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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
Edwards Lifesciences Corp(EW)COM28176E108$938110.0%
Synopsys Inc(SNPS)COM871607107$94020.0%
Invesco LTD(IVZ)SHSG491BT108$946360.0%
FOX Corp(FOXA)CL A COM35137L105$950130.0%
XPO Inc(XPO)COM983793100$95270.0%
Agilent Technologies Inc(A)COM00846U101$95370.0%
Xylem Inc(XYL)COM98419M100$95470.0%
Interdigital Inc(IDCC)COM45867G101$95630.0%
Sprouts Fmrs MKT Inc(SFM)COM85208M102$957120.0%
American Finl Group Inc Ohio(AFG)COM025932104$95770.0%
Alcoa Corp(AA)COM013872106$957180.0%
Arch Cap Group LTD(ACGL)ORDG0450A105$960100.0%
Carlisle COS Inc(CSL)COM142339100$96030.0%
Rollins Inc(ROL)COM775711104$961160.0%
Nordson Corp(NDSN)COM655663102$96240.0%
Keycorp(KEY)COM493267108$971470.0%
Principal Financial Group in(PFG)COM74251V102$971110.0%
Hunt J B Trans Svcs Inc(JBHT)COM445658107$97250.0%
Dover Corp(DOV)COM260003108$97750.0%
GEN Digital Inc(GEN)COM668771108$979360.0%
Fidelity National Financial(FNF)COM SHS31620R303$983180.0%
Liberty Media Corp del(FWONK)COM LBTY ONE S C531229755$986100.0%
Best BUY Inc(BBY)COM086516101$1.0K150.0%
Oreilly Automotive Inc(ORLY)COM67103H107$1.0K110.0%
Labcorp Holdings Inc(LH)COM SHS504922105$1.0K40.0%
Hewlett Packard Enterprise C(HPE)COM42824C109$1.0K420.0%
Apollo Global Mgmt Inc(APO)COM03769M106$1.0K70.0%
Dycom Inds Inc(DY)COM267475101$1.0K30.0%
Steris PLC(STE)SHS USDG8473T100$1.0K40.0%
Keysight Technologies Inc(KEYS)COM49338L103$1.0K50.0%
Reinsurance GRP of America I(RGA)COM NEW759351604$1.0K50.0%
Everest Group LTD(EG)COMG3223R108$1.0K30.0%
Evercore Inc(EVR)CLASS A29977A105$1.0K30.0%
Huntington Ingalls Inds Inc(HII)COM446413106$1.0K30.0%
Teledyne Technologies Inc(TDY)COM879360105$1.0K20.0%
Automatic Data Processing in(ADP)COM053015103$1.0K40.0%
Packaging Corp Amer(PKG)COM695156109$1.0K50.0%
Snap on Inc(SNA)COM833034101$1.0K30.0%
Zoom Communications Inc(ZM)CL A98980L101$1.0K120.0%
Quest Diagnostics Inc(DGX)COM74834L100$1.0K60.0%
TD Synnex Corporation(SNX)COM87162W100$1.1K70.0%
US Foods Hldg Corp(USFD)COM912008109$1.1K140.0%
Caci Intl Inc(CACI)CL A127190304$1.1K20.0%
Netapp Inc(NTAP)COM64110D104$1.1K100.0%
Williams Sonoma Inc(WSM)COM969904101$1.1K60.0%
Accenture PLC Ireland(ACN)SHS CLASS AG1151C101$1.1K40.0%
Acuity Inc(AYI)COM00508Y102$1.1K30.0%
Toll Brothers Inc(TOL)COM889478103$1.1K80.0%
Ally Finl Inc(ALLY)COM02005N100$1.1K240.0%
Universal Hlth Svcs Inc(UHS)CL B913903100$1.1K50.0%
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