Hardy Reed LLC

Q2 2026 13F-HR Holdings

Location
Tupelo, MS
Holdings as of
6/30/2026
Date filed
8/3/2026
Form type
13F-HR
Num holdings
252
Total value ($000)
$1,557,537
Net value change ($000)
+186,730 (13.6%)
New positions
29
Sold out positions
20
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 42,177 17.1%
VOO 23,046 13.9%
IXUS 13,906 10.1%
JPM 13,610 11.6%
DCOR 7,278 28.8%
AAPL 4,750 13.9%
AZO 4,538 NEW
BNDX 4,520 6.5%
GOOGL 3,970 24.3%
IJR 3,184 19.3%
Top Reduces (Value $000, Stocks/ETFs)
HON -2,342 -100.0%
CVX -2,259 -100.0%
TMO -1,979 -100.0%
TMUS -1,260 -100.0%
XOM -745 -17.6%
BLDR -494 -100.0%
WMT -435 -25.4%
MASI -424 -100.0%
INTU -324 -43.0%
CRH -321 -100.0%
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