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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
Franklin Elec Inc(FELE)COM353514102$85880.0%
Pool Corp(POOL)COM73278L105$86040.0%
Sensient Technologies Corp(SXT)COM81725T100$86470.0%
PBF Energy Inc(PBF)CL A69318G106$865190.0%
Louisiana PAC Corp(LPX)COM546347105$866110.0%
Bread Financial Holdings Inc(BFH)COM018581108$86780.0%
Selective INS Group Inc(SIGI)COM816300107$87490.0%
OGE Energy Corp(OGE)COM670837103$876180.0%
Rush Enterprises Inc(RUSHA)CL A781846209$876120.0%
Fortune Brands Innovations I(FBIN)COM34964C106$879160.0%
Murphy Oil Corp(MUR)COM626717102$880270.0%
Norwegian Cruise Line Hldgs(NCLH)SHSG66721104$887420.0%
Avis Budget Group Inc(CAR)COM053774105$88760.0%
Solstice Advanced Matls Inc(SOLS)COM SHS83443Q103$887100.0%
Esab Corporation(ESAB)COM29605J106$88890.0%
Lantheus Hldgs Inc(LNTH)COM516544103$88880.0%
Albertsons Companies Inc(ACI)COMMON STOCK013091103$893660.0%
Skywest Inc(SKYW)COM830879102$89490.0%
Archrock Inc(AROC)COM03957W106$896220.0%
Bruker Corp(BRKR)COM116794108$903150.0%
Alnylam Pharmaceuticals Inc(ALNY)COM02043Q107$90430.0%
Brightspring Health Svcs Inc(BTSG)COM10950A106$907130.0%
Chord Energy Corporation(CHRD)COM NEW674215207$91580.0%
United Bankshares Inc West V(UBSI)COM909907107$917200.0%
Webster Finl Corp(WBS)COM947890109$918120.0%
KKR & Co Inc(KKR)COM48251W104$918100.0%
Bio-Techne Corp(TECH)COM09073M104$919130.0%
Pentair PLC(PNR)SHSG7S00T104$920120.0%
Factset Resh SYS Inc(FDS)COM303075105$92140.0%
Axalta Coating SYS LTD(AXTA)COMG0750C108$924270.0%
Brunswick Corp(BC)COM117043109$927110.0%
Texas Cap Bancshares Inc(TCBI)COM88224Q107$93090.0%
Taylor Morrison Home Corp(TMHC)COM87724P106$933130.0%
IPG Photonics Corp(IPGP)COM44980X109$93980.0%
Houlihan Lokey Inc(HLI)CL A441593100$93970.0%
Laureate ED Inc(LAUR)COMMON STOCK518613203$945260.0%
Prosperity Bancshares Inc(PB)COM743606105$950130.0%
MSC Indl Direct Inc(MSM)CL A553530106$95280.0%
Vail Resorts Inc(MTN)COM91879Q109$95470.0%
Dorman Prods Inc(DORM)COM258278100$95670.0%
Belden Inc(BDC)COM077454106$96080.0%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$962270.0%
Coeur MNG Inc(CDE)COM NEW192108504$963590.0%
Enova Intl Inc(ENVA)COM29357K103$96340.0%
Henry Jack & Assoc Inc(JKHY)COM426281101$96570.0%
Crocs Inc(CROX)COM227046109$96680.0%
Molson Coors Beverage Co(TAP)CL B60871R209$974250.0%
Axos Financial Inc(AX)COM05465C100$974100.0%
Manhattan Associates Inc(MANH)COM562750109$97570.0%
Kodiak Gas Svcs Inc(KGS)COM50012A108$977130.0%
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