Portfolio (Quarterly)
Guide ↗
HFM Investment Advisors, LLC
· CIK 0002067972| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | LYV | LIVE NATION ENTERTAINMENT IN | Communication Services | 12.0 | $2K | 0.00% | NEW | — | $183.17 | -0.7% |
| 422 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 9.0 | $2K | 0.00% | NEW | — | $242.78 | +23.9% |
| 423 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | Industrials | 28.0 | $2K | 0.00% | NEW | — | $77.89 | -8.1% |
| 424 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 8.0 | $2K | 0.00% | NEW | — | $272.00 | -15.2% |
| 425 | CVNA | CARVANA CO | Consumer Cyclical | 33.0 | $2K | 0.00% | NEW | — | $65.85 | +6.1% |
| 426 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 13.0 | $2K | 0.00% | NEW | — | $166.69 | +15.2% |
| 427 | FCFS | FIRSTCASH HOLDINGS INC | Financial Services | 10.0 | $2K | 0.00% | NEW | — | $216.40 | +4.1% |
| 428 | BIIB | BIOGEN INC | Healthcare | 10.0 | $2K | 0.00% | NEW | — | $216.10 | +0.3% |
| 429 | APG | API GROUP CORP | Industrials | 51.0 | $2K | 0.00% | NEW | — | $42.35 | -2.8% |
| 430 | MO | ALTRIA GROUP INC | Consumer Defensive | 30.0 | $2K | 0.00% | NEW | — | $71.97 | -8.2% |
| 431 | ADSK | AUTODESK INC | Technology | 11.0 | $2K | 0.00% | NEW | — | $194.45 | +30.5% |
| 432 | MOD | MODINE MFG CO | Consumer Cyclical | 8.0 | $2K | 0.00% | NEW | — | $267.12 | -26.0% |
| 433 | ACGL | ARCH CAP GROUP LTD | Financial Services | 22.0 | $2K | 0.00% | NEW | — | $97.09 | +2.4% |
| 434 | — | BUNGE GLOBAL SA | — | 20.0 | $2K | 0.00% | NEW | — | $106.75 | — |
| 435 | — | BLOCK INC | — | 28.0 | $2K | 0.00% | NEW | — | $76.00 | — |
| 436 | RGA | REINSURANCE GROUP AMER INC | Financial Services | 10.0 | $2K | 0.00% | NEW | — | $212.70 | +14.3% |
| 437 | A | AGILENT TECHNOLOGIES INC | Healthcare | 16.0 | $2K | 0.00% | NEW | — | $132.88 | +19.6% |
| 438 | — | IQVIA HLDGS INC | — | 11.0 | $2K | 0.00% | NEW | — | $193.27 | — |
| 439 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 8.0 | $2K | 0.00% | NEW | — | $265.62 | +6.1% |
| 440 | D | DOMINION ENERGY INC | Utilities | 31.0 | $2K | 0.00% | NEW | — | $68.29 | -2.5% |
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
28.6%
Industrials
23.7%
Healthcare
17.3%
Utilities
10.1%
Consumer Cyclical
6.5%
Financial Services
4.5%
Consumer Defensive
4.2%
Communication Services
2.9%
Energy
1.0%
Basic Materials
0.9%