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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
Etsy Inc(ETSY)COM29786A106$20140.0%
Cargurus Inc(CARG)COM CL A141788109$20160.0%
Churchill Downs Inc(CHDN)COM171484108$20220.0%
Crocs Inc(CROX)COM227046109$20320.0%
Bank Hawaii Corp(BOH)COM062540109$20330.0%
Zillow Group Inc(ZG)CL A98954M101$20530.0%
Dutch Bros Inc(BROS)CL A26701L100$20530.0%
HF Sinclair Corp(DINO)COM403949100$20550.0%
PVH Corporation(PVH)COM693656100$20630.0%
IPG Photonics Corp(IPGP)COM44980X109$20630.0%
Travel Plus Leisure Co(TNL)COM894164102$20640.0%
Newmark Group Inc(NMRK)CL A65158N102$207170.0%
Lamb Weston Hldgs Inc(LW)COM513272104$20740.0%
Flowserve Corp(FLS)COM34354P105$20940.0%
Core Natural Resources Inc(CNR)COM SHS218937100$20930.0%
Cushman Wakefield PLC(CWK)SHSG2717B108$210190.0%
Lennar Corp(LEN/B)CL B526057302$21020.0%
Walker & Dunlop Inc(WD)COM93148P102$21130.0%
Goosehead INS Inc(GSHD)COM CL A38267D109$21120.0%
Pacific Premier Bancorp(LF2)COM69478X105$211100.0%
Harley Davidson Inc(HOG)COM412822108$21290.0%
KB Home(KBH)COM48666K109$21240.0%
Pinterest Inc(PINS)CL A72352L106$21560.0%
Parsons Corp del(PSN)COM70202L102$21530.0%
Alight Inc(ALIT)COM CL A01626W101$215380.0%
Fulton Finl Corp PA(FULT)COM360271100$216120.0%
One Gas Inc(OGS)COM68235P108$21630.0%
Griffon Corp(GFF)COM398433102$21730.0%
MDU RES Group Inc(MDU)COM552690109$217130.0%
Schneider National Inc(SNDR)CL B80689H102$21790.0%
Sealed AIR Corp New(SEE)COM81211K100$21770.0%
Spire Inc(SR)COM84857L101$21930.0%
West Pharmaceutical Svsc Inc(WST)COM955306105$21910.0%
Trinet Group Inc(TNET)COM896288107$21930.0%
Premier Inc(PINC)CL A74051N102$219100.0%
Korn Ferry(KFY)COM NEW500643200$22030.0%
O-I Glass Inc(OI)COM67098H104$221150.0%
Interactive Brokers Group in(IBKR)COM CL A45841N107$22240.0%
Dolby Laboratories Inc(DLB)COM CL A25659T107$22330.0%
Dana Inc(DAN)COM235825205$223130.0%
Southwest Gas Hldgs Inc(SWX)COM844895102$22330.0%
Archrock Inc(AROC)COM03957W106$22390.0%
Exponent Inc(EXPO)COM30214U102$22430.0%
Haemonetics Corp Mass(HAE)COM405024100$22430.0%
First Hawaiian Inc(FHB)COM32051X108$22590.0%
Cohen & Steers Inc(CNS)COM19247A100$22630.0%
Community Financial System I(CBU)COM203607106$22740.0%
California RES Corp(CRC)COM STOCK13057Q305$22850.0%
Radnet Inc(RDNT)COM750491102$22840.0%
Verra Mobility Corp(VRRM)CL A COM STK92511U102$22990.0%
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