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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
ABM Inds Inc(ABM)COM000957100$35480.0%
Acadia Pharmaceuticals Inc(ACAD)COM004225108$355140.0%
Bright Horizons FAM SOL in D(BFAM)COM109194100$35550.0%
Atmus Filtration Technologie(ATMU)COM04956D107$35770.0%
Century Communities Inc(CCS)COM156504300$35950.0%
Crane NXT Co(CXT)COM224441105$35970.0%
Simmons First Natl Corp(SFNC)CL A $1 PAR828730200$363160.0%
TPG Inc(TPG)COM CL A872657101$36590.0%
Pilgrims Pride Corp(PPC)COM72147K108$366130.0%
Park Natl Corp(PRK)COM700658107$36620.0%
SM Energy Company(SM)COM78454L100$366140.0%
AES Corp(AES)COM00130H105$367250.0%
Radnet Inc(RDNT)COM750491102$37160.0%
F&G Annuities & Life Inc(FG)COMMON STOCK30190A104$373140.0%
Comstock RES Inc(CRK)COM205768302$373250.0%
National Beverage Corp(FIZZ)COM635017106$375120.0%
Clearway Energy Inc(CWEN)CL C18539C204$376110.0%
Bancorp Inc del(TBBK)COM05969A105$37660.0%
Maximus Inc(MMS)COM577933104$37770.0%
Lazard Inc(LAZ)COM52110M109$37890.0%
Newmark Group Inc(NMRK)CL A65158N102$378250.0%
Warner Music Group Corp(WMG)COM CL A934550203$379140.0%
The Campbells Company(CPB)COM134429109$379170.0%
Vicor Corp(VICR)COM925815102$38010.0%
Teradata Corp del(TDC)COM88076W103$382110.0%
Brown Forman Corp(BF/A)CL A115637100$384140.0%
Strategic ED Inc(STRA)COM86272C103$38450.0%
Ollies Bargain Outlet Hldgs(OLLI)COM681116109$38550.0%
Hyatt Hotels Corp(H)COM CL A448579102$38820.0%
Bentley SYS Inc(BSY)COM CL B08265T208$389130.0%
Fiserv Inc(FISV)COM337738108$39380.0%
MP Materials Corp(MP)COM CL A553368101$39370.0%
American Eagle Outfitters in(AEO)COM02553E106$396230.0%
Epam SYS Inc(EPAM)COM29414B104$39750.0%
Servicenow Inc(NOW)COM81762P102$39840.0%
Madison Square Grdn Sprt COR(MSGS)CL A55825T103$40210.0%
Willscot Hldgs Corp(WSC)COM CL A971378104$405140.0%
Scotts Miracle-Gro Co(SMG)CL A810186106$40960.0%
Cactus Inc(WHD)CL A127203107$41080.0%
Mirion Technologies Inc(MIR)COM CL A60471A101$413230.0%
Portland GEN Elec Co(POR)COM NEW736508847$41580.0%
Amneal Pharmaceuticals Inc(AMRX)COM STK CL A03168L105$416240.0%
Aecom(ACM)COM00766T100$41960.0%
United STS Lime & Minerals I(USLM)COM911922102$41940.0%
Paylocity Hldg Corp(PCTY)COM70438V106$41940.0%
Pinterest Inc(PINS)CL A72352L106$421200.0%
Wafd Inc(WAFD)COM938824109$423110.0%
California RES Corp(CRC)COM STOCK13057Q305$42380.0%
TFS Finl Corp(TFSL)COM87240R107$426240.0%
Renasant Corp(RNST)COM75970E107$426100.0%
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