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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
NMI Hldgs Inc(NMIH)COM629209305$26370.0%
Portland GEN Elec Co(POR)COM NEW736508847$26450.0%
Advance Auto Parts Inc(AAP)COM00751Y106$26450.0%
Radian Group Inc(RDN)COM750236101$26580.0%
Globalstar Inc(GSAT)COM NEW378973507$26640.0%
Manhattan Associates Inc(MANH)COM562750109$26620.0%
AES Corp(AES)COM00130H105$268190.0%
Sonoco Prods Co(SON)COM835495102$27050.0%
PTC Therapeutics Inc(PTCT)COM69366J200$27340.0%
Hilton Grand Vacations Inc(HGV)COM43283X105$27470.0%
Ollies Bargain Outlet Hldgs(OLLI)COM681116109$27630.0%
MSC Indl Direct Inc(MSM)CL A553530106$27730.0%
Franklin Elec Inc(FELE)COM353514102$27730.0%
Travel Plus Leisure Co(TNL)COM894164102$27740.0%
California RES Corp(CRC)COM STOCK13057Q305$27740.0%
Mirion Technologies Inc(MIR)COM CL A60471A101$279150.0%
Synaptics Inc(SYNA)COM87157D109$28040.0%
HUT 8 Corp(HUT)COM44812J104$28160.0%
Kontoor Brands Inc(KTB)COM50050N103$28140.0%
MYR Group Inc(MYRG)COM55405W104$28210.0%
Academy Sports & Outdoors in(ASO)COM00402L107$28250.0%
United Cmnty BKS Blairsvle G(UCB)COM90984P303$28390.0%
ADT Inc del(ADT)COM00090Q103$283430.0%
Vontier Corporation(VNT)COM928881101$28480.0%
Atmus Filtration Technologie(ATMU)COM04956D107$28450.0%
Associated Banc-Corp(ASB)COM045487105$284110.0%
Cactus Inc(WHD)CL A127203107$28460.0%
Minerals Technologies Inc(MTX)COM603158106$28440.0%
Chord Energy Corporation(CHRD)COM NEW674215207$28420.0%
News Corp New(NWS)CL B65249B208$285100.0%
Enact Hldgs Inc(ACT)COM29249E109$28670.0%
Corebridge Finl Inc(CRBG)COM21871X109$286120.0%
Atlantic UN Bankshares Corp(AUB)COM04911A107$28680.0%
Hyatt Hotels Corp(H)COM CL A448579102$28820.0%
Helmerich & Payne Inc(HP)COM423452101$28880.0%
Materion Corp(MTRN)COM576690101$28920.0%
MDU RES Group Inc(MDU)COM552690109$290140.0%
Esab Corporation(ESAB)COM29605J106$29030.0%
Brown Forman Corp(BF/B)CL B115637209$291110.0%
Avis Budget Group Inc(CAR)COM053774105$29220.0%
Mercury SYS Inc(MRCY)COM589378108$29240.0%
Boot Barn Hldgs Inc(BOOT)COM099406100$29320.0%
Sealed AIR Corp New(SEE)COM81211K100$29470.0%
Commerce Bancshares Inc(CBSH)COM200525103$29560.0%
Telephone & Data SYS Inc(TDS)COM NEW879433829$29570.0%
Lamb Weston Hldgs Inc(LW)COM513272104$29670.0%
Terex Corp New(TEX)COM880779103$29650.0%
Cathay GEN Bancorp(CATY)COM149150104$29960.0%
Tetra Tech Inc New(TTEK)COM88162G103$301100.0%
First Intst Bancsystem Inc(FIBK)COM32055Y201$30190.0%
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