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Hardy Reed LLC

CIK 1761871 · latest 13F filed 3 August 2026 · Read the filing on EDGAR

Hardy Reed LLC reported 252 US-listed holdings worth $1.56 billion in its 13F for the quarter ended 30 June 2026, filed 3 August 2026. Its largest: VG Totl STK Vprs (18.6%), Vanguard S&P 500 (12.1%) and iShares Trust (9.7%). Against the quarter before, it opened 29 positions, added to 97, trimmed 63 and sold out of 20.

Reported holdings$1.56B+13.6% on Q1 2026
Positions252+9 on Q1 2026
The largest ten65.7%of its reported holdings
Latest 13FQ2 2026filed 3 August 2026
Where the money is
Added toHeldTrimmed
VTI18.6%VOO12.1%IXUS9.7%JPM8.4%BNDX4.8%FNDF3.6%AAPL2.5%VXUS2.1%DCOR2.1%VCSH1.8%Berkshire1.7%SPY1.5%GOOGL1.3%IJR1.3%238 more28.5%

The 14 largest of its 252 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.12 billion in 243 positions$1.12BQ3 24Q4 2024: $1.13 billion in 246 positions$1.13BQ4 24Q1 2025: $1.13 billion in 236 positions$1.13BQ1 25Q2 2025: $1.25 billion in 247 positions$1.25BQ2 25Q3 2025: $1.36 billion in 240 positions$1.36BQ3 25Q4 2025: $1.40 billion in 239 positions$1.40BQ4 25Q1 2026: $1.37 billion in 243 positions$1.37BQ1 26Q2 2026: $1.56 billion in 252 positions$1.56BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 29Added 97Held 63Trimmed 63Sold out 20
Opened: 29Added: 97Held: 63Trimmed: 63Sold out: 20

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 29

  1. Autozone Inc. AZO$4.5 million
  2. Honeywell International Inc. HON$2.3 million
  3. Vertiv Holdings Co. VRT$1.4 million
  4. TechnipFMC plc FTI$1.3 million
  5. Honeywell Aerospace Inc. Com HONA$1.2 million
  6. Netflix Inc. NFLX$1.1 million
  7. Advanced Micro Devices Inc. AMD$503,069
  8. Southern Co. SO$348,863

and 21 more in the table below

Added to 97

  1. iShares Trust IWF+82,902 shares · +300%
  2. VG Totl STK Vprs VTI+11,464 shares · +1%
  3. Vanguard Charlotte FDS BNDX+81,916 shares · +6%
  4. Dimensional ETF Trust DCOR+46,427 shares · +13%
  5. Eli Lilly & Co. LLY+2,228 shares · +174%
  6. Vanguard Short-Term Corp. BD Idx VCSH+29,972 shares · +9%
  7. Booking Holdings Inc. BKNG+9,861 shares · +2411%
  8. Dimensional ETF Trust DUHP+13,825 shares · +64%

and 89 more in the table below

Trimmed 63

  1. Vanguard S&P 500 VOO-2,533 shares · -1%
  2. Vanguard Whitehall FDS VYM-6,206 shares · -5%
  3. Schwab Fundamental Internationa FNDF-17,937 shares · -2%
  4. iShares Core S&P 500 ETF IVV-895 shares · -4%
  5. Alphabet Inc. GOOG-1,573 shares · -6%
  6. Broadcom Inc. AVGO-1,365 shares · -9%
  7. SPDR S&P 500 SPY-511 shares · -2%
  8. Walmart Inc. WMT-2,497 shares · -18%

and 55 more in the table below

Sold out of 20

  1. Honeywell International Inc. HON$2.3 million last quarter
  2. Chevron Corp. CVX$2.3 million last quarter
  3. Thermo Fisher Scientific Inc. TMO$2.0 million last quarter
  4. T-Mobile US, Inc. TMUS$1.3 million last quarter
  5. Builders Firstsource Inc. BLDR$493,980 last quarter
  6. Masimo Corp. MASI$423,509 last quarter
  7. CRH Public Ltd. Co. CRH$320,616 last quarter
  8. Zoetis Inc. ZTS$301,436 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
VG Totl STK Vprs VTI782,023$289.4 million18.58%+11,464
Vanguard S&P 500 VOO275,145$189.0 million12.13%-2,533
iShares Trust IXUS1,585,303$151.3 million9.71%-508
JPMorgan Chase & Co. JPM401,332$131.4 million8.43%+1,014
Vanguard Charlotte FDS BNDX1,535,784$74.4 million4.78%+81,916
Schwab Fundamental Internationa FNDF1,048,812$55.3 million3.55%-17,937
Apple Inc. AAPL134,673$39.0 million2.50%-158
Vanguard Star FDS VXUS381,595$32.6 million2.09%-1,811
Dimensional ETF Trust DCOR397,070$32.6 million2.09%+46,427
Vanguard Short-Term Corp. BD Idx VCSH355,131$28.1 million1.80%+29,972
Berkshire Hathaway Inc. Del36$27.0 million1.73%no change
SPDR S&P 500 SPY30,942$23.1 million1.48%-511
Alphabet Inc. GOOGL56,840$20.3 million1.30%+7
iShares Core S&P Small-Cap ETF IJR132,425$19.6 million1.26%+48
iShares Core S&P 500 ETF IVV24,265$18.2 million1.17%-895
Vanguard Whitehall FDS VYM111,422$17.6 million1.13%-6,206
SPDR Ser Trust SPSB577,536$17.3 million1.11%-1,376
iShares Core S&P Mid-Cap ETF IJH189,272$14.6 million0.94%+55
iShares Trust IWF110,536$13.7 million0.88%+82,902
iShares Core MSCI Eafe ETF IEFA125,821$12.2 million0.78%+82
NVIDIA Corp. NVDA54,000$10.8 million0.69%+136
Dimensional ETF Trust DFAS126,528$10.4 million0.67%+3,522
Microsoft Corp. MSFT27,831$10.4 million0.67%-79
Huntington Bancshares Inc. HBAN536,380$9.5 million0.61%+17,598
Amazon.com Inc. AMZN39,862$9.5 million0.61%+59
Vanguard Value ETF VTV43,336$9.4 million0.61%+55
iShares Trust ITOT55,978$9.2 million0.59%no change
Alphabet Inc. GOOG25,073$8.9 million0.57%-1,573
Dimensional ETF Trust DFAU140,652$7.3 million0.47%-151
iShares Russell 1000 Value Inde IWD29,678$7.2 million0.46%no change
Vanguard Real Estate ETF VNQ70,572$6.8 million0.44%no change
GE Vernova Inc. GEV5,305$6.2 million0.40%-32
Vanguard Intermed Term Bond ETF BIV72,316$5.5 million0.36%-328
Vanguard Ftse Emerging Markets VWO92,125$5.5 million0.35%+52
Broadcom Inc. AVGO14,351$5.4 million0.35%-1,365
Applied Materials Inc. AMAT7,378$5.3 million0.34%-160
Dimensional ETF Trust DFUS64,006$5.2 million0.34%no change
Invesco Exch Traded FD Trust II SOXQ45,000$5.0 million0.32%no change
Invesco QQQ Trust QQQ6,613$4.9 million0.31%+8
Visa Inc. V14,012$4.8 million0.31%-430
Norfolk Southern Corp. NSC15,083$4.7 million0.30%+46
Caterpillar Inc. CAT4,378$4.7 million0.30%+122
Autozone Inc. AZO1,420$4.5 million0.29%new
Amphenol Corp. APH24,667$4.3 million0.28%-59
Trane Technologies plc TT8,675$4.3 million0.27%-7
Eli Lilly & Co. LLY3,509$4.2 million0.27%+2,228
Home Depot, Inc. HD10,654$3.8 million0.24%+461
Palo Alto Networks Inc. PANW10,539$3.6 million0.23%+18
ExxonMobil Holdings Corp. XOM25,439$3.5 million0.22%+549
Johnson & Johnson JNJ13,023$3.3 million0.21%+370
iShares Trust IAGG63,413$3.2 million0.21%+774
Lam Research Corp. LRCX7,321$3.2 million0.20%+16
Meta Platforms, Inc. META5,437$3.1 million0.20%-407
Taiwan Semiconductor Manufacturing Company Limited TSM6,345$3.0 million0.19%+27
iShares Trust IWN13,312$2.9 million0.19%no change
PNC Financial Services Group, Inc. PNC11,525$2.8 million0.18%-135
American Express Co. AXP8,334$2.8 million0.18%-125
Vanguard World FD MGC9,400$2.6 million0.17%no change
Uber Technologies, Inc. UBER35,159$2.5 million0.16%+6,007
Mastercard Inc. MA4,923$2.5 million0.16%-113
AbbVie Inc. ABBV9,616$2.4 million0.16%-296
Vanguard Ftse Developed Markets VEA32,326$2.3 million0.15%-556
BlackRock, Inc. BLK2,386$2.3 million0.15%+55
Honeywell International Inc. HON10,158$2.3 million0.15%new
Vanguard Scottsdale FDS VTHR6,674$2.2 million0.14%no change
iShares Trust ACWX27,858$2.1 million0.14%no change
NextEra Energy Inc. NEE23,710$2.1 million0.13%+108
Goldman Sachs Group Inc. GS2,040$2.1 million0.13%+98
Linde plc LIN3,928$2.0 million0.13%+141
SPDR S&P MidCap 400 ETF MDY2,775$2.0 million0.13%no change
Philip Morris International Inc. PM10,583$1.9 million0.12%-219
Freeport-McMoRan Inc. FCX29,631$1.9 million0.12%+165
Progressive Corp. PGR8,530$1.9 million0.12%+363
General Electric Co. GE4,972$1.9 million0.12%+66
Vanguard BD Index FDS BSV23,810$1.9 million0.12%+144
Booking Holdings Inc. BKNG10,270$1.8 million0.12%+9,861
Vanguard Small Cap Value ETF VBR7,436$1.8 million0.12%no change
Boeing Co. BA8,235$1.8 million0.11%+63
Vanguard World FD VSGX20,305$1.7 million0.11%no change
Silicon Motion Technology Corporation SIMO5,010$1.7 million0.11%no change
Technology Select Sector SPDR ETF XLK8,624$1.6 million0.11%no change
Danaher Corp. DHR8,483$1.6 million0.10%+180
iShares Trust EFG12,520$1.6 million0.10%no change
Dimensional ETF Trust DUHP35,587$1.5 million0.10%+13,825
Vertiv Holdings Co. VRT4,140$1.4 million0.09%new
iShares ESG Aware MSCI USA Smal ESML24,510$1.4 million0.09%-1,356
Synopsys Inc. SNPS3,048$1.4 million0.09%-250
ASML Holding N.V. ASML665$1.3 million0.08%+3
TechnipFMC plc FTI19,831$1.3 million0.08%new
TJX Companies Inc. TJX8,602$1.3 million0.08%-128
O'Reilly Automotive, Inc. ORLY13,982$1.3 million0.08%-1,071
Walmart Inc. WMT11,294$1.3 million0.08%-2,497
Dell Technologies Inc. DELL2,893$1.2 million0.08%+37
Charles Schwab Corp. SCHW13,305$1.2 million0.08%-87
Parker-Hannifin Corp. PH1,198$1.2 million0.08%-10
Targa Resources Corp. TRGP4,324$1.2 million0.07%+3
Honeywell Aerospace Inc. Com HONA5,208$1.2 million0.07%new
NetEase, Inc. NTES8,860$1.1 million0.07%+317
Netflix Inc. NFLX15,341$1.1 million0.07%new
UnitedHealth Group Inc. UNH2,600$1.1 million0.07%-54
Kinder Morgan, Inc. KMI33,005$1.1 million0.07%+89
Mueller Industries Inc. MLI8,059$990,6930.06%no change
Cisco Systems, Inc. CSCO8,286$973,2740.06%+981
Enterprise Products Partners LP EPD26,456$972,5230.06%no change
Fidelity Covington Trust FTEC3,284$937,8450.06%no change
RTX Corp. RTX4,796$909,9740.06%+70
Merck & Co., Inc. MRK7,034$903,8680.06%+656
Regions Financial Corp. RF28,804$869,8810.06%+2,921
iShares Inc. ESGE15,626$854,5860.05%no change
Energy Transfer LP ET44,040$842,0450.05%no change
Renasant Corp. RNST19,452$827,4890.05%+850
Mplx LP MPLX14,670$826,3620.05%no change
Walt Disney Co. DIS8,447$812,9860.05%-753
Vanguard World FD VFH6,170$811,9720.05%no change
Vanguard Large Cap ETF VV2,323$798,9030.05%no change
iShares Trust SUSB31,897$797,1070.05%+324
TE Connectivity plc TEL3,943$794,9490.05%-27
Marathon Petroleum Corp. MPC3,095$791,2990.05%-9
Verisk Analytics, Inc. VRSK4,361$782,9310.05%-6
Invesco Exch Traded FD Trust II PXF10,346$782,5720.05%no change
Adobe Inc. ADBE3,815$782,1520.05%+77
Micron Technology Inc. MU625$721,4320.05%+18
Omnicom Group Inc. OMC9,513$692,8320.04%-102
DT Midstream, Inc. DTM4,700$689,6780.04%no change
Prudential Financial Inc. PRU6,339$684,1690.04%+165
United Therapeutics Corp. UTHR1,237$670,2440.04%+5
Texas Instruments Inc. TXN2,205$657,2450.04%+243
Fiserv Inc. FISV13,278$651,2860.04%no change
T. Rowe Price Group, Inc. TROW5,728$651,2170.04%+17
Fastenal Co. FAST13,243$636,0620.04%-10
Evercore Inc. EVR1,857$634,0550.04%+3
Wells Fargo & Company WFC7,584$626,7420.04%+63
Union Pacific Corp. UNP2,255$613,3600.04%+145
Yandex N V NBIS2,205$608,9550.04%no change
Vanguard World FD VIS1,650$594,6270.04%no change
Vanguard World FD VCR1,498$594,1220.04%no change
Bank of America Corp. BAC10,070$573,7890.04%+2,039
Expeditors International of Washington Inc. EXPD3,457$563,4220.04%-28
UFP Industries Inc. UFPI6,209$563,4050.04%+6
Accenture plc ACN4,504$560,4780.04%+243
Williams Companies, Inc. WMB7,411$550,9340.04%+7
Vanguard Mid Cap Index ETF VO6,819$549,4070.04%+5,119
ORIX Corporation IX14,335$545,3040.04%no change
Kodiak Gas Services, Inc. KGS7,255$545,0690.03%+1,155
Franklin Templeton Inc. BEN16,130$536,6460.03%no change
Select Sector SPDR Trust XLC4,934$528,5800.03%no change
Tesla, Inc. TSLA1,242$522,3860.03%+667
PepsiCo Inc. PEP3,858$522,3610.03%-13
Simpson Manufacturing Co., Inc. SSD2,475$518,1420.03%-110
Kinetik Holdings Inc. KNTK10,651$514,8700.03%no change
TotalEnergies SE TTE6,566$510,5730.03%+54
Advanced Micro Devices Inc. AMD866$503,0690.03%new
Bristol-Myers Squibb Co. BMY8,689$500,6610.03%+343
Qualcomm Inc. QCOM2,659$491,2800.03%+291
Truist Financial Corp. TFC9,744$485,4470.03%no change
Mitsubishi UFJ Financial Group Inc. MUFG24,400$485,3160.03%-564
Wisdomtree Trust DGRW4,986$476,7620.03%no change
AstraZeneca PLC AZN2,496$473,2920.03%-6
Shell plc SHEL6,081$471,5210.03%-33
iShares Barclays Tips Bond TIP4,272$467,4850.03%no change
Siriusxm Holdings Inc. SIRI15,490$457,5750.03%no change
SPDR Ser Trust SPYM5,206$457,5040.03%+29
Welltower Inc. WELL2,003$454,6610.03%+33
McDonald's Corp. MCD1,673$452,2920.03%+120
Abbott Laboratories ABT4,939$448,1650.03%+539
Select Sector SPDR Trust XLV2,808$445,5180.03%no change
FedEx Corp. FDX1,405$439,9480.03%+122
Barclays plc BCS16,378$439,9140.03%-21
Western Midstream Partners L WES10,050$439,7880.03%no change
Plains All American Pipeline L.p./plains All American Finance Co. PAA19,700$438,5220.03%no change
Cheniere Energy Inc. LNG1,804$431,1750.03%+17
Intuit Inc. INTU1,646$429,6060.03%-97
ING Groep N.V. ING13,488$423,2540.03%+18
Schwab Strategic Trust SCHB14,351$415,6050.03%no change
Amgen Inc. AMGN1,129$408,8340.03%+448
Vanguard Scottsdale FDS VONE1,205$408,1580.03%-33
NatWest Group plc NWG22,321$393,5200.03%+33
Restaurant Brands Intl Inc. QSR5,427$393,5120.03%no change
BHP Group Limited BHP4,651$387,4750.02%+1,732
Columbia Banking System, Inc. COLB11,791$377,9020.02%-171
ONEOK Inc. OKE4,321$375,6680.02%+13
Agilent Technologies, Inc. A2,754$365,8140.02%+4
Vail Resorts Inc. MTN2,566$349,3610.02%+4
Southern Co. SO3,645$348,8630.02%new
Cameco Corp. CCJ3,320$338,1760.02%+1,395
United Parcel Service Inc. UPS3,139$337,4430.02%+235
Ulta Beauty, Inc. ULTA745$335,9810.02%-22
Sony Group Corporation SONY16,716$335,3230.02%-1,730
Medpace Holdings, Inc. MEDP632$334,7010.02%no change
Eaton Corp. plc ETN779$331,9480.02%+9
S&P Global Inc. SPGI793$322,9580.02%+49
ASE Technology Holding Co., Ltd. ASX7,135$321,9320.02%new
Carmax Inc. KMX6,015$318,1340.02%no change
Digi International Inc. DGII4,205$315,1650.02%-515
Nutrien Ltd. NTR5,005$315,0650.02%+29
Citigroup Inc. C2,243$313,9310.02%new
RBC Bearings Inc. RBC483$311,0810.02%+3
Esco Technologies Inc. ESE887$310,4860.02%-20
Casella Waste Systems Inc. CWST3,200$310,3040.02%no change
United Microelectronics Corporation UMC11,392$309,9770.02%+54
Sunbelt Rentals Holdings Inc. SUNB4,017$300,5120.02%+17
SEI Investments Co. SEIC3,408$298,9160.02%no change
Akre Focus ETF AKRE5,570$296,2690.02%-1,279
Suncor Energy Inc. SU5,503$295,4020.02%-2,141
EOG Resources Inc. EOG2,260$293,1900.02%+9
Western Digital Corp. WDC450$287,4240.02%new
Federated Hermes, Inc. FHI5,098$281,5120.02%+12
Descartes Sys Group Inc. DSGX4,041$279,7990.02%+313
General Dynamics Corp. GD785$278,0790.02%-18
Veeva Systems Inc. VEEV1,547$274,5470.02%-9
Canadian Pacific Kansas City LT CP3,152$273,1210.02%-25
Banco Santander, S.A. SAN19,737$272,3710.02%new
Nike, Inc. NKE6,625$271,9570.02%+706
Mercury Systems Inc. MRCY2,125$259,9520.02%new
Antero Midstream Corp. AM11,409$259,5550.02%+47
Novanta Inc. NOVT1,583$256,8260.02%new
Kadant Inc. KAI815$256,0980.02%+2
Hess Midstream LP HESM6,740$253,4240.02%no change
Firstservice Corp. New FSV1,774$252,1040.02%+216
Lemaitre Vascular Inc. LMAT2,570$246,6180.02%+245
J.B. Hunt Transport Services, Inc. JBHT849$245,7270.02%new
Select Sector SPDR Trust XLP2,956$245,5550.02%no change
Balchem Corp. BCPC1,452$245,3160.02%+27
Copart Inc. CPRT8,574$241,8730.02%-131
Medtronic plc MDT3,090$241,7310.02%+305
Blackstone Secd Lending FD BXSL10,166$241,0360.02%new
KLA Corp. KLAC792$238,9550.02%+582
RB Global Inc. RBA2,046$238,2570.02%new
Intel Corp. INTC1,699$237,2320.02%new
Sysco Corp. SYY2,819$235,6130.02%-26
Grand Canyon Education, Inc. LOPE1,630$233,2700.01%no change
Solstice Advanced Materials Inc. SOLS2,626$232,6640.01%new
A. O. Smith Corp. AOS3,668$230,0570.01%+48
Gentex Corp. GNTX9,027$228,1130.01%new
Novartis AG NVS1,440$225,6770.01%-36
Pfizer Inc. PFE9,321$224,4500.01%-1,329
Lamb Weston Holdings, Inc. LW5,193$224,2340.01%+24
Coca-Cola Co. KO2,757$224,0620.01%new
Voya Financial, Inc. VOYA2,449$221,7080.01%new
iShares Trust IWB540$221,1300.01%new
Novo Nordisk A/S NVO4,546$217,9360.01%new
CubeSmart CUBE5,453$216,8660.01%new
Construction Partners, Inc. ROAD1,815$215,5680.01%new
Fidelity National Information Services, Inc. FIS5,531$215,0460.01%-254
ICON plc ICLR1,212$210,5370.01%new
Procter & Gamble Co. PG1,413$207,2030.01%new
Ensign Group, Inc. ENSG1,276$204,5430.01%no change
Alcon AG ALC3,047$204,4540.01%-119
Icici Bank ADR IBN6,919$200,8590.01%new
Stevanato Group SpA STVN10,660$192,6270.01%no change
Gladstone Investment Corp GAIN11,472$177,3510.01%+172
Wipro Limited WIT19,681$44,2830.00%-16,154
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 20 it sold out of are in the box above.