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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
Comstock RES Inc(CRK)COM205768302$464220.0%
Acushnet Hldgs Corp(GOLF)COM005098108$46750.0%
GXO Logistics Incorporated(GXO)COMMON STOCK36262G101$46790.0%
Allison Transmission Hldgs I(ALSN)COM01973R101$46840.0%
U Haul Holding Company(UHAL/B)COM SER N023586506$46890.0%
Bio-Techne Corp(TECH)COM09073M104$47090.0%
Prosperity Bancshares Inc(PB)COM743606105$47070.0%
UGI Corp New(UGI)COM902681105$473130.0%
News Corp New(NWSA)CL A65249B109$474190.0%
Gates Indl Corp PLCORD SHSG39108108$475210.0%
Millrose Pptys Inc(MRP)COM CL A601137102$476170.0%
Hormel Foods Corp(HRL)COM440452100$476210.0%
Teleflex Incorporated(TFX)COM879369106$47840.0%
Smurfit Westrock PLC(SW)SHSG8267P108$478120.0%
OGE Energy Corp(OGE)COM670837103$480100.0%
First Amern Finl Corp(FAF)COM31847R102$48280.0%
Essential Utils Inc(WTRG)COM29670G102$483120.0%
General Mills Inc(GIS)COM370334104$484130.0%
Mosaic Co(MOS)COM61945C103$485190.0%
F N B Corp(FNB)COM302520101$485290.0%
Laureate ED Inc(LAUR)COMMON STOCK518613203$488140.0%
PVH Corporation(PVH)COM693656100$48870.0%
Valaris LTD(VAL)CL AG9460G101$49050.0%
Mongodb Inc(MDB)CL A60937P106$49020.0%
Cognizant Technology Solutio(CTSH)CL A192446102$49180.0%
Murphy USA Inc(MUSA)COM626755102$49410.0%
New Jersey RES Corp(NJR)COM646025106$49490.0%
Armstrong World Inds Inc New(AWI)COM04247X102$49430.0%
Western Alliance Bancorp(WAL)COM957638109$49670.0%
Verisign Inc(VRSN)COM92343E102$49720.0%
Lincoln Natl Corp IND(LNC)COM534187109$497140.0%
Enpro Inc(NPO)COM29355X107$50120.0%
Primerica Inc(PRI)COM74164M108$50120.0%
Unifirst Corp Mass(UNF)COM904708104$50320.0%
Timken Co(TKR)COM887389104$50350.0%
Bank OZK Little Rock ARK(OZK)COM06417N103$505110.0%
Resideo Technologies Inc(REZI)COM76118Y104$506150.0%
Old Natl Bancorp IND(ONB)COM680033107$508230.0%
Wynn Resorts LTD(WYNN)COM983134107$50850.0%
Louisiana PAC Corp(LPX)COM546347105$50970.0%
Brunswick Corp(BC)COM117043109$50970.0%
Federated Hermes Inc(FHI)CL B314211103$51090.0%
Gatx Corp(GATX)COM361448103$51230.0%
Simpson MFG Inc(SSD)COM829073105$51530.0%
Valley Natl Bancorp(VLY)COM919794107$516420.0%
Southern Copper Corp(SCCO)COM84265V105$51630.0%
Clorox Co del(CLX)COM189054109$51850.0%
Charles RIV Labs Intl Inc(CRL)COM159864107$51830.0%
Hanover INS Group Inc(THG)COM410867105$52030.0%
Enersys(ENS)COM29275Y102$52130.0%
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