Hardy Reed LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Hardy Reed LLC reported 252 stock positions worth $1.6 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 18.6% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 12.1%) and iShares Core Intl Stock ETF (IXUS, 9.7%). Compared with Q1 2026, it opened 27 new positions, sold out of 19, added to 105 and reduced 67. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +1%) and the biggest sale iShares Core Intl Stock ETF (IXUS, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- TUPELO, MS
- CIK
- 0001761871
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001765380-26-000261 ↗ filed Aug 3, 2026
Holdings Value
Holdings 252 stocks · $1.6B
| VTI VG Morningstar TS MKT ETF-US | 18.58% | 782,023 | $289.4M | Add +1.5% |
| VOO Vanguard S&P 500 ETF | 12.13% | 275,145 | $189.0M | Reduce -0.9% |
| IXUS iShares Core Intl Stock ETF | 9.71% | 1,585,303 | $151.3M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 8.43% | 401,332 | $131.4M | Add +0.3% |
| BNDX Vanguard Total Intl Bond ETF | 4.78% | 1,535,784 | $74.4M | Add +5.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 3.55% | 1,048,812 | $55.3M | Reduce -1.7% |
| AAPL Apple Inc. | 2.50% | 134,673 | $39.0M | Reduce -0.1% |
| VXUS Vanguard Total Intl Stock | 2.09% | 381,595 | $32.6M | Reduce -0.5% |
| DCOR Dimensional US Core Eq 1 ETF | 2.09% | 397,070 | $32.6M | Add +13.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.80% | 355,131 | $28.1M | Add +9.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.73% | 36 | $27.0M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.48% | 30,942 | $23.1M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 1.30% | 56,840 | $20.3M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 1.26% | 132,425 | $19.6M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 1.17% | 24,265 | $18.2M | Reduce -3.6% |
| VYM Vanguard High DVD Yield ETF | 1.13% | 111,422 | $17.6M | Reduce -5.3% |
| SPSB SS SPDR P St C Corp. ETF | 1.11% | 577,536 | $17.3M | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 0.94% | 189,272 | $14.6M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.88% | 110,536 | $13.7M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.78% | 125,821 | $12.2M | Add +0.1% |
| NVDA Nvidia Corp. | 0.69% | 54,000 | $10.8M | Add +0.3% |
| DFAS Dimensional US Small Cap ETF | 0.67% | 126,528 | $10.4M | Add +2.9% |
| MSFT Microsoft Corp. | 0.67% | 27,831 | $10.4M | Reduce -0.3% |
| HBAN Huntington Bancshares Inc. | 0.61% | 536,380 | $9.5M | Add +3.4% |
| AMZN Amazon.com Inc. | 0.61% | 39,862 | $9.5M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.61% | 43,336 | $9.4M | Add +0.1% |
| ITOT iShares Core S&P Total U.S. | 0.59% | 55,978 | $9.2M | No change |
| GOOG Alphabet Inc. Class C | 0.57% | 25,073 | $8.9M | Reduce -5.9% |
| DFAU Dimensional US Core Equity M | 0.47% | 140,652 | $7.3M | Reduce -0.1% |
| IWD iShares Russell 1000 Value E | 0.46% | 29,678 | $7.2M | No change |
| VNQ Vanguard Real Estate ETF | 0.44% | 70,572 | $6.8M | No change |
| GEV GE Vernova Inc. | 0.40% | 5,305 | $6.2M | Reduce -0.6% |
| BIV Vanguard Intermediate-Term B | 0.36% | 72,316 | $5.5M | Reduce -0.5% |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 92,125 | $5.5M | Add +0.1% |
| AVGO Broadcom Inc. | 0.35% | 14,351 | $5.4M | Reduce -8.7% |
| AMAT Applied Materials Inc. | 0.34% | 7,378 | $5.3M | Reduce -2.1% |
| DFUS Dimensional US Eq MKT ETF | 0.34% | 64,006 | $5.2M | No change |
| SOXQ Invesco PHLX Semiconductor | 0.32% | 45,000 | $5.0M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 6,613 | $4.9M | Add +0.1% |
| V Visa Inc. Class A | 0.31% | 14,012 | $4.8M | Reduce -3.0% |
| NSC Norfolk Southern Corp. | 0.30% | 15,083 | $4.7M | Add +0.3% |
| CAT Caterpillar Inc. | 0.30% | 4,378 | $4.7M | Add +2.9% |
| AZO AutoZone Inc. | 0.29% | 1,420 | $4.5M | New |
| APH Amphenol Corp. Class A | 0.28% | 24,667 | $4.3M | Reduce -0.2% |
| TT Trane Technologies PLC | 0.27% | 8,675 | $4.3M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.27% | 3,509 | $4.2M | Add +173.9% |
| HD Home Depot Inc. | 0.24% | 10,654 | $3.8M | Add +4.5% |
| PANW Palo Alto Networks Inc. | 0.23% | 10,539 | $3.6M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.22% | 25,439 | $3.5M | Add +2.2% |
| JNJ Johnson & Johnson | 0.21% | 13,023 | $3.3M | Add +2.9% |
| IAGG iShares Intl Aggregate Bond | 0.21% | 63,413 | $3.2M | Add +1.2% |
| LRCX Lam Research Corp. | 0.20% | 7,321 | $3.2M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.20% | 5,437 | $3.1M | Reduce -7.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 6,345 | $3.0M | Add +0.4% |
| IWN iShares Russell 2000 Value E | 0.19% | 13,312 | $2.9M | No change |
| PNC PNC Financial Services Group | 0.18% | 11,525 | $2.8M | Reduce -1.2% |
| AXP American Express Co. | 0.18% | 8,334 | $2.8M | Reduce -1.5% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.17% | 9,400 | $2.6M | No change |
| UBER Uber Technologies Inc. | 0.16% | 35,159 | $2.5M | Add +20.6% |
| MA Mastercard Inc. Class A | 0.16% | 4,923 | $2.5M | Reduce -2.2% |
| ABBV Abbvie Inc. | 0.16% | 9,616 | $2.4M | Reduce -3.0% |
| VEA Vanguard Ftse Developed ETF | 0.15% | 32,326 | $2.3M | Reduce -1.7% |
| BLK BlackRock Inc. | 0.15% | 2,386 | $2.3M | Add +2.4% |
| HON Honeywell International Inc. | 0.15% | 10,158 | $2.3M | Add +96.1% |
| VTHR Vanguard Russell 3000 | 0.14% | 6,674 | $2.2M | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.14% | 27,858 | $2.1M | No change |
| NEE Nextera Energy Inc. | 0.13% | 23,710 | $2.1M | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.13% | 2,040 | $2.1M | Add +5.0% |
| LIN Linde PLC | 0.13% | 3,928 | $2.0M | Add +3.7% |
| MDY State Street SPDR S&P Midcap | 0.13% | 2,775 | $2.0M | No change |
| PM Philip Morris International | 0.12% | 10,583 | $1.9M | Reduce -2.0% |
| FCX Freeport-McMoran Inc. | 0.12% | 29,631 | $1.9M | Add +0.6% |
| PGR Progressive Corp. | 0.12% | 8,530 | $1.9M | Add +4.4% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 4,972 | $1.9M | Add +1.4% |
| BSV Vanguard Short-Term Bond ETF | 0.12% | 23,810 | $1.9M | Add +0.6% |
| BKNG Booking Holdings Inc. | 0.12% | 10,270 | $1.8M | Add +0.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 7,436 | $1.8M | No change |
| BA The Boeing Co. | 0.11% | 8,235 | $1.8M | Add +0.8% |
| VSGX Vanguard ESG Intl Stock ETF | 0.11% | 20,305 | $1.7M | No change |
| SIMO Silicon Motion Technol-ADR | 0.11% | 5,010 | $1.7M | No change |
| XLK SS Technology Select Sector | 0.11% | 8,624 | $1.6M | No change |
| DHR Danaher Corp. | 0.10% | 8,483 | $1.6M | Add +2.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.10% | 12,520 | $1.6M | No change |
| DUHP Dimensional US High Profi Et | 0.10% | 35,587 | $1.5M | Add +63.5% |
| VRT Vertiv Holdings Co. Class A | 0.09% | 4,140 | $1.4M | New |
| ESML iShares ESG Aware MSCI USA S | 0.09% | 24,510 | $1.4M | Reduce -5.2% |
| SNPS Synopsys Inc. | 0.09% | 3,048 | $1.4M | Reduce -7.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.08% | 665 | $1.3M | Add +0.5% |
| FTI Technipfmc PLC | 0.08% | 19,831 | $1.3M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 8,602 | $1.3M | Reduce -1.5% |
| ORLY O'reilly Automotive Inc. | 0.08% | 13,982 | $1.3M | Reduce -7.1% |
| WMT Walmart Inc. | 0.08% | 11,294 | $1.3M | Reduce -18.1% |
| DELL Dell Technologies -C | 0.08% | 2,893 | $1.2M | Add +1.3% |
| SCHW Schwab (charles) Corp. | 0.08% | 13,305 | $1.2M | Reduce -0.7% |
| PH Parker Hannifin Corp. | 0.08% | 1,198 | $1.2M | Reduce -0.8% |
| TRGP Targa Resources Corp. | 0.07% | 4,324 | $1.2M | Add +0.1% |
| HONA Honeywell Aerospace Inc. | 0.07% | 5,208 | $1.2M | Add +0.5% |
| NTES Netease Inc.-ADR | 0.07% | 8,860 | $1.1M | Add +3.7% |
| NFLX Netflix Inc. | 0.07% | 15,341 | $1.1M | New |
| UNH Unitedhealth Group Inc. | 0.07% | 2,600 | $1.1M | Reduce -2.0% |
Portfolio Sells Q1 2026 → Q2 2026
| IXUS iShares Core Intl Stock ETF | Reduce -0.0% | 9.71% | −0.31 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -1.7% | 3.55% | −0.25 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.16 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -0.2% | 1.11% | −0.16 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.14 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.3% | 1.13% | −0.14 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.09 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.67% | −0.09 |
| VXUS Vanguard Total Intl Stock | Reduce -0.5% | 2.09% | −0.06 |
| BIV Vanguard Intermediate-Term B | Reduce -0.5% | 0.36% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -7.0% | 0.20% | −0.05 |
| WMT Walmart Inc. | Reduce -18.1% | 0.08% | −0.04 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -3.6% | 1.17% | −0.03 |
| MASI Masimo Corp. | Sold out | 0.00% | −0.03 |
| INTU Intuit Inc. | Reduce -5.6% | 0.03% | −0.03 |
| CRH CRH PLC | Sold out | 0.00% | −0.02 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -2.2% | 0.16% | −0.02 |
| TM Toyota Motor Corp. -Spon ADR | Sold out | 0.00% | −0.02 |
| T AT&T Inc. | Sold out | 0.00% | −0.02 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.02 |
| ORLY O'reilly Automotive Inc. | Reduce -7.1% | 0.08% | −0.02 |
| FIVE Five Below | Sold out | 0.00% | −0.02 |
| TJX TJX Companies Inc. | Reduce -1.5% | 0.08% | −0.02 |
| SU Suncor Energy Inc. | Reduce -28.0% | 0.02% | −0.02 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.02 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.02 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.02 |
| PSX Phillips 66 | Sold out | 0.00% | −0.02 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.02 |
| CBOE Cboe Global Markets Inc. | Sold out | 0.00% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -0.7% | 0.08% | −0.01 |
| DIS The Walt Disney Co. | Reduce -8.2% | 0.05% | −0.01 |
| SHEL Shell PLC-ADR | Reduce -0.5% | 0.03% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.3% | 0.03% | −0.01 |
| VRSK Verisk Analytics Inc. | Reduce -0.1% | 0.05% | −0.01 |
| V Visa Inc. Class A | Reduce -3.0% | 0.31% | −0.01 |
| TEL Te Connectivity PLC | Reduce -0.7% | 0.05% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 1.48% | −0.01 |
| OMC Omnicom Group | Reduce -1.1% | 0.04% | −0.01 |
| SNPS Synopsys Inc. | Reduce -7.6% | 0.09% | −0.01 |
| ULTA Ulta Beauty Inc. | Reduce -2.9% | 0.02% | −0.01 |
| PFE Pfizer Inc. | Reduce -12.5% | 0.01% | −0.01 |
| PM Philip Morris International | Reduce -2.0% | 0.12% | −0.01 |
| AKRE Akre Focus ETF | Reduce -18.7% | 0.02% | −0.01 |
| KLAC KLA Corp. | Reduce -62.3% | 0.02% | −0.01 |
| AVGO Broadcom Inc. | Reduce -8.7% | 0.35% | −0.01 |
| SONY Sony Group Corp. - SP ADR | Reduce -9.4% | 0.02% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| VTI VG Morningstar TS MKT ETF-US | Add +1.5% | 18.58% | +0.55 |
| AZO AutoZone Inc. | New | 0.29% | +0.29 |
| DCOR Dimensional US Core Eq 1 ETF | Add +13.2% | 2.09% | +0.25 |
| LLY Eli Lilly & Co. | Add +173.9% | 0.27% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 1.30% | +0.11 |
| PANW Palo Alto Networks Inc. | Add +0.2% | 0.23% | +0.11 |
| LRCX Lam Research Corp. | Add +0.2% | 0.20% | +0.09 |
| VRT Vertiv Holdings Co. Class A | New | 0.09% | +0.09 |
| FTI Technipfmc PLC | New | 0.08% | +0.08 |
| CAT Caterpillar Inc. | Add +2.9% | 0.30% | +0.08 |
| NFLX Netflix Inc. | New | 0.07% | +0.07 |
| IJR iShares Core S&P Small-Cap E | Add +0.0% | 1.26% | +0.06 |
| DELL Dell Technologies -C | Add +1.3% | 0.08% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.4% | 0.19% | +0.04 |
| DUHP Dimensional US High Profi Et | Add +63.5% | 0.10% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.31% | +0.03 |
| AMD Advanced Micro Devices | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | Add +3.0% | 0.05% | +0.03 |
| DFAS Dimensional US Small Cap ETF | Add +2.9% | 0.67% | +0.03 |
| SO The Southern Co. | New | 0.02% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.5% | 0.08% | +0.02 |
| CSCO Cisco Systems Inc. | Add +13.4% | 0.06% | +0.02 |
| ASX Ase Technology Holding -ADR | New | 0.02% | +0.02 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| WDC Western Digital Corp. | New | 0.02% | +0.02 |
| HBAN Huntington Bancshares Inc. | Add +3.4% | 0.61% | +0.02 |
| TSLA Tesla Inc. | Add +116.0% | 0.03% | +0.02 |
| GE General Electric | Add +1.4% | 0.12% | +0.02 |
| SAN Banco Santander SA-Spon ADR | New | 0.02% | +0.02 |
| MRCY Mercury Systems Inc. | New | 0.02% | +0.02 |
| NOVT Novanta Inc. | New | 0.02% | +0.02 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 0.02% | +0.02 |
| BXSL Blackstone Secured Lending F | New | 0.02% | +0.02 |
| RBA RB Global Inc. | New | 0.02% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| SOLS Solstice Adv Materials Inc. | New | 0.01% | +0.01 |
| GNTX Gentex Corp. | New | 0.01% | +0.01 |
| KO The Coca-Cola Co. | New | 0.01% | +0.01 |
| TXN Texas Instruments Inc. | Add +12.4% | 0.04% | +0.01 |
| IWB iShares Russell 1000 ETF | New | 0.01% | +0.01 |
| VOYA Voya Financial Inc. | New | 0.01% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.01% | +0.01 |
| CUBE Cubesmart | New | 0.01% | +0.01 |
| ROAD Construction Partners Inc. Class A | New | 0.01% | +0.01 |
| ICLR Icon PLC | New | 0.01% | +0.01 |
| PG The Procter & Gamble Co. | New | 0.01% | +0.01 |
| IBN Icici Bank Ltd.-Spon ADR | New | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +5.0% | 0.13% | +0.01 |
| UMC United Microelectron-SP ADR | Add +0.5% | 0.02% | +0.01 |
| UBER Uber Technologies Inc. | Add +20.6% | 0.16% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 252 | $1.6B | VTI, VOO, IXUS, JPM, BNDX |
| Q1 2026 | 243 | $1.4B | VTI, VOO, IXUS, JPM, BNDX |
| Q4 2025 | 239 | $1.4B | VTI, VOO, IXUS, JPM, BNDX |
| Q3 2025 | 240 | $1.4B | VTI, VOO, IXUS, JPM, BNDX |
| Q2 2025 | 247 | $1.2B | VTI, VOO, IXUS, JPM, BNDX |
| Q1 2025 | 236 | $1.1B | VTI, VOO, IXUS, JPM, BNDX |
| Q4 2024 | 246 | $1.1B | VTI, VOO, IXUS, JPM, BNDX |
| Q3 2024 | 243 | $1.1B | VTI, VOO, IXUS, JPM, BNDX |
| Q2 2024 | 228 | $995.6M | VTI, VOO, IXUS, JPM, BNDX |
| Q1 2024 | 117 | $805.0M | VTI, VOO, IXUS, JPM, BNDX |