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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
Coupang Inc(CPNG)CL A22266T109$449150.0%
OSI Systems Inc(OSIS)COM671044105$45020.0%
Dominos Pizza Inc(DPZ)COM25754A201$45110.0%
Littelfuse Inc(LFUS)COM537008104$45320.0%
Southstate Corporation(SSBUSD)COM840441109$46050.0%
Gatx Corp(GATX)COM361448103$46130.0%
Appfolio Inc(APPF)COM CL A03783C100$46120.0%
Sterling Infrastructure Inc(STRL)COM859241101$46120.0%
Fortune Brands Innovations I(FBIN)COM34964C106$46390.0%
Ensign Group Inc(ENSG)COM29358P101$46330.0%
Universal Display Corp(OLED)COM91347P105$46330.0%
Kratos Defense & SEC Solutio(KTOS)COM NEW50077B207$464100.0%
Simpson MFG Inc(SSD)COM829073105$46630.0%
Tetra Tech Inc New(TTEK)COM88162G103$467130.0%
Wynn Resorts LTD(WYNN)COM983134107$46850.0%
Conagra Brands Inc(CAG)COM205887102$471230.0%
Bank OZK Little Rock ARK(OZK)COM06417N103$471100.0%
Iqvia Hldgs Inc(IQV)COM46266C105$47330.0%
UGI Corp New(UGI)COM902681105$473130.0%
Lear Corp(LEA)COM NEW521865204$47550.0%
Asbury Automotive Group Inc(ABG)COM043436104$47720.0%
Incyte Corp(INCY)COM45337C102$47770.0%
Lincoln Natl Corp IND(LNC)COM534187109$484140.0%
FTI Consulting Inc(FCN)COM302941109$48430.0%
Bentley SYS Inc(BSY)COM CL B08265T208$48690.0%
Chemed Corp New(CHE)COM16359R103$48710.0%
Armstrong World Inds Inc New(AWI)COM04247X102$48730.0%
BOK Finl Corp(BOKF)COM NEW05561Q201$48850.0%
OGE Energy Corp(OGE)COM670837103$488110.0%
Silgan Hldgs Inc(SLGN)COM827048109$48890.0%
Badger Meter Inc(BMI)COM056525108$49020.0%
Watts Water Technologies Inc(WTS)CL A942749102$49220.0%
Microchip Technology Inc.(MCHP)COM595017104$49370.0%
Doordash Inc(DASH)CL A25809K105$49320.0%
Block H & R Inc(HRB)COM093671105$49490.0%
Toro Co(TTC)COM891092108$49570.0%
New York Times Co(NYT)CL A650111107$50490.0%
Occidental Pete Corp(OXY)COM674599105$504120.0%
Invesco LTD(IVZ)SHSG491BT108$505320.0%
Janus Henderson Group PLCORD SHSG4474Y214$505130.0%
Gates Indl Corp PLCORD SHSG39108108$507220.0%
Avis Budget Group(CAR)COM053774105$50730.0%
Urban Outfitters Inc(URBN)COM917047102$50870.0%
Adtalem Global ED Inc(ATGE)COM00737L103$50940.0%
Leonardo DRS Inc(DRS)COM52661A108$511110.0%
Arista Networks Inc(ANET)COM SHS040413205$51250.0%
Corcept Therapeutics Inc(CORT)COM218352102$51470.0%
International Flavors&fragra(IFF)COM459506101$51570.0%
Aaon Inc(AAON)COM PAR $0.004000360206$51670.0%
LKQ Corp(LKQ)COM501889208$518140.0%
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