Portfolio (Quarterly)
Guide ↗
HFM Investment Advisors, LLC
· CIK 0002067972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1241 | FLO | FLOWERS FOODS INC | Consumer Defensive | 11.0 | $87.0 | — | NEW | — | $7.91 | -4.7% |
| 1242 | PATH | UIPATH INC | Technology | 8.0 | $87.0 | — | NEW | — | $10.88 | +42.9% |
| 1243 | GLOB | GLOBANT S A | Technology | 3.0 | $87.0 | — | NEW | — | $29.00 | +25.6% |
| 1244 | GT | GOODYEAR TIRE & RUBR CO | Consumer Cyclical | 13.0 | $86.0 | — | NEW | — | $6.62 | -7.6% |
| 1245 | PLUS | EPLUS INC | Technology | 1.0 | $84.0 | — | NEW | — | $84.00 | +2.6% |
| 1246 | QS | QUANTUMSCAPE CORP | Consumer Cyclical | 11.0 | $84.0 | — | NEW | — | $7.64 | -25.4% |
| 1247 | WAY | WAYSTAR HLDG CORP | Technology | 4.0 | $83.0 | — | NEW | — | $20.75 | +19.0% |
| 1248 | CNR | CORE NATURAL RESOURCES INC | Energy | 1.0 | $81.0 | — | NEW | — | $81.00 | +14.2% |
| 1249 | PAYO | PAYONEER GLOBAL INC | Technology | 11.0 | $79.0 | — | NEW | — | $7.18 | -0.8% |
| 1250 | CLVT | CLARIVATE PLC | Technology | 36.0 | $78.0 | — | NEW | — | $2.17 | -12.1% |
| 1251 | GBTG | GLOBAL BUSINESS TRAVEL GROUP | Technology | 8.0 | $76.0 | — | NEW | — | $9.50 | -0.5% |
| 1252 | MGNI | MAGNITE INC | Communication Services | 4.0 | $76.0 | — | NEW | — | $19.00 | +31.9% |
| 1253 | ELF | E L F BEAUTY INC | Consumer Defensive | 1.0 | $74.0 | — | NEW | — | $74.00 | +26.6% |
| 1254 | PAY | PAYMENTUS HOLDINGS INC | Technology | 3.0 | $73.0 | — | NEW | — | $24.33 | +63.4% |
| 1255 | HGTY | HAGERTY INC | Financial Services | 6.0 | $72.0 | — | NEW | — | $12.00 | +7.5% |
| 1256 | PTON | PELOTON INTERACTIVE INC | Consumer Cyclical | 12.0 | $71.0 | — | NEW | — | $5.92 | -9.8% |
| 1257 | CNXC | CONCENTRIX CORP | Technology | 3.0 | $68.0 | — | NEW | — | $22.67 | +0.9% |
| 1258 | DYN | DYNE THERAPEUTICS INC | Healthcare | 3.0 | $67.0 | — | NEW | — | $22.33 | +15.0% |
| 1259 | DOCS | DOXIMITY INC | Healthcare | 3.0 | $63.0 | — | NEW | — | $21.00 | +19.5% |
| 1260 | CELH | CELSIUS HLDGS INC | Consumer Defensive | 2.0 | $59.0 | — | NEW | — | $29.50 | +0.5% |
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%