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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 6 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KMI KINDER MORGAN INC DEL Energy 33,005.0 $1.1M 0.07% $31.97 -3.6%
102 MLI MUELLER INDS INC Industrials 8,059.0 $991K 0.06% $122.93 -48.3%
103 CSCO CISCO SYS INC Technology 8,286.0 $973K 0.06% +981.0 +13.4% $117.46 -6.5%
104 EPD ENTERPRISE PRODS PARTNERS L 26,456.0 $973K 0.06% $36.76
105 FTEC FIDELITY COVINGTON TRUST 3,284.0 $938K 0.06% $285.58 -3.0%
106 RTX RTX CORPORATION Industrials 4,796.0 $910K 0.06% +70.0 +1.5% $189.74 +10.8%
107 MRK MERCK & CO INC Healthcare 7,034.0 $904K 0.06% +656.0 +10.3% $128.50 +17.1%
108 RF REGIONS FINANCIAL CORP NEW Financial Services 28,804.0 $870K 0.06% +3K +11.3% $30.20 +2.4%
109 ESGE ISHARES INC 15,626.0 $855K 0.06% $54.69 -3.1%
110 ET ENERGY TRANSFER L P Energy 44,040.0 $842K 0.05% $19.12 +10.7%
111 RNST RENASANT CORP Financial Services 19,452.0 $827K 0.05% +850.0 +4.6% $42.54 -2.0%
112 MPLX MPLX LP Energy 14,670.0 $826K 0.05% $56.33 +3.8%
113 DIS DISNEY WALT CO Communication Services 8,447.0 $813K 0.05% -753.0 -8.2% $96.25 +15.3%
114 VFH VANGUARD WORLD FD 6,170.0 $812K 0.05% $131.60 +8.2%
115 VV VANGUARD INDEX FDS 2,323.0 $799K 0.05% $343.91 +2.2%
116 SUSB ISHARES TR 31,897.0 $797K 0.05% +324.0 +1.0% $24.99 -0.5%
117 TEL TE CONNECTIVITY PLC Technology 3,943.0 $795K 0.05% -27.0 -0.7% $201.61 +0.8%
118 MPC MARATHON PETE CORP Energy 3,095.0 $791K 0.05% $255.67 +41.6%
119 VRSK VERISK ANALYTICS INC Industrials 4,361.0 $783K 0.05% $179.53 +6.4%
120 PXF INVESCO EXCH TRADED FD TR II 10,346.0 $783K 0.05% $75.64 +4.9%
Page 6 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%