The) Ordinary Shares(TBBK)COM05969A105$5310.0%
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