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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
F N B Corp(FNB)COM302520101$350240.0%
Laureate Education Inc(LAUR)COMMON STOCK518613203$351150.0%
Genpact Limited(G)SHSG3922B107$35280.0%
Epam SYS Inc(EPAM)COM29414B104$35420.0%
Option Care Health Inc(OPCH)COM NEW68404L201$357110.0%
New Jersey RES Corp(NJR)COM646025106$35980.0%
The Trade Desk Inc(TTD)COM CL A88339J105$36050.0%
Pilgrims Pride Corp(PPC)COM72147K108$36080.0%
Installed Bldg Prods Inc(IBP)COM45780R101$36120.0%
RLI Corp(RLI)COM749607107$36150.0%
Paylocity Hldg Corp(PCTY)COM70438V106$36220.0%
Siteone Landscape Supply Inc(SITE)COM82982L103$36330.0%
Nelnet Inc(NNI)CL A64031N108$36330.0%
Halozyme Therapeutics Inc(HALO)COM40637H109$36470.0%
Acushnet Hldgs Corp(GOLF)COM005098108$36450.0%
Stonex Group Inc(SNEX)COM861896108$36540.0%
Columbia Sportswear Co(COLM)COM198516106$36660.0%
Dorman Prods Inc(DORM)COM258278100$36830.0%
Dell Technologies Inc(DELL)CL C24703L202$36830.0%
First Amern Finl Corp(FAF)COM31847R102$36860.0%
Patrick Inds Inc(PATK)COM703343103$36940.0%
Integer Hldgs Corp(ITGR)COM45826H109$36930.0%
Bright Horizons FAM SOL in D(BFAM)COM109194100$37130.0%
Dropbox Inc(DBX)CL A26210C104$372130.0%
Skyworks Solutions Inc(SWKS)COM83088M102$37350.0%
Cabot Corp(CBT)COM127055101$37550.0%
Unifirst Corp Mass(UNF)COM904708104$37620.0%
News Corp New(NWS)CL B65249B208$377110.0%
Align Technology Inc(ALGN)COM016255101$37920.0%
Enpro Inc(NPO)COM29355X107$38320.0%
Esco Technologies Inc(ESE)COM296315104$38420.0%
Cadence Bank(CADE)COM12740C103$384120.0%
Element Solutions Inc(ESI)COM28618M106$385170.0%
Axalta Coating SYS LTD(AXTA)COMG0750C108$386130.0%
Smurfit Westrock PLC(SW)SHSG8267P108$38890.0%
Bridgebio Pharma Inc(BBIO)COM10806X102$38990.0%
Docusign Inc(DOCU)COM256163106$38950.0%
HP Inc(HPQ)COM40434L105$391160.0%
Cloudflare Inc(NET)CL A COM18915M107$39220.0%
Life Time Group Holdings Inc(LTH)COMMON STOCK53190C102$394130.0%
Sensient Technologies Corp(SXT)COM81725T100$39440.0%
Five Below Inc(FIVE)COM33829M101$39430.0%
Itron Inc(ITRI)COM465741106$39530.0%
Sharkninja Inc(SN)COM SHSG8068L108$39640.0%
Alaska AIR Group Inc(ALK)COM011659109$39680.0%
Airbnb Inc(ABNB)COM CL A009066101$39730.0%
UFP Industries Inc(UFPI)COM90278Q108$39740.0%
Home Bancshares Inc(HOMB)COM436893200$398140.0%
Federated Hermes Inc(FHI)CL B314211103$39990.0%
Pennymac Finl Svcs Inc New(PFSI)COM70932M107$39940.0%
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