Latest Hardy Reed LLC Stock Portfolio

Hardy Reed LLC Performance:

2026 Q1: -2.55%YTD: -2.55%2025: 17.29%

Performance for 2026 Q1 is -2.55%, and YTD is -2.55%, and 2025 is 17.29%.

About Hardy Reed LLC and 13F Hedge Fund Stock Holdings

Hardy Reed LLC is a hedge fund based in Tupelo, MS. On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hardy Reed LLC reported an equity portfolio of $1.4 Billions as of 31 Mar, 2026.

The top stock holdings of Hardy Reed LLC are VB, VB, IBCE. The fund has invested 18% of it's portfolio in VANGUARD INDEX FDS and 12.1% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off CADENCE BANK (CADE), INTERCONTINENTAL EXCHANGE IN (ICE) and ELEVANCE HEALTH INC FORMERLY (ANTX) stocks. They significantly reduced their stock positions in QUALCOMM INC (QCOM), NEBIUS GROUP N.V. (YNDX) and TESLA INC (TSLA). Hardy Reed LLC opened new stock positions in HUNTINGTON BANCSHARES INC (HBAN), FREEPORT MCMORAN INC (FCX) and ASTRAZENECA PLC. The fund showed a lot of confidence in some stocks as they added substantially to BOEING CO (BA), INTUIT (INTU) and DIMENSIONAL ETF TRUST (DFAC).

Hardy Reed LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Hardy Reed LLC made a return of -2.55% in the last quarter. In trailing 12 months, it's portfolio return was 16.35%.

Performance
S&P 500

New Buys

Ticker	$ Bought
huntington bancshares inc	8,118,940
freeport mcmoran inc	1,732,010
astrazeneca plc	493,445
kodiak gas svcs inc	355,752
zoetis inc	301,436
sunbelt rentals holdings inc	260,360
antero midstream corp	259,054
lemaitre vascular inc	253,821

New stocks bought by Hardy Reed LLC

Additions

Ticker	% Inc.
boeing co	95.22
intuit	88.64
dimensional etf trust	85.41
dt midstream inc	35.45
uber technologies inc	34.91
williams cos inc	27.19
ing groep n.v.	26.75
wipro ltd	20.38

Additions to existing portfolio by Hardy Reed LLC

Reductions

Ticker	% Reduced
qualcomm inc	-72.23
nebius group n.v.	-54.25
tesla inc	-48.24
ccc intelligent solutions hl	-39.84
hess midstream lp	-38.95
plains all amern pipeline l	-37.56
ge vernova inc	-32.94
canadian pacific kansas city	-28.15

Hardy Reed LLC reduced stake in above stock

Sold off

Ticker	$ Sold
cadence bank	-8,798,390
intercontinental exchange in	-1,671,750
gentex corp	-206,964
novo-nordisk a s	-365,166
astrazeneca plc	-349,426
blackline inc	-205,403
exponent inc	-246,097
workiva inc	-219,334

Hardy Reed LLC got rid off the above stocks

Sector Distribution

Hardy Reed LLC has about 74.8% of it's holdings in Others sector.

Sector	%
Others	74.8
Financial Services	10.8
Technology	5.6
Communication Services	2.2
Industrials	1.8
Consumer Cyclical	1.4
Healthcare	1.2
Energy	1.2

Market Cap. Distribution

Hardy Reed LLC has about 24.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	74.8
MEGA-CAP	19
LARGE-CAP	5.7

Stocks belong to which Index?

About 23.8% of the stocks held by Hardy Reed LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	75.8
S&P 500	23.8

Top 5 Winners (%)		%
MPC	marathon pete corp	49.0 %
SU	suncor energy inc new	48.9 %
LNG	cheniere energy inc	41.7 %
XOM	exxon mobil corp	40.9 %
ESE	esco technologies inc	40.2 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	4.0 M
IBCE	ishares tr	3.2 M
	ge vernova inc	1.5 M
XOM	exxon mobil corp	1.2 M
VXUS	vanguard star fds	0.6 M

Top 5 Losers (%)		%
HDB	hdfc bank ltd	-31.7 %
ADBE	adobe inc	-30.5 %
INTU	intuit	-28.9 %
FIS	fidelity natl information sv	-28.5 %
ACN	accenture plc ireland	-25.5 %

Top 5 Losers ($)		$
JPM	jpmorgan chase & co	-11.2 M
VB	vanguard index fds	-11.1 M
VB	vanguard index fds	-8.3 M
MSFT	microsoft corp	-3.1 M
AAPL	apple inc	-2.4 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 243 stocks in it's portfolio. About 66.1% of the portfolio is in top 10 stocks. JPM proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Hardy Reed LLC last quarter.

Last Reported on: 28 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.02	2,750	313,445	unchanged	0.00

AAPL	apple inc	2.50	134,831	34,218,800	added	0.03

AAXJ	ishares tr	0.14	27,858	1,907,440	unchanged	0.00

AAXJ	ishares tr	0.10	12,520	1,394,350	unchanged	0.00

ABBV	abbvie inc	0.16	9,912	2,155,760	reduced	-4.57

ABT	abbott laboratories	0.03	4,400	451,748	added	4.41

ACN	accenture plc ireland	0.06	4,261	844,914	reduced	-4.68

ADBE	adobe inc	0.07	3,738	908,634	added	0.48

AGT	ishares tr	0.23	62,639	3,134,460	reduced	-1.92

AGT	ishares tr	0.06	31,573	791,378	added	10.62

ALC	alcon ag	0.02	3,166	238,559	added	7.47

AM	antero midstream corp	0.02	11,362	259,054	new

AMAT	applied matls inc	0.19	7,538	2,576,410	added	0.09

AMGN	amgen inc	0.02	681	239,610	added	4.61

AMZN	amazon com inc	0.60	39,803	8,289,770	added	3.49

ANTX	elevance health inc formerly	0.00	0.00	0.00	sold off	-100

AOS	smith a o corp	0.02	3,620	238,703	reduced	-0.3

APH	amphenol corp	0.23	24,726	3,124,130	added	0.04

ASML	asml hldg nv	0.06	662	874,390	added	1.85

AVGO	broadcom inc	0.36	15,716	4,864,260	added	16.59