Latest Hardy Reed LLC Stock Portfolio

Hardy Reed LLC Performance:

2025 Q4: 2.12%YTD: 15.99%2024: 11.98%

Performance for 2025 Q4 is 2.12%, and YTD is 15.99%, and 2024 is 11.98%.

About Hardy Reed LLC and 13F Hedge Fund Stock Holdings

Hardy Reed LLC is a hedge fund based in Tupelo, MS. On 2026-02-06, 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 Dec, 2025.

The top stock holdings of Hardy Reed LLC are VB, VB, IBCE. The fund has invested 18.2% of it's portfolio in VANGUARD INDEX FDS and 12.6% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off STARBUCKS CORP (SBUX), TOTALENERGIES SE and FIDELITY MERRIMACK STR TR (FBND) stocks. They significantly reduced their stock positions in UNION PAC CORP (UNP), GENERAL DYNAMICS CORP (GD) and WESTERN MIDSTREAM PARTNERS L (WES). Hardy Reed LLC opened new stock positions in BUILDERS FIRSTSOURCE INC (BLDR), PROFESIONALLY MANAGED PORTFO and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to WIPRO LTD (WIT), SELECT SECTOR SPDR TR (XLB) and PNC FINL SVCS GROUP INC (PNC).

Hardy Reed LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Hardy Reed LLC made a return of 2.12% in the last quarter. In trailing 12 months, it's portfolio return was 15.99%.

Performance
S&P 500

New Buys

Ticker	$ Bought
builders firstsource inc	617,340
profesionally managed portfo	448,678
dimensional etf trust	446,359
totalenergies se	406,062
barclays plc	394,450
intuitive surgical inc	253,163
five below inc	222,642
amgen inc	213,079

New stocks bought by Hardy Reed LLC

Additions

Ticker	% Inc.
wipro ltd	101
select sector spdr tr	100
pnc finl svcs group inc	82.27
kinetik holdings inc	54.81
wells fargo co new	42.44
omnicom group inc	27.44
vanguard scottsdale fds	20.3
tesla inc	19.98

Additions to existing portfolio by Hardy Reed LLC

Reductions

Ticker	% Reduced
union pac corp	-67.43
general dynamics corp	-37.51
western midstream partners l	-25.28
plains all amern pipeline l	-24.61
sap se	-24.2
ccc intelligent solutions hl	-20.88
at&t inc	-20.85
schwab strategic tr	-20.66

Hardy Reed LLC reduced stake in above stock

Sold off

Ticker	$ Sold
hillman solutions corp	-135,433
hp inc	-223,314
stevanato group s p a	-204,970
comcast corp new	-232,006
fidelity merrimack str tr	-337,645
starbucks corp	-602,860
totalenergies se	-368,646
doximity inc	-298,672

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.

Sector	%
Others	74.5
Financial Services	11.1
Technology	6
Communication Services	2.4
Industrials	1.7
Consumer Cyclical	1.5
Healthcare	1.2

Market Cap. Distribution

Hardy Reed LLC has about 24.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	74.5
MEGA-CAP	19.1
LARGE-CAP	5.7

Stocks belong to which Index?

About 24.2% of the stocks held by Hardy Reed LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	74.8
S&P 500	24.2

Top 5 Winners (%)		%
LLY	eli lilly & co	39.0 %
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	28.5 %
LRCX	lam research corp	27.6 %
MRK	merck & co inc	25.4 %

Top 5 Winners ($)		$
VB	vanguard index fds	5.4 M
VB	vanguard index fds	4.1 M
GOOG	alphabet inc	3.9 M
IBCE	ishares tr	3.3 M
JPM	jpmorgan chase & co.	2.7 M

Top 5 Losers (%)		%
	fiserv inc	-47.6 %
XLB	select sector spdr tr	-41.8 %
LW	lamb weston hldgs inc	-27.9 %
YNDX	nebius group n.v.	-25.4 %
VEEV	veeva sys inc	-25.1 %

Top 5 Losers ($)		$
BNDX	vanguard charlotte fds	-1.5 M
MSFT	microsoft corp	-1.0 M
XLB	select sector spdr tr	-0.9 M
	fiserv inc	-0.8 M
HD	home depot inc	-0.6 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 239 stocks in it's portfolio. About 66.3% of the portfolio is in top 10 stocks. BNDX proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Hardy Reed LLC last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.03	2,750	374,193	unchanged	0.00

AAPL	apple inc	2.61	134,792	36,644,600	added	0.5

AAXJ	ishares tr	0.13	27,858	1,870,110	unchanged	0.00

AAXJ	ishares tr	0.10	12,520	1,426,280	reduced	-6.85

ABBV	abbvie inc	0.17	10,387	2,373,330	added	1.23

ABT	abbott labs	0.04	4,214	527,973	reduced	-5.09

ACN	accenture plc ireland	0.09	4,470	1,199,300	added	6.53

ADBE	adobe inc	0.09	3,720	1,301,960	added	1.58

AGT	ishares tr	0.23	63,868	3,194,040	reduced	-1.02

AGT	ishares tr	0.05	28,543	720,426	unchanged	0.00

AMAT	applied matls inc	0.14	7,531	1,935,390	added	0.98

AMGN	amgen inc	0.01	651	213,079	new

AMZN	amazon com inc	0.63	38,462	8,877,800	added	1.67

AOS	smith a o corp	0.02	3,631	242,842	added	0.3

APH	amphenol corp new	0.24	24,716	3,340,120	added	1.04

AVGO	broadcom inc	0.33	13,480	4,665,430	added	1.74

AXON	axon enterprise inc	0.00	0.00	0.00	sold off	-100

AXP	american express co	0.22	8,536	3,157,890	added	0.18

BA	boeing co	0.06	4,186	908,865	reduced	-0.02

BAB	invesco exch traded fd tr ii	0.18	45,000	2,509,650	unchanged	0.00