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HFM Investment Advisors, LLC

Q1 2026 Holdings

Filed 2026-05-01 | 1210 holdings | $260.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Leonardo DRS Inc(DRS)COM52661A108$40190.0%
Liberty Energy Inc(LBRT)COM CL A53115L104$403140.0%
TKO Group Holdings Inc(TKO)CL A87256C101$40320.0%
Life Time Group Holdings Inc(LTH)COMMON STOCK53190C102$404150.0%
Mccormick & Co Inc(MKC)COM NON VTG579780206$40480.0%
Plexus Corp(PLXS)COM729132100$40520.0%
Hexcel Corp New(HXL)COM428291108$40550.0%
Wyndham Hotels & Resorts Inc(WH)COM98311A105$40650.0%
Moderna Inc(MRNA)COM60770K107$40680.0%
Bloom Energy Corp(BE)COM CL A093712107$40630.0%
WD 40 Co(WDFC)COM929236107$40820.0%
V F Corp(VFC)COM918204108$408240.0%
Conagra Brands Inc(CAG)COM205887102$409260.0%
Builders Firstsource Inc(BLDR)COM12008R107$41250.0%
Viasat Inc(VSAT)COM92552V100$41290.0%
Cloudflare Inc(NET)CL A COM18915M107$41320.0%
Aaon Inc(AAON)COM PAR $0.004000360206$41450.0%
Transunion(TRU)COM89400J107$41560.0%
Prestige Consmr Healthcare I(PBH)COM74112D101$41570.0%
DOW Hldgs Inc(DOW)COM260557103$417100.0%
Brighthouse Finl Inc(BHF)COM10922N103$41970.0%
Heico Corp New(HEI/A)CL A422806208$42220.0%
Credit Accep Corp Mich(CACC)COM225310101$42310.0%
Gulfport Energy Corp(GPOR)COMMON SHARES402635502$42320.0%
Axon Enterprise Inc(AXON)COM05464C101$42510.0%
Axos Financial Inc(AX)COM05465C100$42550.0%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$426170.0%
PTC Inc(PTC)COM69370C100$42730.0%
Brinker Intl Inc(EAT)COM109641100$42830.0%
Idacorp Inc(IDA)COM451107106$42930.0%
Rambus Inc del(RMBS)COM750917106$43050.0%
Houlihan Lokey Inc(HLI)CL A441593100$43130.0%
Home Bancshares Inc(HOMB)COM436893200$431160.0%
Pinnacle Finl Partners Inc(PNFP)COM72348N109$43150.0%
Gallagher Arthur J & Co(AJG)COM363576109$43320.0%
Federal Signal Corp(FSS)COM313855108$43340.0%
Dana Inc(DAN)COM235825205$437130.0%
International Seaways Inc(INSW)COMY41053102$43760.0%
Revvity Inc(RVTY)COM714046109$43850.0%
Mercury Genl Corp New(MCY)COM589400100$44150.0%
Magnolia Oil & Gas Corp(MGY)CL A559663109$442140.0%
Hancock Whitney Corporation(HWC)COM410120109$44570.0%
Scorpio Tankers Inc(STNG)SHSY7542C130$44860.0%
Ingredion Inc(INGR)COM457187102$45140.0%
Pricesmart Inc(PSMT)COM741511109$45230.0%
Snowflake Inc(SNOW)COM SHS833445109$45230.0%
Halozyme Therapeutics Inc(HALO)COM40637H109$45270.0%
United Bankshares Inc West V(UBSI)COM909907107$456110.0%
Celanese Corp del(CE)COM150870103$46070.0%
UFP Industries Inc(UFPI)COM90278Q108$46150.0%
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