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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
Alpha Metallurgical Resour I(AMR)COM020764106$66040.0%
Trimble Inc(TRMB)COM896239100$666130.0%
V F Corp(VFC)COM918204108$668400.0%
Clorox Co del(CLX)COM189054109$66970.0%
Knife River Corp(KNF)COMMON STOCK498894104$67080.0%
Independent BK Corp Mass(INDB)COM453836108$67080.0%
Janus Henderson Group PLCORD SHSG4474Y214$676130.0%
Sonoco Prods Co(SON)COM835495102$677120.0%
Associated Banc-Corp(ASB)COM045487105$677220.0%
Bankunited Inc(BKU)COM06652K103$679140.0%
Transocean LTD(RIG)REGISTERED SHSH8817H100$6801390.0%
Griffon Corp(GFF)COM398433102$68370.0%
Gamestop Corp(GME)CL A36467W109$685310.0%
Match Group Inc New(MTCH)COM57667L107$685180.0%
Broadridge Finl Solutions in(BR)COM11133T103$68550.0%
Travel Plus Leisure Co(TNL)COM894164102$68890.0%
Magnolia Oil & Gas Corp(MGY)CL A559663109$691270.0%
UGI Corp New(UGI)COM902681105$691200.0%
Wsfs Finl Corp(WSFS)COM929328102$69190.0%
Scorpio Tankers Inc(STNG)SHSY7542C130$693100.0%
Reddit Inc(RDDT)CL A75734B100$69540.0%
National Fuel Gas Co(NFG)COM636180101$69590.0%
General Mills Inc(GIS)COM370334104$696200.0%
Pennymac Finl Svcs Inc New(PFSI)COM70932M107$69780.0%
Matador RES Co(MTDR)COM576485205$697140.0%
Reynolds Consumer Prods Inc(REYN)COM76171L106$699260.0%
Lumen Technologies Inc(LUMN)COM550241103$699910.0%
News Corp New(NWS)CL B65249B208$702250.0%
Champion Homes Inc(SKY)COM830830105$70580.0%
GXO Logistics Incorporated(GXO)COMMON STOCK36262G101$710140.0%
Globus MED Inc(GMED)CL A379577208$71290.0%
Charter Communications Inc(CHTR)CL A16119P108$71250.0%
Construction Partners Inc(ROAD)COM CL A21044C107$71360.0%
Marriott Vacations Worldwide(VAC)COM57164Y107$71470.0%
Iridium Communications Inc(IRDM)COM46269C102$714130.0%
UL Solutions Inc(ULS)CLASS A COM SHS903731107$71470.0%
Assured Guaranty LTD(AGO)COMG0585R106$72290.0%
Glacier Bancorp Inc New(GBCI)COM37637Q105$723140.0%
Terex Corp New(TEX)COM880779103$724100.0%
Core & Main Inc(CNM)CL A21874C102$724150.0%
ADT Inc del(ADT)COM00090Q103$7281120.0%
ICU MED Inc(ICUI)COM44930G107$73350.0%
Hilton Grand Vacations Inc(HGV)COM43283X105$734140.0%
Arrowhead Pharmaceuticals in(ARWR)COM04280A100$73490.0%
PTC Therapeutics Inc(PTCT)COM69366J200$73590.0%
Wayfair Inc(W)CL A94419L101$74080.0%
LCI Inds(LCII)COM50189K103$74270.0%
PVH Corporation(PVH)COM693656100$743100.0%
Cathay GEN Bancorp(CATY)COM149150104$744120.0%
Noble Corp PLC(NE)ORD SHS AG65431127$746200.0%
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