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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
Atlantic Union Bankshares Corp Ordinary Shares(AUB)COM04911A107$6320.0%
Banner Corp. Ordinary Shares(BANR)COM NEW06652V208$6410.0%
Minerals Technologies, Inc. Ordinary Shares(MTX)COM603158106$6410.0%
Haemonetics Corp. Ordinary Shares(HAE)COM405024100$6410.0%
IPG Photonics Corp Ordinary Shares(IPGP)COM44980X109$6410.0%
Asgn Inc Ordinary Shares(ASGN)COM00191U102$6410.0%
Goodyear Tire & Rubber Co. Ordinary Shares(GT)COM382550101$6570.0%
Skyworks Solutions, Inc. Ordinary Shares(SWKS)COM83088M102$6510.0%
PVH Corp Ordinary Shares(PVH)COM693656100$6510.0%
Vontier Corp Ordinary Shares(VNT)COM928881101$6620.0%
Zurn Elkay Water Solutions Corp Ordinary Shares(ZWS)COM98983L108$6620.0%
Chewy Inc Ordinary Shares(CHWY)CL A16679L109$6620.0%
U-Haul Holding Company Ordinary Shares(UHAL)COM023586100$6610.0%
Eastern Bankshares Inc. Ordinary Shares(EBC)COM27627N105$6640.0%
Cleveland-Cliffs Inc Ordinary Shares(CLF)COM185899101$6680.0%
Estee Lauder Cos., Inc. Ordinary Shares(EL)CL A518439104$6610.0%
Toast Inc Ordinary Shares(TOST)CL A888787108$6720.0%
Zillow Group Inc Ordinary Shares(ZG)CL A98954M101$6710.0%
Yeti Holdings Inc Ordinary Shares(YETI)COM98585X104$6720.0%
Century Communities Inc Ordinary Shares(CCS)COM156504300$6810.0%
Sylvamo Corp Ordinary Shares(SLVM)COMMON STOCK871332102$6810.0%
BankUnited Inc Ordinary Shares(BKU)COM06652K103$6920.0%
Townebank Portsmouth VA Ordinary Shares(TOWN)COM89214P109$6920.0%
Trustmark Corp. Ordinary Shares(TRMK)COM898402102$6920.0%
Bank of Hawaii Corp. Ordinary Shares(BOH)COM062540109$6910.0%
Dexcom Inc Ordinary Shares(DXCM)COM252131107$6910.0%
Gentex Corp. Ordinary Shares(GNTX)COM371901109$7030.0%
Hayward Holdings Inc Ordinary Shares(HAYW)COM421298100$7050.0%
Enact Holdings Inc Ordinary Shares(ACT)COM29249E109$7020.0%
Albany International Corp. Ordinary Shares(AIN)CL A012348108$7010.0%
Primo Brands Corporation(PRMB)CLASS A COM SHS741623102$7120.0%
Celsius Holdings Inc Ordinary Shares(CELH)COM NEW15118V207$7220.0%
Tecnoglass Inc Ordinary Shares(TGLS)ORD SHSG87264100$7210.0%
Southwest Gas Holdings Inc Ordinary Shares(SWX)COM844895102$7210.0%
Fluor Corporation Ordinary Shares(FLR)COM343412102$7220.0%
Griffon Corp. Ordinary Shares(GFF)COM398433102$7210.0%
Construction Partners Inc Ordinary Shares(ROAD)COM CL A21044C107$7210.0%
Fulton Financial Corp. Ordinary Shares(FULT)COM360271100$7340.0%
Albemarle Corp. Ordinary Shares(ALB)COM012653101$7310.0%
NMI Holdings Inc Ordinary Shares(NMIH)COM629209305$7320.0%
Qorvo Inc Ordinary Shares(QRVO)COM74736K101$7310.0%
CVB Financial Corp. Ordinary Shares(CVBF)COM126600105$7440.0%
Federal Signal Corp. Ordinary Shares(FSS)COM313855108$7410.0%
GMS ORD(GMS1EUR)COM36251C103$7410.0%
Hub Group, Inc. Ordinary Shares(HUBG)CL A443320106$7520.0%
Western Union Company Ordinary Shares(WU)COM959802109$7570.0%
Texas Capital Bancshares, Inc. Ordinary Shares(TCBI)COM88224Q107$7510.0%
AES Corp. Ordinary Shares(AES)COM00130H105$7560.0%
Thor Industries, Inc. Ordinary Shares(THO)COM885160101$7610.0%
Scorpio Tankers Inc Ordinary Shares(STNG)SHSY7542C130$7620.0%
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