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HFM Investment Advisors, LLC

All holdings · as of Dec 31, 2025

1,278 positions

CompanyClassValueShares% of portfolio
F&G Annuities & Life, Inc.FGCommon Stock$9330.0%
Sylvamo Corp$9720.0%
H2O AMERICA$9820.0%
GIBRALTAR INDUSTRIES, INC.$9920.0%
Clearway Energy, Inc.$10030.0%
WESBANCO INC$10030.0%
Supernus Pharmaceuticals Inc$10020.0%
CHEESECAKE FACTORY INC$10120.0%
Valaris Ltd$10120.0%
TIDEWATER INC$10220.0%
TripAdvisor, Inc.$10270.0%
WORTHINGTON ENTERPRISES, INC.$10420.0%
DECKERS OUTDOOR CORP$10410.0%
MCGRATH RENTCORP$10510.0%
Clear Secure, Inc.$10630.0%
AZZ INC$10810.0%
Victoria's Secret & Co.$10920.0%
TOOTSIE ROLL INDUSTRIES INC$11030.0%
COLUMBIA SPORTSWEAR CO$11120.0%
FIRST MERCHANTS CORP$11330.0%
Rush Enterprises Inc$11320.0%
Churchill Downs Inc$11410.0%
Amneal Pharmaceuticals, Inc.$11490.0%
FLAGSTAR BANK, NATIONAL ASSOCIATION$11490.0%
Avista Corp$11630.0%
Frontdoor, Inc.$11620.0%
CENTRAL GARDEN & PET CO$11740.0%
Helix Acquisition Corp. III$11820.0%
Advance Auto Parts Inc$11830.0%
LiveRamp Holdings, Inc.$11840.0%
Novanta Inc$11910.0%
Ingevity Corp$11920.0%
Walker & Dunlop, Inc.$12120.0%
KBR Inc$12130.0%
MINERALS TECHNOLOGIES INC$12220.0%
LIBERTY GLOBAL LTD$122110.0%
FLOOR & DECOR HOLDINGS INC$12220.0%
Freshworks Inc.$123100.0%
LIBERTY GLOBAL LTD$123110.0%
Artisan Partners Asset Management Inc$12330.0%
GOODYEAR TIRE & RUBBER CO /OH$123140.0%
Birkenstock Holding plc$12330.0%
SONIC AUTOMOTIVE INC$12420.0%
GoDaddy Inc.$12510.0%
CHESAPEAKE UTILITIES CORP$12510.0%
LEVI STRAUSS & CO$12560.0%
Abercrombie & Fitch Co$12610.0%
SEACOAST BANKING CORP OF FLORIDA$12640.0%
Commvault Systems Inc$12610.0%
BANNER CORP$12620.0%
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