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Portfolio (Quarterly) Guide ↗

Hardy Reed LLC

· CIK 0001761871
13F Portfolio $1.6B AUM 252 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 70 Added 51 Reduced 20 Exited
Page 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSV VANGUARD BD INDEX FDS 23,810.0 $1.9M 0.12% +144.0 +0.6% $77.91 -0.4%
22 BKNG BOOKING HOLDINGS INC Consumer Cyclical 10,270.0 $1.8M 0.12% +10K +2411.0% $178.24 +19.9%
23 BA BOEING CO Industrials 8,235.0 $1.8M 0.11% +63.0 +0.8% $216.47 -2.4%
24 DHR DANAHER CORP DEL Healthcare 8,483.0 $1.6M 0.10% +180.0 +2.2% $190.48 +14.2%
25 DUHP DIMENSIONAL ETF TRUST 35,587.0 $1.5M 0.10% +14K +63.5% $41.73 +1.1%
26 DELL DELL TECHNOLOGIES INC Technology 2,893.0 $1.2M 0.08% +37.0 +1.3% $431.46 -0.5%
27 NTES NETEASE COM INC Technology 8,860.0 $1.1M 0.07% +317.0 +3.7% $128.14 -3.2%
28 CSCO CISCO SYS INC Technology 8,286.0 $973K 0.06% +981.0 +13.4% $117.46 -6.5%
29 RTX RTX CORPORATION Industrials 4,796.0 $910K 0.06% +70.0 +1.5% $189.74 +10.8%
30 MRK MERCK & CO INC Healthcare 7,034.0 $904K 0.06% +656.0 +10.3% $128.50 +17.1%
31 RF REGIONS FINANCIAL CORP NEW Financial Services 28,804.0 $870K 0.06% +3K +11.3% $30.20 +2.4%
32 RNST RENASANT CORP Financial Services 19,452.0 $827K 0.05% +850.0 +4.6% $42.54 -2.0%
33 SUSB ISHARES TR 31,897.0 $797K 0.05% +324.0 +1.0% $24.99 -0.5%
34 ADBE ADOBE INC Technology 3,815.0 $782K 0.05% +77.0 +2.1% $205.02 +35.2%
35 MU MICRON TECHNOLOGY INC Technology 625.0 $721K 0.05% +18.0 +3.0% $1154.29 -22.2%
36 PRU PRUDENTIAL FINL INC Financial Services 6,339.0 $684K 0.04% +165.0 +2.7% $107.93 +13.2%
37 TXN TEXAS INSTRS INC Technology 2,205.0 $657K 0.04% +243.0 +12.4% $298.07 -13.5%
38 WFC WELLS FARGO & CO Financial Services 7,584.0 $627K 0.04% +63.0 +0.8% $82.64 +3.0%
39 UNP UNION PAC CORP Industrials 2,255.0 $613K 0.04% +145.0 +6.9% $272.00 +14.3%
40 BAC BANK OF AMER CORP Financial Services 10,070.0 $574K 0.04% +2K +25.4% $56.98 +9.4%
Page 2 of 4  ·  70 positions

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
Financial Services 46.0%
Technology 23.7%
Industrials 6.5%
Communication Services 6.0%
Consumer Cyclical 5.7%
Healthcare 4.3%
Energy 3.2%
Utilities 2.0%
Basic Materials 1.3%
Consumer Defensive 1.1%