Hardy Reed LLC

CIK

1761871

Location

TUPELO, MS

Portfolio Value

Small $634,655,092

Diversification

Diversified

Filing Date

Global Rank

#2,488 / 8,700 ▼ 624

Top Industry

Banks - Diversified 29.5%

Period ended 3 months ago

Filed Aug 3, 2026 · 42d

26 quarters · since Mar 2020

Portfolio Concentration

200 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.7%

−10.4 pts

Top 5

48.8%

−16.1 pts

Top 10

64.7%

−12.2 pts

HHI

733

Diversified−656

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	31.4%	$199,162,886	35
Unclassified	28.1%	$178,277,928	10
Technology	16.8%	$106,609,768	35
Industrials	6.0%	$38,291,245	31
Communication Services	5.8%	$37,037,609	8
Consumer Cyclical	4.0%	$25,089,389	14
Healthcare	3.0%	$18,981,183	23
Energy	2.7%	$16,847,180	23
Basic Materials	1.0%	$6,163,950	8
Consumer Defensive	0.8%	$4,840,478	8
Utilities	0.4%	$2,429,888	2
Real Estate	0.1%	$923,588	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BNDX	Vanguard Total International Bond ETF	+81,916	1,535,784	$74,378,019
HBAN	Huntington Bancshares Inc /Md/	+17,598	536,380	$9,510,017
BKNG	Booking Holdings Inc.	+9,861	10,270	$1,830,524
UBER	Uber Technologies, Inc	+6,007	35,159	$2,537,073
RF	Regions Financial Corp	+2,921	28,804	$869,880
LLY	ELI LILLY & Co	+2,228	3,509	$4,208,800
BAC	Bank Of America Corp /De/	+2,039	10,070	$573,788
BHP	BHP Group Ltd	+1,732	4,651	$387,474
CCJ	Cameco Corp	+1,395	3,320	$338,175
KGS	Kodiak Gas Services, Inc.	+1,155	7,255	$545,068
JPM	Jpmorgan Chase & Co	+1,014	401,332	$131,368,003
CSCO	Cisco Systems, Inc.	+981	8,286	$973,273
RNST	Renasant Corp	+850	19,452	$827,488
NKE	NIKE, Inc.	+706	6,625	$271,956
TSLA	Tesla, Inc.	+667	1,242	$522,385
MRK	Merck & Co., Inc.	+656	7,034	$903,869
KLAC	Kla Corp	+582	792	$238,954
XOM	ExxonMobil Holdings Corp	+549	25,439	$3,478,020
ABT	Abbott Laboratories	+539	4,939	$448,164
HD	Home Depot, Inc.	+461	10,654	$3,757,452
AMGN	Amgen Inc	+448	1,129	$408,833
JNJ	Johnson & Johnson	+370	13,023	$3,307,451
PGR	Progressive Corp/Oh/	+363	8,530	$1,863,378
BMY	Bristol Myers Squibb Co	+343	8,689	$500,660
NTES	NetEase, Inc.	+317	8,860	$1,135,320
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	−303,150	397,070	$32,551,798
BIV	Vanguard Intermediate-Term Bond ETF	−23,994	72,316	$5,546,637
WIT	Wipro Ltd	−16,154	19,681	$44,282
WMT	Walmart Inc.	−2,497	11,294	$1,279,158
SU	Suncor Energy Inc	−2,141	5,503	$295,401
VXUS	Vanguard Total International Stock ETF	−1,811	381,595	$32,622,556
SONY	Sony Group Corp	−1,730	16,716	$335,322
GOOGL	Alphabet Inc.	−1,566	81,913	$29,171,953
AVGO	Broadcom Inc.	−1,365	14,351	$5,421,090
PFE	Pfizer Inc	−1,329	9,321	$224,449
AKRE	Akre Focus ETF	−1,279	5,570	$296,268
ORLY	O Reilly Automotive Inc	−1,071	13,982	$1,287,602
DIS	Walt Disney Co	−753	8,447	$813,023
MUFG	Mitsubishi Ufj Financial Group Inc	−564	24,400	$485,316
VEA	Vanguard FTSE Developed Markets ETF	−556	32,326	$2,303,227
DGII	Digi International Inc	−515	4,205	$315,164
SPY	Spdr S&P 500 ETF Trust	−511	30,942	$23,106,557
V	Visa Inc.	−430	14,012	$4,807,377
META	Meta Platforms, Inc.	−407	5,437	$3,062,607
ABBV	AbbVie Inc.	−296	9,616	$2,419,770
FIS	Fidelity National Information Services, Inc.	−254	5,531	$215,045
SNPS	Synopsys Inc	−250	3,048	$1,359,621
PM	Philip Morris International Inc.	−219	10,583	$1,914,570
HON	Honeywell International Inc	−204	10,158	$2,274,376
COLB	Columbia Banking System, Inc.	−171	11,791	$377,901
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZO	Autozone Inc	1,420	$4,538,234
VRT	Vertiv Holdings Co	4,140	$1,386,154
FTI	TechnipFMC plc	19,831	$1,314,795
HONA	Honeywell Aerospace Inc.	5,208	$1,151,384
NFLX	Netflix Inc	15,341	$1,095,347
AMD	Advanced Micro Devices Inc	866	$503,068
SO	Southern Co	3,645	$348,862
ASX	ASE Technology Holding Co., Ltd.	7,135	$321,931
C	Citigroup Inc	2,243	$313,930
WDC	Western Digital Corp	450	$287,424
SAN	Banco Santander, S.A.	19,737	$272,370
MRCY	Mercury Systems Inc	2,125	$259,951
NOVT	Novanta Inc	1,583	$256,825
JBHT	Hunt J B Transport Services Inc	849	$245,726
BXSL	Blackstone Secured Lending Fund	10,166	$241,035
RBA	Rb Global Inc.	2,046	$238,256
INTC	Intel Corp	1,699	$237,231
SOLS	Solstice Advanced Materials Inc.	2,626	$232,663
GNTX	Gentex Corp	9,027	$228,112
KO	Coca Cola Co	2,757	$224,061
VOYA	Voya Financial, Inc.	2,449	$221,707
NVO	Novo Nordisk A S	4,546	$217,935
CUBE	CubeSmart	5,453	$216,865
ROAD	Construction Partners, Inc.	1,815	$215,567
ICLR	Icon PLC	1,212	$210,536
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	1,102,977	$424,053,002
AAXJ	iShares MSCI All Country Asia ex Japan ETF	2,351,948	$221,332,026
FNDA	Schwab Fundamental U.S. Small Company ETF	1,081,100	$52,556,238
BNDW	Vanguard Total World Bond ETF	331,833	$27,694,595
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	584,089	$17,804,130
VIGI	Vanguard International Dividend Appreciation ETF	117,628	$17,420,706
VIG	Vanguard Dividend Appreciation ETF	70,572	$6,259,736
EDV	Vanguard World Funds Extended Duration ETF	39,023	$5,476,553
VEU	Vanguard FTSE All-World Ex-US ETF	92,073	$4,976,545
IVZ	Invesco Ltd.	45,000	$2,686,500
—		13,312	$2,523,822
CVX	Chevron Corp	10,919	$2,259,141
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	16,366	$2,104,792
TMO	Thermo Fisher Scientific Inc.	4,027	$1,979,391
TMUS	T-Mobile US, Inc.	6,001	$1,260,390
BAB	Invesco Taxable Municipal Bond ETF	10,346	$723,185
FBCG	Fidelity Blue Chip Growth ETF	3,284	$683,236
BLDR	Builders FirstSource, Inc.	6,000	$493,980
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	4,986	$437,970
CRH	Crh Public Ltd Co	3,050	$320,616
ZTS	Zoetis Inc.	2,550	$301,435
BABA	Alibaba Group Holding Ltd	2,343	$293,952
TM	Toyota Motor Corp/	1,381	$284,610
T	At&T Inc.	9,772	$283,290
MSI	Motorola Solutions, Inc.	602	$261,249
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

200 tracked positions · $634,655,092 total · filing declares 252 positions · $1,557,536,638 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 200 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Added	401,332	+1,014	$131,368,003	+11.6%	20.70%
BNDX	Vanguard Total International Bond ETF	Added	1,535,784	+81,916	$74,378,019	+6.5%	11.72%
AAPL	Apple Inc. Technology	Reduced	134,673	-158	$38,968,979	+13.9%	6.14%
VXUS	Vanguard Total International Stock ETF	Reduced	381,595	-1,811	$32,622,556	+10.3%	5.14%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	397,070	-303,150	$32,551,798	−28.8%	5.13%
GOOGL	Alphabet Inc. Communication Services	Reduced	81,913	-1,566	$29,171,953	+21.6%	4.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	36	0	$26,958,600	+4.3%	4.25%
SPY	Spdr S&P 500 ETF Trust	Reduced	30,942	-511	$23,106,557	+13.0%	3.64%
NVDA	Nvidia Corp Technology	Added	54,000	+136	$10,804,860	+15.0%	1.70%
MSFT	Microsoft Corp Technology	Reduced	27,831	-79	$10,381,519	+0.5%	1.64%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Added	536,380	+17,598	$9,510,017	+17.1%	1.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	39,862	+59	$9,500,709	+14.6%	1.50%
APH	Amphenol Corp /De/ Technology	Reduced	24,667	-59	$8,698,570	+39.2%	1.37%
GEV	GE Vernova Inc. Industrials	Reduced	5,305	-32	$6,232,632	+33.8%	0.98%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	72,316	-23,994	$5,546,637	−25.7%	0.87%
AVGO	Broadcom Inc. Technology	Reduced	14,351	-1,365	$5,421,090	+11.4%	0.85%
AMAT	Applied Materials Inc /De Technology	Reduced	7,378	-160	$5,334,294	+107.0%	0.84%
QQQ	Invesco Qqq Trust, Series 1	Added	6,613	+8	$4,869,813	+27.7%	0.77%
V	Visa Inc. Financial Services	Reduced	14,012	-430	$4,807,377	+10.1%	0.76%
NSC	Norfolk Southern Corp Industrials	Added	15,083	+46	$4,744,960	+9.9%	0.75%
CAT	Caterpillar Inc Industrials	Added	4,378	+122	$4,662,132	+54.6%	0.73%
AZO	Autozone Inc Consumer Cyclical	NEW	1,420	NEW	$4,538,234	NEW	0.72%
TT	Trane Technologies plc Industrials	Reduced	8,675	-7	$4,260,813	+17.8%	0.67%
LLY	ELI LILLY & Co Healthcare	Added	3,509	+2,228	$4,208,800	+257.2%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Added	10,654	+461	$3,757,452	+12.1%	0.59%
PANW	Palo Alto Networks Inc Technology	Added	10,539	+18	$3,594,009	+113.1%	0.57%
XOM	ExxonMobil Holdings Corp Energy	Added	25,439	+549	$3,478,020	−17.6%	0.55%
JNJ	Johnson & Johnson Healthcare	Added	13,023	+370	$3,307,451	+6.9%	0.52%
LRCX	Lam Research Corp Technology	Added	7,321	+16	$3,172,408	+103.3%	0.50%
META	Meta Platforms, Inc. Communication Services	Reduced	5,437	-407	$3,062,607	−8.4%	0.48%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	6,345	+27	$3,030,181	+41.9%	0.48%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	11,525	-135	$2,837,685	+17.0%	0.45%
AXP	American Express Co Financial Services	Reduced	8,334	-125	$2,818,975	+10.2%	0.44%
UBER	Uber Technologies, Inc Technology	Added	35,159	+6,007	$2,537,073	+21.0%	0.40%
MA	Mastercard Inc Financial Services	Reduced	4,923	-113	$2,528,452	+0.5%	0.40%
ABBV	AbbVie Inc. Healthcare	Reduced	9,616	-296	$2,419,770	+12.2%	0.38%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	32,326	-556	$2,303,227	+9.3%	0.36%
BLK	BlackRock, Inc. Financial Services	Added	2,386	+55	$2,294,282	+2.3%	0.36%
HON	Honeywell International Inc Industrials	Reduced	10,158	-204	$2,274,376	−2.9%	0.36%
NEE	Nextera Energy Inc Utilities	Added	23,710	+108	$2,081,026	−5.1%	0.33%
GS	Goldman Sachs Group Inc Financial Services	Added	2,040	+98	$2,063,194	+25.6%	0.33%
LIN	Linde PLC Basic Materials	Added	3,928	+141	$2,038,396	+8.6%	0.32%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	2,775	0	$1,951,768	+14.0%	0.31%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	10,583	-219	$1,914,570	+7.2%	0.30%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	29,631	+165	$1,863,493	+7.6%	0.29%
PGR	Progressive Corp/Oh/ Financial Services	Added	8,530	+363	$1,863,378	+15.1%	0.29%
GE	General Electric Co Industrials	Added	4,972	+66	$1,858,185	+33.5%	0.29%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	10,270	+9,861	$1,830,524	+6.3%	0.29%
BA	Boeing Co Industrials	Added	8,235	+63	$1,782,630	+9.6%	0.28%
SIMO	Silicon Motion Technology CORP Technology	Held	5,010	0	$1,669,983	+196.8%	0.26%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.