Horrell Capital Management, Inc.

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CIK 1385925

13F portfolio (2026-Q1)

$219M

Positions

194

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

194

Top 5

33.2%

Top 10

54.1%

Effective N

25.2

HHI

0.040

This quarter

10 new · 0 exit →

By sector

Consumer Discretionary46.6%

Industrials31.4%

Consumer Staples4.7%

Unclassified4.6%

Financials3.8%

Information Technology2.4%

Utilities2.4%

Materials2.1%

Other2.0%

By market cap

Large ($10–200B)68.0%

Mega (>$200B)12.3%

Mid ($2–10B)10.5%

Unknown7.4%

Small ($300M–2B)1.7%

Micro (<$300M)0.1%

By region

North America94.6%

Other4.6%

Europe0.8%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Specialty Retail	41.92%	13
Road & Rail	14.82%	6
Aerospace & Defense	7.02%	6
Unclassified	6.46%	60
Machinery	5.03%	5
Hotels, Restaurants & Leisure	4.51%	5
Airlines	3.80%	2
Utilities	2.39%	5
Beverages	1.98%	3
Metals & Mining	1.86%	2
Banks	1.71%	10
Food & Staples Retailing	1.48%	2
Food Products	1.25%	5
Health Care Providers & Services	1.01%	2
Technology Hardware & Equipment	0.97%	4
Electrical Equipment & Components	0.89%	4
Commercial Services & Supplies	0.48%	3
Software	0.38%	7
Diversified Telecommunication Services	0.33%	4
Media & Entertainment	0.27%	2
Oil, Gas & Consumable Fuels	0.25%	6
Chemicals	0.25%	6
Professional Services	0.22%	1
Insurance	0.14%	3
Textiles, Apparel & Luxury Goods	0.11%	2
Capital Markets	0.11%	2
Pharmaceuticals & Biotechnology	0.10%	6
Communications Equipment	0.10%	2
Semiconductors & Semiconductor Equipment	0.06%	6
Automobiles & Components	0.05%	1
Software & IT Services	0.04%	3
Equity Real Estate Investment Trusts (REITs)	0.02%	1
Real Estate Management & Development	0.01%	1
Health Care Equipment & Supplies	0.00%	1
Distributors	0.00%	2
Tobacco	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	ORLY	O REILLY AUTOMOTIVE INC	Consumer Discretionary	9.88%
2	UNP	UNION PACIFIC CORP	Industrials	7.12%
3	DDS	DILLARD'S, INC.	Consumer Discretionary	5.82%
4	JBHT	HUNT J B TRANSPORT SERVICES INC	Industrials	5.30%
5	MUSA	Murphy USA Inc.	Consumer Discretionary	5.03%
6	AZO	AUTOZONE INC	Consumer Discretionary	4.87%
7	LII	LENNOX INTERNATIONAL INC	Industrials	4.72%
8	WMT	Walmart Inc.	Consumer Discretionary	4.19%
9	FDX	FEDEX CORP	Industrials	3.63%
10	LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	Industrials	3.51%

135/194 names classified · sector 95.4% of weight · industry 93.5% · mkt cap 92.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Consumer DiscretionaryORLY, HD, DDS, MUSA, AZO · other

IndustrialsUNP, LII, JBHT, FDX, FIS · other

Information TechnologyBHE, TDC, NOK, NTCT, UPWK · other

Consumer StaplesPEP, KR, TSN, CAG, PPC · other

FinancialsHOMB, SFNC, OZK, MSTR, USB · other

Communication ServicesCALX, T, VZ, UNIT, OMC · other

Health CareBAX, EHC, CYH, HCSG, PFE · other

MaterialsNUE, KMB, NPO, GT, CLX · other

UtilitiesETR, DUK, EPD, CNP, NEE · other

EnergyMUR, GEL, BP, XOM, CVX · other

Real EstateAMT, WY, IIPR, DLR, EQR · other

UnclassifiedCONVERGYS CORP, DASTY, BEAR ST FINL INC, DATALINK CORP, SONUS NETWORKS INC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 95.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (111 classified)Horrell Capital Management, Inc. centroid (Mid Core)

Consumer DiscretionaryIndustrialsConsumer StaplesUtilitiesMaterialsFinancialsInformation TechnologyHealth CareCommunication ServicesEnergyReal Estate

Style box summary for Horrell Capital Management, Inc.: centroid Mid Core. Heaviest cells: Mid Core 20.1%, Large Value 19.0%, Small Value 13.1%.

Classified: 91.7% of book weight (111/191 names) · unclassified 8.3%: OZK, , NSRGY, ABBNY, IWM, PAMT, WEST, GBTC, GEL, XLE +70 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 194 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	ORLYOREILLY AUTOMOTIVE INC	234,853	$22M	9.9%	TRIM −8%
2	UNPUNION PAC CORP	64,382	$16M	7.1%	TRIM −8%
3	DDSDILLARDS INC	22,337	$13M	5.8%	TRIM −8%
4	JBHTHUNT J B TRANS SVCS INC	54,915	$12M	5.3%	TRIM −4%
5	MUSAMURPHY USA INC	22,337	$11M	5.0%	TRIM −8%
6	AZOAUTOZONE INC	3,166	$11M	4.9%	TRIM −8%
7	LIILENNOX INTL INC	22,337	$10M	4.7%	TRIM −8%
8	WMTWALMART INC	73,941	$9M	4.2%	TRIM −7%
9	FDXFEDEX CORP	22,355	$8M	3.6%	TRIM −8%
10	LHXL3HARRIS TECHNOLOGIES INC	22,337	$8M	3.5%	TRIM −8%
11	LMTLOCKHEED MARTIN CORP	12,498	$8M	3.4%	TRIM −8%
12	HDHOME DEPOT INC	22,337	$7M	3.3%	TRIM −8%
13	AMZNAMAZON COM INC	28,156	$6M	2.7%	TRIM −8%
14	LOWLOWES COS INC	22,483	$5M	2.4%	TRIM −8%
15	ETRENTERGY CORP NEW	44,734	$5M	2.3%	TRIM −8%
16	OZKBANK OZK LITTLE ROCK ARK	89,598	$4M	1.9%	TRIM −8%
17	NUENUCOR CORP	22,447	$4M	1.7%	TRIM −8%
18	PEPPEPSICO INC	23,401	$4M	1.7%	TRIM −8%
19	YUMYUM BRANDS INC	23,047	$4M	1.6%	TRIM −8%
20	KRKROGER CO	44,674	$3M	1.5%	TRIM −8%
21	EATBRINKER INTL INC	22,337	$3M	1.5%	TRIM −8%
22	TGTTARGET CORP	22,337	$3M	1.2%	TRIM −8%
23	DGDOLLAR GEN CORP	22,337	$3M	1.2%	TRIM −8%
24	DLTRDOLLAR TREE INC	22,337	$2M	1.1%	TRIM −8%
25	HOMBHOME BANCSHARES INC	89,448	$2M	1.1%	TRIM −8%
26	CRH PLC	22,337	$2M	1.1%	TRIM −8%
27	UPSUNITED PARCEL SERVICE INC	22,337	$2M	1.0%	TRIM −8%
28	ARCBARCBEST CORP	22,337	$2M	1.0%	TRIM −8%
29	NSRGYNESTLE S A SPONSORED ADR	22,337	$2M	1.0%	TRIM −8%
30	EHCENCOMPASS HEALTH CORP	22,337	$2M	1.0%	TRIM −8%
31	SBUXSTARBUCKS CORP	22,337	$2M	0.9%	TRIM −8%
32	AAPLAPPLE INC	7,625	$2M	0.9%	HOLD
33	ABBNYABB LTD	22,337	$2M	0.8%	TRIM −8%
34	TSNTYSON FOODS INC	22,937	$1M	0.7%	TRIM −8%
35	FISFIDELITY NATL INFORMATION SV	22,337	$1M	0.5%	TRIM −8%
36	SFNCSIMMONS FIRST NATL CORP	44,674	$868,909	0.4%	TRIM −8%
37	PPCPILGRIMS PRIDE CORP	22,337	$843,445	0.4%	TRIM −8%
38	MSFTMICROSOFT CORP	2,176	$805,490	0.4%	HOLD
39	IWMISHARES TR	3,221	$798,808	0.4%	HOLD
40	PAMTPAMT CORP	89,548	$756,806	0.3%	TRIM −8%
41	WESTWESTROCK COFFEE CO	161,297	$685,512	0.3%	HOLD
42	TAT&T INC	23,337	$676,540	0.3%	TRIM −8%
43	CBRLCRACKER BARREL OLD CTRY STOR	22,337	$627,893	0.3%	TRIM −8%
44	OMCOMNICOM GROUP INC	7,690	$579,134	0.3%	TRIM −8%
45	CNNECANNAE HLDGS INC	43,950	$499,712	0.2%	HOLD
46	ONTMONTROSE ENVIRONMENTAL GROUP	22,337	$488,957	0.2%	TRIM −8%
47	GBTCGRAYSCALE BITCOIN TRUST ETF	8,567	$451,995	0.2%	HOLD
48	CMICUMMINS INC	750	$403,515	0.2%	TRIM −2%
49	GELGENESIS ENERGY L P	22,000	$392,260	0.2%	HOLD
50	XLESELECT SECTOR SPDR TR	6,212	$380,547	0.2%	HOLD
51	GLDSPDR GOLD TR	881	$379,085	0.2%	TRIM −19%
52	LUVSOUTHWEST AIRLS CO	10,000	$375,700	0.2%	HOLD
53	CAGCONAGRA BRANDS INC	22,337	$351,138	0.2%	TRIM −8%
54	XLKSELECT SECTOR SPDR TR	2,188	$290,785	0.1%	TRIM −6%
55	FNFFIDELITY NATL FINL INC	6,213	$288,159	0.1%	HOLD
56	STLDSTEEL DYNAMICS INC	1,600	$288,000	0.1%	HOLD
57	XLFSELECT SECTOR SPDR TR	5,832	$287,926	0.1%	HOLD
58	CRMTAMERICAS CAR-MART INC	22,337	$284,350	0.1%	TRIM −8%
59	NPOENPRO INC	1,115	$279,475	0.1%	HOLD
60	TBFPROSHARES TR	10,000	$242,300	0.1%	HOLD
61	GRNYTidal TR Fundstrat Granny Shots US LC ETF	9,875	$235,716	0.1%	HOLD
62	QCOMQUALCOMM INC	1,715	$220,858	0.1%	HOLD
63	IWFISHARES TR	450	$191,880	0.1%	HOLD
64	GILGILDAN ACTIVEWEAR INC	3,268	$181,864	0.1%	NEW
65	QQQINVESCO QQQ TR	287	$165,650	0.1%	HOLD
66	JPMJPMORGAN CHASE & CO	547	$160,906	0.1%	HOLD
67	RSPINVESCO EXCHANGE TRADED FD T	63	$156,993	0.1%	HOLD
68	GTGOODYEAR TIRE & RUBR CO	22,337	$148,094	0.1%	TRIM −8%
69	TMOTHERMO FISHER SCIENTIFIC INC	300	$147,459	0.1%	HOLD
70	XOMEXXON MOBIL CORP	858	$145,568	0.1%	HOLD
71	MSOSADVISORSHARES TR	42,507	$144,600	0.1%	ADD 35%
72	SPYSTATE STR SPDR S&P 500 ETF T	219	$142,424	0.1%	HOLD
73	CATCATERPILLAR INC	200	$141,692	0.1%	TRIM −12%
74	BLACKSKY TECHNOLOGY INC	5,631	$141,676	0.1%	HOLD
75	KRESPDR SERIES TRUST	2,119	$138,053	0.1%	HOLD
76	GSGOLDMAN SACHS GROUP INC	160	$135,358	0.1%	HOLD
77	NPSCYNIPPON STEEL CORP-SPON ADR	37,218	$134,729	0.1%	TRIM −8%
78	IJKISHARES TR	1,220	$122,756	0.1%	HOLD
79	ETHEGRAYSCALE ETHEREUM STAKING E	6,777	$115,683	0.1%	HOLD
80	ALRSALERUS FINL CORP	4,440	$105,272	0.0%	HOLD
81	XLISELECT SECTOR SPDR TR	650	$105,125	0.0%	HOLD
82	NSCNORFOLK SOUTHN CORP	362	$103,894	0.0%	HOLD
83	JNJJOHNSON & JOHNSON	425	$103,887	0.0%	HOLD
84	TSLATESLA INC	279	$103,718	0.0%	HOLD
85	HONHONEYWELL INTL INC	450	$101,714	0.0%	HOLD
86	PGPROCTER AND GAMBLE CO	689	$99,519	0.0%	ADD 3%
87	MSMORGAN STANLEY	583	$95,944	0.0%	HOLD
88	EPDENTERPRISE PRODS PARTNERS L	2,500	$94,600	0.0%	HOLD
89	ETNEATON CORP PLC	260	$92,994	0.0%	HOLD
90	ABBVABBVIE INC	410	$89,171	0.0%	HOLD
91	IBITISHARES BITCOIN TRUST ETF	2,257	$86,714	0.0%	HOLD
92	GEGE AEROSPACE	250	$70,943	0.0%	HOLD
93	CYHCOMMUNITY HEALTH SYS INC NEW	22,337	$65,671	0.0%	TRIM −8%
94	BMNRBITMINE IMMERSION TECNOLOGIE	3,249	$64,265	0.0%	ADD 69%
95	BTCGRAYSCALE BITCOIN MINI TR ET	2,109	$63,249	0.0%	HOLD
96	LULULULULEMON ATHLETICA INC	412	$63,077	0.0%	HOLD
97	VIGVANGUARD SPECIALIZED FUNDS	274	$58,926	0.0%	HOLD
98	DUKDUKE ENERGY CORP NEW	450	$58,923	0.0%	ADD 5%
99	SRESEMPRA	600	$58,302	0.0%	HOLD
100	ADMARCHER DANIELS MIDLAND CO	800	$58,152	0.0%	HOLD
101	TXNTEXAS INSTRS INC	297	$57,660	0.0%	HOLD
102	XLBSELECT SECTOR SPDR TR	1,150	$57,466	0.0%	HOLD
103	GOOGALPHABET INC	200	$57,372	0.0%	HOLD
104	CCITIGROUP INC	500	$56,705	0.0%	HOLD
105	BGBBLACKSTONE STRATEGIC CRED 20	5,000	$55,750	0.0%	HOLD
106	GEVGE VERNOVA INC	62	$54,120	0.0%	HOLD
107	VBRVANGUARD INDEX FDS	232	$50,402	0.0%	HOLD
108	ABXXFABXXF TECHNOLOGIES INC	1,450	$49,054	0.0%	HOLD
109	EDIVSPDR INDEX SHS FDS	1,222	$48,245	0.0%	HOLD
110	NVDANVIDIA CORPORATION	258	$45,016	0.0%	TRIM −31%
111	FDVVFIDELITY COVINGTON TRUST	750	$41,430	0.0%	HOLD
112	BSVVANGUARD BD INDEX FDS	485	$38,029	0.0%	HOLD
113	DLRDIGITAL RLTY TR INC	200	$36,042	0.0%	HOLD
114	DGROISHARES CORE DIVIDEND GROWTH ETF	500	$35,090	0.0%	HOLD
115	RTXRTX CORPORATION	177	$34,143	0.0%	ADD 2%
116	IBMINTERNATIONAL BUSINESS MACHS	139	$33,692	0.0%	HOLD
117	BACBANK AMERICA CORP	690	$33,638	0.0%	HOLD
118	XLYSELECT SECTOR SPDR TR	294	$32,040	0.0%	HOLD
119	GOOGLALPHABET INC	111	$31,937	0.0%	HOLD
120	USMVISHARES TR	340	$31,542	0.0%	HOLD
121	SHOPSHOPIFY INC	265	$31,434	0.0%	HOLD
122	VYMVANGUARD WHITEHALL FDS	185	$27,399	0.0%	HOLD
123	KOCOCA COLA CO	356	$27,074	0.0%	HOLD
124	EMREMERSON ELEC CO	200	$26,204	0.0%	HOLD
125	ITWILLINOIS TOOL WKS INC	100	$26,029	0.0%	HOLD
126	DIASPDR DOW JONES INDL AVERAGE	56	$25,939	0.0%	HOLD
127	UNITUNITI GROUP LLC COM SHS	2,734	$25,645	0.0%	TRIM −7%
128	VOOVANGUARD INDEX FDS	38	$22,707	0.0%	HOLD
129	MSTRSTRATEGY INC	169	$21,091	0.0%	ADD 61%
130	ETHGRAYSCALE ETHEREUM STAKING	1,044	$20,734	0.0%	TRIM −20%
131	BARRICK GOLD CORP	500	$20,395	0.0%	HOLD
132	FGF&G ANNUITIES & LIFE INC	784	$19,851	0.0%	HOLD
133	INTCINTEL CORP	380	$16,769	0.0%	ADD 13%
134	SCHXSCHWAB U.S. LARGE-CAP ETF	606	$15,538	0.0%	HOLD
135	NVSNOVARTIS AG	100	$15,275	0.0%	HOLD
136	PFFISHARES TR	500	$15,160	0.0%	HOLD
137	KHCKRAFT HEINZ CO	650	$14,619	0.0%	HOLD
138	STIPISHARES TR	140	$14,480	0.0%	HOLD
139	AXPAMERICAN EXPRESS CO	44	$13,309	0.0%	HOLD
140	IIPRINNOVATIVE INDL PPTYS INC	250	$12,540	0.0%	HOLD
141	UNILEVER N V	220	$12,533	0.0%	HOLD
142	USBUS BANCORP	239	$12,446	0.0%	HOLD
143	SLVISHARES SILVER TR	180	$12,265	0.0%	HOLD
144	PFEPFIZER INC	400	$11,232	0.0%	HOLD
145	SCHMSCHWAB STRATEGIC TR	360	$11,146	0.0%	HOLD
146	VZVERIZON COMMUNICATIONS INC	221	$11,094	0.0%	ADD 70%
147	PBRPETROLEO BRASILEIRO S A	500	$10,375	0.0%	HOLD
148	SCHASCHWAB STRATEGIC TR	352	$10,236	0.0%	HOLD
149	SCHFSCHWAB STRATEGIC TR	390	$9,653	0.0%	HOLD
150	EFAISHARES TR	95	$9,227	0.0%	HOLD
151	MDTMEDTRONIC PLC	100	$8,665	0.0%	HOLD
152	SOLSSOLSTICE ADVANCED MATLS INC	112	$8,530	0.0%	HOLD
153	NOCNORTHROP GRUMMAN CORP	29	$8,339	0.0%	HOLD
154	SCHESCHWAB STRATEGIC TR	251	$8,270	0.0%	HOLD
155	CVSCVS HEALTH CORP	100	$7,182	0.0%	HOLD
156	WMMVYWal-Mart de Mexico SAB de CV	208	$6,766	0.0%	HOLD
157	PSXPHILLIPS 66	34	$6,194	0.0%	HOLD
158	SCHHSCHWAB STRATEGIC TR	220	$4,728	0.0%	HOLD
159	INUVINUVO INC	2,233	$4,622	0.0%	TRIM −8%
160	JAZZJAZZ PHARMACEUTICALS PLC	24	$4,537	0.0%	HOLD
161	EEMISHARES TR	75	$4,259	0.0%	HOLD
162	ONEQFIDELITY COMWLTH TR	40	$3,396	0.0%	HOLD
163	CLCOLGATE PALMOLIVE CO	36	$3,068	0.0%	HOLD
164	COSTCOSTCO WHSL CORP NEW	3	$3,060	0.0%	HOLD
165	SHELSHELL PLC	32	$2,976	0.0%	NEW
166	HOGHARLEY DAVIDSON INC	147	$2,972	0.0%	HOLD
167	PRUPRUDENTIAL FINL INC	29	$2,833	0.0%	HOLD
168	KVUEKENVUE INC	160	$2,758	0.0%	HOLD
169	NVONOVO-NORDISK A S	70	$2,573	0.0%	HOLD
170	SCHZSCHWAB STRATEGIC TR	100	$2,322	0.0%	TRIM −43%
171	PPLPPL CORP	60	$2,292	0.0%	NEW
172	ANETArista Networks Inc	18	$2,210	0.0%	HOLD
173	SYYSYSCO CORP	30	$2,140	0.0%	NEW
174	CVXCHEVRON CORP NEW	10	$2,089	0.0%	NEW
175	FNFABRINET	4	$2,086	0.0%	ADD 33%
176	TSMTAIWAN SEMICONDUCTOR MFG LTD	6	$2,028	0.0%	ADD 20%
177	ASTSAST SPACEMOBILE INC	25	$2,012	0.0%	NEW
178	CRWDCROWDSTRIKE HLDGS INC	5	$1,952	0.0%	HOLD
179	SMHVANECK ETF TRUST	5	$1,940	0.0%	HOLD
180	MOALTRIA GROUP INC	29	$1,914	0.0%	NEW
181	NETCLOUDFLARE INC	9	$1,857	0.0%	HOLD
182	ATEYYADVANTEST CORPORATION	13	$1,766	0.0%	NEW
183	MELIMERCADOLIBRE INC	1	$1,729	0.0%	HOLD
184	REZIRESIDEO TECHNOLOGIES INC	41	$1,382	0.0%	HOLD
185	CRWVCoreWeave, Inc.	15	$1,162	0.0%	HOLD
186	METAMETA PLATFORMS INC	2	$1,144	0.0%	HOLD
187	XBGYXBLACKROCK ENHANCED INTL DIV	200	$1,082	0.0%	HOLD
188	ARKXARK ETF TR	35	$1,027	0.0%	ADD 17%
189	MAMASTERCARD INCORPORATED	2	$1,012	0.0%	HOLD
190	MRVLMARVELL TECHNOLOGY INC	10	$1,000	0.0%	HOLD
191	PLTRPALANTIR TECHNOLOGIES INC	4	$1,000	0.0%	NEW
192	SBGSYSCHNEIDER ELECTRIC SE UNSPONSORD ADR	11	$1,000	0.0%	NEW
193	UUNITY SOFTWARE INC	30	$1,000	0.0%	HOLD
194	MICCMAGNUM ICE CREAM CO NV	49	$1,000	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ORLYOREILLY AUTOMOTIVE INC

19K

288K

265K

256K

235K

$22M

UNPUNION PAC CORP

77K

79K

73K

70K

64K

$16M

DDSDILLARDS INC

27K

25K

24K

22K

$13M

JBHTHUNT J B TRANS SVCS INC

57K

60K

58K

57K

55K

$12M

MUSAMURPHY USA INC

27K

25K

24K

22K

$11M

AZOAUTOZONE INC

$11M

LIILENNOX INTL INC

27K

25K

24K

22K

$10M

WMTWALMART INC

87K

89K

82K

80K

74K

$9M

FDXFEDEX CORP

27K

25K

24K

22K

$8M

LHXL3HARRIS TECHNOLOGIES INC

27K

25K

24K

22K

$8M

LMTLOCKHEED MARTIN CORP

15K

14K

12K

$8M

HDHOME DEPOT INC

27K

25K

24K

22K

$7M

AMZNAMAZON COM INC

33K

34K

32K

31K

28K

$6M

LOWLOWES COS INC

27K

28K

25K

24K

22K

$5M

ETRENTERGY CORP NEW

53K

55K

50K

49K

45K

$5M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Horrell Capital Management, Inc.