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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
Western UN Co(WU)COM959802109$262340.0%
Dolby Laboratories Inc(DLB)COM CL A25659T107$26350.0%
Liveramp Hldgs Inc(RAMP)COM53815P108$26470.0%
Vistance Networks Inc(VISN)COM20337X109$269210.0%
Roblox Corp(RBLX)CL A771049103$27250.0%
Liberty Global LTD(LBTYA)COM CL AG61188101$273240.0%
Century Alum Co(CENX)COM156431108$27760.0%
Tootsie Roll Inds Inc(TR)COM890516107$27770.0%
Jetblue Airways Corp(JBLU)COM477143101$281490.0%
Denali Therapeutics Inc(DNLI)COM24823R105$283110.0%
Avista Corp(AVA)COM05379B107$28770.0%
Indivior Pharmaceuticals Inc(INDV)COM45579U109$28870.0%
Townebank Portsmouth VA(TOWN)COM89214P109$29080.0%
Vaxcyte Inc(PCVX)COM92243G108$29150.0%
Group 1 Automotive Inc(GPI)COM398905109$29210.0%
Euronet Worldwide Inc(EEFT)COM298736109$29340.0%
Lyft Inc(LYFT)CL A COM55087P104$293200.0%
Dominos Pizza Inc(DPZ)COM25754A201$29710.0%
Levi Strauss & Co New(LEVI)CL A COM STK52736R102$298120.0%
Pacs Group Inc(PACS)COM SHS69380Q107$29970.0%
Seacoast BKG Corp FLA(SBCF)COM NEW811707801$30090.0%
Bath & Body Works Inc(BBWI)COM070830104$301130.0%
Amdocs LTD(DOX)SHSG02602103$30460.0%
Opendoor Technologies Inc(OPEN)COM683712103$305660.0%
Insulet Corp(PODD)COM45784P101$30520.0%
Central Garden & PET Co(CENTA)CL A NON-VTG153527205$31180.0%
Artisan Partners Asset Mgmt(APAM)CL A04316A108$31190.0%
Oscar Health Inc(OSCR)CL A687793109$314110.0%
Hamilton Lane Inc(HLNE)CL A407497106$31640.0%
Carmax Inc(KMX)COM143130102$31860.0%
Brown & Brown Inc(BRO)COM115236101$32150.0%
Worthington Enterprises Inc(WOR)COM981811102$32360.0%
Globalstar Inc(GSAT)COM NEW378973507$32640.0%
Genpact Limited(G)SHSG3922B107$330120.0%
Standardaero Inc(SARO)COM85423L103$330110.0%
Caesars Entertainment Inc NE(CZR)COM12769G100$332110.0%
Madden Steven LTD(SHOO)COM556269108$33780.0%
Sprouts Fmrs MKT Inc(SFM)COM85208M102$33940.0%
Kinetik Holdings Inc(KNTK)COM NEW CL A02215L209$33970.0%
Smithfield Foods Inc(SFD)COM832248207$340140.0%
Wiley John & Sons Inc(WLY)CL A968223206$34070.0%
Godaddy Inc(GDDY)CL A380237107$34040.0%
Seadrill LTD(SDRL)COMG7997W102$34190.0%
Baxter Intl Inc(BAX)COM071813109$342160.0%
Rocket COS Inc(RKT)COM CL A77311W101$347220.0%
Merit MED SYS Inc(MMSI)COM589889104$34750.0%
Cinemark Hldgs Inc(CNK)COM17243V102$350110.0%
First Merchants Corp(FRME)COM320817109$35080.0%
Ringcentral Inc(RNG)CL A76680R206$35190.0%
Veracyte Inc(VCYT)COM92337F107$35360.0%
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