IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

HFM Investment Advisors, LLC

Q1 2026 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Goodyear Tire & Rubr Co(GT)COM382550101$6090.0%
SM Energy Company(SM)COM78454L100$6220.0%
Adma Biologics Inc(ADMA)COM000899104$6370.0%
Talos Energy Inc(TALO)COM87484T108$6340.0%
SLM Corp(SLM)COM78442P106$6430.0%
Under Armour Inc(UA)CL C904311206$64110.0%
Rush Street Interactive Inc(RSI)COM782011100$6530.0%
Siriuspoint LTD(SPNT)COMG8192H106$6530.0%
Euronet Worldwide Inc(EEFT)COM298736109$6610.0%
Cytokinetics Inc(CYTK)COM NEW23282W605$6610.0%
The Campbells Company(CPB)COM134429109$6730.0%
EOS Energy Enterprises Inc(EOSE)COM CL A29415C101$69140.0%
Artisan Partners Asset Mgmt(APAM)CL A04316A108$7320.0%
Trinet Group Inc(TNET)COM896288107$7320.0%
Perimeter Solutions Inc(PRM)COMMON STOCK71385M107$7330.0%
GCI Liberty Inc(GLIBK)COM SER C36164V800$7420.0%
Dynatrace Inc(DT)COM NEW268150109$7420.0%
Wiley John & Sons Inc(WLY)CL A968223206$7620.0%
Northwest Bancshares Inc(NWBI)COM667340103$7660.0%
Lantheus Hldgs Inc(LNTH)COM516544103$7610.0%
Brown Forman Corp(BF/A)CL A115637100$8030.0%
Harley Davidson Inc(HOG)COM412822108$8140.0%
Lennar Corp(LEN/B)CL B526057302$8410.0%
Alarm COM Hldgs Inc(ALRM)COM011642105$8620.0%
Rhythm Pharmaceuticals Inc(RYTM)COM76243J105$8710.0%
NCR Atleos Corporation(NATL)COM SHS63001N106$8720.0%
Shake Shack Inc(SHAK)CL A819047101$8810.0%
Northern Oil & Gas Inc(NOG)COM665531307$8830.0%
Tecnoglass Inc(TGLS)ORD SHSG87264100$8920.0%
Exlservice Hldgs Inc(EXLS)COM302081104$9130.0%
Visteon Corp(VC)COM NEW92839U206$9110.0%
Indivior Pharmaceuticals Inc(INDV)COM45579U109$9130.0%
California WTR SVC Group(CWT)COM130788102$9120.0%
Pinterest Inc(PINS)CL A72352L106$9250.0%
Viper Energy Inc(VNOM)CL A64361Q101$9420.0%
Uranium Energy Corp(UEC)COM916896103$9570.0%
O-I Glass Inc(OI)COM67098H104$9590.0%
Denali Therapeutics Inc(DNLI)COM24823R105$9650.0%
Veracyte Inc(VCYT)COM92337F107$9730.0%
Cognex Corp(CGNX)COM192422103$9820.0%
Transmedics Group Inc(TMDX)COM89377M109$9910.0%
Herc Hldgs Inc(HRI)COM42704L104$10010.0%
Madden Steven LTD(SHOO)COM556269108$10230.0%
Cargurus Inc(CARG)COM CL A141788109$10230.0%
Supernus Pharmaceuticals(SUPN)COM868459108$10320.0%
Amentum Holdings Inc(AMTM)COM023939101$10440.0%
Worthington Enterprises Inc(WOR)COM981811102$10420.0%
Frontdoor Inc(FTDR)COM35905A109$10620.0%
Bancorp Inc del(TBBK)COM05969A105$10720.0%
Bruker Corp(BRKR)COM116794108$10830.0%
PreviousPage 2 of 25Next