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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
Bancorp Inc del(TBBK)COM05969A105$17130.0%
Openlane Inc(OPLN)COM48238T109$17170.0%
Bread Financial Holdings Inc(BFH)COM018581108$17130.0%
Draftkings Inc New(DKNG)COM CL A26142V105$17240.0%
First Intst Bancsystem Inc(FIBK)COM32055Y201$17360.0%
Sonoco Prods Co(SON)COM835495102$17440.0%
Boise Cascade Co del(BCC)COM09739D100$17420.0%
NOV Inc(NOV)COM62955J103$174140.0%
Envista Holdings Corporation(NVST)COM29415F104$17690.0%
Resideo Technologies Inc(REZI)COM76118Y104$17680.0%
Bank of NT Butterfield&son L(NTB)SHS NEWG0772R208$17740.0%
MGE Energy Inc(MGEE)COM55277P104$17720.0%
Gibraltar Inds Inc(ROCK)COM374689107$17730.0%
Globus MED Inc(GMED)CL A379577208$17730.0%
Academy Sports & Outdoors in(ASO)COM00402L107$17940.0%
Wiley John & Sons Inc(WLY)CL A968223206$17940.0%
Fuller H B Co(FUL)COM359694106$18030.0%
Teradyne Inc(TER)COM880770102$18020.0%
Sensata Technologies Hldg PL(ST)SHSG8060N102$18160.0%
Semtech Corp(SMTC)COM816850101$18140.0%
Maplebear Inc(CART)COM565394103$18140.0%
Globant S A(GLOB)COML44385109$18220.0%
Trustmark Corp(TRMK)COM898402102$18250.0%
Eastern Bankshares Inc(EBC)COM27627N105$183120.0%
Warrior MET Coal Inc(HCC)COM93627C101$18340.0%
Doximity Inc(DOCS)CL A26622P107$18430.0%
Celsius Hldgs Inc(CELH)COM NEW15118V207$18640.0%
Elanco Animal Health Inc(ELAN)COM28414H103$186130.0%
Visteon Corp(VC)COM NEW92839U206$18720.0%
Granite Constr Inc(GVA)COM387328107$18720.0%
Terex Corp New(TEX)COM880779103$18740.0%
United Parks & Resorts Inc(PRKS)COM81282V100$18940.0%
Independent BK Corp Mass(INDB)COM453836108$18930.0%
RH(RH)COM74967X103$18910.0%
Trinity Inds Inc(TRN)COM896522109$18970.0%
Simply Good Foods Co(SMPL)COM82900L102$19060.0%
Liberty Media Corp del(FWONA)COM LBTY ONE S A531229771$19020.0%
Simmons 1ST Natl Corp(SFNC)CL A $1 PAR828730200$190100.0%
Avista Corp(AVA)COM05379B107$19050.0%
Boston Beer Inc(SAM)CL A100557107$19110.0%
Flowers Foods Inc(FLO)COM343498101$192120.0%
Banner Corp(BANR)COM NEW06652V208$19230.0%
Rambus Inc del(RMBS)COM750917106$19230.0%
Progress Software Corp(PRGS)COM743312100$19230.0%
Lazard Inc(LAZ)COM52110M109$19240.0%
Avient Corporation(AVNT)COM05368V106$19460.0%
Kontoor Brands Inc(KTB)COM50050N103$19830.0%
CVB Finl Corp(CVBF)COM126600105$198100.0%
Caesars Entertainment Inc NE(CZR)COM12769G100$19970.0%
V F Corp(VFC)COM918204108$200170.0%
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