Hardy Reed LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Hardy Reed LLC reported 236 stock positions worth $1.1 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 18.8% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 12.3%) and iShares Core Intl Stock ETF (IXUS, 9.6%). Compared with Q4 2024, it opened 10 new positions, sold out of 20, added to 95 and reduced 58. The biggest buy was iShares Core Intl Stock ETF (IXUS, shares +3%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- TUPELO, MS
- CIK
- 0001761871
- Portfolio Value
- $1.1B (Q1 2025)
- SEC Filing
- 0001765380-25-000161 ↗ filed May 2, 2025
Holdings Value
Holdings 236 stocks · $1.1B
| VTI VG Morningstar TS MKT ETF-US | 18.77% | 774,474 | $212.9M | Add +3.0% |
| VOO Vanguard S&P 500 ETF | 12.26% | 270,555 | $139.0M | Reduce -0.3% |
| IXUS iShares Core Intl Stock ETF | 9.64% | 1,565,232 | $109.3M | Add +2.8% |
| JPM JPMorgan Chase & Co. | 8.67% | 400,580 | $98.3M | Reduce -0.1% |
| BNDX Vanguard Total Intl Bond ETF | 5.21% | 1,210,857 | $59.1M | Add +5.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 3.29% | 1,032,627 | $37.3M | Add +8.5% |
| AAPL Apple Inc. | 2.55% | 130,186 | $28.9M | Reduce -4.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.54% | 36 | $28.7M | No change |
| VXUS Vanguard Total Intl Stock | 2.21% | 402,827 | $25.0M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.55% | 31,491 | $17.6M | Reduce -11.5% |
| SPSB SS SPDR P St C Corp. ETF | 1.50% | 564,336 | $17.0M | Add +1.1% |
| VYM Vanguard High DVD Yield ETF | 1.48% | 130,429 | $16.8M | No change |
| DCOR Dimensional US Core Eq 1 ETF | 1.31% | 242,461 | $14.9M | Add +29.8% |
| IVV iShares Core S&P 500 ETF | 1.28% | 25,759 | $14.5M | Reduce -1.0% |
| IJR iShares Core S&P Small-Cap E | 1.22% | 132,434 | $13.8M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.98% | 189,796 | $11.1M | Add +0.1% |
| MSFT Microsoft Corp. | 0.92% | 27,703 | $10.4M | Add +0.7% |
| IWF iShares Russell 1000 Growth | 0.88% | 27,784 | $10.0M | Add +0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.84% | 126,014 | $9.5M | No change |
| GOOGL Alphabet Inc. Class A | 0.70% | 50,972 | $7.9M | Add +0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.66% | 43,231 | $7.5M | No change |
| ITOT iShares Core S&P Total U.S. | 0.60% | 55,429 | $6.8M | Reduce -0.1% |
| DFAS Dimensional US Small Cap ETF | 0.57% | 107,985 | $6.5M | Add +3.1% |
| VNQ Vanguard Real Estate ETF | 0.56% | 70,572 | $6.4M | Reduce -0.9% |
| CADE Cadence Bank | 0.55% | 205,942 | $6.3M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 0.54% | 32,143 | $6.1M | Add +1.0% |
| IWD iShares Russell 1000 Value E | 0.49% | 29,678 | $5.6M | No change |
| DFAU Dimensional US Core Equity M | 0.48% | 140,555 | $5.4M | No change |
| GOOG Alphabet Inc. Class C | 0.46% | 33,373 | $5.2M | Add +0.2% |
| NVDA Nvidia Corp. | 0.45% | 47,469 | $5.1M | Add +3.5% |
| V Visa Inc. Class A | 0.44% | 14,077 | $4.9M | Add +0.6% |
| BIV Vanguard Intermediate-Term B | 0.41% | 60,935 | $4.7M | Add +20.1% |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 90,905 | $4.1M | No change |
| HD Home Depot Inc. | 0.35% | 10,926 | $4.0M | Reduce -0.7% |
| DFUS Dimensional US Eq MKT ETF | 0.34% | 64,006 | $3.9M | No change |
| TT Trane Technologies PLC | 0.32% | 10,678 | $3.6M | Add +1.1% |
| NSC Norfolk Southern Corp. | 0.31% | 15,025 | $3.6M | Add +0.1% |
| PGR Progressive Corp. | 0.31% | 12,450 | $3.5M | Reduce -8.3% |
| XOM Exxon Mobil Corp. | 0.30% | 28,603 | $3.4M | Add +1.3% |
| IAGG iShares Intl Aggregate Bond | 0.28% | 64,270 | $3.2M | Reduce -8.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 6,575 | $3.1M | Reduce -3.0% |
| FISV Fiserv Inc. | 0.26% | 13,398 | $3.0M | No change |
| MA Mastercard Inc. Class A | 0.24% | 5,038 | $2.8M | Add +0.5% |
| GEV GE Vernova Inc. | 0.23% | 8,605 | $2.6M | Add +41.6% |
| ELV Elevance Health Inc. | 0.22% | 5,861 | $2.5M | Add +156.3% |
| ABBV Abbvie Inc. | 0.22% | 11,648 | $2.4M | Add +1.2% |
| ACN Accenture PLC Class A | 0.21% | 7,801 | $2.4M | Add +1.5% |
| META Meta Platforms Inc. Class A | 0.21% | 4,167 | $2.4M | Add +69.1% |
| AXP American Express Co. | 0.20% | 8,430 | $2.3M | Add +0.0% |
| ADBE Adobe Inc. | 0.20% | 5,880 | $2.3M | Add +60.3% |
| HON Honeywell International Inc. | 0.19% | 10,382 | $2.2M | Add +4.3% |
| UNH Unitedhealth Group Inc. | 0.19% | 4,188 | $2.2M | Reduce -1.4% |
| BLK BlackRock Inc. | 0.19% | 2,283 | $2.2M | Add +42.0% |
| JNJ Johnson & Johnson | 0.19% | 12,853 | $2.1M | Reduce -0.4% |
| IWN iShares Russell 2000 Value E | 0.18% | 13,728 | $2.1M | No change |
| VTHR Vanguard Russell 3000 | 0.18% | 8,048 | $2.0M | No change |
| BSV Vanguard Short-Term Bond ETF | 0.17% | 24,833 | $1.9M | Add +60.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.17% | 9,400 | $1.9M | No change |
| VEA Vanguard Ftse Developed ETF | 0.17% | 37,045 | $1.9M | Reduce -6.4% |
| BKNG Booking Holdings Inc. | 0.16% | 400 | $1.8M | Add +0.3% |
| PANW Palo Alto Networks Inc. | 0.16% | 10,525 | $1.8M | Add +3.1% |
| CVX Chevron Corp. | 0.16% | 10,669 | $1.8M | No change |
| ICE Intercontinental Exchange Inc. | 0.15% | 10,131 | $1.7M | Reduce -36.8% |
| AVGO Broadcom Inc. | 0.15% | 10,051 | $1.7M | Reduce -9.3% |
| LIN Linde PLC | 0.15% | 3,569 | $1.7M | Add +197.4% |
| ORLY O'reilly Automotive Inc. | 0.14% | 1,144 | $1.6M | Reduce -0.1% |
| PM Philip Morris International | 0.14% | 10,061 | $1.6M | Reduce -45.2% |
| APH Amphenol Corp. Class A | 0.14% | 24,088 | $1.6M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.14% | 22,203 | $1.6M | Reduce -0.7% |
| DHR Danaher Corp. | 0.14% | 7,563 | $1.6M | Add +38.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.14% | 27,858 | $1.5M | No change |
| UBER Uber Technologies Inc. | 0.14% | 21,014 | $1.5M | Add +0.9% |
| SOXQ Invesco PHLX Semiconductor | 0.13% | 45,000 | $1.5M | No change |
| UNP Union Pacific Corp. | 0.13% | 6,300 | $1.5M | Reduce -0.7% |
| MDY State Street SPDR S&P Midcap | 0.13% | 2,775 | $1.5M | No change |
| MRK Merck & Co. Inc. | 0.13% | 16,061 | $1.4M | Add +140.4% |
| SNPS Synopsys Inc. | 0.12% | 3,290 | $1.4M | Add +0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 7,436 | $1.4M | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.12% | 13,852 | $1.4M | Add +0.0% |
| CAT Caterpillar Inc. | 0.12% | 4,151 | $1.4M | Add +1.4% |
| TMUS T-Mobile US Inc. | 0.12% | 5,019 | $1.3M | Add +0.1% |
| VRSK Verisk Analytics Inc. | 0.11% | 4,358 | $1.3M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 2,570 | $1.3M | No change |
| QCOM Qualcomm Inc. | 0.11% | 7,953 | $1.2M | Add +1.7% |
| SYY Sysco Corp. | 0.10% | 15,696 | $1.2M | Add +2.8% |
| VSGX Vanguard ESG Intl Stock ETF | 0.10% | 19,426 | $1.1M | Add +0.5% |
| LNTH Lantheus Holdings Inc. | 0.10% | 11,660 | $1.1M | New |
| WMT Walmart Inc. | 0.10% | 12,629 | $1.1M | Reduce -0.2% |
| SBUX Starbucks Corp. | 0.10% | 11,216 | $1.1M | Add +0.6% |
| AMAT Applied Materials Inc. | 0.09% | 7,324 | $1.1M | Add +1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 10,737 | $1.1M | Add +19.7% |
| LEA Lear Corp. | 0.09% | 12,000 | $1.1M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 8,599 | $1.0M | Reduce -1.6% |
| PYPL PayPal Holdings Inc. | 0.09% | 16,008 | $1.0M | Reduce -0.3% |
| SCHW Schwab (charles) Corp. | 0.09% | 13,159 | $1.0M | Reduce -0.5% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 4,949 | $991K | Reduce -14.4% |
| ESML iShares ESG Aware MSCI USA S | 0.08% | 24,080 | $925K | No change |
| LLY Eli Lilly & Co. | 0.08% | 1,108 | $915K | Add +122.5% |
| XLK SS Technology Select Sector | 0.08% | 4,312 | $890K | No change |
| PH Parker Hannifin Corp. | 0.08% | 1,456 | $885K | Add +1.9% |
Portfolio Sells Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 12.26% | −0.62 |
| AAPL Apple Inc. | Reduce -4.3% | 2.55% | −0.45 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -11.5% | 1.55% | −0.28 |
| IYH iShares U.S. Healthcare ETF | Sold out | 0.00% | −0.19 |
| CADE Cadence Bank | Reduce -1.3% | 0.55% | −0.08 |
| AVGO Broadcom Inc. | Reduce -9.3% | 0.15% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -1.0% | 1.28% | −0.07 |
| ICE Intercontinental Exchange Inc. | Reduce -36.8% | 0.15% | −0.06 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.06 |
| PM Philip Morris International | Reduce -45.2% | 0.14% | −0.05 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.0% | 0.27% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.1% | 0.60% | −0.03 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -0.3% | 0.09% | −0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Sold out | 0.00% | −0.03 |
| GLOB Globant SA | Sold out | 0.00% | −0.03 |
| IAGG iShares Intl Aggregate Bond | Reduce -8.5% | 0.28% | −0.03 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.03 |
| USB US Bancorp | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -0.7% | 0.35% | −0.02 |
| ALTR Altair Engineering Inc. Class A | Sold out | 0.00% | −0.02 |
| AAON Aaon Inc. | Sold out | 0.00% | −0.02 |
| NBIS Nebius Group NV | Sold out | 0.00% | −0.02 |
| THO Thor Industries Inc. | Sold out | 0.00% | −0.02 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.02 |
| TM Toyota Motor Corp. -Spon ADR | Sold out | 0.00% | −0.02 |
| MGA Magna International Inc. | Sold out | 0.00% | −0.02 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.02 |
| FSV Firstservice Corp. | Sold out | 0.00% | −0.02 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −0.02 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.02 |
| FIVE Five Below | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.7% | 0.05% | −0.01 |
| RNST Renasant Corp. | Reduce -12.6% | 0.06% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -0.2% | 0.14% | −0.01 |
| DSGX The Descartes Systems Grp | Reduce -6.3% | 0.04% | −0.01 |
| TEL Te Connectivity PLC | Reduce -12.1% | 0.05% | −0.01 |
| RTX RTX Corp. | Reduce -22.5% | 0.05% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -19.2% | 0.02% | −0.01 |
| RF Regions Financial Corp. | Reduce -2.4% | 0.05% | −0.01 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -4.3% | 0.05% | −0.01 |
| UTHR United Therapeutics Corp. | Reduce -0.4% | 0.03% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.7% | 0.06% | −0.00 |
| FIS Fidelity National Info Serv | Reduce -4.8% | 0.03% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -2.3% | 0.02% | −0.00 |
| FDX FedEx Corp. | Reduce -0.7% | 0.03% | −0.00 |
| NKE Nike Inc. Class B | Reduce -1.3% | 0.02% | −0.00 |
| WMT Walmart Inc. | Reduce -0.2% | 0.10% | −0.00 |
| BEN Franklin Templeton Inc. | Reduce -3.5% | 0.03% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| IXUS iShares Core Intl Stock ETF | Add +2.8% | 9.64% | +0.76 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +8.5% | 3.29% | +0.51 |
| DCOR Dimensional US Core Eq 1 ETF | Add +29.8% | 1.31% | +0.26 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.5% | 5.21% | +0.25 |
| ELV Elevance Health Inc. | Add +156.3% | 0.22% | +0.15 |
| LIN Linde PLC | Add +197.4% | 0.15% | +0.10 |
| LNTH Lantheus Holdings Inc. | New | 0.10% | +0.10 |
| LEA Lear Corp. | New | 0.09% | +0.09 |
| META Meta Platforms Inc. Class A | Add +69.1% | 0.21% | +0.08 |
| BIV Vanguard Intermediate-Term B | Add +20.1% | 0.41% | +0.08 |
| MRK Merck & Co. Inc. | Add +140.4% | 0.13% | +0.07 |
| BSV Vanguard Short-Term Bond ETF | Add +60.2% | 0.17% | +0.07 |
| GEV GE Vernova Inc. | Add +41.6% | 0.23% | +0.06 |
| ADBE Adobe Inc. | Add +60.3% | 0.20% | +0.06 |
| PXF Invesco Rafi Developed Marke | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +122.5% | 0.08% | +0.05 |
| V Visa Inc. Class A | Add +0.6% | 0.44% | +0.05 |
| BLK BlackRock Inc. | Add +42.0% | 0.19% | +0.05 |
| ABBV Abbvie Inc. | Add +1.2% | 0.22% | +0.04 |
| XOM Exxon Mobil Corp. | Add +1.3% | 0.30% | +0.03 |
| SPSB SS SPDR P St C Corp. ETF | Add +1.1% | 1.50% | +0.03 |
| DHR Danaher Corp. | Add +38.3% | 0.14% | +0.03 |
| UBER Uber Technologies Inc. | Add +0.9% | 0.14% | +0.02 |
| BABA Alibaba Group Holding-SP ADR | New | 0.02% | +0.02 |
| T AT&T Inc. | New | 0.02% | +0.02 |
| BAX Baxter International Inc. | New | 0.02% | +0.02 |
| TMUS T-Mobile US Inc. | Add +0.1% | 0.12% | +0.02 |
| BLDR Builders Firstsource Inc. | Add +60.3% | 0.07% | +0.02 |
| MMSI Merit Medical Systems Inc. | New | 0.02% | +0.02 |
| SO The Southern Co. | New | 0.02% | +0.02 |
| OMC Omnicom Group | Add +48.1% | 0.06% | +0.02 |
| NWG Natwest Group PLC -Spon ADR | New | 0.01% | +0.01 |
| GAIN Gladstone Investment Corp. | New | 0.01% | +0.01 |
| NTES Netease Inc.-ADR | Add +1.7% | 0.08% | +0.01 |
| MA Mastercard Inc. Class A | Add +0.5% | 0.24% | +0.01 |
| EPD Enterprise Products Partners | Add +11.6% | 0.05% | +0.01 |
| SBUX Starbucks Corp. | Add +0.6% | 0.10% | +0.01 |
| ABT Abbott Laboratories | Add +0.3% | 0.05% | +0.01 |
| TRGP Targa Resources Corp. | Add +0.8% | 0.06% | +0.01 |
| MCD McDonald's Corp. | Add +14.7% | 0.03% | +0.01 |
| SPGI S&P Global Inc. | Add +18.7% | 0.04% | +0.01 |
| DIS The Walt Disney Co. | Add +19.7% | 0.09% | +0.01 |
| SUSB iShares ESG Aware 1-5 Year U | Add +6.9% | 0.06% | +0.00 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.5% | 0.10% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | Add +0.0% | 0.12% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +4.7% | 0.05% | +0.00 |
| LNG Cheniere Energy Inc. | Add +1.5% | 0.05% | +0.00 |
| WFC Wells Fargo & Co. | Add +8.7% | 0.04% | +0.00 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +0.7% | 0.03% | +0.00 |
| NSC Norfolk Southern Corp. | Add +0.1% | 0.31% | +0.00 |
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 |