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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
CNO Finl Group Inc(CNO)COM12621E103$30980.0%
Toast Inc(TOST)CL A888787108$31070.0%
Cirrus Logic Inc(CRUS)COM172755100$31330.0%
Healthequity Inc(HQY)COM42226A107$31430.0%
Insulet Corp(PODD)COM45784P101$31410.0%
American Airls Group Inc(AAL)COM02376R102$314280.0%
Vail Resorts Inc(MTN)COM91879Q109$31420.0%
Zscaler Inc(ZS)COM98980G102$31410.0%
Pricesmart Inc(PSMT)COM741511109$31530.0%
Rivian Automotive Inc(RIVN)COM CL A76954A103$316230.0%
Balchem Corp(BCPC)COM057665200$31820.0%
Victory Cap Hldgs Inc(VCTR)COM CL A92645B103$31850.0%
Texas Cap Bancshares Inc(TCBI)COM88224Q107$31840.0%
Prestige Consmr Healthcare I(PBH)COM74112D101$31940.0%
Old Natl Bancorp IND(ONB)COM680033107$320150.0%
Reynolds Consumer Prods Inc(REYN)COM76171L106$321150.0%
DXC Technology Co(DXC)COM23355L106$321210.0%
ACI Worldwide Inc(ACIW)COM004498101$32170.0%
Brighthouse Finl Inc(BHF)COM10922N103$32360.0%
Brown Forman Corp(BF/B)CL B115637209$323120.0%
Kemper Corp(KMPR)COM488401100$32350.0%
GMS Inc(GMS1EUR)COM36251C103$32630.0%
United Bankshares Inc West V(UBSI)COM909907107$32890.0%
Willscot Hldgs Corp(WSC)COM CL A971378104$329120.0%
PJT Partners Inc(PJT)COM CL A69343T107$33020.0%
Wsfs Finl Corp(WSFS)COM929328102$33060.0%
First Solar Inc(FSLR)COM336433107$33120.0%
International Bancshares COR(IBOC)COM459044103$33350.0%
MSA Safety Inc(MSA)COM553498106$33520.0%
Park Natl Corp(PRK)COM700658107$33520.0%
Masimo Corp(MASI)COM574795100$33620.0%
KBR Inc(KBR)COM48242W106$33670.0%
Magnolia Oil & Gas Corp(MGY)CL A559663109$337150.0%
Mercury Genl Corp New(MCY)COM589400100$33750.0%
NMI Hldgs Inc(NMIH)COM629209305$33880.0%
Science Applications Intl Co(SAIC)COM808625107$33830.0%
Natera Inc(NTRA)COM632307104$33820.0%
GXO Logistics Incorporated(GXO)COMMON STOCK36262G101$34170.0%
Valvoline Inc(VVV)COM92047W101$34190.0%
Oshkosh Corp(OSK)COM688239201$34130.0%
Darling Ingredients Inc(DAR)COM237266101$34190.0%
Hancock Whitney Corporation(HWC)COM410120109$34460.0%
Idacorp Inc(IDA)COM451107106$34630.0%
Casella Waste SYS Inc(CWST)CL A147448104$34630.0%
Affirm Hldgs Inc(AFRM)COM CL A00827B106$34650.0%
Lancaster Colony Corp(MZTI)COM513847103$34620.0%
Belden Inc(BDC)COM077454106$34730.0%
Bellring Brands Inc(BRBR)COMMON STOCK07831C103$34860.0%
Dexcom Inc(DXCM)COM252131107$34940.0%
Commvault SYS Inc(CVLT)COM204166102$34920.0%
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