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
LA Z BOY Inc(LZB)COM505336107$7420.0%
Floor & Decor Hldgs Inc(FND)CL A339750101$7610.0%
Cleveland-Cliffs Inc New(CLF)COM185899101$76100.0%
Westlake Corporation(WLK)COM960413102$7610.0%
Arcbest Corp(ARCB)COM03937C105$7710.0%
Northwest Bancshares Inc MD(NWBI)COM667340103$7760.0%
Lauder Estee COS Inc(EL)CL A518439104$8110.0%
Entegris Inc(ENTG)COM29362U104$8110.0%
Veracyte Inc(VCYT)COM92337F107$8130.0%
Bruker Corp(BRKR)COM116794108$8220.0%
Hanesbrands Inc(HN9)COM410345102$82180.0%
Clear Secure Inc(YOU)COM CL A18467V109$8330.0%
Abercrombie & Fitch Co(ANF)CL A002896207$8310.0%
FMC Corp(FMC)COM NEW302491303$8420.0%
Qorvo Inc(QRVO)COM74736K101$8510.0%
Ingevity Corp(NGVT)COM45688C107$8620.0%
Uranium Energy Corp(UEC)COM916896103$88130.0%
Artisan Partners Asset Mgmt(APAM)CL A04316A108$8920.0%
Select MED Hldgs Corp(SEM)COM81619Q105$9160.0%
Walgreens Boots Alliance Inc(WBA)COM931427108$9280.0%
Sitio Royalties Corp(SB9)CLASS A COM82983N108$9250.0%
Jetblue Awys Corp(JBLU)COM477143101$93220.0%
NCR Voyix Corporation(VYX)COM62886E108$9480.0%
Atlantic UN Bankshares Corp(AUB)COM04911A107$9430.0%
Enovis Corporation(ENOV)COM194014502$9430.0%
Illumina Inc(ILMN)COM452327109$9510.0%
Wesbanco Inc(WSBC)COM950810101$9530.0%
Garrett Motion Inc(GTX)COM366505105$9590.0%
Flagstar Financial Inc(FLG)COM NEW649445400$9590.0%
Harmony Biosciences Hldgs in(HRMY)COM413197104$9530.0%
Newell Brands Inc(NWL)COM651229106$97180.0%
Ralliant Corp(RAL)COM750940108$9720.0%
Lifestance Health Group Inc(LFST)COM53228F101$98190.0%
Birkenstock Holding PLC(BIRK)COM SHSM2029K104$9820.0%
HNI Corp(HNI)COM404251100$9820.0%
MKS Inc.(MKSI)COM55306N104$9910.0%
United STS Lime & Minerals I(USLM)COM911922102$10010.0%
Sylvamo Corp(SLVM)COMMON STOCK871332102$10020.0%
Tootsie Roll Inds Inc(TR)COM890516107$10030.0%
Viavi Solutions Inc(VIAV)COM925550105$101100.0%
Onto Innovation Inc(ONTO)COM683344105$10110.0%
Payoneer Global Inc(PAYO)COM70451X104$103150.0%
Kodiak Gas Svcs Inc(KGS)COM50012A108$10330.0%
Liberty Global LTD(LBTYK)COM CL CG61188127$103100.0%
Bio-Techne Corp(TECH)COM09073M104$10320.0%
H2o America(HTO)COM784305104$10420.0%
Conmed Corp(CNMD)COM207410101$10420.0%
CCC Intelligent Solutions HL(CCC)COM12510Q100$104110.0%
Rush Enterprises Inc(RUSHB)CL B781846308$10520.0%
Vertex Inc(VERX)CL A92538J106$10630.0%
PreviousPage 3 of 26Next