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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
Bank of NT Butterfield&son L(NTB)SHS NEWG0772R208$20040.0%
Alpha Metallurgical Resour I(AMR)COM020764106$20010.0%
Verra Mobility Corp(VRRM)CL A COM STK92511U102$20290.0%
Silgan Hldgs Inc(SLGN)COM827048109$20250.0%
Bancorp Inc del(TBBK)COM05969A105$20330.0%
Bright Horizons FAM SOL in D(BFAM)COM109194100$20320.0%
Scorpio Tankers Inc(STNG)SHSY7542C130$20440.0%
Epam SYS Inc(EPAM)COM29414B104$20510.0%
Harley Davidson Inc(HOG)COM412822108$205100.0%
Leonardo DRS Inc(DRS)COM52661A108$20560.0%
Bank Hawaii Corp(BOH)COM062540109$20630.0%
BGC Group Inc(BGC)CL A088929104$206230.0%
Docusign Inc(DOCU)COM256163106$20630.0%
Viasat Inc(VSAT)COM92552V100$20760.0%
O-I Glass Inc(OI)COM67098H104$207140.0%
Peabody Energy Corp(BTU)COM704551100$20870.0%
First Intst Bancsystem Inc(FIBK)COM32055Y201$20860.0%
Seadrill LTD(SDRL)COMG7997W102$20860.0%
Charter Communications Inc N(CHTR)CL A16119P108$20910.0%
Exponent Inc(EXPO)COM30214U102$20930.0%
Openlane Inc(OPLN)COM48238T109$20970.0%
Lamb Weston Hldgs Inc(LW)COM513272104$21050.0%
Globalfoundries Inc(GFS)ORDINARY SHARESG39387108$21060.0%
Knife River Corp(KNF)COMMON STOCK498894104$21230.0%
Renasant Corp(RNST)COM75970E107$21260.0%
Bancfirst Corp(BANF)COM05945F103$21320.0%
HUB Group Inc(HUBG)CL A443320106$21450.0%
Radnet Inc(RDNT)COM750491102$21530.0%
Rhythm Pharmaceuticals Inc(RYTM)COM76243J105$21520.0%
IPG Photonics Corp(IPGP)COM44980X109$21530.0%
Servisfirst Bancshares Inc(SFBS)COM81768T108$21630.0%
Tradeweb Mkts Inc(TW)CL A892672106$21620.0%
Block H & R Inc(HRB)COM093671105$21850.0%
MYR Group Inc del(MYRG)COM55405W104$21910.0%
Sonoco Prods Co(SON)COM835495102$21950.0%
Independent BK Corp Mass(INDB)COM453836108$22030.0%
Yeti Hldgs Inc(YETI)COM98585X104$22150.0%
Eastern Bankshares Inc(EBC)COM27627N105$222120.0%
Etsy Inc(ETSY)COM29786A106$22240.0%
Semtech Corp(SMTC)COM816850101$22230.0%
Bread Financial Holdings Inc(BFH)COM018581108$22330.0%
Alkermes PLC(ALKS)SHSG01767105$22480.0%
Formfactor Inc(FORM)COM346375108$22440.0%
Western UN Co(WU)COM959802109$224240.0%
Newmark Group Inc(NMRK)CL A65158N102$226130.0%
Noble Corp PLC(NE)ORD SHS AG65431127$22680.0%
Wyndham Hotels & Resorts Inc(WH)COM98311A105$22730.0%
First Hawaiian Inc(FHB)COM32051X108$22890.0%
Pool Corp(POOL)COM73278L105$22910.0%
Sotera Health Co(SHC)COM83601L102$230130.0%
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