Hardy Reed LLC

Q3 2026 13F-HR Holdings

Location
Tupelo, MS
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
259
Total value ($000)
$1,581,634
Net value change ($000)
+24,097 (1.5%)
New positions
33
Sold out positions
26
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 35,012 NEW
AAPL 6,005 15.4%
XOM 4,714 NEW
MSFT 4,653 44.8%
VOO 4,125 2.2%
VTI 2,359 0.8%
PM 2,136 111.5%
NVDA 1,958 18.1%
DFA INVT DIMENSIONS GROUP IN 1,833 NEW
IAGG 1,817 56.6%
Top Reduces (Value $000, Stocks/ETFs)
DCOR -32,552 -100.0%
XOM -3,478 -100.0%
BNDX -2,518 -3.4%
IJR -1,622 -8.3%
BKNG -1,616 -88.3%
UBER -1,547 -61.0%
DUHP -1,485 -100.0%
AMAT -1,303 -24.4%
GEV -1,169 -18.8%
HON -1,167 -51.3%
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