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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
Essent Group LTD(ESNT)COMG3198U102$584100.0%
FOX Corp(FOXA)CL A COM35137L105$584100.0%
Revolution Medicines Inc(RVMD)COM76155X100$58460.0%
Kadant Inc(KAI)COM48282T104$58520.0%
Generac Hldgs Inc(GNRC)COM368736104$58630.0%
Rivian Automotive Inc(RIVN)COM CL A76954A103$587390.0%
Flowserve Corp(FLS)COM34354P105$58880.0%
Tradeweb Mkts Inc(TW)CL A892672106$58850.0%
BJS Whsl Club Hldgs Inc(BJ)COM05550J101$59160.0%
Take-Two Interactive Softwar(TTWO)COM874054109$59330.0%
Donaldson Inc(DCI)COM257651109$59470.0%
Dicks Sporting Goods Inc(DKS)COM253393102$59530.0%
RPM Intl Inc(RPM)COM749685103$59660.0%
Penske Automotive GRP Inc(PAG)COM70959W103$59840.0%
Xylem Inc(XYL)COM98419M100$59850.0%
Deckers Outdoor Corp(DECK)COM243537107$60160.0%
Lear Corp(LEA)COM NEW521865204$60550.0%
Ensign Group Inc(ENSG)COM29358P101$60530.0%
Pinnacle West Cap Corp(PNW)COM723484101$60560.0%
Keurig DR Pepper Inc(KDP)COM49271V100$606230.0%
International Paper Co(IP)COM460146103$607170.0%
Axis Cap Hldgs LTD(AXS)SHSG0692U109$60860.0%
Automatic Data Processing in(ADP)COM053015103$61030.0%
Voya Financial Inc(VOYA)COM929089100$61590.0%
Onto Innovation Inc(ONTO)COM683344105$61530.0%
Illumina Inc(ILMN)COM452327109$61650.0%
Darling Ingredients Inc(DAR)COM237266101$619100.0%
Kenvue Inc(KVUE)COM49177J102$621360.0%
Starbucks Corp(SBUX)COM855244109$62770.0%
Zebra Technologies Corporati(ZBRA)CL A989207105$62730.0%
Carlyle Group Inc(CG)COM14316J108$629130.0%
Aptargroup Inc(ATR)COM038336103$63050.0%
Airbnb Inc(ABNB)COM CL A009066101$63150.0%
PG&E Corp(PCG)COM69331C108$633360.0%
Zions Bancorporation Natl AS(ZION)COM989701107$634110.0%
Sandisk Corp(SNDK)COM80004C200$63510.0%
FOX Corp(FOX)CL B COM35137L204$637120.0%
Noble Corp PLC(NE)ORD SHS AG65431127$638130.0%
BOK Finl Corp(BOKF)COM NEW05561Q201$64050.0%
Taylor Morrison Home Corp(TMHC)COM87724P106$641110.0%
Advanced Energy Inds(AEIS)COM007973100$64520.0%
Paychex Inc(PAYX)COM704326107$64570.0%
Owens Corning New(OC)COM690742101$64960.0%
Modine MFG Co(MOD)COM607828100$65030.0%
Everest Group LTD(EG)COMG3223R108$65420.0%
Matson Inc(MATX)COM57686G105$65640.0%
Coeur MNG Inc(CDE)COM NEW192108504$657350.0%
Dell Technologies Inc(DELL)CL C24703L202$65740.0%
Edison Intl(EIX)COM281020107$65990.0%
Neurocrine Biosciences Inc(NBIX)COM64125C109$65950.0%
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