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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
Weatherford Intl PLC(WFRD)ORD SHSG48833118$31440.0%
Hilton Grand Vacations Inc(HGV)COM43283X105$31470.0%
Commerce Bancshares Inc(CBSH)COM200525103$31560.0%
Maplebear Inc(CART)COM565394103$31570.0%
Lauder Estee COS Inc(EL)CL A518439104$31530.0%
Victory Cap Hldgs Inc(VCTR)COM CL A92645B103$31650.0%
Resideo Technologies Inc(REZI)COM76118Y104$31790.0%
Skyworks Solutions Inc(SWKS)COM83088M102$31850.0%
Fluor Corp New(FLR)COM343412102$31880.0%
Option Care Health Inc(OPCH)COM NEW68404L201$319100.0%
Arcosa Inc(ACA)COM039653100$31930.0%
Hyatt Hotels Corp(H)COM CL A448579102$32120.0%
Southwest Gas Hldgs Inc(SWX)COM844895102$32140.0%
MSA Safety Inc(MSA)COM553498106$32120.0%
Match Group Inc New(MTCH)COM57667L107$323100.0%
New Jersey RES Corp(NJR)COM646025106$32370.0%
Ares Management Corporation(ARES)CL A COM STK03990B101$32420.0%
Brighthouse Finl Inc(BHF)COM10922N103$32450.0%
PBF Energy Inc(PBF)CL A69318G106$326120.0%
Patrick Inds Inc(PATK)COM703343103$32630.0%
Zurn Elkay Water Solns Corp(ZWS)COM98983L108$32670.0%
Repligen Corp(RGEN)COM759916109$32820.0%
Marzetti Company(MZTI)COM513847103$32920.0%
Bruker Corp(BRKR)COM116794108$33070.0%
Chewy Inc(CHWY)CL A16679L109$331100.0%
Kirby Corp(KEX)COM497266106$33130.0%
MDU RES Group Inc(MDU)COM552690109$332170.0%
Signet Jewelers Limited(SIG)SHSG81276100$33240.0%
International Bancshares COR(IBOC)COM459044103$33350.0%
Grand Canyon ED Inc(LOPE)COM38526M106$33320.0%
Dropbox Inc(DBX)CL A26210C104$334120.0%
PJT Partners Inc(PJT)COM CL A69343T107$33520.0%
ACI Worldwide Inc(ACIW)COM004498101$33570.0%
Owens Corning New(OC)COM690742101$33630.0%
Avnet Inc(AVT)COM053807103$33770.0%
Champion Homes Inc(SKY)COM830830105$33840.0%
Archrock Inc(AROC)COM03957W106$339130.0%
Draftkings Inc New(DKNG)COM CL A26142V105$345100.0%
Dayforce Inc(DAY)COM15677J108$34650.0%
United Bankshares Inc West V(UBSI)COM909907107$34690.0%
Maximus Inc(MMS)COM577933104$34640.0%
Manhattan Associates Inc(MANH)COM562750109$34720.0%
Black Hills Corp(BKH)COM092113109$34850.0%
Badger Meter Inc(BMI)COM056525108$34920.0%
Belden Inc(BDC)COM077454106$35030.0%
Gentex Corp(GNTX)COM371901109$350150.0%
Brinks Co(BCO)COM109696104$35130.0%
Boot Barn Hldgs Inc(BOOT)COM099406100$35320.0%
Bio-Techne Corp(TECH)COM09073M104$35360.0%
Warrior MET Coal Inc(HCC)COM93627C101$35340.0%
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