Portfolio (Quarterly)
Guide ↗
Hardy Reed LLC
· CIK 0001761871| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | UMC | UNITED MICROELECTRONICS CORP | Technology | 11,338.0 | $102K | 0.01% | +110.0 | +1.0% | $8.98 | +134.7% |
| 242 | WIT | WIPRO LTD | Technology | 35,835.0 | $76K | 0.01% | +6K | +20.4% | $2.12 | -5.2% |
| 243 | CCC | CCC INTELLIGENT SOLUTIONS HL | Technology | 12,217.0 | $73K | 0.01% | -8K | -39.8% | $6.00 | -23.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
45.7%
Technology
21.4%
Communication Services
7.9%
Industrials
6.4%
Consumer Cyclical
5.1%
Energy
4.7%
Healthcare
4.4%
Utilities
1.8%
Basic Materials
1.3%
Consumer Defensive
1.3%