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Holders — by stockHoldings — by fund

Horrell Capital Management, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1385925

$218.8M

disclosed book value

196

positions

8.9%

largest position share

Positions, as of 2026-06-30

top 100 of 196 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1ORLYOREILLY AUTOMOTIVE, INC211,910$19.5M8.9%
2UNPUNION PAC CORP58,095$15.8M7.2%
3JBHTHUNT J B TRANS SVCS INC54,131$15.7M7.2%
4FDXFEDEX CORP40,326$12.6M5.8%
5LIILENNOX INTL INC20,154$11.5M5.3%
6MUSAMURPHY USA INC20,154$10.9M5%
7DDSDILLARD'S INC20,154$10.6M4.9%
8AZOAUTOZONE INC2,860$9.1M4.2%
9WMTWAL-MART STORES INC67,392$7.6M3.5%
10HDHOME DEPOT INC20,154$7.1M3.2%
11AMZNAMAZON COM INC25,534$6.1M2.8%
12LHXL3HARRIS TECHNOLOGIES20,154$5.9M2.7%
13LMTLOCKHEED MARTIN CORP11,276$5.7M2.6%
14ETRENTERGY CORP NEW40,368$4.6M2.1%
15NUENUCOR CORP20,264$4.5M2.1%
16LOWLOWES COS INC20,300$4.5M2%
17OZKBANK OZK80,866$4.2M1.9%
18EATBRINKER INTL INC20,154$3.4M1.5%
19YUMYUM BRANDS INC20,864$3.3M1.5%
20ARCBARCBEST CORP20,154$2.9M1.3%
21PEPPEPSICO INC21,218$2.9M1.3%
22TGTTARGET CORP20,154$2.6M1.2%
23DLTRDOLLAR TREE INC20,154$2.4M1.1%
24DGDOLLAR GEN CORP NEW20,154$2.3M1.1%
25HOMBHOME BANCSHARES INC80,716$2.3M1.1%
26KRKROGER CO40,308$2.2M1%
27AAPLAPPLE INC7,575$2.2M1%
28ABB LTD20,154$2.2M1%
29UPSUNITED PARCEL SERVICE INC20,154$2.2M1%
30CRH PLC20,154$2.2M1%
31NSRGYNESTLE SA20,154$2.1M0.9%
32SBUXSTARBUCKS CORP20,154$2.1M0.9%
33EHCENCOMPASS HEALTH CORP20,154$2.0M0.9%
34FEDEX FREIGHT HOLDING CO INC10,086$1.5M0.7%
35WESTROCK COFFEE CO158,514$1.3M0.6%
36TSNTYSON FOODS INC20,759$1.2M0.5%
37P A M TRANSN SVCS INC80,816$1.1M0.5%
38CBRLCRACKER BARREL OLD CTRY STOR20,154$1.1M0.5%
39IWMISHARES TR3,221$967,7490.4%
40SFNCSIMMONS 1ST NATL CORP40,308$912,9760.4%
41MSFTMICROSOFT CORP2,405$897,1130.4%
42FISFIDELITY NATL INFORMATION SV20,154$783,5880.4%
43CNNECANNAE HLDGS INC42,000$604,8000.3%
44PPCPILGRIMS PRIDE CORP20,154$566,5290.3%
45CUMMINS INC750$534,9080.2%
46LUVSOUTHWEST AIRLS CO9,850$506,4870.2%
47OMCOMNICOM GROUP INC6,948$506,0230.2%
48TAT&T INC21,154$437,8880.2%
49NPOENPRO INDS INC1,115$420,2770.2%
50XLKSTATE TREET TEC SLCT SPDR ETF2,188$416,8580.2%
51ONTONTARRIS INC20,154$407,3120.2%
52GBTCGRAYSCALE BITCOIN TR BTC8,567$389,9700.2%
53STLDSTEEL DYNAMICS INC ETF1,600$367,1360.2%
54GLDSPDR GOLD TR881$324,5430.1%
55QCOMQUALCOMM INC1,715$316,9150.1%
56XLFSTATE STREET FINL SLCT SPDR ETF5,832$312,6540.1%
57GELGENESIS ENERGY L P22,000$311,7400.1%
58FNFFIDELITY NATIONAL FINANCIAL6,213$293,0050.1%
59GRNYFUNDSTRAT GRANNY SHT US9,875$273,0440.1%
60CAGCONAGRA BRANDS INC20,154$271,2730.1%
61XLESTATE STREET ENERGY SLCT SPDR ETF4,992$265,1250.1%
62PROSHARES TR10,000$242,3000.1%
63IWFISHARES TR1,800$223,5060.1%
64CATCATERPILLAR INC DEL200$212,9800.1%
65QQQINVESCO QQQ TR287$211,3470.1%
66ADVISORSHARES PURE US CANNABIS36,507$185,4560.1%
67JPMJPMORGAN CHASE & CO547$179,0500.1%
68GILGILDAN ACTIVEWEAR INC CL A3,268$168,6290.1%
69SPYSPDR S&P 500 ETF TR219$163,5430.1%
70GSGOLDMAN SACHS GROUP INC160$161,8190.1%
71KRESPDR S&P REGIONAL2,119$158,6070.1%
72TMOTHERMO FISHER SCIENTIFIC INC300$150,4080.1%
73IJKISHARES TR1,220$143,3500.1%
74GTGOODYEAR TIRE RUBBER20,154$133,0160.1%
75MSMORGAN STANLEY583$121,8700.1%
76XLISTATE STREET INDSTL SLCT SPDR ETF650$120,4000.1%
77TSLATESLA INC279$117,3470.1%
78EXMOCEXXON MOBIL CORP858$117,3060.1%
79NSCNORFOLK SOUTHN CORP362$113,8820.1%
80NIPPON STEEL CORP ADR F33,572$110,7540.1%
81JNJJOHNSON & JOHNSON425$107,9370%
82ABBVIE INC410$103,1720%
83PGPROCTOR & GAMBLE CO689$101,0350%
84GEGE AEROSPACE250$93,4330%
85ALERUS FINL CORP3,000$93,3000%
86EPDENTERPRISE PRODS PARTNERS L2,500$91,9000%
87TXNTEXAS INSTRS INC297$88,5270%
88GRAYSCALE ETHEREUM COM6,777$86,4750%
89NVDANVIDIA CORP430$86,0760%
90IBITISHARES BITCOIN ETF2,257$75,1360%
91GEVGE VERNOVA INC62$72,8410%
92GOOGALPHABET INC200$70,6660%
93CCITIGROUP INC500$69,9800%
94COMMUNITY HEALTH SYS INC NEW20,154$67,3140%
95VIGVANGUARD DIVIDEND APPRECIATION274$64,8340%
96ADMARCHER DANIELS MIDLAND CO800$61,1200%
97XLBSTATE STREET MATRL SLCT SPDR ETF1,150$58,4550%
98DUKDUKE ENERGY CORP NEW450$56,9610%
99BLACKSTONE GSO STRATEGIC CR5,000$56,5000%
100VBRVANGUARD SMALL CAP VALUE232$56,3740%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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