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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
Blackbaud Inc(BLKB)COM09227Q100$12720.0%
ABM Inds Inc(ABM)COM000957100$12730.0%
Atkore Inc(ATKR)COM047649108$12720.0%
Veracyte Inc(VCYT)COM92337F107$12730.0%
TPG Inc(TPG)COM CL A872657101$12820.0%
Lyondellbasell Industries N(LYB)SHS - A -N53745100$13030.0%
Cabot Corp(CBT)COM127055101$13320.0%
Zoominfo Technologies Inc(GTM)COMMON STOCK98980F104$133130.0%
Schneider National Inc(SNDR)CL B80689H102$13350.0%
Townebank Portsmouth VA(TOWN)COM89214P109$13440.0%
Loar Holdings Inc(LOAR)COM SHS53947R105$13620.0%
Greif Inc(GEF)CL A397624107$13620.0%
Quaker Houghton(KWR)COM747316107$13810.0%
Constellation Brands Inc(STZ)CL A21036P108$13810.0%
Conagra Brands Inc(CAG)COM205887102$13980.0%
Corcept Therapeutics Inc(CORT)COM218352102$14040.0%
Whirlpool Corp(WHR)COM963320106$14520.0%
Amer States WTR Co(AWR)COM029899101$14520.0%
AST Spacemobile Inc(ASTS)COM CL A00217D100$14620.0%
Super Micro Computer Inc(SMCI)COM NEW86800U302$14750.0%
TFS Finl Corp(TFSL)COM87240R107$148110.0%
Griffon Corp(GFF)COM398433102$14820.0%
Boise Cascade Co del(BCC)COM09739D100$14820.0%
Synaptics Inc(SYNA)COM87157D109$14920.0%
Diodes Inc(DIOD)COM254543101$14930.0%
Denali Therapeutics Inc(DNLI)COM24823R105$14990.0%
Herc Hldgs Inc(HRI)COM42704L104$14910.0%
Kodiak Gas Svcs Inc(KGS)COM50012A108$15040.0%
First Finl Bancorp OH(FFBC)COM320209109$15160.0%
Uranium Energy Corp(UEC)COM916896103$152130.0%
Teradata Corp del(TDC)COM88076W103$15350.0%
Park Natl Corp(PRK)COM700658107$15310.0%
Aaon Inc(AAON)COM PAR $0.004000360206$15320.0%
Euronet Worldwide Inc(EEFT)COM298736109$15320.0%
Cargurus Inc(CARG)COM CL A141788109$15440.0%
Lifestance Health Group Inc(LFST)COM53228F101$155220.0%
Kymera Therapeutics Inc(KYMR)COM501575104$15620.0%
Nutanix Inc(NTNX)CL A67059N108$15630.0%
Atmus Filtration Technologie(ATMU)COM04956D107$15630.0%
Garrett Motion Inc(GTX)COM366505105$15790.0%
MGE Energy Inc(MGEE)COM55277P104$15720.0%
UL Solutions Inc(ULS)CLASS A COM SHS903731107$15820.0%
Enova Intl Inc(ENVA)COM29357K103$15810.0%
Calix Inc(CALX)COM13100M509$15930.0%
Paycom Software Inc(PAYC)COM70432V102$16010.0%
Vishay Intertechnology Inc(VSH)COM928298108$160110.0%
Howard Hughes Holdings Inc(HHH)COM44267T102$16020.0%
Wafd Inc(WAFD)COM938824109$16150.0%
Strategic ED Inc(STRA)COM86272C103$16120.0%
Axcelis Technologies Inc(ACLS)COM NEW054540208$16120.0%
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