Hardy Reed LLC
Filing Date
Global Rank
#3,023
/ 8,623
▲ 5
· as of Mar 2026
Top Industry
Banks - Diversified
33.4%
3Y Alpha vs SPY
+4.3%
Period ended 4 months ago
Filed Apr 28, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+83.0%
SPY
+65.3%
Annualised alpha
+4.1%
Max drawdown
−20.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
185 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
30.5%
−2.0 pts
Top 5
51.6%
−3.3 pts
Top 10
60.8%
−2.6 pts
HHI
1,101
Diversified−134
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 39.7% | $153,027,336 |
| Technology | 21.3% | $82,220,713 |
| Industrials | 7.7% | $29,886,988 |
| Unclassified | 6.9% | $26,719,838 |
| Communication Services | 6.3% | $24,383,507 |
| Consumer Cyclical | 5.1% | $19,823,720 |
| Energy | 4.9% | $18,854,795 |
| Healthcare | 4.5% | $17,164,505 |
| Basic Materials | 1.5% | $5,774,452 |
| Consumer Defensive | 1.3% | $5,041,728 |
| Utilities | 0.6% | $2,192,153 |
| Real Estate | 0.2% | $605,956 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc | +7,543 | 29,152 | $2,096,903 | |
| WIT | Wipro Ltd | +6,067 | 35,835 | $75,970 | |
| BA | Boeing Co | +3,986 | 8,172 | $1,626,473 | |
| ING | Ing Groep NV | +2,843 | 13,470 | $350,893 | |
| EPD | Enterprise Products Partners L.P. | +2,300 | 26,456 | $1,001,095 | |
| AVGO | Broadcom Inc. | +2,236 | 15,716 | $4,864,259 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | +2,011 | 24,964 | $423,639 | |
| WMB | Williams Companies, Inc. | +1,583 | 7,404 | $538,863 | |
| T | At&T Inc. | +1,548 | 9,772 | $283,290 | |
| KMI | Kinder Morgan, Inc. | +1,524 | 32,916 | $1,103,673 | |
| AMZN | Amazon Com Inc | +1,341 | 39,803 | $8,289,770 | |
| DTM | DT Midstream, Inc. | +1,230 | 4,700 | $632,949 | |
| TMUS | T-Mobile US, Inc. | +981 | 6,001 | $1,260,390 | |
| BCS | Barclays PLC | +900 | 16,399 | $347,002 | |
| MSFT | Microsoft Corp | +828 | 27,910 | $10,331,444 | |
| INTU | Intuit Inc. | +819 | 1,743 | $753,638 | |
| NVDA | Nvidia Corp | +708 | 53,864 | $9,393,881 | |
| WMT | Walmart Inc. | +680 | 13,791 | $1,713,945 | |
| PFE | Pfizer Inc | +624 | 10,650 | $299,052 | |
| OKE | Oneok Inc /New/ | +602 | 4,308 | $389,400 | |
| SONY | Sony Group Corp | +584 | 18,446 | $381,832 | |
| FIS | Fidelity National Information Services, Inc. | +493 | 5,785 | $271,374 | |
| CWST | Casella Waste Systems Inc | +448 | 3,200 | $253,888 | |
| V | Visa Inc. | +395 | 14,442 | $4,364,950 | |
| CRH | Crh Public Ltd Co | +352 | 3,050 | $320,616 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PAA | Plains All American Pipeline LP | −11,850 | 19,700 | $439,901 | |
| CCC | CCC Intelligent Solutions Holdings Inc. | −8,090 | 12,217 | $73,302 | |
| QCOM | Qualcomm Inc/De | −6,160 | 2,368 | $304,951 | |
| HESM | Hess Midstream LP | −4,300 | 6,740 | $261,983 | |
| GEV | GE Vernova Inc. | −2,621 | 5,337 | $4,658,667 | |
| NBIS | Nebius Group N.V. | −2,615 | 2,205 | $228,790 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | −1,245 | 3,177 | $249,902 | |
| TMO | Thermo Fisher Scientific Inc. | −1,069 | 4,027 | $1,979,391 | |
| BAC | Bank Of America Corp /De/ | −1,037 | 8,031 | $391,511 | |
| DSGX | Descartes Systems Group Inc | −886 | 3,728 | $266,775 | |
| MLI | Mueller Industries Inc | −844 | 8,059 | $892,937 | |
| JPM | Jpmorgan Chase & Co | −653 | 400,318 | $117,757,542 | |
| MPLX | Mplx LP | −600 | 14,670 | $837,216 | |
| WFC | Wells Fargo & Company/Mn | −591 | 7,521 | $598,746 | |
| TSLA | Tesla, Inc. | −536 | 575 | $213,756 | |
| DIS | Walt Disney Co | −498 | 9,200 | $886,696 | |
| ABBV | AbbVie Inc. | −475 | 9,912 | $2,155,760 | |
| LNG | Cheniere Energy, Inc. | −407 | 1,787 | $507,079 | |
| TFC | Truist Financial Corp | −293 | 9,744 | $447,931 | |
| PH | Parker-Hannifin Corp | −291 | 1,208 | $1,081,449 | |
| PRU | Prudential Financial Inc | −261 | 6,174 | $603,138 | |
| SSD | Simpson Manufacturing Co., Inc. | −260 | 2,585 | $443,637 | |
| ACN | Accenture plc | −209 | 4,261 | $844,913 | |
| GE | General Electric Co | −191 | 4,906 | $1,392,175 | |
| ESE | Esco Technologies Inc | −190 | 907 | $255,202 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HBAN | Huntington Bancshares Inc /Md/ | 518,782 | $8,118,938 | |
| FCX | Freeport-Mcmoran Inc | 29,466 | $1,732,011 | |
| AZN | Astrazeneca PLC | 2,502 | $493,444 | |
| KGS | Kodiak Gas Services, Inc. | 6,100 | $355,752 | |
| ZTS | Zoetis Inc. | 2,550 | $301,435 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 4,000 | $260,360 | |
| AM | Antero Midstream Corp | 11,362 | $259,053 | |
| LMAT | Lemaitre Vascular Inc | 2,325 | $253,820 | |
| COST | Costco Wholesale Corp /New | 243 | $242,132 | |
| BCPC | Balchem Corp | 1,425 | $241,509 | |
| DPZ | Dominos Pizza Inc | 660 | $236,801 | |
| DGII | Digi International Inc | 4,720 | $227,504 | |
| NVS | Novartis AG | 1,476 | $225,459 | |
| PSX | Phillips 66 | 1,231 | $224,263 | |
| FSV | FirstService Corp | 1,558 | $216,468 | |
| BHP | BHP Group Ltd | 2,919 | $212,328 | |
| CCJ | Cameco Corp | 1,925 | $209,074 | |
| CBOE | Cboe Global Markets, Inc. | 732 | $205,743 | |
| MU | Micron Technology Inc | 607 | $205,068 | |
| STVN | Stevanato Group S.p.A. | 10,660 | $146,575 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ICE | Intercontinental Exchange, Inc. | 10,322 | $1,671,751 | |
| ELV | Elevance Health, Inc. | 1,335 | $467,984 | |
| NVO | Novo Nordisk A S | 7,177 | $365,165 | |
| SAP | Sap SE | 1,087 | $264,043 | |
| ISRG | Intuitive Surgical Inc | 447 | $253,162 | |
| THO | Thor Industries Inc | 2,413 | $247,742 | |
| EXPO | Exponent Inc | 3,543 | $246,096 | |
| WK | Workiva Inc | 2,543 | $219,333 | |
| ROAD | Construction Partners, Inc. | 2,000 | $217,100 | |
| ICLR | Icon PLC | 1,147 | $209,006 | |
| GNTX | Gentex Corp | 8,894 | $206,963 | |
| RBA | Rb Global Inc. | 2,001 | $205,842 | |
| BL | Blackline, Inc. | 3,715 | $205,402 | |
| No positions match the current search. | ||||
185 tracked positions ·
$385,695,691 total
· filing declares
243 positions · $1,370,806,804
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 185 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 400,318 | $117,757,542 | 30.53% | |
| AAPL |
Apple Inc.
Technology
|
Added | 134,831 | $34,218,759 | 8.87% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 31,453 | $20,455,144 | 5.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 56,833 | $16,342,897 | 4.24% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 27,910 | $10,331,444 | 2.68% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 53,864 | $9,393,881 | 2.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 39,803 | $8,289,770 | 2.15% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
NEW | 518,782 | $8,118,938 | 2.11% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 15,716 | $4,864,259 | 1.26% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 5,337 | $4,658,667 | 1.21% | |
| V |
Visa Inc.
Financial Services
|
Added | 14,442 | $4,364,950 | 1.13% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 15,037 | $4,315,619 | 1.12% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 24,890 | $4,222,837 | 1.09% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 6,605 | $3,812,273 | 0.99% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 8,682 | $3,618,136 | 0.94% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 10,193 | $3,352,375 | 0.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 5,844 | $3,343,527 | 0.87% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 24,726 | $3,124,130 | 0.81% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 12,653 | $3,092,899 | 0.80% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 4,256 | $3,015,205 | 0.78% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 7,538 | $2,576,413 | 0.67% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 8,459 | $2,558,678 | 0.66% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 5,036 | $2,516,287 | 0.65% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 11,660 | $2,426,329 | 0.63% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 10,362 | $2,342,123 | 0.61% | |
| CVX |
Chevron Corp
Energy
|
Added | 10,919 | $2,259,141 | 0.59% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 2,331 | $2,241,746 | 0.58% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 23,602 | $2,192,153 | 0.57% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 9,912 | $2,155,760 | 0.56% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 6,318 | $2,135,168 | 0.55% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 29,152 | $2,096,903 | 0.54% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 4,027 | $1,979,391 | 0.51% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 3,787 | $1,877,443 | 0.49% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 10,802 | $1,786,002 | 0.46% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
NEW | 29,466 | $1,732,011 | 0.45% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Reduced | 409 | $1,722,020 | 0.45% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 13,791 | $1,713,945 | 0.44% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 2,775 | $1,711,509 | 0.44% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 10,521 | $1,686,726 | 0.44% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,942 | $1,642,912 | 0.43% | |
| BA |
Boeing Co
Industrials
|
Added | 8,172 | $1,626,473 | 0.42% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 8,167 | $1,619,026 | 0.42% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 8,303 | $1,574,248 | 0.41% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 7,305 | $1,560,786 | 0.40% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 8,730 | $1,394,181 | 0.36% | |
| GE |
General Electric Co
Industrials
|
Reduced | 4,906 | $1,392,175 | 0.36% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Added | 15,053 | $1,389,542 | 0.36% | |
| SNPS |
Synopsys Inc
Technology
|
Reduced | 3,298 | $1,307,591 | 0.34% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 6,001 | $1,260,390 | 0.33% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 13,392 | $1,258,580 | 0.33% |
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.