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Latest Hardy Reed LLC Stock Portfolio

$1.56Billion | No. of Holdings #252

Hardy Reed LLC Performance

2026 Q2+10.17%
YTD+7.36%
2025+17.29%

About Hardy Reed LLC and 13F Hedge Fund Stock Holdings

Hardy Reed LLC is a hedge fund based in Tupelo, MS. On 2026-08-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hardy Reed LLC reported an equity portfolio of $1.6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Hardy Reed LLC are VB, VB, IBCE. The fund has invested 18.6% of it's portfolio in VANGUARD INDEX FDS and 12.1% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), CHEVRON CORPORATION (CVX) and THERMO FISHER SCIENTIFIC INC (TMO) stocks. They significantly reduced their stock positions in KLA CORP (KLAC), WIPRO LTD (WIT) and SUNCOR ENERGY INC NEW (SU). Hardy Reed LLC opened new stock positions in AUTOZONE INC (AZO), HONEYWELL INTL INC (HON) and VERTIV HOLDINGS CO (VRT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and ELI LILLY & CO (LLY).
Hardy Reed LLC Equity Portfolio Value
Last Reported on: 03 Aug, 2026
$1.56Billion
  as of Aug 03, 2026

Hardy Reed LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Hardy Reed LLC made a return of 10.17% in the last quarter. In trailing 12 months, it's portfolio return was 17.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
autozone inc4,538,240
honeywell intl inc2,274,380
vertiv holdings co1,386,160
technipfmc plc1,314,800
honeywell aerospace inc1,151,380
netflix inc.1,095,350
advanced micro devices inc503,069
southern co348,863
New stocks bought by Hardy Reed LLC

Additions

Ticker% Inc.
vanguard index fds301
ishares tr300
eli lilly & co173
tesla inc116
cameco corp72.47
amgen inc65.79
dimensional etf trust63.53
bhp billiton limited59.34
Additions to existing portfolio by Hardy Reed LLC

Reductions

Ticker% Reduced
kla corp-62.29
wipro ltd-45.08
suncor energy inc new-28.01
profesionally managed portfo-18.67
walmart inc-18.11
pfizer inc-12.48
digi intl inc-10.91
sony group corp-9.38
Hardy Reed LLC reduced stake in above stock

Sold off

Ticker$ Sold
ccc intelligent solutions hl-73,302
chevron corporation-2,259,230
honeywell intl inc-2,342,100
at&t inc-283,286
hdfc bank ltd-233,499
t-mobile us inc-1,260,390
builders firstsource inc-493,980
thermo fisher scientific inc-1,979,390
Hardy Reed LLC got rid off the above stocks

Sector Distribution

Hardy Reed LLC has about 74.5% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Healthcare
Sector%
Others74.5
Financial Services10.7
Technology6.1
Communication Services2.2
Industrials1.9
Consumer Cyclical1.6
Healthcare1.1

Market Cap. Distribution

Hardy Reed LLC has about 25% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED74.5
MEGA-CAP19.5
LARGE-CAP5.5

Stocks belong to which Index?

About 24% of the stocks held by Hardy Reed LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others75.6
S&P 50024
Top 5 Winners (%)%
MU
micron technology inc
230.2 %
UMC
united microelectronics corp
201.6 %
SIMO
silicon motion technology co
196.8 %
YNDX
nebius group n.v.
166.2 %
DELL
dell technologies inc
160.2 %
Top 5 Winners ($)$
VB
vanguard index fds
38.2 M
VB
vanguard index fds
24.7 M
IBCE
ishares tr
14.0 M
JPM
jpmorgan chase & co
13.3 M
AAPL
apple inc
4.8 M
Top 5 Losers (%)%
VB
vanguard index fds
-61.6 %
IJR
ishares tr
-60.3 %
INTU
intuit
-38.5 %
ACN
accenture plc ireland
-36.6 %
NKE
nike inc
-21.4 %
Top 5 Losers ($)$
IJR
ishares tr
-20.9 M
VB
vanguard index fds
-0.9 M
XOM
exxon mobil corp
-0.8 M
ACN
accenture plc ireland
-0.3 M
INTU
intuit
-0.3 M

Hardy Reed LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hardy Reed LLC

Hardy Reed LLC has 252 stocks in it's portfolio. About 65.7% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Hardy Reed LLC last quarter.

$1.56BTotal Value
272Positions
03 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Hardy Reed LLC, last reported on 03 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hardy Reed LLC's holding in Ishares Tr over time
0.14%27,858
$2.12M
0.14%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hardy Reed LLC's holding in Ishares Tr over time
0.1%12,520
$1.56M
0.1%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Hardy Reed LLC's holding in Ishares Tr over time
0.21%63,413
$3.21M
0.21%
increased 1.24 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Hardy Reed LLC's holding in Ishares Tr over time
0.05%31,897
$797.1K
0.05%
increased 1.03 percentadded
ALC
Alcon Ag

Alcon Ag

ALC
Hardy Reed LLC's holding in Alcon Ag over time
0.01%3,047
$204.5K
0.01%
decreased 3.76 percentreduced
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Hardy Reed LLC's holding in Asml Hldg Nv over time
0.09%665
$1.32M
0.09%
increased 0.45 percentadded
ASX
Ase Technology Hldg Co Ltd

Ase Technology Hldg Co Ltd

ASX
Hardy Reed LLC's holding in Ase Technology Hldg Co Ltd over time
0.02%7,135
$321.9K
0.02%
new position