IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

HFM Investment Advisors, LLC

Q2 2026 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Wesbanco Inc(WSBC)COM950810101$430110.0%
Dutch Bros Inc(BROS)CL A26701L100$43160.0%
Stride Inc(LRN)COM86333M108$43250.0%
Universal Display Corp(OLED)COM91347P105$43350.0%
Hayward Hldgs Inc(HAYW)COM421298100$433250.0%
Bill Holdings Inc(BILL)COM090043100$434120.0%
Coupang Inc(CPNG)CL A22266T109$435250.0%
Vontier Corporation(VNT)COM928881101$435150.0%
Piper Sandler Companies(PIPR)COM NEW724078209$43560.0%
HUB Group Inc(HUBG)CL A443320106$438100.0%
1ST Finl Bancorp(FFBC)COM320209109$440130.0%
Choice Hotels Intl Inc(CHH)COM169905106$44240.0%
FB Finl Corp(FBK)COM30257X104$44380.0%
Paramount Skydance Corp(PSKY)COM CL B69932A204$444450.0%
Minerals Technologies Inc(MTX)COM603158106$44460.0%
Sotera Health Co(SHC)COM83601L102$444250.0%
Greif Inc(GEF)CL A397624107$44760.0%
Yeti Hldgs Inc(YETI)COM98585X104$44790.0%
First Finl Bankshares Inc(FFIN)COM32020R109$450130.0%
CVB Finl Corp(CVBF)COM126600105$452200.0%
Fedex Fght Hldg Co Inc(FDXF)COMMON STOCK314352105$45330.0%
PJT Partners Inc(PJT)COM CL A69343T107$45330.0%
Olin Corp(OLN)COM PAR $1680665205$456230.0%
Lululemon Athletica Inc(LULU)COM550021109$45740.0%
BGC Group Inc(BGC)CL A088929104$460430.0%
Trustmark Corp(TRMK)COM898402102$461100.0%
Peabody Engr Corp(BTU)COM704551100$463200.0%
Banner Corp(BANR)COM NEW06652V208$46670.0%
Fuller H B Co(FUL)COM359694106$46780.0%
Fidelity Natl Information SV(FIS)COM31620M106$467120.0%
Integer Hldgs Corp(ITGR)COM45826H109$46850.0%
Greif Inc(GEF/B)CL B397624206$46850.0%
Mattel Inc(MAT)COM577081102$472340.0%
RLI Corp(RLI)COM749607107$47380.0%
Birkenstock Holding PLC(BIRK)COM SHSM2029K104$474110.0%
Floor & Decor Hldgs Inc(FND)CL A339750101$47580.0%
Quaker Houghton(KWR)COM747316107$47730.0%
Cheesecake Factory Inc(CAKE)COM163072101$47860.0%
Millrose Pptys Inc(MRP)COM CL A601137102$481160.0%
Avient Corporation(AVNT)COM05368V106$481130.0%
Loar Holdings Inc(LOAR)COM SHS53947R105$48460.0%
Conagra Brands Inc(CAG)COM205887102$485360.0%
Trinity Inds Inc(TRN)COM896522109$485140.0%
Wynn Resorts LTD(WYNN)COM983134107$48650.0%
Semtech Corp(SMTC)COM816850101$48630.0%
Insight Enterprises Inc(NSIT)COM45765U103$48840.0%
Radian Group Inc(RDN)COM750236101$490130.0%
Chesapeake Utils Corp(CPK)COM165303108$49040.0%
Helmerich & Payne Inc(HP)COM423452101$492150.0%
Lifestance Health Group Inc(LFST)COM53228F101$493460.0%
PreviousPage 6 of 26Next