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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
Lucid Group Inc(CCIVGBP)COM549498103$40190.0%
Manpowergroup Inc WIS(MAN)COM56418H100$4010.0%
Peabody Energy Corp(BTU)COM704551100$4030.0%
Polaris Inc(PII)COM731068102$4110.0%
Huntsman Corp(HUN)COM447011107$4240.0%
Denali Therapeutics Inc(DNLI)COM24823R105$4230.0%
Valaris LTD(VAL)CL AG9460G101$4210.0%
PBF Energy Inc(PBF)CL A69318G106$4320.0%
Summit Therapeutics Inc(SMMT)COM86627T108$4320.0%
Progyny Inc(PGNY)COM74340E103$4420.0%
Tidewater Inc New(TDW)COM88642R109$4610.0%
Liberty Energy Inc(LBRT)COM CL A53115L104$4640.0%
Advance Auto Parts Inc(AAP)COM00751Y106$4610.0%
Ardagh Metal Packaging S A(AMBP)SHSL02235106$47110.0%
Edgewell Pers Care Co(EPC)COM28035Q102$4720.0%
Dream Finders Homes Inc(DFH)COM CL A26154D100$5020.0%
Weatherford Intl PLC(WFRD)ORD SHSG48833118$5010.0%
Astrana Health Inc(ASTH)COM NEW03763A207$5020.0%
Asgn Inc(ASGN)COM00191U102$5010.0%
Ashland Inc(ASH)COM044186104$5010.0%
Wayfair Inc(W)CL A94419L101$5110.0%
LGI Homes Inc(LGIH)COM50187T106$5210.0%
Diodes Inc(DIOD)COM254543101$5310.0%
Noble Corp PLC(NE)ORD SHS AG65431127$5320.0%
Clearway Energy Inc(CWEN/A)CL A18539C105$5420.0%
Mister CAR Wash Inc(MCW)COM60646V105$5490.0%
Moderna Inc(MRNA)COM60770K107$5520.0%
Celanese Corp del(CE)COM150870103$5510.0%
Brunswick Corp(BC)COM117043109$5510.0%
Century Cmntys Inc(CCS)COM156504300$5610.0%
Northern Oil & Gas Inc(NOG)COM665531307$5720.0%
Olin Corp(OLN)COM PAR $1680665205$6030.0%
Ziff Davis Inc(ZD)COM48123V102$6120.0%
Lottery COM IncCOM NEW54570M207$61500.0%
Siriuspoint LTD(SPNT)COMG8192H106$6130.0%
Grocery Outlet Hldg Corp(GO)COM39874R101$6250.0%
Moelis & Co(MC)CL A60786M105$6210.0%
Albemarle Corp(ALB)COM012653101$6310.0%
Dentsply Sirona Inc(XRAY)COM24906P109$6440.0%
Stewart Information Svcs COR(STC)COM860372101$6510.0%
Synaptics Inc(SYNA)COM87157D109$6510.0%
Crescent Energy Company(CRGY)CL A COM44952J104$6980.0%
Greif Inc(GEF/B)CL B397624206$6910.0%
Axcelis Technologies Inc(ACLS)COM NEW054540208$7010.0%
Atkore Inc(ATKR)COM047649108$7110.0%
Renasant Corp(RNST)COM75970E107$7220.0%
Amneal Pharmaceuticals Inc(AMRX)COM STK CL A03168L105$7390.0%
Sentinelone Inc(S)CL A81730H109$7340.0%
Coty Inc(COTY)COM CL A222070203$74160.0%
SM Energy Co(SM)COM78454L100$7430.0%
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