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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
Walgreens Boots Alliance Inc Ordinary Shares(WBA)COM931427108$9080.0%
John Wiley & Sons Inc. Ordinary Shares(WLY)CL A968223206$9020.0%
Cal-Maine Foods, Inc. Ordinary Shares(CALM)COM NEW128030202$9110.0%
Smurfit WestRock plc Ordinary Shares(SW)SHSG8267P108$9120.0%
Associated Banc-Corp. Ordinary Shares(ASB)COM045487105$9140.0%
T. Rowe Price Group Inc. Ordinary Shares(TROW)COM74144T108$9210.0%
Oscar Health Inc Ordinary Shares(OSCR)CL A687793109$9270.0%
Enersys Ordinary Shares(ENS)COM29275Y102$9210.0%
Dell Technologies Inc Ordinary Shares(DELL)CL C24703L202$9210.0%
MGE Energy, Inc. Ordinary Shares(MGEE)COM55277P104$9310.0%
Copa Holdings S.A. Ordinary Shares(CPA)CL AP31076105$9310.0%
Franklin Electric Co., Inc. Ordinary Shares(FELE)COM353514102$9410.0%
Southern Copper Corporation Ordinary Shares(SCCO)COM84265V105$9410.0%
Match Group Inc. Ordinary Shares - New(MTCH)COM57667L107$9430.0%
Warner Music Group Corp Ordinary Shares(WMG)COM CL A934550203$9530.0%
Hecla Mining Co. Ordinary Shares(HL)COM422704106$95170.0%
ABM Industries Inc. Ordinary Shares(ABM)COM000957100$9520.0%
Innospec Inc Ordinary Shares(IOSP)COM45768S105$9510.0%
Tri Pointe Homes Inc. Ordinary Shares(TPH)COM87265H109$9630.0%
Advanced Energy Industries Inc. Ordinary Shares(AEIS)COM007973100$9610.0%
Reynolds Consumer Products Inc Ordinary Shares(REYN)COM76171L106$9640.0%
Flowserve Corp. Ordinary Shares(FLS)COM34354P105$9820.0%
Sensata Technologies Holding Plc Ordinary Shares(ST)SHSG8060N102$9840.0%
Lantheus Holdings Inc Ordinary Shares(LNTH)COM516544103$9810.0%
First Hawaiian Inc Ordinary Shares(FHB)COM32051X108$9840.0%
Veralto Corp Ordinary Shares(VLTO)COM SHS92338C103$9810.0%
Azek Company Inc Ordinary Shares(AZEK)CL A05478C105$9820.0%
Leonardo DRS Inc Ordinary Shares(DRS)COM52661A108$9930.0%
Boise Cascade Co Ordinary Shares(BCC)COM09739D100$9910.0%
CNH Industrial NV Ordinary Shares(CNH)SHSN20944109$9980.0%
HF Sinclair Corp. Ordinary Shares(DINO)COM403949100$9930.0%
KBR Inc Ordinary Shares(KBR)COM48242W106$10020.0%
Belden Inc Ordinary Shares(BDC)COM077454106$10110.0%
Harley-Davidson, Inc. Ordinary Shares(HOG)COM412822108$10140.0%
PennyMac Financial Services Inc. Ordinary Shares(PFSI)COM70932M107$10110.0%
Westlake Corporation Ordinary Shares(WLK)COM960413102$10110.0%
Mueller Water Products Inc Ordinary Shares(MWA)COM SER A624758108$10240.0%
Brown Forman CL B ORD(BF/B)CL B115637209$10230.0%
PTC Therapeutics Inc Ordinary Shares(PTCT)COM69366J200$10220.0%
UMB Financial Corp. Ordinary Shares(UMBF)COM902788108$10210.0%
Matador Resources Co Ordinary Shares(MTDR)COM576485205$10320.0%
Laureate Education Inc Ordinary Shares(LAUR)COMMON STOCK518613203$10350.0%
DXC Technology Co Ordinary Shares(DXC)COM23355L106$10360.0%
Wsfs Financial Corp. Ordinary Shares(WSFS)COM929328102$10420.0%
BridgeBio Pharma Inc Ordinary Shares(BBIO)COM10806X102$10430.0%
TD Synnex Corp Ordinary Shares(SNX)COM87162W100$10410.0%
Simply Good Foods Co Ordinary Shares(SMPL)COM82900L102$10430.0%
Archrock Inc Ordinary Shares(AROC)COM03957W106$10540.0%
Itron Inc. Ordinary Shares(ITRI)COM465741106$10510.0%
Lattice Semiconductor Corp. Ordinary Shares(LSCC)COM518415104$10520.0%
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