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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
LKQ Corp(LKQ)COM501889208$518140.0%
Ares Management Corporation(ARES)CL A COM STK03990B101$52030.0%
Mohawk Inds Inc(MHK)COM608190104$52450.0%
Regeneron Pharmaceuticals(REGN)COM75886F107$52510.0%
UMB Finl Corp(UMBF)COM902788108$52650.0%
Ollies Bargain Outlet Hldgs(OLLI)COM681116109$52740.0%
Jazz Pharmaceuticals PLC(JAZZ)SHS USDG50871105$53150.0%
Jackson Financial Inc(JXN)COM CL A46817M107$53360.0%
Pegasystems Inc(PEGA)COM705573103$541100.0%
Firstcash Holdings Inc(FCFS)COM33768G107$54140.0%
Brinker Intl Inc(EAT)COM109641100$54130.0%
Core & Main Inc(CNM)CL A21874C102$54390.0%
Moog Inc(MOG/A)CL A615394202$54330.0%
Post Hldgs Inc(POST)COM737446104$54550.0%
Planet Fitness Inc(PLNT)CL A72703H101$54550.0%
GAP Inc(GAP)COM364760108$545250.0%
TKO Group Holdings Inc(TKO)CL A87256C101$54630.0%
Western Alliance Bancorp(WAL)COM957638109$54670.0%
Ralph Lauren Corp(RL)CL A751212101$54920.0%
Franklin Resources Inc(BEN)COM354613101$549230.0%
Starbucks Corp(SBUX)COM855244109$55060.0%
Dynatrace Inc(DT)COM NEW268150109$552100.0%
Taylor Morrison Home Corp(TMHC)COM87724P106$55390.0%
American WTR WKS Co Inc New(AWK)COM030420103$55640.0%
Akamai Technologies Inc(AKAM)COM00971T101$55870.0%
Coca Cola Cons Inc(COKE)COM191098102$55850.0%
Bunge Global SA(BG)COM SHSH11356104$56270.0%
Kirby Corp(KEX)COM497266106$56750.0%
Grand Canyon ED Inc(LOPE)COM38526M106$56730.0%
Ciena Corp(CIEN)COM NEW171779309$56970.0%
Crane Company(CR)COMMON STOCK224408104$57030.0%
Allison Transmission Hldgs I(ALSN)COM01973R101$57060.0%
CNX RES Corp(CNX)COM12653C108$573170.0%
Baxter Intl Inc(BAX)COM071813109$575190.0%
Knight-Swift Transn Hldgs in(KNX)CL A499049104$575130.0%
BWX Technologies Inc(BWXT)COM05605H100$57640.0%
Fifth Third Bancorp(FITB)COM316773100$576140.0%
Seagate Technology Hldngs PL(STX)ORD SHSG7997R103$57740.0%
Price T Rowe Group Inc(TROW)COM74144T108$57960.0%
Stride Inc(LRN)COM86333M108$58140.0%
Henry Schein Inc(HSIC)COM806407102$58480.0%
Kyndryl Hldgs Inc(KD)COMMON STOCK50155Q100$587140.0%
Sanmina Corporation(SANM)COM801056102$58760.0%
Commercial Metals Co(CMC)COM201723103$587120.0%
Fabrinet(FN)SHSG3323L100$58920.0%
Viatris Inc(VTRS)COM92556V106$589660.0%
Smucker J M Co(SJM)COM NEW832696405$58960.0%
Agilent Technologies Inc(A)COM00846U101$59050.0%
Smith A O Corp(AOS)COM831865209$59090.0%
Affiliated Managers Group in(AMG)COM008252108$59030.0%
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