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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
Weatherford International plc Ordinary Shares - New(WFRD)ORD SHSG48833118$5410.0%
Dana Inc Ordinary Shares(DAN)COM235825205$5440.0%
Resideo Technologies Inc Ordinary Shares(REZI)COM76118Y104$5430.0%
LifeStance Health Group Inc Ordinary Shares(LFST)COM53228F101$5480.0%
SJW Group Ordinary Shares(HTO)COM784305104$5510.0%
Amkor Technology Inc. Ordinary Shares(AMKR)COM031652100$5530.0%
Robert Half Inc Ordinary Shares(RHI)COM770323103$5510.0%
Scotts Miracle-Gro Company Ordinary Shares(SMG)CL A810186106$5510.0%
Block Inc Ordinary Shares(XYZ)CL A852234103$5510.0%
Greif Inc Ordinary Shares(GEF)CL A397624107$5510.0%
Alarm.com Holdings Inc Ordinary Shares(ALRM)COM011642105$5610.0%
AAR Corp. Ordinary Shares(AIR)COM000361105$5610.0%
SolarWinds Corp Ordinary Shares(0OIA)COM NEW83417Q204$5630.0%
WillScot Mobile Mini Holdings Corp Ordinary Shares(WSC)COM CL A971378104$5620.0%
Trinity Industries, Inc. Ordinary Shares(TRN)COM896522109$5720.0%
World Kinect Corp Ordinary Shares(WKC)COM981475106$5720.0%
Community Bank System, Inc. Ordinary Shares(CBU)COM203607106$5710.0%
Norwegian Cruise Line Holdings Ltd Ordinary Shares(NCLH)SHSG66721104$5730.0%
Rush Enterprises Inc Ordinary Shares(RUSHB)CL B781846308$5710.0%
H.B. Fuller Company Ordinary Shares(FUL)COM359694106$5710.0%
Openlane Inc. Ordinary Shares(OPLN)COM48238T109$5830.0%
WaFd Inc Ordinary Shares(WAFD)COM938824109$5820.0%
Sealed Air Corp. Ordinary Shares(SEE)COM81211K100$5820.0%
Unity Software Inc Ordinary Shares(U)COM91332U101$5930.0%
Wendy`s Co Ordinary Shares(WEN)COM95058W100$5940.0%
Werner Enterprises, Inc. Ordinary Shares(WERN)COM950755108$5920.0%
Signet Jewelers Ltd Ordinary Shares(SIG)SHSG81276100$5910.0%
Brown Forman CL A ORD(BF/A)CL A115637100$5910.0%
Trex Co., Inc. Ordinary Shares(TREX)COM89531P105$5910.0%
Roblox Corporation Ordinary Shares(RBLX)CL A771049103$5910.0%
Dayforce Inc Ordinary Shares(DAY)COM15677J108$5910.0%
Green Brick Partners Inc Ordinary Shares(GRBK)COM392709101$5910.0%
Doximity Inc Ordinary Shares(DOCS)CL A26622P107$5910.0%
Gibraltar Industries ORD(ROCK)COM374689107$5910.0%
Adma Biologics Inc Ordinary Shares(ADMA)COM000899104$6030.0%
Ashland Inc Ordinary Shares(ASH)COM044186104$6010.0%
Alight Inc. Ordinary Shares(ALIT)COM CL A01626W101$60100.0%
Parsons Corp Ordinary Shares(PSN)COM70202L102$6010.0%
Organon & Co. Ordinary Shares(OGN)COMMON STOCK68622V106$6040.0%
Newmark Group Inc Ordinary Shares(NMRK)CL A65158N102$6150.0%
Northern Oil and Gas Inc. Ordinary Shares(NOG)COM665531307$6120.0%
Black Hills Corporation Ordinary Shares(BKH)COM092113109$6110.0%
Box Inc Ordinary Shares(BOX)CL A10316T104$6220.0%
Wesbanco, Inc. Ordinary Shares(WSBC)COM950810101$6220.0%
Simmons First National Corp. Ordinary Shares(SFNC)CL A $1 PAR828730200$6230.0%
Dutch Bros Inc Ordinary Shares(BROS)CL A26701L100$6210.0%
Dun & Bradstreet Holdings Inc Ordinary Shares(DNB)COM26484T106$6370.0%
Independent Bank Corp. Ordinary Shares(INDB)COM453836108$6310.0%
Elanco Animal Health Inc Ordinary Shares(ELAN)COM28414H103$6360.0%
Atlantic Union Bankshares Corp Ordinary Shares(AUB)COM04911A107$6320.0%
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