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HFM Investment Advisors, LLC

Q2 2025 Holdings

Filed 2025-07-22 | 1287 holdings | $227.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Goodrx Hldgs Inc(GDRX)COM CL A38246G108$510.0%
Talos Energy Inc(TALO)COM87484T108$810.0%
Stagwell Inc(STGW)COM CL A85256A109$920.0%
Lucky Strike Entertainment C(LUCK)CL A COM10258P102$910.0%
Digitalbridge Group Inc(DBRG)CL A NEW25401T603$1010.0%
New Fortress Energy Inc(NFE)COM CL A644393100$1030.0%
Jamf Hldg Corp(JAMF)COM47074L105$1010.0%
Immunitybio Inc(IBRX)COM45256X103$1140.0%
Lionsgate Studios Corp(LION)COM53626N102$1220.0%
Quantumscape Corp(QS)COM CL A74767V109$1320.0%
Rocket COS Inc(RKT)COM CL A77311W101$1410.0%
Neogen Corp(NEOG)COM640491106$1430.0%
Doubleverify Hldgs Inc(DV)COM25862V105$1510.0%
Camping World Hldgs Inc(CWH)CL A13462K109$1710.0%
Beam Therapeutics Inc(BEAM)COM07373V105$1710.0%
Sarepta Therapeutics Inc(SRPT)COM803607100$1710.0%
Sprinklr Inc(CXM)CL A85208T107$1720.0%
Teladoc Health Inc(TDOC)COM87918A105$1720.0%
Treehouse Foods Inc(THS)COM89469A104$1910.0%
Hagerty Inc(HGTY)CL A COM405166109$2020.0%
Hillenbrand Inc(9HI)COM431571108$2010.0%
Zoominfo Technologies Inc(GTM)COMMON STOCK98980F104$2020.0%
Masterbrand Inc(MBC)COMMON STOCK57638P104$2220.0%
Teradata Corp del(TDC)COM88076W103$2210.0%
Rapid7 Inc(RPD)COM753422104$2310.0%
Certara Inc(CERT)COM15687V109$2320.0%
Acadia Healthcare Company in(ACHC)COM00404A109$2310.0%
Madden Steven LTD(SHOO)COM556269108$2410.0%
C3 AI Inc(AI)CL A12468P104$2510.0%
UTZ Brands Inc(UTZ)COM CL A918090101$2520.0%
Compass Inc(COMP)CL A20464U100$2540.0%
Seadrill LTD(SDRL)COMG7997W102$2610.0%
Peloton Interactive Inc(PTON)CL A COM70614W100$2840.0%
Organon & Co(OGN)COMMON STOCK68622V106$2930.0%
Helmerich & Payne Inc(HP)COM423452101$3020.0%
Freshworks Inc(FRSH)CLASS A COM358054104$3020.0%
Carters Inc(CRI)COM146229109$3010.0%
Azenta Inc(AZTA)COM114340102$3110.0%
Global Business Travel Group(GBTG)COM CL A37890B100$3250.0%
Supernus Pharmaceuticals Inc(SUPN)COM868459108$3210.0%
Cognex Corp(CGNX)COM192422103$3210.0%
Agios Pharmaceuticals Inc(AGIO)COM00847X104$3310.0%
Transocean LTD(RIG)REGISTERED SHSH8817H100$34130.0%
Formfactor Inc(FORM)COM346375108$3410.0%
Kulicke & Soffa Inds Inc(KLIC)COM501242101$3510.0%
Central Garden & PET Co(CENT)COM153527106$3510.0%
Mobileye Global Inc(MBLY)COMMON CLASS A60741F104$3620.0%
Victorias Secret and Co(VSCO)COMMON STOCK926400102$3720.0%
American Eagle Outfitters in(AEO)COM02553E106$3840.0%
Scorpio Tankers Inc(STNG)SHSY7542C130$3910.0%
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