Hardy Reed LLC

Registered adviser

CIK

1761871

Location

TUPELO, MS

Portfolio Value

Mid $1,573,327,883

Diversification

Diversified

Filing Date

Global Rank

#1,910 / 8,827 ▼ 33 · as of Jun 2026

Top Industry

Banks - Diversified 28.8%

Period ended 38 days ago

Filed Nov 6, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 141024

Roster of Nov 1, 2026

Regulatory AUM

$2,890,705,950

Main clients

Individuals and high net worth (56% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$2,890,705,950	Individuals and high net worth (56%)
Apr 2025 to Mar 2026	$2,357,448,960	Individuals and high net worth (58%)
Apr 2024 to Mar 2025	$1,865,178,576	Individuals and high net worth (60%)
May 2023 to Mar 2024	$1,448,802,786	Individuals and high net worth (52%)
Apr 2023	$1,448,802,786	Individuals and high net worth (52%)
Apr 2022 to Mar 2023	$1,679,888,192	Individuals and high net worth (53%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 76.9% of the book (60%+)

Turnover

Low turnover

4.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.1 quarters (12+), a floor since 56.7% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 72.6%; sector active share 59.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

259 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

31.6%

+0.1 pts

Top 5

64.6%

−0.2 pts

Top 10

77.0%

+0.1 pts

HHI

1,415

Diversified−0

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	70.0%	$1,101,352,339	59
Financial Services	13.0%	$204,788,579	40
Technology	7.3%	$114,799,937	38
Communication Services	2.4%	$37,877,201	11
Industrials	2.1%	$33,118,017	25
Consumer Cyclical	1.5%	$23,406,872	16
Healthcare	1.3%	$20,665,590	21
Energy	1.2%	$18,971,723	25
Consumer Defensive	0.6%	$9,367,451	12
Basic Materials	0.4%	$5,914,777	7
Utilities	0.2%	$2,372,623	3
Real Estate	0.0%	$692,774	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HBAN	Huntington Bancshares Inc	+85,401	621,781	$9,488,378
RF	Regions Financial Corp	+41,256	70,060	$1,883,212
IAGG	iShares Core International Aggregate Bond ETF	+38,743	102,156	$5,026,075
RNST	Renasant Corp	+34,962	54,414	$2,115,616
DCOR	Dimensional ETF Trust	+26,499	423,569	$35,012,213
APH	Amphenol Corp	+24,699	49,366	$4,161,553
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+19,804	374,935	$28,963,728
CPRT	Copart Inc	+18,863	27,437	$748,481
IXUS	iShares Core MSCI Total International Stock ETF	+14,899	1,600,202	$152,003,187
PM	Philip Morris International Inc.	+10,647	21,230	$4,051,108
MLI	Mueller Industries Inc	+8,387	16,446	$996,792
DUHP	Dimensional US High Profitability ETF	+8,142	43,729	$1,832,682
KLAC	Kla Corp	+5,583	6,375	$1,242,678
BIV	Vanguard Bond Index Funds	+5,524	77,840	$5,671,422
BMY	Bristol Myers Squibb Co	+4,910	13,599	$848,577
FNDF	Schwab Fundamental International Equity ETF	+4,501	1,053,313	$56,615,573
VRT	Vertiv Holdings Co	+4,018	8,158	$1,968,606
ASX	ASE Technology Holding Co., Ltd.	+3,872	11,007	$489,371
XOM	ExxonMobil Holdings Corp	+3,524	28,963	$4,713,728
MUFG	Mitsubishi Ufj Financial Group Inc	+3,471	27,871	$642,983
KO	Coca Cola Co	+3,377	6,134	$528,014
UMC	United Microelectronics Corp	+3,240	14,632	$358,337
IBN	Icici Bank Ltd	+2,987	9,906	$272,910
NVO	Novo Nordisk A S	+2,715	7,261	$275,264
PFE	Pfizer Inc	+2,631	11,952	$340,871
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	−20,708	14,451	$990,038
VXUS	Vanguard Total International Stock ETF	−10,974	370,621	$31,487,960
BKNG	Booking Holdings Inc.	−8,950	1,320	$215,041
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−4,969	106,453	$16,521,505
HON	Honeywell International Inc	−4,912	5,246	$1,106,591
DFUS	Dimensional U.S. Equity Market ETF	−3,794	60,212	$4,999,402
EFG	iShares MSCI EAFE Growth ETF	−3,530	8,990	$1,077,270
BNDX	Vanguard Total International Bond ETF	−2,605	1,533,179	$71,860,099
PXF	Invesco RAFI Developed Markets ex-U.S. ETF	−2,550	7,796	$594,289
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−2,473	779,550	$291,738,792
QCOM	Qualcomm Inc	−1,297	1,362	$250,662
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	−1,212	576,324	$17,053,427
KGS	Kodiak Gas Services, Inc.	−1,155	6,100	$323,117
DSGX	Descartes Systems Group Inc	−1,146	2,895	$234,089
ESGE	iShares Trust	−728	14,898	$0
DGII	Digi International Inc	−725	3,480	$265,280
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−657	55,321	$9,198,775
VEA	Vanguard FTSE Developed Markets ETF	−593	31,733	$2,240,667
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−558	23,252	$1,776,452
AKRE	Professionally Managed Portfolios	−444	5,126	$269,986
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	−281	20,024	$1,623,345
IWF	iShares Russell 1000 Growth ETF	−248	110,288	$13,814,674
IEFA	iShares Core MSCI EAFE ETF	−220	125,601	$12,168,224
NFLX	Netflix Inc	−176	15,165	$1,055,180
SCHW	Schwab Charles Corp	−147	13,158	$1,286,062
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MO	Altria Group, Inc.	13,080	$880,807
IBM	International Business Machines Corp	2,249	$494,622
ADI	Analog Devices Inc	1,173	$465,340
EMR	Emerson Electric Co	2,960	$459,096
MDLZ	Mondelez International, Inc.	7,876	$455,390
TGT	Target Corp	2,824	$442,492
T	At&T Inc.	13,422	$327,496
PSX	Phillips 66	1,204	$307,393
SAP	Sap SE	1,397	$291,246
BABA	Alibaba Group Holding Ltd	2,697	$290,035
KB	KB Financial Group Inc.	2,205	$271,435
SHG	Shinhan Financial Group Co Ltd	3,454	$268,272
TM	Toyota Motor Corp	1,457	$266,776
AEP	American Electric Power Co Inc	2,232	$264,804
HPQ	Hp Inc	8,234	$257,559
WF	Woori Financial Group Inc.	3,359	$253,738
FIVE	Five Below, Inc	1,091	$239,550
HDB	Hdfc Bank Ltd	10,709	$239,239
PKX	Posco Holdings Inc.	4,104	$231,506
BTI	British American Tobacco p.l.c.	4,132	$224,780
GMAB	Genmab A/S	6,133	$218,794
MSI	Motorola Solutions, Inc.	486	$216,741
HSBC	Hsbc Holdings PLC	2,124	$210,934
SKM	Sk Telecom Co Ltd	5,909	$206,283
CVX	Chevron Corp	1,000	$204,210
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
BAC	Bank Of America Corp	10,070	$573,788
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	4,986	$476,761
FDX	Fedex Corp	1,405	$439,947
QSR	Restaurant Brands International Inc.	5,427	$393,511
CCJ	Cameco Corp	3,320	$338,175
CWST	Casella Waste Systems Inc	3,200	$310,304
MRCY	Mercury Systems Inc	2,125	$259,951
NOVT	Novanta Inc	1,583	$256,825
KAI	Kadant Inc	815	$256,097
FSV	FirstService Corp	1,774	$252,103
LMAT	Lemaitre Vascular Inc	2,570	$246,617
JBHT	Hunt J B Transport Services Inc	849	$245,726
BCPC	Balchem Corp	1,452	$245,315
RBA	Rb Global Inc.	2,046	$238,256
SOLS	Solstice Advanced Materials Inc.	2,626	$232,663
GNTX	Gentex Corp	9,027	$228,112
VOYA	Voya Financial, Inc.	2,449	$221,707
ROAD	Construction Partners, Inc.	1,815	$215,567
FIS	Fidelity National Information Services, Inc.	5,531	$215,045
ALC	Alcon Inc	3,047	$204,453
STVN	Stevanato Group S.p.A.	10,660	$192,626
WIT	Wipro Ltd	19,681	$44,282
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

259 tracked positions · $1,573,327,883 total · filing declares 259 positions · $1,581,634,473 · as of Sep 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 259 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	779,550	-2,473	$291,738,792	+0.8%	18.54%
VOO	VANGUARD 500 INDEX FUND	Added	275,516	+371	$193,098,143	+2.2%	12.27%
IXUS	iShares Core MSCI Total International Stock ETF	Added	1,600,202	+14,899	$152,003,187	+0.5%	9.66%
JPM	Jpmorgan Chase & Co Financial Services	Added	402,387	+1,055	$133,121,691	+1.3%	8.46%
BNDX	Vanguard Total International Bond ETF	Reduced	1,533,179	-2,605	$71,860,099	−3.4%	4.57%
FNDF	Schwab Fundamental International Equity ETF	Added	1,053,313	+4,501	$56,615,573	+2.3%	3.60%
AAPL	Apple Inc. Technology	Added	135,050	+377	$44,974,351	+15.4%	2.86%
DCOR	Dimensional ETF Trust	Added	423,569	+26,499	$35,012,213	+7.6%	2.23%
VXUS	Vanguard Total International Stock ETF	Reduced	370,621	-10,974	$31,487,960	−3.5%	2.00%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	374,935	+19,804	$28,963,728	+3.2%	1.84%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	36	0	$26,892,180	−0.2%	1.71%
SPY	Spdr S&P 500 ETF Trust	Added	31,032	+90	$23,665,934	+2.4%	1.50%
GOOGL	Alphabet Inc. Communication Services	Added	58,037	+1,197	$19,969,370	−1.7%	1.27%
IVV	iShares Core S&P 500 ETF	Reduced	24,251	-14	$18,572,628	+2.2%	1.18%
IJR	iShares Core S&P Small-Cap ETF	Added	132,449	+24	$18,018,361	−8.3%	1.15%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Reduced	576,324	-1,212	$17,053,427	−1.6%	1.08%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	106,453	-4,969	$16,521,505	−6.2%	1.05%
MSFT	Microsoft Corp Technology	Added	29,314	+1,483	$15,035,150	+44.8%	0.96%
IWF	iShares Russell 1000 Growth ETF	Reduced	110,288	-248	$13,814,674	+0.7%	0.88%
IJH	iShares Core S&P Mid-Cap ETF	Added	189,352	+80	$13,623,876	−6.7%	0.87%
NVDA	Nvidia Corp Technology	Added	55,885	+1,885	$12,763,016	+18.1%	0.81%
IEFA	iShares Core MSCI EAFE ETF	Reduced	125,601	-220	$12,168,224	+0.1%	0.77%
AMZN	Amazon Com Inc Consumer Cyclical	Added	41,723	+1,861	$10,395,285	+9.4%	0.66%
DFAS	Dimensional U.S. Small Cap ETF	Added	127,929	+1,401	$9,904,263	−4.9%	0.63%
HBAN	Huntington Bancshares Inc Financial Services	Added	621,781	+85,401	$9,488,378	−0.2%	0.60%
VTV	VANGUARD VALUE INDEX FUND	Added	43,513	+177	$9,402,289	−0.4%	0.60%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	55,321	-657	$9,198,775	+0.0%	0.58%
GOOG	Alphabet Inc. Communication Services	Added	25,104	+31	$8,553,936	−3.4%	0.54%
DFAU	Dimensional US Core Equity Market ETF	Held	140,652	0	$7,364,538	+1.3%	0.47%
IWD	iShares Russell 1000 Value ETF	Held	29,678	0	$7,358,066	+2.3%	0.47%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	70,453	-119	$6,314,702	−7.2%	0.40%
BIV	Vanguard Bond Index Funds	Added	77,840	+5,524	$5,671,422	+2.2%	0.36%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	92,167	+42	$5,466,424	−0.6%	0.35%
AVGO	Broadcom Inc. Technology	Added	14,980	+629	$5,260,826	−3.0%	0.33%
V	Visa Inc. Financial Services	Added	14,165	+153	$5,089,909	+5.9%	0.32%
GEV	GE Vernova Inc. Industrials	Added	5,328	+23	$5,064,210	−18.7%	0.32%
IAGG	iShares Core International Aggregate Bond ETF	Added	102,156	+38,743	$5,026,075	+56.6%	0.32%
DFUS	Dimensional U.S. Equity Market ETF	Reduced	60,212	-3,794	$4,999,402	−4.7%	0.32%
QQQ	Invesco Qqq Trust, Series 1	Held	6,613	0	$4,892,099	+0.5%	0.31%
XOM	ExxonMobil Holdings Corp Energy	Added	28,963	+3,524	$4,713,728	+35.5%	0.30%
NSC	Norfolk Southern Corp Industrials	Added	15,097	+14	$4,664,973	−1.7%	0.30%
LLY	ELI LILLY & Co Healthcare	Added	3,720	+211	$4,304,337	+2.3%	0.27%
PANW	Palo Alto Networks Inc Technology	Added	10,591	+52	$4,207,910	+17.1%	0.27%
APH	Amphenol Corp Technology	Added	49,366	+24,699	$4,161,553	−4.3%	0.26%
META	Meta Platforms, Inc. Communication Services	Added	5,721	+284	$4,148,754	+35.5%	0.26%
PM	Philip Morris International Inc. Consumer Defensive	Added	21,230	+10,647	$4,051,108	+111.6%	0.26%
AMAT	Applied Materials Inc Technology	Added	7,882	+504	$4,030,697	−24.4%	0.26%
AZO	Autozone Inc Consumer Cyclical	Added	1,421	+1	$4,021,458	−11.4%	0.26%
TT	Trane Technologies plc Industrials	Added	8,715	+40	$3,939,005	−7.6%	0.25%
JNJ	Johnson & Johnson Healthcare	Added	13,846	+823	$3,665,590	+10.8%	0.23%

Showing the top 50 of 259 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.