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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
Selective INS Group Inc(SIGI)COM816300107$22630.0%
American Airlines Group Inc(AAL)COM02376R102$226210.0%
Independent BK Corp Mass(INDB)COM453836108$22630.0%
Pilgrims Pride Corp(PPC)COM72147K108$22760.0%
RLI Corp(RLI)COM749607107$22840.0%
Super Micro Computer Inc(SMCI)COM NEW86800U302$228100.0%
Solstice Advanced Matls Inc(SOLS)COM SHS83443Q103$22830.0%
Liberty Global LTD(LBTYA)COM CL AG61188101$230190.0%
Gamestop Corp(GME)CL A36467W109$230100.0%
Qnity Electronics Inc(Q)COMMON STOCK74743L100$23120.0%
Semtech Corp(SMTC)COM816850101$23130.0%
Covista Inc(ATGE)COM00737L103$23120.0%
Teradata Corp del(TDC)COM88076W103$23190.0%
Tutor Perini Corp(TPC)COM901109108$23230.0%
Cushman and Wakefield LTD(CWK)COMMON SHARESG2717C106$233190.0%
Liberty Media Corp del(FWONA)COM LBTY ONE S A531229771$23430.0%
Community Financial System I(CBU)COM203607106$23540.0%
Century Alum Co(CENX)COM156431108$23540.0%
Okta Inc(OKTA)CL A679295105$23630.0%
Everus Constr Group(ECG)COM300426103$23620.0%
Datadog Inc(DDOG)CL A COM23804L103$23620.0%
Novanta Inc(NOVT)COM67000B104$23620.0%
Vistance Networks Inc(VISN)COM20337X109$237130.0%
Casella Waste SYS Inc(CWST)CL A147448104$23830.0%
Palomar Hldgs Inc(PLMR)COM69753M105$23920.0%
Liveramp Hldgs Inc(RAMP)COM53815P108$23990.0%
Granite Constr Inc(GVA)COM387328107$24020.0%
Clear Secure Inc(YOU)COM CL A18467V109$24250.0%
Fulton Finl Corp PA(FULT)COM360271100$244120.0%
Knife River Corp(KNF)COMMON STOCK498894104$24530.0%
LCI Inds(LCII)COM50189K103$24620.0%
Fuller H B Co(FUL)COM359694106$24740.0%
Oceaneering Intl Inc(OII)COM675232102$24870.0%
Alkermes PLC(ALKS)SHSG01767105$24870.0%
AST Spacemobile Inc(ASTS)COM CL A00217D100$24930.0%
Crocs Inc(CROX)COM227046109$24930.0%
Dropbox Inc(DBX)CL A26210C104$250110.0%
AZZ Inc(AZZ)COM002474104$25020.0%
Birkenstock Holding PLC(BIRK)COM SHSM2029K104$25170.0%
DXC Technology Co(DXC)COM23355L106$251200.0%
Genworth Finl Inc(GNW)COM SHS37247D106$252310.0%
Annaly Capital Management in(NLY)COM NEW035710839$254120.0%
Pegasystems Inc(PEGA)COM705573103$25560.0%
Cinemark Hldgs Inc(CNK)COM17243V102$25790.0%
Vail Resorts Inc(MTN)COM91879Q109$25720.0%
One Gas Inc(OGS)COM68235P108$25830.0%
Marriott Vacations Worldwide(VAC)COM57164Y107$26040.0%
United STS Lime & Minerals I(USLM)COM911922102$26120.0%
Gentex Corp(GNTX)COM371901109$262120.0%
Kulicke & Soffa Inds Inc(KLIC)COM501242101$26340.0%
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