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HFM Investment Advisors, LLC

Q4 2025 Holdings

Filed 2026-02-05 | 1278 holdings | $255.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
MP Materials Corp(MP)COM CL A553368101$35470.0%
HP Inc(HPQ)COM40434L105$357160.0%
Mueller WTR Prods Inc(MWA)COM SER A624758108$358150.0%
Darling Ingredients Inc(DAR)COM237266101$360100.0%
Copa Holdings SA(CPA)CL AP31076105$36230.0%
Marketaxess Hldgs Inc(MKTX)COM57060D108$36320.0%
The Campbells Company(CPB)COM134429109$363130.0%
Texas Cap Bancshares Inc(TCBI)COM88224Q107$36340.0%
Core & Main Inc(CNM)CL A21874C102$36470.0%
Sensata Technologies Hldg PL(ST)SHSG8060N102$367110.0%
GXO Logistics Incorporated(GXO)COMMON STOCK36262G101$36970.0%
First Amern Finl Corp(FAF)COM31847R102$36960.0%
Pricesmart Inc(PSMT)COM741511109$36930.0%
Hexcel Corp New(HXL)COM428291108$37050.0%
American Eagle Outfitters in(AEO)COM02553E106$370140.0%
Brunswick Corp(BC)COM117043109$37250.0%
Siteone Landscape Supply Inc(SITE)COM82982L103$37430.0%
Genpact Limited(G)SHSG3922B107$37580.0%
UGI Corp New(UGI)COM902681105$375100.0%
Sensient Technologies Corp(SXT)COM81725T100$37640.0%
Rush Enterprises Inc(RUSHA)CL A781846209$37870.0%
Idacorp Inc(IDA)COM451107106$38030.0%
Norwegian Cruise Line Hldg L(NCLH)SHSG66721104$380170.0%
Exlservice Holdings Inc(EXLS)COM302081104$38290.0%
Matador RES Co(MTDR)COM576485205$38290.0%
Avis Budget Group(CAR)COM053774105$38530.0%
Unifirst Corp Mass(UNF)COM904708104$38620.0%
Home Bancshares Inc(HOMB)COM436893200$389140.0%
Esco Technologies Inc(ESE)COM296315104$39120.0%
Allison Transmission Hldgs I(ALSN)COM01973R101$39240.0%
Kinsale Cap Group Inc(KNSL)COM49714P108$39210.0%
LKQ Corp(LKQ)COM501889208$393130.0%
KB Home(KBH)COM48666K109$39570.0%
Mattel Inc(MAT)COM577081102$397200.0%
Post Hldgs Inc(POST)COM737446104$39740.0%
CAL Maine Foods Inc(CALM)COM NEW128030202$39850.0%
Cleveland-Cliffs Inc New(CLF)COM185899101$399300.0%
American Airls Group Inc(AAL)COM02376R102$399260.0%
Nelnet Inc(NNI)CL A64031N108$39930.0%
Acushnet Hldgs Corp(GOLF)COM005098108$40050.0%
Modine MFG Co(MOD)COM607828100$40130.0%
Synovus Finl Corp(SYU1)COM NEW87161C501$40180.0%
National Fuel Gas Co(NFG)COM636180101$40150.0%
Old Natl Bancorp IND(ONB)COM680033107$402180.0%
Science Applications Intl Co(SAIC)COM808625107$40340.0%
Murphy USA Inc(MUSA)COM626755102$40410.0%
SLM Corp(SLM)COM78442P106$406150.0%
Murphy Oil Corp(MUR)COM626717102$407130.0%
Generac Hldgs Inc(GNRC)COM368736104$41030.0%
Bank OZK Little Rock ARK(OZK)COM06417N103$41590.0%
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