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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
Bill Holdings Inc(BILL)COM090043100$27350.0%
AES Corp(AES)COM00130H105$273190.0%
Zillow Group Inc(ZG)CL A98954M101$27340.0%
Healthequity Inc(HQY)COM42226A107$27530.0%
Moelis & Co(MC)CL A60786M105$27540.0%
Reynolds Consumer Prods Inc(REYN)COM76171L106$276120.0%
TTM Technologies Inc(TTMI)COM87305R109$27640.0%
Wsfs Finl Corp(WSFS)COM929328102$27750.0%
Enact Hldgs Inc(ACT)COM29249E109$27870.0%
Genworth Finl Inc(GNW)COM SHS37247D106$280310.0%
Rocket LAB Corp(RKLB)COM773121108$28040.0%
United Cmnty BKS Blairsvle G(UCB)COM90984P303$28190.0%
Travel Plus Leisure Co(TNL)COM894164102$28340.0%
Atlantic UN Bankshares Corp(AUB)COM04911A107$28380.0%
Associated Banc Corp(ASB)COM045487105$284110.0%
ICU MED Inc(ICUI)COM44930G107$28620.0%
Stonex Group Inc(SNEX)COM861896108$28630.0%
NMI Hldgs Inc(NMIH)COM629209305$28670.0%
Telephone & Data SYS Inc(TDS)COM NEW879433829$28770.0%
Franklin Elec Inc(FELE)COM353514102$28730.0%
Erie Indty Co(ERIE)CL A29530P102$28710.0%
Brinker Intl Inc(EAT)COM109641100$28820.0%
Radian Group Inc(RDN)COM750236101$28880.0%
Texas Pacific Land Corporati(TPL)COM88262P102$28810.0%
Sealed AIR Corp New(SEE)COM81211K100$29170.0%
Cathay GEN Bancorp(CATY)COM149150104$29160.0%
Lazard Inc(LAZ)COM52110M109$29260.0%
Life Time Group Holdings Inc(LTH)COMMON STOCK53190C102$293110.0%
Plexus Corp(PLXS)COM729132100$29420.0%
Casella Waste SYS Inc(CWST)CL A147448104$29430.0%
News Corp New(NWS)CL B65249B208$297100.0%
Vontier Corporation(VNT)COM928881101$29880.0%
Ameris Bancorp(ABCB)COM03076K108$29840.0%
WEX Inc(WEX)COM96208T104$29820.0%
Fortune Brands Innovations I(FBIN)COM34964C106$30160.0%
Skywest Inc(SKYW)COM830879102$30230.0%
Lumen Technologies Inc(LUMN)COM550241103$304390.0%
PTC Therapeutics Inc(PTCT)COM69366J200$30440.0%
Balchem Corp(BCPC)COM057665200$30720.0%
Magnolia Oil & Gas Corp(MGY)CL A559663109$307140.0%
V F Corp(VFC)COM918204108$308170.0%
Cushman and Wakefield LTD(CWK)COMMON SHARESG2717C106$308190.0%
Glacier Bancorp Inc New(GBCI)COM37637Q105$30970.0%
Parsons Corp del(PSN)COM70202L102$30950.0%
Dana Inc(DAN)COM235825205$309130.0%
Adtalem Global ED Inc(ATGE)COM00737L103$31130.0%
U Haul Holding Company(UHAL/B)COM SER N023586506$31260.0%
Bankunited Inc(BKU)COM06652K103$31270.0%
Pilgrims Pride Corp(PPC)COM72147K108$31280.0%
Weatherford Intl PLC(WFRD)ORD SHSG48833118$31440.0%
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