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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
Dominion Energy Inc(D)COM25746U109$848150.0%
SLM Corp(SLM)COM78442P106$853260.0%
Ally Finl Inc(ALLY)COM02005N100$857220.0%
Penske Automotive GRP Inc(PAG)COM70959W103$85950.0%
Hunt J B Trans Svcs Inc(JBHT)COM445658107$86260.0%
United Therapeutics Corp del(UTHR)COM91307C102$86230.0%
Coterra Energy Inc(CTRA)COM127097103$863340.0%
Veeva SYS Inc(VEEV)CL A COM922475108$86430.0%
Group 1 Automotive Inc(GPI)COM398905109$87320.0%
Pool Corp(POOL)COM73278L105$87430.0%
Principal Financial Group in(PFG)COM74251V102$874110.0%
EQT Corp(EQT)COM26884L109$875150.0%
Performance Food Group Co(PFGC)COM71377A103$875100.0%
Southwest Airls Co(LUV)COM844741108$876270.0%
Avery Dennison Corp(AVY)COM053611109$87750.0%
RPM Intl Inc(RPM)COM749685103$87980.0%
Watsco Inc(WSO)COM942622200$88320.0%
Liberty Broadband Corp(LBRDK)COM SER C530307305$88590.0%
Lowes COS Inc(LOW)COM548661107$88740.0%
Royal Gold Inc(RGLD)COM780287108$88950.0%
Vertex Pharmaceuticals Inc(VRTX)COM92532F100$89020.0%
Otis Worldwide Corp(OTIS)COM68902V107$89190.0%
Arrow Electrs Inc(ARW)COM042735100$89270.0%
CDW Corp(CDW)COM12514G108$89350.0%
Molina Healthcare Inc(MOH)COM60855R100$89430.0%
Acuity Inc(AYI)COM00508Y102$89530.0%
Citizens Finl Group Inc(CFG)COM174610105$895200.0%
Factset Resh SYS Inc(FDS)COM303075105$89520.0%
Tractor Supply Co(TSCO)COM892356106$897170.0%
Vanguard Index FDS(VO)MID CAP ETF922908629$89830.0%
Godaddy Inc(GDDY)CL A380237107$90050.0%
Houlihan Lokey Inc(HLI)CL A441593100$90050.0%
Hewlett Packard Enterprise C(HPE)COM42824C109$900440.0%
Henry Jack & Assoc Inc(JKHY)COM426281101$90150.0%
Rollins Inc(ROL)COM775711104$903160.0%
Aecom(ACM)COM00766T100$90380.0%
Universal Hlth Svcs Inc(UHS)CL B913903100$90650.0%
Xylem Inc(XYL)COM98419M100$90670.0%
Schlumberger LTD(SLB)COM STK806857108$913270.0%
Toll Brothers Inc(TOL)COM889478103$91380.0%
Expeditors Intl Wash Inc(EXPD)COM302130109$91480.0%
Applied Matls Inc(AMAT)COM038222105$91550.0%
Southern Co(SO)COM842587107$918100.0%
API Group Corp(APG)COM STK00187Y100$919180.0%
Willis Towers Watson PLC LTD(WTW)SHSG96629103$92030.0%
Cadence Design System Inc(CDNS)COM127387108$92430.0%
Zebra Technologies Corporati(ZBRA)CL A989207105$92530.0%
Public SVC Enterprise GRP in(PEG)COM744573106$926110.0%
Uber Technologies Inc(UBER)COM90353T100$933100.0%
Snap on Inc(SNA)COM833034101$93430.0%
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