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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
Albertsons COS Inc(ACI)COMMON STOCK013091103$481280.0%
Amdocs LTD(DOX)SHSG02602103$48460.0%
Simpson MFG Inc(SSD)COM829073105$48530.0%
Zebra Technologies Corporati(ZBRA)CL A989207105$48620.0%
Lennox Intl Inc(LII)COM526107107$48610.0%
Valley Natl Bancorp(VLY)COM919794107$491420.0%
F N B Corp(FNB)COM302520101$496290.0%
Jefferies Finl Group Inc(JEF)COM47233W109$49680.0%
Primoris Svcs Corp(PRIM)COM74164F103$49740.0%
Heico Corp New(HEI/A)CL A422806208$50520.0%
Littelfuse Inc(LFUS)COM537008104$50620.0%
Gatx Corp(GATX)COM361448103$50930.0%
Comstock RES Inc(CRK)COM205768302$510220.0%
F5 Inc(FFIV)COM315616102$51120.0%
OSI Systems Inc(OSIS)COM671044105$51120.0%
Take-Two Interactive Softwar(TTWO)COM874054109$51320.0%
FTI Consulting Inc(FCN)COM302941109$51330.0%
Thor Inds Inc(THO)COM885160101$51450.0%
Cadence Bank(CADE)COM12740C103$515120.0%
DTE Energy Co(DTE)COM233331107$51640.0%
Primerica Inc(PRI)COM74164M108$51720.0%
Installed Bldg Prods Inc(IBP)COM45780R101$51920.0%
American WTR WKS Co Inc New(AWK)COM030420103$52240.0%
Ensign Group Inc(ENSG)COM29358P101$52330.0%
Dupont de Nemours Inc(DD)COM26614N102$523130.0%
Illumina Inc(ILMN)COM452327109$52540.0%
Urban Outfitters Inc(URBN)COM917047102$52770.0%
Carrier Global Corporation(CARR)COM14448C104$529100.0%
Taylor Morrison Home Corp(TMHC)COM87724P106$53090.0%
Dexcom Inc(DXCM)COM252131107$53180.0%
Pinnacle West Cap Corp(PNW)COM723484101$53360.0%
ADT Inc del(ADT)COM00090Q103$533660.0%
Idex Corp(IEX)COM45167R104$53430.0%
Kenvue Inc(KVUE)COM49177J102$535310.0%
Smith A O Corp(AOS)COM831865209$53680.0%
Pegasystems Inc(PEGA)COM705573103$53890.0%
APA Corporation(APA)COM03743Q108$539220.0%
Edison Intl(EIX)COM281020107$54190.0%
BJS Whsl Club Hldgs Inc(BJ)COM05550J101$54160.0%
Global Pmts Inc(GPN)COM37940X102$54270.0%
Planet Fitness Inc(PLNT)CL A72703H101$54350.0%
Mccormick & Co Inc(MKC)COM NON VTG579780206$54580.0%
Hanover INS Group Inc(THG)COM410867105$54930.0%
West Pharmaceutical Svsc Inc(WST)COM955306105$55120.0%
Arrow Electrs Inc(ARW)COM042735100$55150.0%
CNX RES Corp(CNX)COM12653C108$552150.0%
HF Sinclair Corp(DINO)COM403949100$553120.0%
Ormat Technologies Inc(ORA)COM686688102$55350.0%
Watts Water Technologies Inc(WTS)CL A942749102$55320.0%
Prosperity Bancshares Inc(PB)COM743606105$55380.0%
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