Hardy Reed LLC

Q1 2026 13F-HR Holdings

Location
Tupelo, MS
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
243
Total value ($000)
$1,370,807
Net value change ($000)
-31,527 (-2.2%)
New positions
20
Sold out positions
16
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HBAN 8,119 NEW
FNDF 4,118 8.6%
BNDX 2,637 3.9%
IXUS 2,303 1.7%
FCX 1,732 NEW
XOM 1,235 41.3%
VCSH 1,054 4.3%
DCOR 992 4.1%
BA 717 78.9%
AMAT 641 33.1%
Top Reduces (Value $000, Stocks/ETFs)
JPM -11,443 -8.9%
VOO -10,388 -5.9%
CADE -8,798 -100.0%
VTI -8,740 -3.4%
MSFT -2,766 -21.1%
AAPL -2,426 -6.6%
ICE -1,672 -100.0%
GOOGL -1,422 -8.0%
BRK-B -1,320 -4.9%
IWF -1,298 -9.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type