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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
Associated Banc Corp(ASB)COM045487105$268110.0%
Brinks Co(BCO)COM109696104$26830.0%
Franklin Elec Inc(FELE)COM353514102$26930.0%
Mercury SYS Inc(MRCY)COM589378108$26950.0%
Plexus Corp(PLXS)COM729132100$27120.0%
Trex Co Inc(TREX)COM89531P105$27250.0%
Cinemark Hldgs Inc(CNK)COM17243V102$27290.0%
Brady Corp(BRC)CL A104674106$27240.0%
BOX Inc(BOX)CL A10316T104$27380.0%
Cathay GEN Bancorp(CATY)COM149150104$27360.0%
LCI Inds(LCII)COM50189K103$27430.0%
Biomarin Pharmaceutical Inc(BMRN)COM09061G101$27550.0%
Insight Enterprises Inc(NSIT)COM45765U103$27620.0%
Dayforce Inc(DAY)COM15677J108$27750.0%
Piper Sandler Companies(PIPR)COM724078100$27810.0%
Landstar SYS Inc(LSTR)COM515098101$27820.0%
Hyatt Hotels Corp(H)COM CL A448579102$27920.0%
Merit MED SYS Inc(MMSI)COM589889104$28030.0%
Maximus Inc(MMS)COM577933104$28140.0%
Hexcel Corp New(HXL)COM428291108$28250.0%
Hamilton Lane Inc(HLNE)CL A407497106$28420.0%
Bankunited Inc(BKU)COM06652K103$28580.0%
Qualys Inc(QLYS)COM74758T303$28620.0%
Pure Storage Inc(PSTG)CL A74624M102$28850.0%
TRI Pointe Homes Inc(TPH)COM87265H109$28890.0%
First Finl Bankshares Inc(FFIN)COM32020R109$28880.0%
Lyondellbasell Industries N(LYB)SHS - A -N53745100$28950.0%
Marriott Vacations Worldwide(VAC)COM57164Y107$28940.0%
Timken Co(TKR)COM887389104$29040.0%
Adma Biologics Inc(ADMA)COM000899104$291160.0%
Hilton Grand Vacations Inc(HGV)COM43283X105$29170.0%
Silicon Laboratories Inc(SLAB)COM826919102$29520.0%
Vontier Corporation(VNT)COM928881101$29580.0%
Modine MFG Co(MOD)COM607828100$29630.0%
Chewy Inc(CHWY)CL A16679L109$29870.0%
CAL Maine Foods Inc(CALM)COM NEW128030202$29930.0%
Glacier Bancorp Inc New(GBCI)COM37637Q105$30270.0%
Veralto Corp(VLTO)COM SHS92338C103$30330.0%
Southern Copper Corp(SCCO)COM84265V105$30430.0%
Whirlpool Corp(WHR)COM963320106$30430.0%
Valley Natl Bancorp(VLY)COM919794107$304340.0%
Columbia BKG SYS Inc(COLB)COM197236102$304130.0%
Boot Barn Hldgs Inc(BOOT)COM099406100$30420.0%
Axos Financial Inc(AX)COM05465C100$30440.0%
Halliburton Co(HAL)COM406216101$306150.0%
Corvel Corp(CRVL)COM221006109$30830.0%
Palomar Hldgs Inc(PLMR)COM69753M105$30820.0%
Fluor Corp New(FLR)COM343412102$30860.0%
Match Group Inc New(MTCH)COM57667L107$309100.0%
Skywest Inc(SKYW)COM830879102$30930.0%
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