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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
Lattice Semiconductor Corp. Ordinary Shares(LSCC)COM518415104$10520.0%
APA Corporation Ordinary Shares(APA)COM03743Q108$10650.0%
Merit Medical Systems, Inc. Ordinary Shares(MMSI)COM589889104$10610.0%
Crocs Inc Ordinary Shares(CROX)COM227046109$10710.0%
Euronet Worldwide Inc Ordinary Shares(EEFT)COM298736109$10710.0%
Valley National Bancorp Ordinary Shares(VLY)COM919794107$107120.0%
Lamb Weston Holdings Inc Ordinary Shares(LW)COM513272104$10720.0%
First Financial Bankshares, Inc. Ordinary Shares(FFIN)COM32020R109$10830.0%
Brunswick Corp. Ordinary Shares(BC)COM117043109$10820.0%
Advanced Drainage Systems Inc Ordinary Shares(WMS)COM00790R104$10910.0%
Coupang Inc Ordinary Shares(CPNG)CL A22266T109$11050.0%
Hexcel Corp. Ordinary Shares(HXL)COM428291108$11020.0%
Bancfirst Corp. Ordinary Shares(BANF)COM05945F103$11010.0%
Nelnet Inc Ordinary Shares(NNI)CL A64031N108$11110.0%
McGrath Rentcorp Ordinary Shares(MGRC)COM580589109$11210.0%
Casella Waste Systems, Inc. Ordinary Shares(CWST)CL A147448104$11210.0%
Avient Corp Ordinary Shares(AVNT)COM05368V106$11230.0%
Mercury General Corp. Ordinary Shares(MCY)COM589400100$11220.0%
Hilton Grand Vacations Inc Ordinary Shares(HGV)COM43283X105$11330.0%
Science Applications International Corp. Ordinary Shares(SAIC)COM808625107$11310.0%
Cloudflare Inc Ordinary Shares(NET)CL A COM18915M107$11310.0%
Silicon Laboratories Inc Ordinary Shares(SLAB)COM826919102$11310.0%
Celanese Corp Ordinary Shares(CE)COM150870103$11420.0%
Inter Parfums, Inc. Ordinary Shares(IPAR)COM458334109$11410.0%
Murphy Oil Corp. Ordinary Shares(MUR)COM626717102$11440.0%
Skechers U S A, Inc. Ordinary Shares(SKAA)CL A830566105$11420.0%
Virtu Financial Inc Ordinary Shares(VIRT)CL A928254101$11530.0%
Flowers Foods, Inc. Ordinary Shares(FLO)COM343498101$11560.0%
Victory Capital Holdings Inc Ordinary Shares(VCTR)COM CL A92645B103$11620.0%
Ameris Bancorp Ordinary Shares(ABCB)COM03076K108$11620.0%
ManpowerGroup Ordinary Shares(MAN)COM56418H100$11620.0%
Ollies Bargain Outlet Holdings Inc Ordinary Shares(OLLI)COM681116109$11710.0%
Idacorp, Inc. Ordinary Shares(IDA)COM451107106$11710.0%
Bio-Techne Corp Ordinary Shares(TECH)COM09073M104$11820.0%
LivaNova PLC Ordinary Shares(LIVN)SHSG5509L101$11830.0%
Artisan Partners Asset Management Inc Ordinary Shares(APAM)CL A04316A108$11830.0%
Integer Holdings Corp Ordinary Shares(ITGR)COM45826H109$11910.0%
Airbnb Inc Ordinary Shares(ABNB)COM CL A009066101$12010.0%
Dorman Products Inc Ordinary Shares(DORM)COM258278100$12110.0%
Ciena Corp. Ordinary Shares(CIEN)COM NEW171779309$12120.0%
Viatris Inc Ordinary Shares(VTRS)COM92556V106$122140.0%
News Corp Ordinary Shares(NWS)CL B65249B208$12240.0%
Cadence Bank Ordinary Shares(CADE)COM12740C103$12240.0%
Hyatt Hotels Corporation Ordinary Shares(H)COM CL A448579102$12310.0%
JBT Marel Corp(JBTM)COM477839104$12310.0%
Pinterest Inc Ordinary Shares(PINS)CL A72352L106$12440.0%
Hewlett Packard Enterprise Co Ordinary Shares(HPE)COM42824C109$12480.0%
Edgewell Personal Care Co Ordinary Shares(EPC)COM28035Q102$12540.0%
First Financial Bancorp Ordinary Shares(FFBC)COM320209109$12550.0%
Builders Firstsource Inc Ordinary Shares(BLDR)COM12008R107$12510.0%
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