Hardy Reed Portfolio holdings
Hardy Reed is a Mississippi wealth management firm that plans and manages money for individuals, trusts and estates, and also advises retirement plans and charities. Scott Reed and John Hardy started it in 2006 and still own it, with Reed as chief executive and Hardy as president. Reed was a broker at J.J.B. Hilliard, W.L. Lyons from 1985 until 2006, and Hardy met him there after moving to the firm. Client portfolios are built mostly from mutual funds and ETFs, using fundamental analysis and a long-term approach, and for some clients the firm brings in an outside manager to run a portfolio of individual securities.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
U.S. Core Equity 1 Portfolio ETF Class Shares
DCOR
|
+$2.21M |
| 2 |
Philip Morris
PM
|
+$2.01M |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$1.93M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.55M |
| 5 |
Renasant Corp
RNST
|
+$1.47M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Booking.com
BKNG
|
+$1.68M |
| 2 |
Uber
UBER
|
+$1.51M |
| 3 |
Honeywell
HON
|
+$1.1M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$943K |
| 5 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$927K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 70.12% |
| 2 | Financials | 12.95% |
| 3 | Technology | 7.3% |
| 4 | Communication Services | 2.39% |
| 5 | Industrials | 2.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
201
EOG Resources
EOG
$80.7B
| $316K | 0.02% |
2,297
+37
| +2% | +$5.28K |
2024 Q2
9 quarters
|
|
202
Citigroup
C
$205B
| $312K | 0.02% |
2,409
+166
| +7% | +$22.4K |
2026 Q2
1 quarter
|
|
203
Phillips 66
PSX
$103B
| $307K | 0.02% |
+1,204
| New | +$275K |
2026 Q3
0 quarters
|
|
204
Southern Company
SO
$108B
| $305K | 0.02% |
3,683
+38
| +1% | +$3.46K |
2026 Q2
1 quarter
|
|
205
Banco Santander
SAN
$175B
| $302K | 0.02% |
21,840
+2,103
| +11% | +$30.1K |
2026 Q2
1 quarter
|
|
206
United Parcel Service
UPS
$94B
| $300K | 0.02% |
3,210
+71
| +2% | +$7.45K |
2024 Q4
7 quarters
|
|
207
Sunbelt Rentals Holdings
SUNB
$33.4B
| $298K | 0.02% |
4,069
+52
| +1% | +$3.88K |
2026 Q1
2 quarters
|
|
208
SAP
SAP
$270B
| $291K | 0.02% |
+1,397
| New | +$271K |
2026 Q3
0 quarters
|
|
209
Alibaba
BABA
$235B
| $290K | 0.02% |
+2,697
| New | +$312K |
2026 Q3
0 quarters
|
|
210
Federated Hermes
FHI
$4.7B
| $288K | 0.02% |
5,117
+19
| +0.4% | +$1.15K |
2024 Q4
7 quarters
|
|
211
Novartis
NVS
$303B
| $283K | 0.02% |
1,984
+544
| +38% | +$82.5K |
2026 Q1
2 quarters
|
|
212
Novo Nordisk
NVO
$179B
| $275K | 0.02% |
7,261
+2,715
| +60% | +$125K |
2026 Q2
1 quarter
|
|
213
Medtronic
MDT
$129B
| $274K | 0.02% |
3,178
+88
| +3% | +$7.76K |
2024 Q2
9 quarters
|
|
214
ICICI Bank
IBN
$123B
| $273K | 0.02% |
9,906
+2,987
| +43% | +$87.8K |
2026 Q2
1 quarter
|
|
215
KB Financial Group
KB
$39.4B
| $271K | 0.02% |
+2,205
| New | +$268K |
2026 Q3
0 quarters
|
|
216
Akre Focus ETF
AKRE
$5.35B
| $270K | 0.02% |
5,126
-444
| -8% | -$25.4K |
2025 Q4
3 quarters
|
|
217
Shinhan Financial Group
SHG
$29.5B
| $268K | 0.02% |
+3,454
| New | +$261K |
2026 Q3
0 quarters
|
|
218
Toyota
TM
$247B
| $267K | 0.02% |
+1,457
| New | +$273K |
2026 Q3
0 quarters
|
|
219
Canadian Pacific Kansas City
CP
$82.3B
| $266K | 0.02% |
3,125
-27
| -0.9% | -$2.45K |
2024 Q2
9 quarters
|
|
220
Digi International
DGII
$2.22B
| $265K | 0.02% |
3,480
-725
| -17% | -$52.7K |
2026 Q1
2 quarters
|
|
221
American Electric Power
AEP
$70.2B
| $265K | 0.02% |
+2,232
| New | +$283K |
2026 Q3
0 quarters
|
|
222
General Dynamics
GD
$98.1B
| $264K | 0.02% |
797
+12
| +2% | +$4.46K |
2024 Q2
9 quarters
|
|
223
HP
HPQ
$26B
| $258K | 0.02% |
+8,234
| New | +$238K |
2026 Q3
0 quarters
|
|
224
Woori Financial
WF
$17.1B
| $254K | 0.02% |
+3,359
| New | +$237K |
2026 Q3
0 quarters
|
|
225
Hess Midstream
HESM
$3.92B
| $252K | 0.02% |
6,740
| – | – |
2024 Q2
9 quarters
|
|
Similar funds
Hardy Reed's Q3 2026 Portfolio in Review
As of Q3 2026, Hardy Reed held 281 positions worth $1.58B, up 1.5% from $1.56B the previous quarter. Its ten largest holdings account for 66% of the portfolio.
Hardy Reed's Q3 2026 filing shows 29 new, 143 increased, 44 reduced and 22 closed positions. Its largest new stake was Altria Group: 13,080 shares worth $881K. The largest sale was Booking.com, an estimated $1.68M.
By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, down from 71% a quarter earlier, followed by Financials and Technology.
- Hardy Reed's largest Q3 2026 buy was Altria Group: 13,080 shares worth $881K.
- Hardy Reed added most to U.S. Core Equity 1 Portfolio ETF Class Shares in Q3 2026, an estimated $2.21M increase.
- Hardy Reed's biggest Q3 2026 reduction was Booking.com, cutting an estimated $1.68M.
- Hardy Reed fully exited Bank of America in Q3 2026, selling an estimated $574K.
- Hardy Reed's ten largest holdings make up 66% of its $1.58B portfolio in Q3 2026.
- Hardy Reed opened 29 new positions and closed 22 in Q3 2026.
- Hardy Reed's portfolio value rose 1.5% quarter-over-quarter to $1.58B.
Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.