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HFM Investment Advisors, LLC

All holdings · as of Dec 31, 2025

1,278 positions

CompanyClassValueShares% of portfolio
BROWN FORMAN CORP$5320.0%
Enterprise Financial Services Corp$5410.0%
ARRAY DIGITAL INFRASTRUCTURE, INC.ADCommon Stock$5410.0%
Kyndryl Holdings, Inc.$5420.0%
Clearway Energy, Inc.$5520.0%
CLARIVATE PLC$57170.0%
MARRIOTT VACATIONS WORLDWIDE Corp$5810.0%
ASHLAND INC.$5910.0%
Rush Street Interactive, Inc.$5930.0%
SentinelOne, Inc.$6040.0%
Yelp Inc$6120.0%
John Wiley & Sons Inc$6220.0%
Cohen & Steers, Inc.$6310.0%
OLIN Corp$6330.0%
Avient Corp$6320.0%
GILDAN ACTIVEWEAR INC$6310.0%
CCC Intelligent Solutions Holdings Inc.$6480.0%
NATIONAL BEVERAGE CORP$6420.0%
JETBLUE AIRWAYS CORPORATION$64140.0%
WEIS MARKETS INC$6510.0%
MAGNITE, INC.$6540.0%
Northern Oil & Gas Inc$6530.0%
SiriusPoint Ltd$6630.0%
CORVEL CORP$6810.0%
Avantor, Inc.$6960.0%
Oscar Health, Inc.$7250.0%
COGNEX CORP$7220.0%
Northwest Bancshares, Inc.$7260.0%
Avidity Biosciences, Inc.$7310.0%
QuantumScape Corp$7370.0%
United Parks & Resorts Inc.$7320.0%
WESTLAKE CORPWLKCommon Stock$7410.0%
nCino Inc.$7730.0%
NCR Atleos Corp$7720.0%
Innospec Inc$7710.0%
Viper Energy, Inc.$7820.0%
Enovis CORP$8030.0%
Marqeta Inc$81170.0%
NCR Voyix Corp$8280.0%
Perimeter Solutions, Inc.$8330.0%
Concentrix Corp$8420.0%
Global Business Travel Group, Inc.GBTGCommon Stock$85110.0%
California Water Service Group$8720.0%
RingCentral Inc$8730.0%
Doximity, Inc.$8920.0%
CLEANSPARK, INC.$9290.0%
Cactus, Inc.$9220.0%
Hut 8 Corp.$9220.0%
KULICKE & SOFFA INDUSTRIES INC$9220.0%
F&G Annuities & Life, Inc.FGCommon Stock$9330.0%
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