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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
One Gas Inc Ordinary Shares(OGS)COM68235P108$7610.0%
Macy`s Inc Ordinary Shares(M)COM55616P104$7660.0%
Granite Construction Inc. Ordinary Shares(GVA)COM387328107$7610.0%
Thor Industries, Inc. Ordinary Shares(THO)COM885160101$7610.0%
StoneX Group Inc Ordinary Shares(SNEX)COM861896108$7710.0%
Modine Manufacturing Co. Ordinary Shares(MOD)COM607828100$7710.0%
Telephone And Data Systems, Inc. Ordinary Shares(TDS)COM NEW879433829$7820.0%
Bank of N T Butterfield & Son Ltd. Ordinary Shares(NTB)SHS NEWG0772R208$7820.0%
Weis Markets, Inc. Ordinary Shares(WMK)COM948849104$7810.0%
Arcosa Inc Ordinary Shares(ACA)COM039653100$7810.0%
Core Natural Resources, Inc.(CNR)COM SHS218937100$7810.0%
Arista Networks Inc Ordinary Shares(ANET)COM SHS040413205$7810.0%
Bentley Systems Inc Ordinary Shares(BSY)COM CL B08265T208$7920.0%
Huntsman Corp Ordinary Shares(HUN)COM447011107$7950.0%
Spire Inc. Ordinary Shares(SR)COM84857L101$7910.0%
La-Z-Boy Inc. Ordinary Shares(LZB)COM505336107$7920.0%
American States Water Co. Ordinary Shares(AWR)COM029899101$7910.0%
Akamai Technologies Inc Ordinary Shares(AKAM)COM00971T101$8110.0%
Cohen & Steers Inc. Ordinary Shares(CNS)COM19247A100$8110.0%
Dolby Laboratories Inc Ordinary Shares(DLB)COM CL A25659T107$8110.0%
Dropbox Inc Ordinary Shares(DBX)CL A26210C104$8130.0%
Otter Tail Corporation Ordinary Shares(OTTR)COM689648103$8110.0%
First Merchants Corp. Ordinary Shares(FRME)COM320817109$8120.0%
Floor & Decor Holdings Inc Ordinary Shares(FND)CL A339750101$8110.0%
Liberty Media Corp. Ordinary Shares (New Liberty Formula One) Series A(FWONA)COM LBTY ONE S A531229771$8210.0%
ON Semiconductor Corp. Ordinary Shares(ON)COM682189105$8220.0%
Exponent Inc. Ordinary Shares(EXPO)COM30214U102$8210.0%
ServisFirst Bancshares Inc Ordinary Shares(SFBS)COM81768T108$8310.0%
BGC Group Inc Ordinary Shares(BGC)CL A088929104$8390.0%
Bruker Corp Ordinary Shares(BRKR)COM116794108$8420.0%
National Beverage Corp. Ordinary Shares(FIZZ)COM635017106$8420.0%
Patrick Industries, Inc. Ordinary Shares(PATK)COM703343103$8510.0%
MDU Resources Group Inc Ordinary Shares(MDU)COM552690109$8550.0%
Nextracker Inc Ordinary Shares(NXT)CLASS A COM65290E101$8520.0%
United States Steel Corp. Ordinary Shares(USX1)COM912909108$8520.0%
United Community Banks Inc Ordinary Shares(UCB)COM90984P303$8530.0%
Walker & Dunlop Inc Ordinary Shares(WD)COM93148P102$8610.0%
Genworth Financial Inc Ordinary Shares(GNW)COM SHS37247D106$86120.0%
First Interstate BancSystem Inc. Ordinary Shares(FIBK)COM32055Y201$8630.0%
Mercury Systems Inc Ordinary Shares(MRCY)COM589378108$8720.0%
Mirion Technologies Inc. Ordinary Shares(MIR)COM CL A60471A101$8760.0%
Brink`s Co. Ordinary Shares(BCO)COM109696104$8710.0%
Pricesmart Inc. Ordinary Shares(PSMT)COM741511109$8810.0%
Tetra Tech, Inc. Ordinary Shares(TTEK)COM88162G103$8830.0%
LCI Industries Ordinary Shares(LCII)COM50189K103$8810.0%
Healthequity Inc Ordinary Shares(HQY)COM42226A107$8910.0%
Lear Corp. Ordinary Shares(LEA)COM NEW521865204$8910.0%
Portland General Electric Co Ordinary Shares(POR)COM NEW736508847$9020.0%
Insperity Inc Ordinary Shares(NSP)COM45778Q107$9010.0%
Kratos Defense & Security Solutions Inc Ordinary Shares(KTOS)COM NEW50077B207$9030.0%
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