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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 8 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WMB WILLIAMS COS INC Energy 7,411.0 $551K 0.04% $74.34 -5.8%
142 VO VANGUARD INDEX FDS 6,819.0 $549K 0.04% +5K +301.1% $80.57 +2.8%
143 IX ORIX CORP Financial Services 14,335.0 $545K 0.04% $38.04 +2.7%
144 KGS KODIAK GAS SVCS INC Energy 7,255.0 $545K 0.04% +1K +18.9% $75.13 -19.6%
145 BEN FRANKLIN RESOURCES INC Financial Services 16,130.0 $537K 0.03% $33.27 +3.2%
146 XLC SELECT SECTOR SPDR TR 4,934.0 $529K 0.03% $107.13 +4.9%
147 TSLA TESLA INC Consumer Cyclical 1,242.0 $522K 0.03% +667.0 +116.0% $420.60 -15.8%
148 PEP PEPSICO INC Consumer Defensive 3,858.0 $522K 0.03% $135.40 +7.4%
149 SSD SIMPSON MFG INC Industrials 2,475.0 $518K 0.03% -110.0 -4.3% $209.35 -8.9%
150 KNTK KINETIK HOLDINGS INC Energy 10,651.0 $515K 0.03% $48.34 +12.2%
151 TOTALENERGIES SE 6,566.0 $511K 0.03% +54.0 +0.8% $77.76
152 AMD ADVANCED MICRO DEVICES INC Technology 866.0 $503K 0.03% NEW $580.91 -21.8%
153 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,689.0 $501K 0.03% +343.0 +4.1% $57.62 +16.2%
154 QCOM QUALCOMM INC Technology 2,659.0 $491K 0.03% +291.0 +12.3% $184.76 -14.9%
155 TFC TRUIST FINL CORP Financial Services 9,744.0 $485K 0.03% $49.82 +2.7%
156 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 24,400.0 $485K 0.03% -564.0 -2.3% $19.89 +10.4%
157 DGRW WISDOMTREE TR 4,986.0 $477K 0.03% $95.62 +3.8%
158 AZN ASTRAZENECA PLC Healthcare 2,496.0 $473K 0.03% $189.62 -13.2%
159 SHEL SHELL PLC Energy 6,081.0 $472K 0.03% -33.0 -0.5% $77.54 +20.1%
160 TIP ISHARES TR 4,272.0 $467K 0.03% $109.43 -2.0%
Page 8 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%