Portfolio (Quarterly)
Guide ↗
HFM Investment Advisors, LLC
· CIK 0002067972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 481 | ENS | ENERSYS | Industrials | 8.0 | $2K | 0.00% | NEW | — | $233.88 | -18.8% |
| 482 | TTMI | TTM TECHNOLOGIES INC | Technology | 10.0 | $2K | 0.00% | NEW | — | $187.10 | -38.9% |
| 483 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 16.0 | $2K | 0.00% | NEW | — | $116.69 | +49.1% |
| 484 | ABNB | AIRBNB INC | Consumer Cyclical | 13.0 | $2K | 0.00% | NEW | — | $143.15 | +29.2% |
| 485 | SRE | SEMPRA | Utilities | 20.0 | $2K | 0.00% | NEW | — | $92.75 | -5.8% |
| 486 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 15.0 | $2K | 0.00% | NEW | — | $123.13 | +28.8% |
| 487 | ELAN | ELANCO ANIMAL HEALTH INC | Healthcare | 75.0 | $2K | 0.00% | NEW | — | $24.61 | -4.3% |
| 488 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 7.0 | $2K | 0.00% | NEW | — | $263.29 | +36.9% |
| 489 | ORI | OLD REP INTL CORP | Financial Services | 45.0 | $2K | 0.00% | NEW | — | $40.93 | +2.1% |
| 490 | — | ENTERGY CORP NEW | — | 16.0 | $2K | 0.00% | NEW | — | $114.88 | — |
| 491 | SN | SHARKNINJA INC | Consumer Cyclical | 12.0 | $2K | 0.00% | NEW | — | $152.33 | +18.1% |
| 492 | DDOG | DATADOG INC | Technology | 7.0 | $2K | 0.00% | NEW | — | $260.43 | -10.7% |
| 493 | BBY | BEST BUY INC | Consumer Cyclical | 24.0 | $2K | 0.00% | NEW | — | $75.92 | +12.9% |
| 494 | CRL | CHARLES RIV LABS INTL INC | Healthcare | 8.0 | $2K | 0.00% | NEW | — | $226.88 | +28.5% |
| 495 | NDAQ | NASDAQ INC | Financial Services | 23.0 | $2K | 0.00% | NEW | — | $78.83 | +23.8% |
| 496 | ZM | ZOOM COMMUNICATIONS INC | Technology | 21.0 | $2K | 0.00% | NEW | — | $86.33 | +23.1% |
| 497 | — | LIBERTY MEDIA CORP DEL | — | 19.0 | $2K | 0.00% | NEW | — | $95.16 | — |
| 498 | EXP | EAGLE MATLS INC | Basic Materials | 8.0 | $2K | 0.00% | NEW | — | $225.00 | -9.8% |
| 499 | RGLD | ROYAL GOLD INC | Basic Materials | 9.0 | $2K | 0.00% | NEW | — | $199.67 | +26.4% |
| 500 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 8.0 | $2K | 0.00% | NEW | — | $224.00 | +24.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
27.8%
Industrials
23.0%
Healthcare
16.9%
Utilities
9.8%
Consumer Cyclical
6.3%
Consumer Defensive
5.2%
Financial Services
4.5%
Communication Services
4.5%
Energy
1.0%
Basic Materials
0.9%