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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
Flowers Foods Inc(FLO)COM343498101$87110.0%
Uipath Inc(PATH)CL A90364P105$8780.0%
Globant S A(GLOB)COML44385109$8730.0%
Lennar Corp(LEN/B)CL B526057302$8910.0%
Churchill Downs Inc(CHDN)COM171484108$9010.0%
Ardagh Metal Packaging S A(AMBP)SHSL02235106$95200.0%
Zillow Group Inc(ZG)CL A98954M101$9530.0%
Chewy Inc(CHWY)CL A16679L109$9950.0%
Draftkings Inc New(DKNG)COM CL A26142V105$10240.0%
Flutter Entmt PLC(FLUT)SHSG3643J108$10310.0%
Chemours Co(CC)COM163851108$10350.0%
Kemper Corp(KMPR)COM488401100$10840.0%
Kyndryl Hldgs Inc(KD)COMMON STOCK50155Q100$114100.0%
Marketaxess Hldgs Inc(MKTX)COM57060D108$11410.0%
Txnm Energy Inc(TXNM)COM69349H107$11420.0%
Marzetti Company(MZTI)COM513847103$11510.0%
DHT Holdings Inc(DHT)SHS NEWY2065G121$11670.0%
Whirlpool Corp(WHR)COM963320106$11930.0%
Catalyst Pharmaceuticals Inc(CPRX)COM14888U101$12640.0%
O-I Glass Inc(OI)COM67098H104$126130.0%
Versigent PLC(VGNT)ORDINARY SHARESG9600F104$12730.0%
Penn Entertainment Inc(PENN)COM707569109$12960.0%
Brookdale SR Living Inc(BKD)COM112463104$12980.0%
Under Armour Inc(UA)CL C904311206$131210.0%
Enterprise Finl Svcs Corp(EFSC)COM293712105$13220.0%
Docusign Inc(DOCU)COM256163106$13430.0%
Central Garden & PET Co(CENT)COM153527106$13430.0%
Hamilton Insurance Group LTD(HG)CL BG42706104$13640.0%
Qualys Inc(QLYS)COM74758T303$13810.0%
Supernus Pharmaceuticals(SUPN)COM868459108$14030.0%
Hawkins Inc(HWKN)COM420261109$14310.0%
Northern Oil & Gas Inc(NOG)COM665531307$14680.0%
Array Digital Infrastructure(AD)COM911684108$14640.0%
Workiva Inc(WK)COM CL A98139A105$14630.0%
Ralliant Corp(RAL)COM750940108$14820.0%
Uranium Energy Corp(UEC)COM916896103$150140.0%
Crinetics Pharmaceuticals in(CRNX)COM22663K107$15040.0%
Trex Inc(TREX)COM89531P105$15130.0%
Northwest Bancshares Inc(NWBI)COM667340103$152100.0%
Robert Half Inc.(RHI)COM770323103$15450.0%
Talos Energy Inc(TALO)COM87484T108$155120.0%
Exlservice Hldgs Inc(EXLS)COM302081104$15660.0%
Planet Fitness Master Issuer(PLNT)CL A72703H101$15730.0%
Solaris Energy Infras Inc(SEI)COM CL A83418M103$16120.0%
Alamo Group Inc(ALG)COM011311107$16510.0%
Liberty Broadband Corp(LBRDK)COM SER C530307305$16750.0%
Siriuspoint LTD(SPNT)COMG8192H106$16870.0%
Sentinelone Inc(S)CL A81730H109$170100.0%
Beam Therapeutics Inc(BEAM)COM07373V105$17250.0%
Cleanspark Inc(CLSK)COM NEW18452B209$175120.0%
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