Hardy Reed LLC

CIK

1761871

Location

TUPELO, MS

Portfolio Value

Small $385,695,690

Diversification

Diversified

Filing Date

Global Rank

#3,020 / 8,604 ▲ 7 · as of Mar 2026

Top Industry

Banks - Diversified 33.4%

3Y Alpha vs SPY

+2.9%

Period ended 3 months ago

Filed Apr 28, 2026 · 2mo

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+89.5%

SPY

+76.5%

Annualised alpha

+2.9%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

185 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top 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

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	39.7%	$153,027,336	31
Technology	21.3%	$82,220,713	32
Industrials	7.7%	$29,886,987	26
Unclassified	6.9%	$26,719,838	4
Communication Services	6.3%	$24,383,507	9
Consumer Cyclical	5.1%	$19,823,720	17
Energy	4.9%	$18,854,795	24
Healthcare	4.5%	$17,164,505	24
Basic Materials	1.5%	$5,774,452	8
Consumer Defensive	1.3%	$5,041,728	7
Utilities	0.6%	$2,192,153	1
Real Estate	0.2%	$605,956	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

185 positions · $385,695,690 total · 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Reduced	400,318	-653	$117,757,542	−8.9%	30.53%
AAPL	Apple Inc. Technology	Added	134,831	+39	$34,218,759	−6.6%	8.87%
SPY	Spdr S&P 500 ETF Trust	Reduced	31,453	-8	$20,455,144	−4.7%	5.30%
GOOGL	Alphabet Inc. Communication Services	Added	56,833	+77	$16,342,897	−8.0%	4.24%
MSFT	Microsoft Corp Technology	Added	27,910	+828	$10,331,444	−21.1%	2.68%
NVDA	Nvidia Corp Technology	Added	53,864	+708	$9,393,881	−5.2%	2.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	39,803	+1,341	$8,289,770	−6.6%	2.15%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	NEW	518,782	NEW	$8,118,938	NEW	2.11%
AVGO	Broadcom Inc. Technology	Added	15,716	+2,236	$4,864,259	+4.3%	1.26%
GEV	GE Vernova Inc. Industrials	Reduced	5,337	-2,621	$4,658,667	−10.4%	1.21%
V	Visa Inc. Financial Services	Added	14,442	+395	$4,364,950	−11.4%	1.13%
NSC	Norfolk Southern Corp Industrials	Added	15,037	+21	$4,315,619	−0.5%	1.12%
XOM	Exxon Mobil Corp Energy	Added	24,890	+59	$4,222,837	+41.3%	1.09%
QQQ	Invesco Qqq Trust, Series 1	Held	6,605	0	$3,812,273	−6.0%	0.99%
TT	Trane Technologies plc Industrials	Added	8,682	+70	$3,618,136	+7.9%	0.94%
HD	Home Depot, Inc. Consumer Cyclical	Added	10,193	+23	$3,352,375	−4.2%	0.87%
META	Meta Platforms, Inc. Communication Services	Reduced	5,844	-47	$3,343,527	−14.0%	0.87%
APH	Amphenol Corp /De/ Technology	Added	24,726	+10	$3,124,130	−6.5%	0.81%
JNJ	Johnson & Johnson Healthcare	Added	12,653	+25	$3,092,899	+18.3%	0.80%
CAT	Caterpillar Inc Industrials	Added	4,256	+8	$3,015,205	+23.9%	0.78%
AMAT	Applied Materials Inc /De Technology	Added	7,538	+7	$2,576,413	+33.1%	0.67%
AXP	American Express Co Financial Services	Reduced	8,459	-77	$2,558,678	−19.0%	0.66%
MA	Mastercard Inc Financial Services	Reduced	5,036	-151	$2,516,287	−15.0%	0.65%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	11,660	0	$2,426,329	−0.3%	0.63%
HON	Honeywell International Inc Industrials	Added	10,362	+88	$2,342,122	+16.9%	0.61%
CVX	Chevron Corp Energy	Added	10,919	+178	$2,259,141	+38.0%	0.59%
BLK	BlackRock, Inc. Financial Services	Added	2,331	+42	$2,241,746	−8.5%	0.58%
NEE	Nextera Energy Inc Utilities	Added	23,602	+139	$2,192,153	+16.4%	0.57%
ABBV	AbbVie Inc. Healthcare	Reduced	9,912	-475	$2,155,760	−9.2%	0.56%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	6,318	+163	$2,135,168	+14.2%	0.55%
UBER	Uber Technologies, Inc Technology	Added	29,152	+7,543	$2,096,903	+18.8%	0.54%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	4,027	-1,069	$1,979,391	−33.0%	0.51%
LIN	Linde PLC Basic Materials	Added	3,787	+39	$1,877,443	+17.5%	0.49%
PM	Philip Morris International Inc. Consumer Defensive	Added	10,802	+276	$1,786,002	+5.8%	0.46%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	29,466	NEW	$1,732,011	NEW	0.45%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	409	-2	$1,722,020	−21.8%	0.45%
WMT	Walmart Inc. Consumer Defensive	Added	13,791	+680	$1,713,945	+17.3%	0.44%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	2,775	0	$1,711,509	+2.2%	0.44%
PANW	Palo Alto Networks Inc Technology	Held	10,521	0	$1,686,726	−13.0%	0.44%
GS	Goldman Sachs Group Inc Financial Services	Added	1,942	+22	$1,642,912	−2.7%	0.43%
BA	Boeing Co Industrials	Added	8,172	+3,986	$1,626,473	+79.0%	0.42%
PGR	Progressive Corp/Oh/ Financial Services	Added	8,167	+9	$1,619,026	−12.8%	0.42%
DHR	Danaher Corp /De/ Healthcare	Added	8,303	+74	$1,574,248	−16.4%	0.41%
LRCX	Lam Research Corp Technology	Added	7,305	+23	$1,560,786	+25.2%	0.40%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	8,730	+88	$1,394,181	+5.0%	0.36%
GE	General Electric Co Industrials	Reduced	4,906	-191	$1,392,175	−11.3%	0.36%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	15,053	+24	$1,389,542	+1.4%	0.36%
SNPS	Synopsys Inc Technology	Reduced	3,298	-11	$1,307,591	−15.9%	0.34%
TMUS	T-Mobile US, Inc. Communication Services	Added	6,001	+981	$1,260,390	+23.7%	0.33%
SCHW	Schwab Charles Corp Financial Services	Added	13,392	+302	$1,258,580	−3.8%	0.33%