Horrell Capital Management, Inc. Top Holdings and 13F Report (2026)

About Horrell Capital Management, Inc.

Investment Activity

Horrell Capital Management, Inc. has $218.77 million in total holdings as of June 30, 2026.
Horrell Capital Management, Inc. owns shares of 196 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 3.43% of the portfolio was purchased this quarter.
About 8.82% of the portfolio was sold this quarter.
This quarter, Horrell Capital Management, Inc. has purchased 194 new stocks and bought additional shares in 6 stocks.
Horrell Capital Management, Inc. sold shares of 59 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

O'Reilly Automotive: $19,514,792
Union Pacific: $15,801,840
J.B. Hunt Transport Services: $15,667,135
FedEx: $12,627,280
Lennox International: $11,547,234

Largest New Holdings this Quarter

314352105 - FEDEX FREIGHT HOLDING CO INC: $1,522,986 Holding
43844R105 - HONEYWELL AEROSPACE INC: $49,743 Holding
464287556 - iShares Biotechnology ETF: $12,362 Holding
84615Q103 - SPACE EX TECH CL A: $3,588 Holding
022095103 - ALTRIA GROUP INC: $2,087 Holding

Largest Purchases this Quarter

FedEx: 17,971 shares (about $5.63M)
FEDEX FREIGHT HOLDING CO INC: 10,086 shares (about $1.52M)
iShares Russell 1000 Growth ETF: 1,350 shares (about $167.63K)
Microsoft: 229 shares (about $85.42K)
HONEYWELL AEROSPACE INC: 225 shares (about $49.74K)

Largest Sales this Quarter

O'Reilly Automotive: 22,943 shares (about $2.11M)
Union Pacific: 6,287 shares (about $1.71M)
Lennox International: 2,183 shares (about $1.25M)
Murphy USA: 2,183 shares (about $1.18M)
Dillard's: 2,183 shares (about $1.15M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ORLY O'Reilly Automotive	$19,514,792	$2,112,821 â–¼	-9.8%	211,910	8.9%	Retail/Wholesale
UNP Union Pacific	$15,801,840	$1,710,064 â–¼	-9.8%	58,095	7.2%	Transportation
JBHT J.B. Hunt Transport Services	$15,667,135	$226,913 â–¼	-1.4%	54,131	7.2%	Transportation
FDX FedEx	$12,627,280	$5,627,259 â–²	80.4%	40,326	5.8%	Transportation
LII Lennox International	$11,547,234	$1,250,750 â–¼	-9.8%	20,154	5.3%	Construction
MUSA Murphy USA	$10,860,386	$1,176,353 â–¼	-9.8%	20,154	5.0%	Retail/Wholesale
DDS Dillard's	$10,649,777	$1,153,541 â–¼	-9.8%	20,154	4.9%	Retail/Wholesale
AZO AutoZone	$9,140,388	$977,958 â–¼	-9.7%	2,860	4.2%	Retail/Wholesale
WAL-MART STORES INC	$7,632,818	$741,740 â–¼	-8.9%	67,392	3.5%	COM
HD Home Depot	$7,107,913	$769,900 â–¼	-9.8%	20,154	3.2%	Retail/Wholesale
AMZN Amazon.com	$6,085,774	$624,928 â–¼	-9.3%	25,534	2.8%	Retail/Wholesale
LHX L3Harris Technologies	$5,856,551	$634,358 â–¼	-9.8%	20,154	2.7%	Aerospace
LMT Lockheed Martin	$5,744,671	$622,560 â–¼	-9.8%	11,276	2.6%	Aerospace
ETR Entergy	$4,636,668	$501,479 â–¼	-9.8%	40,368	2.1%	Utilities
NUE Nucor	$4,513,806	$486,263 â–¼	-9.7%	20,264	2.1%	Basic Materials
LOW Lowe's Companies	$4,475,947	$481,330 â–¼	-9.7%	20,300	2.0%	Retail/Wholesale
OZK Bank OZK	$4,212,310	$454,850 â–¼	-9.7%	80,866	1.9%	Finance
EAT Brinker International	$3,385,872	$366,744 â–¼	-9.8%	20,154	1.5%	Retail/Wholesale
YUM Yum! Brands	$3,335,319	$348,974 â–¼	-9.5%	20,864	1.5%	Retail/Wholesale
ARCB ArcBest	$2,892,905	$313,348 â–¼	-9.8%	20,154	1.3%	Transportation
PEP PepsiCo	$2,872,917	$295,578 â–¼	-9.3%	21,218	1.3%	Consumer Staples
TGT Target	$2,632,314	$285,122 â–¼	-9.8%	20,154	1.2%	Retail/Wholesale
DLTR Dollar Tree	$2,437,626	$264,034 â–¼	-9.8%	20,154	1.1%	Retail/Wholesale
DG Dollar General	$2,319,927	$251,285 â–¼	-9.8%	20,154	1.1%	Retail/Wholesale
HOMB Home BancShares	$2,304,442	$249,299 â–¼	-9.8%	80,716	1.1%	Finance
KR Kroger	$2,238,303	$242,444 â–¼	-9.8%	40,308	1.0%	Retail/Wholesale
AAPL Apple	$2,191,902	$14,468 â–¼	-0.7%	7,575	1.0%	Computer and Technology
ABB LTD	$2,190,740	$237,292 â–¼	-9.8%	20,154	1.0%	SPONSERED ADR
UPS United Parcel Service	$2,166,555	$234,673 â–¼	-9.8%	20,154	1.0%	Transportation
CRH PLC	$2,156,478	$233,581 â–¼	-9.8%	20,154	1.0%	ADR
NSRGY Nestle	$2,075,741	$224,836 â–¼	-9.8%	20,154	0.9%	Consumer Staples
SBUX Starbucks	$2,059,537	$223,081 â–¼	-9.8%	20,154	0.9%	Retail/Wholesale
EHC Encompass Health	$2,037,166	$220,658 â–¼	-9.8%	20,154	0.9%	Medical
FEDEX FREIGHT HOLDING CO INC	$1,522,986	$1,522,986 â–²	New Holding	10,086	0.7%	COM
WEST Westrock Coffee	$1,285,549	$22,570 â–¼	-1.7%	158,514	0.6%	Consumer Staples
TSN Tyson Foods	$1,188,453	$124,691 â–¼	-9.5%	20,759	0.5%	Consumer Staples
P A M TRANSN SVCS INC	$1,132,232	$122,335 â–¼	-9.8%	80,816	0.5%	COM
CBRL Cracker Barrel Old Country Store	$1,074,208	$116,354 â–¼	-9.8%	20,154	0.5%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$967,749		0.0%	3,221	0.4%	Finance
SFNC Simmons First National	$912,976	$98,890 â–¼	-9.8%	40,308	0.4%	Finance
MSFT Microsoft	$897,113	$85,422 â–²	10.5%	2,405	0.4%	Computer and Technology
FIS Fidelity National Information Services	$783,588	$84,875 â–¼	-9.8%	20,154	0.4%	Business Services
CNNE Cannae	$604,800	$28,080 â–¼	-4.4%	42,000	0.3%	Finance
PPC Pilgrim's Pride	$566,529	$61,364 â–¼	-9.8%	20,154	0.3%	Consumer Staples
CUMMINS INC	$534,908		0.0%	750	0.2%	COM
LUV Southwest Airlines	$506,487	$7,713 â–¼	-1.5%	9,850	0.2%	Transportation
OMC Omnicom Group	$506,023	$54,040 â–¼	-9.6%	6,948	0.2%	Business Services
T AT&T	$437,888	$45,188 â–¼	-9.4%	21,154	0.2%	Computer and Technology
NPO Enpro	$420,277		0.0%	1,115	0.2%	Business Services
XLK Technology Select Sector SPDR Fund	$416,858		0.0%	2,188	0.2%	ETF
ONTARRIS INC	$407,312	$44,118 â–¼	-9.8%	20,154	0.2%	COM
GRAYSCALE BITCOIN TR BTC	$389,970		0.0%	8,567	0.2%	COM
STLD Steel Dynamics	$367,136		0.0%	1,600	0.2%	Basic Materials
GLD SPDR Gold Shares	$324,543		0.0%	881	0.1%	Finance
QCOM Qualcomm	$316,915		0.0%	1,715	0.1%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$312,654		0.0%	5,832	0.1%	ETF
GEL Genesis Energy	$311,740		0.0%	22,000	0.1%	Energy
FNF Fidelity National Financial	$293,005		0.0%	6,213	0.1%	Finance
FUNDSTRAT GRANNY SHT US	$273,044		0.0%	9,875	0.1%	ETF
CAG Conagra Brands	$271,273	$29,383 â–¼	-9.8%	20,154	0.1%	Consumer Staples
XLE Energy Select Sector SPDR Fund	$265,125	$64,794 â–¼	-19.6%	4,992	0.1%	ETF
TBF ProShares Short 20+ Year Treasury	$242,300		0.0%	10,000	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$223,506	$167,630 â–²	300.0%	1,800	0.1%	ETF
CAT Caterpillar	$212,980		0.0%	200	0.1%	Industrials
QQQ Invesco QQQ	$211,347		0.0%	287	0.1%	Finance
MSOS AdvisorShares Pure US Cannabis ETF	$185,456	$30,480 â–¼	-14.1%	36,507	0.1%	ETF
JPM JPMorgan Chase & Co.	$179,050		0.0%	547	0.1%	Finance
GIL Gildan Activewear	$168,629		0.0%	3,268	0.1%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$163,543		0.0%	219	0.1%	Finance
GS The Goldman Sachs Group	$161,819		0.0%	160	0.1%	Finance
KRE SPDR S&P Regional Banking ETF	$158,607		0.0%	2,119	0.1%	ETF
TMO Thermo Fisher Scientific	$150,408		0.0%	300	0.1%	Medical
IJK iShares S&P Mid-Cap 400 Growth ETF	$143,350		0.0%	1,220	0.1%	ETF
GT Goodyear Tire & Rubber	$133,016	$14,408 â–¼	-9.8%	20,154	0.1%	Auto/Tires/Trucks
MS Morgan Stanley	$121,870		0.0%	583	0.1%	Finance
XLI Industrial Select Sector SPDR Fund	$120,400		0.0%	650	0.1%	ETF
TSLA Tesla	$117,347		0.0%	279	0.1%	Auto/Tires/Trucks
XOM ExxonMobil	$117,306		0.0%	858	0.1%	Energy
NSC Norfolk Southern	$113,882		0.0%	362	0.1%	Transportation
NPSCY Nippon Steel & Sumitomo Metal	$110,754	$12,028 â–¼	-9.8%	33,572	0.1%	Basic Materials
JNJ Johnson & Johnson	$107,937		0.0%	425	0.0%	Medical
ABBVIE INC	$103,172		0.0%	410	0.0%	COM
PG Procter & Gamble	$101,035		0.0%	689	0.0%	Consumer Staples
GE GE Aerospace	$93,433		0.0%	250	0.0%	Aerospace
ALRS Alerus Financial	$93,300	$44,784 â–¼	-32.4%	3,000	0.0%	Finance
EPD Enterprise Products Partners	$91,900		0.0%	2,500	0.0%	Energy
TXN Texas Instruments	$88,527		0.0%	297	0.0%	Computer and Technology
GRAYSCALE ETHEREUM COM	$86,475		0.0%	6,777	0.0%	COM
NVDA NVIDIA	$86,076	$34,430 â–²	66.7%	430	0.0%	Computer and Technology
ISHARES BITCOIN ETF	$75,136		0.0%	2,257	0.0%	ETF
GE VERNOVA INC	$72,841		0.0%	62	0.0%	COM
GOOG Alphabet	$70,666		0.0%	200	0.0%	Computer and Technology
C Citigroup	$69,980		0.0%	500	0.0%	Financial Services
CYH Community Health Systems	$67,314	$7,291 â–¼	-9.8%	20,154	0.0%	Medical
VIG Vanguard Dividend Appreciation ETF	$64,834		0.0%	274	0.0%	ETF
ADM Archer Daniels Midland	$61,120		0.0%	800	0.0%	Consumer Staples
XLB Materials Select Sector SPDR Fund	$58,455		0.0%	1,150	0.0%	ETF
DUK Duke Energy	$56,961		0.0%	450	0.0%	Utilities
BGB Blackstone Strategic Credit 2027 Term Fund	$56,500		0.0%	5,000	0.0%	Financial Services
VBR Vanguard Small-Cap Value ETF	$56,374		0.0%	232	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Horrell Capital Management, Inc. Top Holdings and 13F Report (2026)

About Horrell Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Horrell Capital Management, Inc. Top Holdings and 13F Report (2026)

About Horrell Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHorrell Capital Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools