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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
Oscar Health Inc(OSCR)CL A687793109$10750.0%
International Seaways Inc(INSW)COMY41053102$10930.0%
Azek Co Inc(AZEK)CL A05478C105$10920.0%
Atmus Filtration Technologie(ATMU)COM04956D107$10930.0%
Seacoast BKG Corp FLA(SBCF)COM NEW811707801$11040.0%
APA Corporation(APA)COM03743Q108$11060.0%
Liberty Global LTD(LBTYA)COM CL AG61188101$110110.0%
Triumph Financial Inc(TFIN)COM89679E300$11020.0%
Minerals Technologies Inc(MTX)COM603158106$11020.0%
Levi Strauss & Co New(LEVI)CL A COM STK52736R102$11160.0%
Quaker Houghton(KWR)COM747316107$11210.0%
Murphy Oil Corp(MUR)COM626717102$11250.0%
Alpha Metallurgical Resour I(AMR)COM020764106$11210.0%
Snap Inc(SNAP)CL A83304A106$113130.0%
Ringcentral Inc(RNG)CL A76680R206$11340.0%
Txnm Energy Inc(TXNM)COM69349H107$11320.0%
Digitalocean Hldgs Inc(DOCN)COM25402D102$11440.0%
First Merchants Corp(FRME)COM320817109$11530.0%
Kennametal Inc(KMT)COM489170100$11550.0%
Mcgrath Rentcorp(MGRC)COM580589109$11610.0%
Columbia Finl Inc(CLBK)COM197641103$11680.0%
Brown Forman Corp(BF/A)CL A115637100$11720.0%
Teleflex Incorporated(TFX)COM879369106$11810.0%
Insperity Inc(NSP)COM45778Q107$12020.0%
U Haul Holding Company(UHAL)COM023586100$12120.0%
Avantor Inc(AVTR)COM05352A100$12190.0%
Portland GEN Elec Co(POR)COM NEW736508847$12230.0%
Champion Homes Inc(SKY)COM830830105$12520.0%
Cheesecake Factory Inc(CAKE)COM163072101$12520.0%
Central Garden & PET Co(CENTA)CL A NON-VTG153527205$12540.0%
Wendys Co(WEN)COM95058W100$126110.0%
Upbound Group Inc(UPBD)COM76009N100$12650.0%
Clearway Energy Inc(CWEN)CL C18539C204$12840.0%
Blackbaud Inc(BLKB)COM09227Q100$12820.0%
F&G Annuities & Life Inc(FG)COMMON STOCK30190A104$12840.0%
Greif Inc(GEF)CL A397624107$13020.0%
Tripadvisor Inc(TRIP)COM896945201$130100.0%
Cactus Inc(WHD)CL A127203107$13130.0%
Kinetik Holdings Inc(KNTK)COM NEW CL A02215L209$13230.0%
Herc Hldgs Inc(HRI)COM42704L104$13210.0%
Gentex Corp(GNTX)COM371901109$13260.0%
MP Materials Corp(MP)COM CL A553368101$13340.0%
HUB Group Inc(HUBG)CL A443320106$13440.0%
Goodyear Tire & Rubr Co(GT)COM382550101$135130.0%
Livanova PLC(LIVN)SHSG5509L101$13530.0%
Buckle Inc(BKE)COM118440106$13630.0%
California WTR SVC Group(CWT)COM130788102$13630.0%
FB Finl Corp(FBK)COM30257X104$13630.0%
Werner Enterprises Inc(WERN)COM950755108$13750.0%
Yelp Inc(YELP)CL A985817105$13740.0%
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