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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
First Solar Inc Ordinary Shares(FSLR)COM336433107$12710.0%
Generac Holdings Inc Ordinary Shares(GNRC)COM368736104$12710.0%
International Bancshares Corp. Ordinary Shares(IBOC)COM459044103$12720.0%
Bright Horizons Family Solutions, Inc. Ordinary Shares(BFAM)COM109194100$12810.0%
Novanta Inc Ordinary Shares(NOVT)COM67000B104$12810.0%
Pacific Premier Bancorp, Inc. Ordinary Shares(LF2)COM69478X105$12860.0%
Matson Inc Ordinary Shares(MATX)COM57686G105$12910.0%
Plexus Corp. Ordinary Shares(PLXS)COM729132100$12910.0%
Axos Financial Inc. Ordinary Shares(AX)COM05465C100$13020.0%
Ensign Group Inc Ordinary Shares(ENSG)COM29358P101$13010.0%
Creative Media & Community Trust Ordinary SharesCOM125525527$1305180.0%
Bank OZK Ordinary Shares(OZK)COM06417N103$13130.0%
J&J Snack Foods Corp. Ordinary Shares(JJSF)COM466032109$13210.0%
Choice Hotels International, Inc. Ordinary Shares(CHH)COM169905106$13310.0%
Alkermes plc Ordinary Shares(ALKS)SHSG01767105$13340.0%
UGI Corp. Ordinary Shares(UGI)COM902681105$13340.0%
Glacier Bancorp, Inc. Ordinary Shares(GBCI)COM37637Q105$13330.0%
Kemper Corporation Ordinary Shares(KMPR)COM488401100$13420.0%
F.N.B. Corp. Ordinary Shares(FNB)COM302520101$135100.0%
Element Solutions Inc Ordinary Shares(ESI)COM28618M106$13660.0%
Affirm Holdings Inc Ordinary Shares(AFRM)COM CL A00827B106$13630.0%
Maximus Inc. Ordinary Shares(MMS)COM577933104$13720.0%
Biogen Inc Ordinary Shares(BIIB)COM09062X103$13710.0%
Acushnet Holdings Corp Ordinary Shares(GOLF)COM005098108$13820.0%
PJT Partners Inc Ordinary Shares(PJT)COM CL A69343T107$13810.0%
Palomar Holdings Inc Ordinary Shares(PLMR)COM69753M105$13810.0%
ICU Medical, Inc. Ordinary Shares(ICUI)COM44930G107$13910.0%
Teleflex Incorporated Ordinary Shares(TFX)COM879369106$13910.0%
United Bankshares, Inc. Ordinary Shares(UBSI)COM909907107$13940.0%
Universal Display Corp. Ordinary Shares(OLED)COM91347P105$14010.0%
Tapestry Inc Ordinary Shares(TPR)COM876030107$14120.0%
Armstrong World Industries Inc. Ordinary Shares(AWI)COM04247X102$14110.0%
Synovus Financial Corp. Ordinary Shares(SYU1)COM NEW87161C501$14130.0%
Dynatrace Inc Ordinary Shares(DT)COM NEW268150109$14230.0%
Sonoco Products Co. Ordinary Shares(SON)COM835495102$14230.0%
Ormat Technologies Inc Ordinary Shares(ORA)COM686688102$14220.0%
Natera Inc Ordinary Shares(NTRA)COM632307104$14210.0%
Owens Corning Ordinary Shares(OC)COM690742101$14310.0%
Penske Automotive Group Inc Ordinary Shares(PAG)COM70959W103$14410.0%
BorgWarner Inc Ordinary Shares(BWA)COM099724106$14450.0%
Timken Co. Ordinary Shares(TKR)COM887389104$14420.0%
Ryder System, Inc. Ordinary Shares(R)COM783549108$14410.0%
Avnet Inc. Ordinary Shares(AVT)COM053807103$14530.0%
Core & Main Inc Ordinary Shares Class A(CNM)CL A21874C102$14530.0%
Toro Co. Ordinary Shares(TTC)COM891092108$14620.0%
MSA Safety Inc Ordinary Shares(MSA)COM553498106$14710.0%
MP Materials CL A ORD(MP)COM CL A553368101$14760.0%
Gates Industrial Corporation plc Ordinary SharesORD SHSG39108108$14880.0%
New Jersey Resources Corporation Ordinary Shares(NJR)COM646025106$14830.0%
New York Times Co. Ordinary Shares(NYT)CL A650111107$14930.0%
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