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HFM Investment Advisors, LLC

All holdings · as of Dec 31, 2025

1,278 positions

CompanyClassValueShares% of portfolio
ZILLOW GROUP, INC.$27340.0%
AES CORP$273190.0%
BILL Holdings Inc$27350.0%
HEALTHEQUITY, INC.$27530.0%
Moelis & Co$27540.0%
TTM Technologies Inc$27640.0%
Reynolds Consumer Products Inc.REYNCommon Stock$276120.0%
WSFS FINANCIAL CORP$27750.0%
Enact Holdings, Inc.ACTCommon Stock$27870.0%
GENWORTH FINANCIAL INC$280310.0%
Rocket Lab CorpRKLBCommon Stock$28040.0%
UNITED COMMUNITY BANKS INC$28190.0%
Atlantic Union Bankshares Corp$28380.0%
Travel + Leisure Co$28340.0%
ASSOCIATED BANC-CORP$284110.0%
NMI Holdings, Inc.$28670.0%
ICU MEDICAL INC/DE$28620.0%
StoneX Group Inc.$28630.0%
FRANKLIN ELECTRIC CO INC$28730.0%
ERIE INDEMNITY CO$28710.0%
Telephone and Data Systems Inc$28770.0%
BRINKER INTERNATIONAL, INC$28820.0%
Texas Pacific Land Corp$28810.0%
RADIAN GROUP INC$28880.0%
CATHAY GENERAL BANCORP$29160.0%
Sealed Air Corp$29170.0%
Lazard Inc$29260.0%
Life Time Group Holdings, Inc.$293110.0%
CASELLA WASTE SYSTEMS INC$29430.0%
PLEXUS CORP$29420.0%
NEWS CORP$297100.0%
WEX Inc$29820.0%
Ameris Bancorp$29840.0%
VONTIER CORP$29880.0%
Fortune Brands Innovations, Inc.$30160.0%
SKYWEST INC$30230.0%
Lumen Technologies, Inc.$304390.0%
PTC Therapeutics Inc$30440.0%
BALCHEM CORP$30720.0%
Magnolia Oil & Gas Corp$307140.0%
V. F. CORPORATION$308170.0%
CUSHMAN AND WAKEFIELD LTD$308190.0%
PARSONS CORPPSNCommon Stock$30950.0%
GLACIER BANCORP, INC.$30970.0%
DANA Inc$309130.0%
Adtalem Global Education Inc$31130.0%
U-Haul Holding Co$31260.0%
PILGRIMS PRIDE CORPPPCCommon Stock$31280.0%
BankUnited, Inc.$31270.0%
Hilton Grand Vacations Inc.$31470.0%
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