Hardy Reed LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Hardy Reed LLC reported 228 stock positions worth $995.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 19.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 13.8%) and iShares Core Intl Stock ETF (IXUS, 8.9%). Compared with Q1 2024, it opened 119 new positions, sold out of 9, added to 44 and reduced 18. The biggest buy was Apple (AAPL, shares +61%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −0%).

Most Recent 13F
Q2 2026
Location
TUPELO, MS
CIK
0001761871
Portfolio Value
$995.6M (Q2 2024)
SEC Filing
0001765380-24-000305 ↗ filed Aug 12, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $805.0M Q1 2024 Q2 2024: $995.6M $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 228 stocks · $995.6M
VTI VG Morningstar TS MKT ETF-US 18.98% 706,349 $189.0M Add +0.8%
VOO Vanguard S&P 500 ETF 13.80% 274,627 $137.3M Reduce -0.2%
IXUS iShares Core Intl Stock ETF 8.89% 1,310,513 $88.5M Add +3.9%
JPM JPMorgan Chase & Co. 8.14% 400,801 $81.1M Add +4.8%
BNDX Vanguard Total Intl Bond ETF 4.95% 1,013,009 $49.3M Add +12.0%
AAPL Apple Inc. 2.85% 134,581 $28.3M Add +61.3%
VXUS Vanguard Total Intl Stock 2.46% 405,959 $24.5M Add +0.0%
BRK.A Berkshire Hathaway Inc. Class A 2.21% 36 $22.0M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.72% 31,416 $17.1M No change
SPSB SS SPDR P St C Corp. ETF 1.65% 553,134 $16.4M Add +19.0%
VYM Vanguard High DVD Yield ETF 1.61% 135,566 $16.1M Add +14.8%
IVV iShares Core S&P 500 ETF 1.46% 26,495 $14.5M Add +0.9%
IJR iShares Core S&P Small-Cap E 1.42% 132,383 $14.1M Reduce -0.0%
MSFT Microsoft Corp. 1.17% 26,144 $11.7M Add +435.9%
IJH iShares Core S&P Midcap ETF 1.12% 190,902 $11.2M No change
IWF iShares Russell 1000 Growth 1.02% 27,849 $10.2M Reduce -0.3%
IEFA iShares Core MSCI Eafe ETF 0.92% 126,082 $9.2M Reduce -0.1%
GOOGL Alphabet Inc. Class A 0.90% 49,061 $8.9M New
DCOR Dimensional US Core Eq 1 ETF 0.74% 123,828 $7.4M Add +71.8%
ITOT iShares Core S&P Total U.S. 0.70% 58,264 $6.9M Add +3.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.67% 41,651 $6.7M Add +1.5%
GOOG Alphabet Inc. Class C 0.62% 33,401 $6.1M Add +310.3%
AMZN Amazon.com Inc. 0.61% 31,546 $6.1M Add +973.0%
DFAS Dimensional US Small Cap ETF 0.61% 101,088 $6.1M Add +6.5%
VNQ Vanguard Real Estate ETF 0.61% 72,375 $6.1M No change
CADE Cadence Bank 0.59% 208,828 $5.9M No change
NVDA Nvidia Corp. 0.53% 42,904 $5.3M New
DFAU Dimensional US Core Equity M 0.53% 140,755 $5.3M Reduce -1.1%
IWD iShares Russell 1000 Value E 0.52% 29,678 $5.2M No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.40% 112,766 $4.0M Add +0.2%
DFUS Dimensional US Eq MKT ETF 0.38% 64,006 $3.8M No change
HD Home Depot Inc. 0.38% 10,878 $3.7M Add +213.2%
V Visa Inc. Class A 0.35% 13,400 $3.5M New
TT Trane Technologies PLC 0.35% 10,550 $3.5M New
IAGG iShares Intl Aggregate Bond 0.33% 66,514 $3.3M Reduce -2.5%
VWO Vanguard Ftse Emerging Marke 0.33% 74,767 $3.3M No change
QQQ Invesco QQQ Trust Series 1 0.33% 6,775 $3.2M New
XOM Exxon Mobil Corp. 0.32% 28,091 $3.2M New
NSC Norfolk Southern Corp. 0.32% 15,000 $3.2M No change
ELV Elevance Health Inc. 0.32% 5,875 $3.2M New
ADBE Adobe Inc. 0.32% 5,717 $3.2M New
PGR Progressive Corp. 0.29% 13,862 $2.9M Add +61.0%
ACN Accenture PLC Class A 0.23% 7,681 $2.3M New
ICE Intercontinental Exchange Inc. 0.22% 16,025 $2.2M New
MA Mastercard Inc. Class A 0.22% 4,928 $2.2M New
UNH Unitedhealth Group Inc. 0.22% 4,224 $2.2M New
VEA Vanguard Ftse Developed ETF 0.21% 42,599 $2.1M Reduce -0.8%
IWN iShares Russell 2000 Value E 0.21% 13,728 $2.1M No change
FISV Fiserv Inc. 0.20% 13,378 $2.0M New
ABBV Abbvie Inc. 0.20% 11,527 $2.0M New
VTHR Vanguard Russell 3000 0.20% 8,183 $2.0M No change
SNPS Synopsys Inc. 0.20% 3,274 $1.9M New
SOXQ Invesco PHLX Semiconductor 0.19% 45,000 $1.9M New
AXP American Express Co. 0.19% 8,199 $1.9M New
MRK Merck & Co. Inc. 0.19% 15,283 $1.9M New
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.19% 9,400 $1.9M New
AVGO Broadcom Inc. 0.19% 1,155 $1.9M Add +560.0%
JNJ Johnson & Johnson 0.18% 12,273 $1.8M Add +127.5%
QCOM Qualcomm Inc. 0.18% 8,784 $1.7M New
PANW Palo Alto Networks Inc. 0.17% 5,098 $1.7M New
PYPL PayPal Holdings Inc. 0.17% 29,095 $1.7M New
AMAT Applied Materials Inc. 0.17% 6,991 $1.6M New
CVX Chevron Corp. 0.16% 10,424 $1.6M New
APH Amphenol Corp. Class A 0.16% 24,088 $1.6M New
WFC Wells Fargo & Co. 0.16% 27,072 $1.6M Add +406.1%
NEE Nextera Energy Inc. 0.16% 22,249 $1.6M New
BKNG Booking Holdings Inc. 0.16% 397 $1.6M New
AMD Advanced Micro Devices 0.15% 9,516 $1.5M New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.15% 8,447 $1.5M No change
UBER Uber Technologies Inc. 0.15% 20,940 $1.5M New
MDY State Street SPDR S&P Midcap 0.15% 2,775 $1.5M No change
ACWX iShares MSCI Acwi Ex US ETF 0.15% 27,858 $1.5M New
TMO Thermo Fisher Scientific Inc. 0.14% 2,559 $1.4M New
UNP Union Pacific Corp. 0.14% 6,217 $1.4M Add +240.3%
EFG iShares MSCI Eafe Growth ETF 0.14% 13,470 $1.4M No change
LEA Lear Corp. 0.14% 12,000 $1.4M New
DHR Danaher Corp. 0.14% 5,392 $1.3M New
VUG Vanguard Mrngstar GR ETF-Sui 0.13% 3,580 $1.3M No change
CAT Caterpillar Inc. 0.13% 3,981 $1.3M New
BLK BlackRock Finance Inc. 0.13% 1,600 $1.3M New
BSV Vanguard Short-Term Bond ETF 0.13% 16,286 $1.2M Reduce -11.8%
BIV Vanguard Intermediate-Term B 0.12% 16,475 $1.2M Add +11.9%
PM Philip Morris International 0.12% 12,150 $1.2M New
AMT American Tower Corp. 0.12% 6,322 $1.2M New
ORLY O'reilly Automotive Inc. 0.12% 1,153 $1.2M Add +41.8%
NVO Novo-Nordisk A/S-Spons ADR 0.12% 8,349 $1.2M New
VRSK Verisk Analytics Inc. 0.12% 4,358 $1.2M New
SYY Sysco Corp. 0.11% 15,266 $1.1M New
VSGX Vanguard ESG Intl Stock ETF 0.10% 17,556 $1.0M Reduce -2.0%
ESML iShares ESG Aware MSCI USA S 0.10% 25,510 $982K No change
META Meta Platforms Inc. Class A 0.10% 1,944 $980K Add +1.4%
XLK SS Technology Select Sector 0.10% 4,312 $976K No change
SCHW Schwab (charles) Corp. 0.10% 13,178 $971K Add +0.3%
GE General Electric filed as GE AEROSPACE 0.10% 6,048 $961K Add +3.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 8,967 $890K Add +35.2%
TMUS T-Mobile US Inc. 0.09% 5,016 $884K New
HON Honeywell International Inc. 0.08% 3,750 $801K New
TSM Taiwan Semiconductor-SP ADR 0.08% 4,579 $796K New
NTES Netease Inc.-ADR 0.08% 8,255 $789K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 7,152 $787K Add +19.8%

Show all 228 holdings

Portfolio Sells Q1 2024 → Q2 2024
VOO Vanguard S&P 500 ETF Reduce -0.2% 13.80% −2.64
IJR iShares Core S&P Small-Cap E Reduce -0.0% 1.42% −0.40
IEFA iShares Core MSCI Eafe ETF Reduce -0.1% 0.92% −0.24
IWF iShares Russell 1000 Growth Reduce -0.3% 1.02% −0.15
DFAU Dimensional US Core Equity M Reduce -1.1% 0.53% −0.12
IAGG iShares Intl Aggregate Bond Reduce -2.5% 0.33% −0.09
VEA Vanguard Ftse Developed ETF Reduce -0.8% 0.21% −0.06
BSV Vanguard Short-Term Bond ETF Reduce -11.8% 0.13% −0.05
BL Blackline Inc. Sold out 0.00% −0.03
FND Floor & Decor Holdings Inc. Class A Sold out 0.00% −0.03
AAON Aaon Inc. Sold out 0.00% −0.03
KNSL Kinsale Capital Group Inc. Sold out 0.00% −0.03
ALRM Alarm.com Holdings Inc. Sold out 0.00% −0.03
MODN Model N Inc. Sold out 0.00% −0.03
VSGX Vanguard ESG Intl Stock ETF Reduce -2.0% 0.10% −0.03
XLRE SS Real Estate Select Sector Reduce -41.6% 0.02% −0.03
SCHP Schwab U.S. Tips ETF Reduce -29.4% 0.03% −0.03
NOVT Novanta Inc. Sold out 0.00% −0.03
PCTY Paylocity Holding Corp. Sold out 0.00% −0.03
KAI Kadant Inc. Sold out 0.00% −0.03
SCHB Schwab US Broad Market ETF Reduce -21.5% 0.04% −0.02
TIP iShares Tips Bond ETF Reduce -8.2% 0.05% −0.02
WMT Walmart Inc. Reduce -7.9% 0.07% −0.01
MEDP Medpace Holdings Inc. Reduce -15.0% 0.03% −0.01
VCR Vanguard Consumer Discre ETF Reduce -0.1% 0.05% −0.01
RBA RB Global Inc. Reduce -16.8% 0.02% −0.01
ESGE iShares Inc. iShares ESG Awar Reduce -0.1% 0.04% −0.01

Portfolio Buys Q1 2024 → Q2 2024
AAPL Apple Inc. Add +61.3% 2.85% +1.07
MSFT Microsoft Corp. Add +435.9% 1.17% +0.92
GOOGL Alphabet Inc. Class A New 0.90% +0.90
AMZN Amazon.com Inc. Add +973.0% 0.61% +0.55
NVDA Nvidia Corp. New 0.53% +0.53
GOOG Alphabet Inc. Class C Add +310.3% 0.62% +0.46
V Visa Inc. Class A New 0.35% +0.35
TT Trane Technologies PLC New 0.35% +0.35
QQQ Invesco QQQ Trust Series 1 New 0.33% +0.33
XOM Exxon Mobil Corp. New 0.32% +0.32
ELV Elevance Health Inc. New 0.32% +0.32
ADBE Adobe Inc. New 0.32% +0.32
ACN Accenture PLC Class A New 0.23% +0.23
ICE Intercontinental Exchange Inc. New 0.22% +0.22
MA Mastercard Inc. Class A New 0.22% +0.22
UNH Unitedhealth Group Inc. New 0.22% +0.22
DCOR Dimensional US Core Eq 1 ETF Add +71.8% 0.74% +0.22
HD Home Depot Inc. Add +213.2% 0.38% +0.21
FISV Fiserv Inc. New 0.20% +0.20
ABBV Abbvie Inc. New 0.20% +0.20
SNPS Synopsys Inc. New 0.20% +0.20
SOXQ Invesco PHLX Semiconductor New 0.19% +0.19
AXP American Express Co. New 0.19% +0.19
MRK Merck & Co. Inc. New 0.19% +0.19
MGC Vngrd Mrngstr MG Cap ETF-Usd New 0.19% +0.19
QCOM Qualcomm Inc. New 0.18% +0.18
PANW Palo Alto Networks Inc. New 0.17% +0.17
PYPL PayPal Holdings Inc. New 0.17% +0.17
AMAT Applied Materials Inc. New 0.17% +0.17
CVX Chevron Corp. New 0.16% +0.16
APH Amphenol Corp. Class A New 0.16% +0.16
NEE Nextera Energy Inc. New 0.16% +0.16
BKNG Booking Holdings Inc. New 0.16% +0.16
AVGO Broadcom Inc. Add +560.0% 0.19% +0.16
AMD Advanced Micro Devices New 0.15% +0.15
UBER Uber Technologies Inc. New 0.15% +0.15
ACWX iShares MSCI Acwi Ex US ETF New 0.15% +0.15
TMO Thermo Fisher Scientific Inc. New 0.14% +0.14
LEA Lear Corp. New 0.14% +0.14
DHR Danaher Corp. New 0.14% +0.14
CAT Caterpillar Inc. New 0.13% +0.13
BLK BlackRock Finance Inc. New 0.13% +0.13
PM Philip Morris International New 0.12% +0.12
AMT American Tower Corp. New 0.12% +0.12
WFC Wells Fargo & Co. Add +406.1% 0.16% +0.12
NVO Novo-Nordisk A/S-Spons ADR New 0.12% +0.12
VRSK Verisk Analytics Inc. New 0.12% +0.12
SYY Sysco Corp. New 0.11% +0.11
TMUS T-Mobile US Inc. New 0.09% +0.09
UNP Union Pacific Corp. Add +240.3% 0.14% +0.09

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