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HFM Investment Advisors, LLC

All holdings · as of Dec 31, 2025

1,278 positions

CompanyClassValueShares% of portfolio
Atkore Inc.—$12720.0%
ABM INDUSTRIES INC /DE—$12730.0%
Blackbaud Inc—$12720.0%
VERACYTE INC—$12730.0%
TPG Inc.—$12820.0%
LyondellBasell Industries N.V.—$13030.0%
Schneider National, Inc.SNDRCommon Stock$13350.0%
CABOT CORP—$13320.0%
ZoomInfo Technologies Inc.—$133130.0%
TOWNEBANK PORTSMOUTH VA—$13440.0%
Greif, Inc—$13620.0%
Loar Holdings Inc.LOARCommon Stock$13620.0%
QUAKER CHEMICAL CORP—$13810.0%
CONSTELLATION BRANDS, INC.—$13810.0%
CONAGRA BRANDS INC.—$13980.0%
CORCEPT THERAPEUTICS INC—$14040.0%
Whirlpool Corp—$14520.0%
American States Water Co—$14520.0%
AST SpaceMobile, Inc.—$14620.0%
Super Micro Computer, Inc.—$14750.0%
TFS Financial CORPTFSLCommon Stock$148110.0%
Boise Cascade Co—$14820.0%
GRIFFON CORP—$14820.0%
Denali Therapeutics Inc.—$14990.0%
DIODES INC /DEL—$14930.0%
Herc Holdings Inc—$14910.0%
SYNAPTICS Inc—$14920.0%
Kodiak Gas Services, Inc.—$15040.0%
FIRST FINANCIAL BANCORP /OH—$15160.0%
URANIUM ENERGY CORP—$152130.0%
Euronet Worldwide Inc—$15320.0%
PARK NATIONAL CORP /OH—$15310.0%
TERADATA CORP /DE—$15350.0%
AAON, INC.—$15320.0%
CarGurus, Inc.—$15440.0%
LifeStance Health Group, Inc.LFSTCommon Stock$155220.0%
Kymera Therapeutics, Inc.—$15620.0%
Atmus Filtration Technologies Inc.—$15630.0%
Nutanix, Inc.—$15630.0%
MGE Energy Inc—$15720.0%
Garrett Motion Inc.GTXCommon Stock$15790.0%
Enova International, Inc.—$15810.0%
UL Solutions Inc.—$15820.0%
CALIX, INC—$15930.0%
Vishay Intertechnology Inc—$160110.0%
Howard Hughes Holdings Inc.—$16020.0%
Paycom Software, Inc.—$16010.0%
AXCELIS TECHNOLOGIES INC—$16120.0%
BUCKLE INC—$16130.0%
Strategic Education Inc—$16120.0%
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