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HFM Investment Advisors, LLC

Q2 2026 Holdings

Filed 2026-08-04 | 1293 holdings | $285.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Accenture PLC Ireland(ACN)SHS CLASS AG1151C101$74760.0%
Victorias Secret and Co(VSCO)COMMON STOCK926400102$75290.0%
Thor Inds Inc(THO)COM885160101$752100.0%
Etsy Inc(ETSY)COM29786A106$754100.0%
ACI Worldwide Inc(ACIW)COM004498101$755150.0%
Brinks Co(BCO)COM109696104$75680.0%
Victory Cap Hldgs Inc del(VCTR)COM CL A92645B103$75790.0%
Wyndham Hotels & Resorts Inc(WH)COM98311A105$75890.0%
Ingredion Inc(INGR)COM457187102$75880.0%
Tractor Supply Co(TSCO)COM892356106$759240.0%
Brighthouse Finl Inc(BHF)COM10922N103$760120.0%
Siriusxm Holdings Inc(SIRI)COMMON STOCK829933100$769260.0%
Signet Jewelers Limited(SIG)SHSG81276100$77690.0%
Bancfirst Corp(BANF)COM05945F103$77870.0%
Servisfirst Bancshares Inc(SFBS)COM81768T108$78190.0%
Chipotle Mexican Grill Inc(CMG)COM169656105$782230.0%
Interparfums Inc(IPAR)COM458334109$78470.0%
Somnigroup International Inc(SGI)COM88023U101$784100.0%
Alaska AIR Group Inc(ALK)COM011659109$784150.0%
New Jersey RES Corp(NJR)COM646025106$785140.0%
Otis Worldwide Corp(OTIS)COM68902V107$788110.0%
Booz Allen Hamilton Hldg COR(BAH)CL A099502106$789130.0%
Dana Inc(DAN)COM235825205$790290.0%
Newmarket Corp(NEU)COM651587107$79210.0%
Unifirst Corp Mass(UNF)COM904708104$79430.0%
Post Hldgs Inc(POST)COM737446104$79590.0%
Intuitive Surgical Inc(ISRG)COM NEW46120E602$79620.0%
Cognex Corp(CGNX)COM192422103$797110.0%
Tradeweb Mkts Inc(TW)CL A892672106$79880.0%
Southwest Gas Hldgs Inc(SWX)COM844895102$79990.0%
Home Bancshares Inc(HOMB)COM436893200$800280.0%
Siteone Landscape Supply Inc(SITE)COM82982L103$80170.0%
Gentex Corp(GNTX)COM371901109$809320.0%
Warrior MET Coal Inc(HCC)COM93627C101$812100.0%
Liberty Energy Inc(LBRT)COM CL A53115L104$812310.0%
Novanta Inc(NOVT)COM67000B104$81250.0%
Healthequity Inc(HQY)COM42226A107$81390.0%
Weatherford Intl PLC(WFRD)ORD SHSG48833118$815100.0%
UFP Industries Inc(UFPI)COM90278Q108$81790.0%
Cabot Corp(CBT)COM127055101$81890.0%
Brady Corp(BRC)CL A104674106$82590.0%
Unity Software Inc(U)COM91332U101$829290.0%
International Bancshares COR(IBOC)COM459044103$836110.0%
Alkermes PLC(ALKS)SHSG01767105$839160.0%
International Paper Co(IP)COM460146103$839220.0%
International Seaways Inc(INSW)COMY41053102$843110.0%
Essential Utils Inc(WTRG)COM29670G102$843220.0%
Kratos Defense & SEC Solutio(KTOS)COM NEW50077B207$848170.0%
Mcgrath Rentcorp(MGRC)COM580589109$84870.0%
Brown Forman Corp(BF/B)CL B115637209$853320.0%
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