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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
Advanced Drain SYS Inc del(WMS)COM00790R104$23020.0%
Bill Holdings Inc(BILL)COM090043100$23150.0%
Otter Tail Corp(OTTR)COM689648103$23130.0%
Servisfirst Bancshares Inc(SFBS)COM81768T108$23330.0%
Primoris Svcs Corp(PRIM)COM74164F103$23430.0%
Guidewire Software Inc(GWRE)COM40171V100$23510.0%
BGC Group Inc(BGC)CL A088929104$235230.0%
ABM Inds Inc(ABM)COM000957100$23650.0%
Primo Brands Corporation(PRMB)CLASS A COM SHS741623102$23780.0%
DOW Inc(DOW)COM260557103$23890.0%
Bath & Body Works Inc(BBWI)COM070830104$24080.0%
Genworth Finl Inc(GNW)COM SHS37247D106$241310.0%
BIO RAD Labs Inc(BIO)CL A090572207$24110.0%
Iridium Communications Inc(IRDM)COM46269C102$24180.0%
PTC Therapeutics Inc(PTCT)COM69366J200$24450.0%
Humana Inc(HUM)COM444859102$24410.0%
Knife River Corp(KNF)COMMON STOCK498894104$24530.0%
Permian Resources Corp(PR)CLASS A COM71424F105$245180.0%
Lantheus Hldgs Inc(LNTH)COM516544103$24630.0%
Robert Half Inc.(RHI)COM770323103$24660.0%
Bancfirst Corp(BANF)COM05945F103$24720.0%
Repligen Corp(RGEN)COM759916109$24920.0%
Telephone & Data SYS Inc(TDS)COM NEW879433829$24970.0%
Biogen Inc(BIIB)COM09062X103$25120.0%
Green Brick Partners Inc(GRBK)COM392709101$25240.0%
Choice Hotels Intl Inc(CHH)COM169905106$25420.0%
Devon Energy Corp New(DVN)COM25179M103$25480.0%
MSC Indl Direct Inc(MSM)CL A553530106$25530.0%
Worthington Enterprises Inc(WOR)COM981811102$25540.0%
Zurn Elkay Water Solns Corp(ZWS)COM98983L108$25670.0%
Alkermes PLC(ALKS)SHSG01767105$25790.0%
Enersys(ENS)COM29275Y102$25730.0%
Novanta Inc(NOVT)COM67000B104$25820.0%
Lumen Technologies Inc(LUMN)COM550241103$258590.0%
National Beverage Corp(FIZZ)COM635017106$25960.0%
Ameris Bancorp(ABCB)COM03076K108$25940.0%
Guardant Health Inc(GH)COM40131M109$26050.0%
Enact Hldgs Inc(ACT)COM29249E109$26070.0%
Arcosa Inc(ACA)COM039653100$26030.0%
ON Semiconductor Corp(ON)COM682189105$26250.0%
Interparfums Inc(IPAR)COM458334109$26320.0%
ICU MED Inc(ICUI)COM44930G107$26420.0%
Scotts Miracle-Gro Co(SMG)CL A810186106$26440.0%
Mueller WTR Prods Inc(MWA)COM SER A624758108$264110.0%
Hecla MNG Co(HL)COM422704106$264440.0%
Advanced Energy Inds(AEIS)COM007973100$26520.0%
Exact Sciences Corp(EXAS)COM30063P105$26650.0%
Unity Software Inc(U)COM91332U101$266110.0%
Perrigo Co PLC(PRGO)SHSG97822103$267100.0%
Associated Banc Corp(ASB)COM045487105$268110.0%
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