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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
Graphic Packaging Hldg Co(GPK)COM388689101$400190.0%
Gulfport Energy Corp(GPOR)COMMON SHARES402635502$40220.0%
Virtu Finl Inc(VIRT)CL A928254101$40390.0%
Datadog Inc(DDOG)CL A COM23804L103$40330.0%
Euronet Worldwide Inc(EEFT)COM298736109$40640.0%
Wyndham Hotels & Resorts Inc(WH)COM98311A105$40650.0%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$406170.0%
Norwegian Cruise Line Hldg L(NCLH)SHSG66721104$406200.0%
Murphy USA Inc(MUSA)COM626755102$40710.0%
Aptiv PLC(APTV)COM SHSG3265R107$40960.0%
Mirion Technologies Inc(MIR)COM CL A60471A101$409190.0%
Rush Enterprises Inc(RUSHA)CL A781846209$41280.0%
Deckers Outdoor Corp(DECK)COM243537107$41240.0%
Edison Intl(EIX)COM281020107$41380.0%
Synovus Finl Corp(SYU1)COM NEW87161C501$41480.0%
Lincoln Elec Hldgs Inc(LECO)COM533900106$41520.0%
Donaldson Inc(DCI)COM257651109$41660.0%
Fortive Corp(FTV)COM34959J108$41780.0%
Dillards Inc(DDS)CL A254067101$41810.0%
PG&E Corp(PCG)COM69331C108$418300.0%
Ormat Technologies Inc(ORA)COM686688102$41950.0%
Roblox Corp(RBLX)CL A771049103$42140.0%
Prosperity Bancshares Inc(PB)COM743606105$42160.0%
National Fuel Gas Co(NFG)COM636180101$42450.0%
Avnet Inc(AVT)COM053807103$42580.0%
Federal Signal Corp(FSS)COM313855108$42640.0%
Matador RES Co(MTDR)COM576485205$42990.0%
The Campbells Company(CPB)COM134429109$429140.0%
Nordson Corp(NDSN)COM655663102$42920.0%
Generac Hldgs Inc(GNRC)COM368736104$43030.0%
Louisiana PAC Corp(LPX)COM546347105$43050.0%
Selective INS Group Inc(SIGI)COM816300107$43350.0%
Mattel Inc(MAT)COM577081102$434220.0%
Regal Rexnord Corporation(RRX)COM758750103$43530.0%
Borgwarner Inc(BWA)COM099724106$435130.0%
Assured Guaranty LTD(AGO)COMG0585R106$43650.0%
Jefferies Finl Group Inc(JEF)COM47233W109$43880.0%
Exlservice Holdings Inc(EXLS)COM302081104$438100.0%
Copa Holdings SA(CPA)CL AP31076105$44040.0%
WEX Inc(WEX)COM96208T104$44130.0%
CNH Indl N V(CNH)SHSN20944109$441340.0%
Lennar Corp(LEN)CL A526057104$44240.0%
Alcoa Corp(AA)COM013872106$443150.0%
Thor Inds Inc(THO)COM885160101$44450.0%
Matson Inc(MATX)COM57686G105$44540.0%
Essential Utils Inc(WTRG)COM29670G102$446120.0%
Marketaxess Hldgs Inc(MKTX)COM57060D108$44720.0%
Pinnacle West Cap Corp(PNW)COM723484101$44750.0%
Autoliv Inc(ALV)COM052800109$44840.0%
Snowflake Inc(SNOW)CL A833445109$44820.0%
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