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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 13 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NVO NOVO-NORDISK A S Healthcare 4,546.0 $218K 0.01% NEW $47.94 -2.5%
242 CUBE CUBESMART Real Estate 5,453.0 $217K 0.01% NEW $39.77 +2.8%
243 ROAD CONSTRUCTION PARTNERS INC Industrials 1,815.0 $216K 0.01% NEW $118.77 -5.6%
244 FIS FIDELITY NATL INFORMATION SV Technology 5,531.0 $215K 0.01% -254.0 -4.4% $38.88 +6.3%
245 ICLR ICON PUB LTD CO Healthcare 1,212.0 $211K 0.01% NEW $173.71 -0.9%
246 PG PROCTER & GAMBLE CO Consumer Defensive 1,413.0 $207K 0.01% NEW $146.64 -1.3%
247 ENSG ENSIGN GROUP INC Healthcare 1,276.0 $205K 0.01% $160.30 +12.0%
248 ALC ALCON AG Healthcare 3,047.0 $204K 0.01% -119.0 -3.8% $67.10 +9.7%
249 ICICI BANK LIMITED 6,919.0 $201K 0.01% NEW $29.03
250 STVN STEVANATO GROUP S P A Healthcare 10,660.0 $193K 0.01% $18.07 +25.1%
251 GAIN GLADSTONE INVT CORP Financial Services 11,472.0 $177K 0.01% +172.0 +1.5% $15.46 +5.8%
252 WIT WIPRO LTD Technology 19,681.0 $44K 0.00% -16K -45.1% $2.25 -16.0%
Page 13 of 13  ·  252 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%