Titelia

Holdings of HFM Investment Advisors, LLC

1120 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 95.1 % of the equity sleeve

Sector breakdown

  • Industrials 1.5 %
  • Technology 1.2 %
  • Health care 1.0 %
  • Energy 0.4 %
  • Consumer discretionary 0.3 %
  • Utilities 0.3 %
  • Communication 0.3 %
  • Consumer staples 0.2 %
  • Financials 0.2 %
  • Unattributed 94.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,120186.1M $100.00 %

Positions

RankCompanySharesValueWeight
1,001EPAM Systems Inc 1135 $
1,002National Beverage Corp 4135 $
1,003Reddit Inc 1135 $
1,004Towne Bank/Portsmouth VA 4135 $
1,005Greif Inc 2134 $
1,006Gen Digital Inc 7132 $
1,007Exponent Inc 2131 $
1,008Central Garden & Pet Co 4130 $
1,009ICU Medical Inc 1129 $
1,010Rush Enterprises Inc 2129 $
1,011Tootsie Roll Industries Inc 3128 $
1,012Howard Hughes Holdings Inc 2127 $
1,013Boston Scientific Corp 2126 $
1,014Chesapeake Utilities Corp 1126 $
1,015Cohen & Steers Inc 2125 $
1,016Banner Corp 2121 $
1,017Seacoast Banking Corp of Florida 4121 $
1,018Avista Corp 3120 $
1,019Dolby Laboratories Inc 2120 $
1,020Atkore Inc 2118 $
1,021Clearway Energy Inc 3118 $
1,022Sphere Entertainment Co 1117 $
1,023TXNM Energy Inc 2117 $
1,024H2O America 2117 $
1,025Century Communities Inc 2115 $
1,026Loar Holdings Inc 2115 $
1,027Moelis & Co 2114 $
1,028Amneal Pharmaceuticals Inc 9112 $
1,029RingCentral Inc 3112 $
1,030Levi Strauss & Co 6111 $
1,031Cheesecake Factory Inc/The 2110 $
1,032Polaris Inc 2109 $
1,033Bruker Corp 3108 $
1,034Bancorp Inc/The 2107 $
1,035Frontdoor Inc 2106 $
1,036Amentum Holdings Inc 4104 $
1,037Worthington Enterprises Inc 2104 $
1,038Supernus Pharmaceuticals Inc 2103 $
1,039Cargurus Inc 3102 $
1,040Steven Madden Ltd 3102 $
1,041Herc Holdings Inc 1100 $
1,042TransMedics Group Inc 199 $
1,043Cognex Corp 298 $
1,044Veracyte Inc 397 $
1,045Denali Therapeutics Inc 596 $
1,046O-I Glass Inc 995 $
1,047Uranium Energy Corp 795 $
1,048Viper Energy Inc 294 $
1,049Pinterest Inc 592 $
1,050California Water Service Group 291 $
1,051ExlService Holdings Inc 391 $
1,052Indivior Pharmaceuticals Inc 391 $
1,053Visteon Corp 191 $
1,054Northern Oil & Gas Inc 388 $
1,055Shake Shack Inc 188 $
1,056NCR Atleos Corp 287 $
1,057Rhythm Pharmaceuticals Inc 187 $
1,058Alarm.com Holdings Inc 286 $
1,059Lennar Corp 184 $
1,060Harley-Davidson Inc 481 $
1,061Brown-Forman Corp 380 $
1,062Lantheus Holdings Inc 176 $
1,063Northwest Bancshares Inc 676 $
1,064John Wiley & Sons Inc 276 $
1,065Dynatrace Inc 274 $
1,066GCI Liberty Inc 274 $
1,067Artisan Partners Asset Management Inc 273 $
1,068Perimeter Solutions Inc 373 $
1,069TriNet Group Inc 273 $
1,070Eos Energy Enterprises Inc 1469 $
1,071Campbell's Company/The 367 $
1,072Cytokinetics Inc 166 $
1,073Euronet Worldwide Inc 166 $
1,074Rush Street Interactive Inc 365 $
1,075SLM Corp 364 $
1,076Under Armour Inc 1164 $
1,077ADMA Biologics Inc 763 $
1,078Talos Energy Inc 463 $
1,079SM Energy Co 262 $
1,080Goodyear Tire & Rubber Co/The 960 $
1,081HP Inc 358 $
1,082Coupang Inc 357 $
1,083Oscar Health Inc 557 $
1,084ROBLOX Corp 157 $
1,085Chewy Inc 254 $
1,086Clearway Energy Inc 254 $
1,087Enterprise Financial Services Corp 154 $
1,088Crescent Energy Co 454 $
1,089Sunrun Inc 454 $
1,090Columbia Financial Inc 353 $
1,091Toast Inc 253 $
1,092Mister Car Wash Inc 749 $
1,093Kinetik Holdings Inc 148 $
1,094Array Digital Infrastructure Inc 146 $
1,095Cleanspark Inc 543 $
1,096Ralliant Corp 142 $
1,097Sylvamo Corp 142 $
1,098Central Garden & Pet Co 137 $
1,099Marqeta Inc 937 $
1,100HNI Corp 133 $