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
Fulton Finl Corp PA(FULT)COM360271100$581240.0%
Tutor Perini Corp(TPC)COM901109108$58170.0%
Cognizant Technology Solutio(CTSH)CL A192446102$581150.0%
Valaris LTD(VAL)CL AG9460G101$58180.0%
Casella Waste SYS Inc(CWST)CL A147448104$58260.0%
Harley Davidson Inc(HOG)COM412822108$588240.0%
Genworth Finl Inc(GNW)COM SHS37247D106$588620.0%
Copart Inc(CPRT)COM217204106$592210.0%
Cleveland-Cliffs Inc New(CLF)COM185899101$592630.0%
Mosaic Co(MOS)COM61945C103$594280.0%
Virtu Finl Inc(VIRT)CL A928254101$596100.0%
Boston Scientific Corp(BSX)COM101137107$598140.0%
Celanese Corp del(CE)COM150870103$598130.0%
Korn Ferry(KFY)COM NEW500643200$60090.0%
Haemonetics Corp Mass(HAE)COM405024100$60080.0%
TKO Group Holdings Inc(TKO)CL A87256C101$60430.0%
LKQ Corp(LKQ)COM501889208$606230.0%
Interactive Brokers Group in(IBKR)COM CL A45841N107$61070.0%
Flagstar Bank National Assoc(FLG)COM NEW649445400$613410.0%
Liberty Media Corp del(FWONA)COM LBTY ONE S A531229771$61370.0%
Workday Inc(WDAY)CL A98138H101$61350.0%
Academy Sports & Outdoors in(ASO)COM00402L107$613130.0%
MDU RES Group Inc(MDU)COM552690109$616290.0%
Garrett Motion Inc(GTX)COM366505105$616170.0%
First Hawaiian Inc(FHB)COM32051X108$616210.0%
One Gas Inc(OGS)COM68235P108$61780.0%
Mueller WTR Prods Inc(MWA)COM SER A624758108$620240.0%
Frontdoor Inc(FTDR)COM35905A109$62180.0%
AZZ Inc(AZZ)COM002474104$62140.0%
Boise Cascade Co del(BCC)COM09739D100$62280.0%
Schneider National Inc(SNDR)CL B80689H102$622170.0%
Eastern Bankshares Inc(EBC)COM27627N105$623280.0%
AST Spacemobile Inc(ASTS)COM CL A00217D100$62370.0%
Morningstar Inc(MORN)COM617700109$62540.0%
Parsons Corp del(PSN)COM70202L102$629120.0%
Patrick Inds Inc(PATK)COM703343103$62970.0%
Otter Tail Corp(OTTR)COM689648103$63070.0%
Abercrombie & Fitch Co(ANF)CL A002896207$63170.0%
Dropbox Inc(DBX)CL A26210C104$632230.0%
Atlantic UN Bankshares Corp(AUB)COM04911A107$635150.0%
Credit Accep Corp Mich(CACC)COM225310101$63710.0%
Enact Hldgs Inc(ACT)COM29249E109$640140.0%
Green Brick Partners Inc(GRBK)COM392709101$64180.0%
Bank Hawaii Corp(BOH)COM062540109$65280.0%
Resideo Technologies Inc(REZI)COM76118Y104$654210.0%
Mccormick & Co Inc(MKC)COM NON VTG579780206$656130.0%
Zurn Elkay Water Solns Corp(ZWS)COM98983L108$657130.0%
Livanova PLC(LIVN)SHSG5509L101$65880.0%
Ashland Inc(ASH)COM044186104$659100.0%
Envista Holdings Corporation(NVST)COM29415F104$659250.0%
PreviousPage 8 of 26Next