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Portfolio (Quarterly) Guide ↗

Hardy Reed LLC

· CIK 0001761871
13F Portfolio $1.4B AUM 243 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 75 Added 56 Reduced 16 Exited
Page 6 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ET ENERGY TRANSFER L P Energy 44,040.0 $850K 0.06% $19.30 +1.6%
102 ACN ACCENTURE PLC IRELAND Technology 4,261.0 $845K 0.06% -209.0 -4.7% $198.29 -10.7%
103 MPLX MPLX LP Energy 14,670.0 $837K 0.06% -600.0 -3.9% $57.07 -1.1%
104 TEL TE CONNECTIVITY PLC Technology 3,970.0 $830K 0.06% -190.0 -4.6% $209.02 -0.2%
105 VRSK VERISK ANALYTICS INC Industrials 4,367.0 $829K 0.06% $189.75 -9.6%
106 DUHP DIMENSIONAL ETF TRUST 21,762.0 $800K 0.06% +10K +85.4% $36.76 +11.5%
107 SUSB ISHARES TR 31,573.0 $791K 0.06% +3K +10.6% $25.07 -0.4%
108 MRK MERCK & CO INC Healthcare 6,378.0 $767K 0.06% -107.0 -1.6% $120.29 -0.4%
109 MPC MARATHON PETE CORP Energy 3,104.0 $758K 0.06% -149.0 -4.6% $244.18 +1.6%
110 INTU INTUIT Technology 1,743.0 $754K 0.06% +819.0 +88.6% $432.38 -29.6%
111 VFH VANGUARD WORLD FD 6,170.0 $745K 0.05% $120.81 +5.4%
112 FISV FISERV INC Technology 13,278.0 $741K 0.05% $55.80 -0.3%
113 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,232.0 $731K 0.05% $592.98 -2.5%
114 OMC OMNICOM GROUP INC Communication Services 9,615.0 $724K 0.05% $75.31 -1.2%
115 PXF INVESCO EXCH TRADED FD TR II 10,346.0 $723K 0.05% $69.90 +11.3%
116 UNH UNITEDHEALTH GROUP INC Healthcare 2,654.0 $718K 0.05% +98.0 +3.8% $270.59 +39.3%
117 ESGE ISHARES INC 15,626.0 $711K 0.05% $45.47 +20.0%
118 VV VANGUARD INDEX FDS 2,323.0 $694K 0.05% $298.85 +15.5%
119 FTEC FIDELITY COVINGTON TRUST 3,284.0 $683K 0.05% $208.05 +35.5%
120 RF REGIONS FINANCIAL CORP NEW Financial Services 25,883.0 $676K 0.05% $26.12 +8.2%
Page 6 of 13  ·  243 positions

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%