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HFM Investment Advisors, LLC

All holdings · as of Dec 31, 2025

1,278 positions

CompanyClassValueShares% of portfolio
Helmerich & Payne Inc$23080.0%
COMMUNITY FINANCIAL SYSTEM, INC.$23040.0%
Sotera Health Co$230130.0%
GRANITE CONSTRUCTION INC$23120.0%
ONE Gas, Inc.$23230.0%
FULTON FINANCIAL CORP$232120.0%
APPFOLIO INC$23310.0%
SCOTTS MIRACLE-GRO CO$23440.0%
BROWN FORMAN CORP$23590.0%
Vistance Networks, Inc.$236130.0%
FULLER H B CO$23840.0%
Transocean Ltd.$240580.0%
PORTLAND GENERAL ELECTRIC CO /OR$24050.0%
UNITED STATES LIME & MINERALS INCUSLMCommon Stock$24020.0%
Haemonetics Corporation$24130.0%
CENTRUS ENERGY CORP$24310.0%
International Seaways, Inc.$24350.0%
LOUISIANA-PACIFIC CORP$24330.0%
LCI INDUSTRIES$24320.0%
Dutch Bros Inc.$24540.0%
Globalstar, Inc.GSATCommon Stock$24540.0%
Kontoor Brands, Inc.$24540.0%
Dorman Products, Inc.$24720.0%
Materion Corp$24920.0%
Samsara Inc.$24970.0%
STEVEN MADDEN, LTD.$25060.0%
Academy Sports & Outdoors, Inc.$25050.0%
Dell Technologies Inc.$25220.0%
ALASKA AIR GROUP, INC.$25250.0%
Tri Pointe Homes, Inc.$25280.0%
Polaris Inc.$25340.0%
MSC Industrial Direct Co., Inc.$25330.0%
Dolby Laboratories Inc$25740.0%
Crocs, Inc.$25730.0%
Liberty Energy Inc$259140.0%
Madison Square Garden Sports Corp.$25910.0%
HORMEL FOODS CORP /DE$261110.0%
Envista Holdings Corp$261120.0%
Globus Medical Inc$26230.0%
Mosaic Co/The$265110.0%
KORN FERRY$26540.0%
Qualys Inc$26620.0%
VAIL RESORTS INC$26620.0%
TEREX CORP$26750.0%
FIRST FINANCIAL BANKSHARES INC$26990.0%
Hamilton Lane INC$26920.0%
PVH CORP. /DE$26940.0%
Annaly Capital Management Inc$269120.0%
Palomar Holdings, Inc.$27020.0%
Smurfit Westrock plc$27170.0%
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