IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

HFM Investment Advisors, LLC

Q2 2025 Holdings

Filed 2025-07-22 | 1287 holdings | $227.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Snap on Inc(SNA)COM833034101$93430.0%
Builders Firstsource Inc(BLDR)COM12008R107$93480.0%
Zoom Communications Inc(ZM)CL A98980L101$936120.0%
Altria Group Inc(MO)COM02209S103$938160.0%
Edwards Lifesciences Corp(EW)COM28176E108$939120.0%
Monster Beverage Corp New(MNST)COM61174X109$940150.0%
Lululemon Athletica Inc(LULU)COM550021109$95040.0%
Block Inc(XYZ)CL A852234103$951140.0%
Caci Intl Inc(CACI)CL A127190304$95320.0%
Amcor PLC(AMCR)ORDG0250X107$9561040.0%
Dupont de Nemours Inc(DD)COM26614N102$960140.0%
Workday Inc(WDAY)CL A98138H101$96040.0%
Steris PLC(STE)SHS USDG8473T100$96140.0%
Textron Inc(TXT)COM883203101$963120.0%
Kinsale Cap Group Inc(KNSL)COM49714P108$96820.0%
BJS Whsl Club Hldgs Inc(BJ)COM05550J101$97090.0%
Alnylam Pharmaceuticals Inc(ALNY)COM02043Q107$97830.0%
Williams Sonoma Inc(WSM)COM969904101$98060.0%
Copart Inc(CPRT)COM217204106$981200.0%
Assurant Inc(AIZ)COM04621X108$98750.0%
Manhattan Associates Inc(MANH)COM562750109$98750.0%
SEI Invts Co(SEIC)COM784117103$988110.0%
Regions Financial Corp New(RF)COM7591EP100$988420.0%
DT Midstream Inc(DTM)COMMON STOCK23345M107$98990.0%
Dicks Sporting Goods Inc(DKS)COM253393102$98950.0%
Reinsurance GRP of America I(RGA)COM NEW759351604$99250.0%
Autonation Inc(AN)COM05329W102$99350.0%
Advanced Micro Devices Inc(AMD)COM007903107$99370.0%
Globe Life Inc(GL)COM37959E102$99480.0%
Hershey Co(HSY)COM427866108$99660.0%
Davita Inc(DVA)COM23918K108$99770.0%
Brown & Brown Inc(BRO)COM115236101$99890.0%
Huntington Bancshares Inc(HBAN)COM446150104$1.0K600.0%
Omnicom Group Inc(OMC)COM681919106$1.0K140.0%
Best BUY Inc(BBY)COM086516101$1.0K150.0%
Antero Resources Corp(AR)COM03674X106$1.0K250.0%
Fidelity National Financial(FNF)COM SHS31620R303$1.0K180.0%
Allegion PLC(ALLE)ORD SHSG0176J109$1.0K70.0%
East West Bancorp Inc(EWBC)COM27579R104$1.0K100.0%
Lithia Mtrs Inc(LAD)COM536797103$1.0K30.0%
Exelixis Inc(EXEL)COM30161Q104$1.0K230.0%
Everest Group LTD(EG)COMG3223R108$1.0K30.0%
Mastec Inc(MTZ)COM576323109$1.0K60.0%
Synopsys Inc(SNPS)COM871607107$1.0K20.0%
Servicenow Inc(NOW)COM81762P102$1.0K10.0%
Corebridge Finl Inc(CRBG)COM21871X109$1.0K290.0%
Resmed Inc(RMD)COM761152107$1.0K40.0%
Old REP Intl Corp(ORI)COM680223104$1.0K270.0%
American Elec PWR Co Inc(AEP)COM025537101$1.0K100.0%
Carnival Corp(CCL)UNIT 99/99/9999143658300$1.0K370.0%
PreviousPage 19 of 26Next