Hardy Reed LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 2, 2024), Hardy Reed LLC reported 117 stock positions worth $805.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 22.6% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 16.4%) and iShares Core Intl Stock ETF (IXUS, 10.6%). Compared with Q4 2023, it opened 16 new positions, sold out of 15, added to 25 and reduced 38. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +2%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
TUPELO, MS
CIK
0001761871
Portfolio Value
$805.0M (Q1 2024)
SEC Filing
0001765380-24-000176 ↗ filed May 2, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $805.0M $805.0M Q1 2024 Q2 2024: $995.6M Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 117 stocks · $805.0M
VTI VG Morningstar TS MKT ETF-US 22.62% 700,772 $182.1M Add +1.5%
VOO Vanguard S&P 500 ETF 16.43% 275,184 $132.3M Add +0.8%
IXUS iShares Core Intl Stock ETF 10.63% 1,261,352 $85.6M Add +3.2%
JPM JPMorgan Chase & Co. 9.52% 382,549 $76.6M Reduce -0.0%
BNDX Vanguard Total Intl Bond ETF 5.52% 904,114 $44.5M Add +3.8%
VXUS Vanguard Total Intl Stock 3.04% 405,899 $24.5M Reduce -0.2%
BRK.A Berkshire Hathaway Inc. Class A 2.84% 36 $22.8M No change
SPY SS SPDR S&P 500 ETF Trust-US 2.04% 31,416 $16.4M No change
IJR iShares Core S&P Small-Cap E 1.82% 132,438 $14.6M Reduce -1.6%
AAPL Apple Inc. 1.78% 83,429 $14.3M Reduce -0.5%
VYM Vanguard High DVD Yield ETF 1.77% 118,058 $14.3M Reduce -5.2%
SPSB SS SPDR P St C Corp. ETF 1.72% 464,852 $13.8M Reduce -0.4%
IVV iShares Core S&P 500 ETF 1.71% 26,246 $13.8M Reduce -6.5%
IJH iShares Core S&P Midcap ETF 1.44% 190,902 $11.6M Reduce -0.2%
IWF iShares Russell 1000 Growth 1.17% 27,924 $9.4M No change
IEFA iShares Core MSCI Eafe ETF 1.16% 126,181 $9.4M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.83% 41,051 $6.7M Add +48.2%
ITOT iShares Core S&P Total U.S. 0.80% 56,064 $6.5M Reduce -0.4%
VNQ Vanguard Real Estate ETF 0.78% 72,375 $6.3M No change
CADE Cadence Bank 0.75% 208,828 $6.1M Reduce -0.3%
DFAS Dimensional US Small Cap ETF 0.74% 94,954 $5.9M Add +2.8%
IWD iShares Russell 1000 Value E 0.66% 29,678 $5.3M Reduce -4.8%
DFAU Dimensional US Core Equity M 0.65% 142,252 $5.2M No change
DCOR Dimensional US Core Eq 1 ETF 0.53% 72,062 $4.2M Add +56.1%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.50% 112,520 $4.0M No change
NSC Norfolk Southern Corp. 0.47% 15,000 $3.8M No change
DFUS Dimensional US Eq MKT ETF 0.45% 64,006 $3.6M No change
IAGG iShares Intl Aggregate Bond 0.42% 68,237 $3.4M Reduce -4.0%
VWO Vanguard Ftse Emerging Marke 0.39% 74,767 $3.1M No change
IWN iShares Russell 2000 Value E 0.27% 13,728 $2.2M Add +3.1%
VEA Vanguard Ftse Developed ETF 0.27% 42,960 $2.2M Reduce -7.7%
MSFT Microsoft Corp. 0.26% 4,879 $2.1M Reduce -1.7%
VTHR Vanguard Russell 3000 0.24% 8,183 $1.9M No change
PGR Progressive Corp. 0.22% 8,611 $1.8M Reduce -0.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.20% 8,447 $1.6M No change
MDY State Street SPDR S&P Midcap 0.19% 2,775 $1.5M No change
BSV Vanguard Short-Term Bond ETF 0.18% 18,474 $1.4M Reduce -10.5%
EFG iShares MSCI Eafe Growth ETF 0.17% 13,470 $1.4M No change
HD Home Depot Inc. 0.17% 3,473 $1.3M Reduce -1.1%
GOOG Alphabet Inc. Class C 0.15% 8,141 $1.2M Add +2.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.15% 3,580 $1.2M No change
BIV Vanguard Intermediate-Term B 0.14% 14,724 $1.1M Reduce -0.2%
GE General Electric 0.13% 5,874 $1.0M Reduce -0.9%
VSGX Vanguard ESG Intl Stock ETF 0.13% 17,924 $1.0M Add +3.0%
ESML iShares ESG Aware MSCI USA S 0.13% 25,510 $1.0M No change
SCHW Schwab (charles) Corp. 0.12% 13,145 $951K Reduce -6.8%
META Meta Platforms Inc. Class A 0.12% 1,918 $931K Reduce -9.7%
ORLY O'reilly Automotive Inc. 0.11% 813 $918K Reduce -4.7%
XLK SS Technology Select Sector 0.11% 4,312 $898K No change
JNJ Johnson & Johnson 0.11% 5,394 $853K Add +25.5%
PH Parker Hannifin Corp. 0.10% 1,468 $816K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 6,633 $812K Add +31.3%
TEL Te Connectivity Ltd. 0.09% 4,886 $710K No change
FAST Fastenal Co. 0.09% 8,933 $689K Reduce -0.7%
DGRW Wisdomtree U.S. Quality Divi 0.08% 8,927 $680K Add +3.8%
RNST Renasant Corp. 0.08% 21,586 $676K No change
WMT Walmart Inc. 0.08% 11,096 $668K Add +7.2%
VFH Vanguard Financials ETF 0.08% 6,315 $647K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.08% 2,672 $641K No change
FTEC Fidelity MSCI Info Tech Indx 0.08% 4,010 $625K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 5,972 $606K No change
MLI Mueller Industries Inc. 0.07% 10,776 $581K No change
AMZN Amazon.com Inc. 0.07% 2,940 $530K Reduce -15.1%
TIP iShares Tips Bond ETF 0.06% 4,797 $515K Reduce -9.5%
SPSC SPS Commerce Inc. 0.06% 2,776 $513K Reduce -4.6%
SUSB iShares ESG Aware 1-5 Year U 0.06% 20,748 $508K No change
OMC Omnicom Group 0.06% 5,120 $495K No change
SCHP Schwab U.S. Tips ETF 0.06% 9,356 $488K Add +34.7%
VCR Vanguard Consumer Discre ETF 0.06% 1,504 $478K No change
SCHB Schwab US Broad Market ETF 0.06% 7,719 $471K Add +27.3%
XLC SS Comm Select Sector SPDR 0.06% 5,659 $462K No change
XLV SS Health Care Select Sector 0.06% 3,086 $456K Reduce -11.5%
UNP Union Pacific Corp. 0.06% 1,827 $449K Reduce -15.3%
DSGX The Descartes Systems Grp 0.06% 4,857 $445K Reduce -0.0%
EXPD Expeditors Intl Wash Inc. 0.05% 3,583 $436K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 1,640 $410K Add +36.2%
VIS Vanguard Industrials ETF 0.05% 1,650 $403K No change
XLRE SS Real Estate Select Sector 0.05% 10,009 $396K Add +3.1%
DSTL Distillate US Fundamental St 0.05% 7,310 $394K New
ESGE iShares Inc. iShares ESG Awar 0.05% 12,227 $394K Add +0.1%
VONE Vanguard Russell 1000 0.04% 1,495 $356K No change
MEDP Medpace Holdings Inc. 0.04% 867 $350K Reduce -16.1%
EXPO Exponent Inc. 0.04% 3,970 $328K New
STVN Stevanato Group SPA 0.04% 9,992 $321K New
KMX Carmax Inc. 0.04% 3,669 $320K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.04% 5,177 $319K No change
WFC Wells Fargo & Co. 0.04% 5,349 $310K Add +0.7%
LOAN Manhattan Bridge Capital Inc. 0.04% 302,507 $303K Reduce -9.8%
RBA RB Global Inc. 0.04% 3,900 $297K Reduce -0.4%
USB US Bancorp 0.04% 6,598 $295K Reduce -2.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 7,751 $294K Reduce -9.7%
WK Workiva Inc. 0.04% 3,425 $290K Add +6.7%
CWST Casella Waste Systems Inc. Class A 0.04% 2,930 $290K Add +9.9%
IWB iShares Russell 1000 ETF 0.04% 992 $286K No change
GLOB Globant SA 0.03% 1,387 $280K No change
SSD Simpson Manufacturing Co. Inc. 0.03% 1,329 $273K Add +1.1%
LOPE Grand Canyon Education Inc. 0.03% 1,958 $267K Reduce -0.4%
FIVE Five Below 0.03% 1,463 $265K Reduce -0.1%
BL Blackline Inc. 0.03% 4,063 $262K New
FRPT Freshpet Inc. 0.03% 2,186 $253K New
FBND Fidelity Total Bond ETF 0.03% 5,498 $249K No change
FND Floor & Decor Holdings Inc. Class A 0.03% 1,916 $248K Add +0.7%
AAON Aaon Inc. 0.03% 2,777 $245K Reduce -24.1%
PFE Pfizer Inc. 0.03% 8,729 $242K Reduce -2.6%
KNSL Kinsale Capital Group Inc. 0.03% 458 $240K New
AVGO Broadcom Inc. 0.03% 175 $232K New
RGEN Repligen Corp. 0.03% 1,260 $232K New
CCC CCC Intelligent Solutions Ho 0.03% 18,800 $225K Add +40.1%
PYCR Paycor HCM Inc. 0.03% 11,478 $223K New
XLP SS Consumer Staples Sel Sect 0.03% 2,910 $222K New
ALRM Alarm.com Holdings Inc. 0.03% 3,058 $222K New
ALTR Altair Engineering Inc. Class A 0.03% 2,570 $221K No change
MODN Model N Inc. 0.03% 7,700 $219K New
ENSG The Ensign Group Inc. 0.03% 1,710 $213K New
NOVT Novanta Inc. 0.03% 1,180 $206K New
PCTY Paylocity Holding Corp. 0.03% 1,193 $205K New
KAI Kadant Inc. 0.03% 616 $202K New

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -0.5% 1.78% −0.41
SPSB SS SPDR P St C Corp. ETF Reduce -0.4% 1.72% −0.16
IJR iShares Core S&P Small-Cap E Reduce -1.6% 1.82% −0.15
VXUS Vanguard Total Intl Stock Reduce -0.2% 3.04% −0.15
IWM iShares Russell 2000 ETF Sold out 0.00% −0.12
VYM Vanguard High DVD Yield ETF Reduce -5.2% 1.77% −0.11
IVV iShares Core S&P 500 ETF Reduce -6.5% 1.71% −0.10
CADE Cadence Bank Reduce -0.3% 0.75% −0.09
IWO iShares Russell 2000 Growth Sold out 0.00% −0.08
MUB iShares National Muni Bond E Sold out 0.00% −0.07
FMB First Trust Managed Municipa Sold out 0.00% −0.06
IAGG iShares Intl Aggregate Bond Reduce -4.0% 0.42% −0.06
LLY Eli Lilly & Co. Sold out 0.00% −0.05
CSCO Cisco Systems Inc. Sold out 0.00% −0.05
SO The Southern Co. Sold out 0.00% −0.05
BILS SS Spdrb B 3-12M T-Bill ETF Sold out 0.00% −0.04
BSV Vanguard Short-Term Bond ETF Reduce -10.5% 0.18% −0.04
IWD iShares Russell 1000 Value E Reduce -4.8% 0.66% −0.04
VEA Vanguard Ftse Developed ETF Reduce -7.7% 0.27% −0.03
SNPS Synopsys Inc. Sold out 0.00% −0.03
VCSH Vanguard S/T Corp. Bond ETF Sold out 0.00% −0.03
AXON Axon Enterprise Inc. Sold out 0.00% −0.03
VZ Verizon Communications Inc. Sold out 0.00% −0.03
PEP Pepsico Inc. Sold out 0.00% −0.03
STXF Strive 500 ETF Sold out 0.00% −0.03
T AT&T Inc. Sold out 0.00% −0.03
UNP Union Pacific Corp. Reduce -15.3% 0.06% −0.02
BIV Vanguard Intermediate-Term B Reduce -0.2% 0.14% −0.01
TIP iShares Tips Bond ETF Reduce -9.5% 0.06% −0.01
SCHW Schwab (charles) Corp. Reduce -6.8% 0.12% −0.01
SPSC SPS Commerce Inc. Reduce -4.6% 0.06% −0.01
FIVE Five Below Reduce -0.1% 0.03% −0.01
LOAN Manhattan Bridge Capital Inc. Reduce -9.8% 0.04% −0.01
XLV SS Health Care Select Sector Reduce -11.5% 0.06% −0.01
AAON Aaon Inc. Reduce -24.1% 0.03% −0.01
AMZN Amazon.com Inc. Reduce -15.1% 0.07% −0.01
PFE Pfizer Inc. Reduce -2.6% 0.03% −0.00
USB US Bancorp Reduce -2.2% 0.04% −0.00
BAC Bank of America Corp. Reduce -9.7% 0.04% −0.00
LOPE Grand Canyon Education Inc. Reduce -0.4% 0.03% −0.00
DSGX The Descartes Systems Grp Reduce -0.0% 0.06% −0.00
HD Home Depot Inc. Reduce -1.1% 0.17% +0.00
MEDP Medpace Holdings Inc. Reduce -16.1% 0.04% +0.00
ITOT iShares Core S&P Total U.S. Reduce -0.4% 0.80% +0.00
RBA RB Global Inc. Reduce -0.4% 0.04% +0.00
MSFT Microsoft Corp. Reduce -1.7% 0.26% +0.00
ORLY O'reilly Automotive Inc. Reduce -4.7% 0.11% +0.00
IJH iShares Core S&P Midcap ETF Reduce -0.2% 1.44% +0.00
FAST Fastenal Co. Reduce -0.7% 0.09% +0.01
META Meta Platforms Inc. Class A Reduce -9.7% 0.12% +0.01

Portfolio Buys Q4 2023 → Q1 2024
VTI VG Morningstar TS MKT ETF-US Add +1.5% 22.62% +0.45
VOO Vanguard S&P 500 ETF Add +0.8% 16.43% +0.28
VTV Vanguard Mrngstr Val ETF-Aui Add +48.2% 0.83% +0.27
DCOR Dimensional US Core Eq 1 ETF Add +56.1% 0.53% +0.19
DSTL Distillate US Fundamental St New 0.05% +0.05
EXPO Exponent Inc. New 0.04% +0.04
STVN Stevanato Group SPA New 0.04% +0.04
DIS The Walt Disney Co. Add +31.3% 0.10% +0.04
BL Blackline Inc. New 0.03% +0.03
FRPT Freshpet Inc. New 0.03% +0.03
KNSL Kinsale Capital Group Inc. New 0.03% +0.03
AVGO Broadcom Inc. New 0.03% +0.03
RGEN Repligen Corp. New 0.03% +0.03
PYCR Paycor HCM Inc. New 0.03% +0.03
XLP SS Consumer Staples Sel Sect New 0.03% +0.03
ALRM Alarm.com Holdings Inc. New 0.03% +0.03
MODN Model N Inc. New 0.03% +0.03
ENSG The Ensign Group Inc. New 0.03% +0.03
NOVT Novanta Inc. New 0.03% +0.03
PCTY Paylocity Holding Corp. New 0.03% +0.03
KAI Kadant Inc. New 0.03% +0.03
JNJ Johnson & Johnson Add +25.5% 0.11% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +36.2% 0.05% +0.01
SCHB Schwab US Broad Market ETF Add +27.3% 0.06% +0.01
SCHP Schwab U.S. Tips ETF Add +34.7% 0.06% +0.01
WMT Walmart Inc. Add +7.2% 0.08% +0.01
CCC CCC Intelligent Solutions Ho Add +40.1% 0.03% +0.01
CWST Casella Waste Systems Inc. Class A Add +9.9% 0.04% +0.01
WFC Wells Fargo & Co. Add +0.7% 0.04% +0.00
DGRW Wisdomtree U.S. Quality Divi Add +3.8% 0.08% +0.00
GOOG Alphabet Inc. Class C Add +2.5% 0.15% +0.00
FND Floor & Decor Holdings Inc. Class A Add +0.7% 0.03% +0.00
SSD Simpson Manufacturing Co. Inc. Add +1.1% 0.03% −0.00
VSGX Vanguard ESG Intl Stock ETF Add +3.0% 0.13% −0.00
XLRE SS Real Estate Select Sector Add +3.1% 0.05% −0.00
ESGE iShares Inc. iShares ESG Awar Add +0.1% 0.05% −0.00
WK Workiva Inc. Add +6.7% 0.04% −0.01
IWN iShares Russell 2000 Value E Add +3.1% 0.27% −0.01
DFAS Dimensional US Small Cap ETF Add +2.8% 0.74% −0.01
IXUS iShares Core Intl Stock ETF Add +3.2% 10.63% −0.11
BNDX Vanguard Total Intl Bond ETF Add +3.8% 5.52% −0.30

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 252$1.6BVTI, VOO, IXUS, JPM, BNDX
Q1 2026 243$1.4BVTI, VOO, IXUS, JPM, BNDX
Q4 2025 239$1.4BVTI, VOO, IXUS, JPM, BNDX
Q3 2025 240$1.4BVTI, VOO, IXUS, JPM, BNDX
Q2 2025 247$1.2BVTI, VOO, IXUS, JPM, BNDX
Q1 2025 236$1.1BVTI, VOO, IXUS, JPM, BNDX
Q4 2024 246$1.1BVTI, VOO, IXUS, JPM, BNDX
Q3 2024 243$1.1BVTI, VOO, IXUS, JPM, BNDX
Q2 2024 228$995.6MVTI, VOO, IXUS, JPM, BNDX
Q1 2024 117$805.0MVTI, VOO, IXUS, JPM, BNDX