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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
Polaris Inc(PII)COM731068102$10920.0%
Cheesecake Factory Inc(CAKE)COM163072101$11020.0%
Levi Strauss & Co New(LEVI)CL A COM STK52736R102$11160.0%
Ringcentral Inc(RNG)CL A76680R206$11230.0%
Amneal Pharmaceuticals Inc(AMRX)COM STK CL A03168L105$11290.0%
Moelis & Co(MC)CL A60786M105$11420.0%
Loar Holdings Inc(LOAR)COM SHS53947R105$11520.0%
Century Communities Inc(CCS)COM156504300$11520.0%
Sphere Entertainment Co(SPHR)CL A55826T102$11710.0%
Txnm Energy Inc(TXNM)COM69349H107$11720.0%
H2o America(HTO)COM784305104$11720.0%
Clearway Energy Inc(CWEN)CL C18539C204$11830.0%
Atkore Inc(ATKR)COM047649108$11820.0%
Dolby Laboratories Inc(DLB)COM CL A25659T107$12020.0%
Avista Corp(AVA)COM05379B107$12030.0%
Seacoast BKG Corp FLA(SBCF)COM NEW811707801$12140.0%
Banner Corp(BANR)COM NEW06652V208$12120.0%
Cohen & Steers Inc(CNS)COM19247A100$12520.0%
Chesapeake Utils Corp(CPK)COM165303108$12610.0%
Boston Scientific Corp(BSX)COM101137107$12620.0%
Howard Hughes Holdings Inc(HHH)COM44267T102$12720.0%
Tootsie Roll Inds Inc(TR)COM890516107$12830.0%
Rush Enterprises Inc(RUSHB)CL B781846308$12920.0%
Liberty Global LTD(LBTYK)COM CL CG61188127$129110.0%
ICU MED Inc(ICUI)COM44930G107$12910.0%
Central Garden & PET Co(CENTA)CL A NON-VTG153527205$13040.0%
Exponent Inc(EXPO)COM30214U102$13120.0%
GEN Digital Inc(GEN)COM668771108$13270.0%
Greif Inc(GEF)CL A397624107$13420.0%
Epam SYS Inc(EPAM)COM29414B104$13510.0%
National Beverage Corp(FIZZ)COM635017106$13540.0%
Townebank Portsmouth VA(TOWN)COM89214P109$13540.0%
Reddit Inc(RDDT)CL A75734B100$13510.0%
Enova Intl Inc(ENVA)COM29357K103$13610.0%
Sonic Automotive Inc(SAH)CL A83545G102$13720.0%
Marzetti Company(MZTI)COM513847103$13810.0%
Bentley SYS Inc(BSY)COM CL B08265T208$14040.0%
Zscaler Inc(ZS)COM98980G102$14010.0%
Lifestance Health Group Inc(LFST)COM53228F101$140220.0%
PJT Partners Inc(PJT)COM CL A69343T107$14010.0%
Fidelity Natl Information SV(FIS)COM31620M106$14130.0%
Ingevity Corp(NGVT)COM45688C107$14220.0%
Celsius Hldgs Inc(CELH)COM NEW15118V207$14240.0%
U Haul Holding Company(UHAL)COM023586100$14330.0%
Griffon Corp(GFF)COM398433102$14520.0%
Innospec Inc(IOSP)COM45768S105$14620.0%
KBR Inc(KBR)COM48242W106$14740.0%
Bath & Body Works Inc(BBWI)COM070830104$14980.0%
Planet Fitness Master Issuer(PLNT)CL A72703H101$14920.0%
Etsy Inc(ETSY)COM29786A106$15030.0%
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