Hardy Reed LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Hardy Reed LLC reported 247 stock positions worth $1.2 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, 12.8%) and iShares Core Intl Stock ETF (IXUS, 9.7%). Compared with Q1 2025, it opened 21 new positions, sold out of 10, added to 78 and reduced 92. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +4%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TUPELO, MS
- CIK
- 0001761871
- Portfolio Value
- $1.2B (Q2 2025)
- SEC Filing
- 0001765380-25-000257 ↗ filed Jul 23, 2025
Holdings Value
Holdings 247 stocks · $1.2B
| VTI VG Morningstar TS MKT ETF-US | 18.60% | 763,615 | $232.1M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 12.77% | 280,605 | $159.4M | Add +3.7% |
| IXUS iShares Core Intl Stock ETF | 9.73% | 1,570,100 | $121.4M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 9.30% | 400,505 | $116.1M | Reduce -0.0% |
| BNDX Vanguard Total Intl Bond ETF | 4.91% | 1,236,615 | $61.2M | Add +2.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 3.36% | 1,046,624 | $41.9M | Add +1.4% |
| VXUS Vanguard Total Intl Stock | 2.22% | 401,071 | $27.7M | Reduce -0.4% |
| AAPL Apple Inc. | 2.16% | 131,131 | $26.9M | Add +0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.10% | 36 | $26.2M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.55% | 31,338 | $19.4M | Reduce -0.5% |
| DCOR Dimensional US Core Eq 1 ETF | 1.51% | 282,278 | $18.9M | Add +16.4% |
| VYM Vanguard High DVD Yield ETF | 1.37% | 128,606 | $17.1M | Reduce -1.4% |
| SPSB SS SPDR P St C Corp. ETF | 1.35% | 556,678 | $16.8M | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 1.27% | 25,609 | $15.9M | Reduce -0.6% |
| IJR iShares Core S&P Small-Cap E | 1.16% | 132,434 | $14.5M | No change |
| MSFT Microsoft Corp. | 1.07% | 26,937 | $13.4M | Reduce -2.8% |
| IWF iShares Russell 1000 Growth | 0.95% | 27,784 | $11.8M | No change |
| IJH iShares Core S&P Midcap ETF | 0.94% | 189,617 | $11.8M | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.84% | 125,827 | $10.5M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.76% | 53,930 | $9.5M | Add +5.8% |
| AMZN Amazon.com Inc. | 0.61% | 34,951 | $7.7M | Add +8.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.61% | 43,231 | $7.6M | No change |
| NVDA Nvidia Corp. | 0.60% | 47,319 | $7.5M | Reduce -0.3% |
| ITOT iShares Core S&P Total U.S. | 0.60% | 55,005 | $7.4M | Reduce -0.8% |
| DFAS Dimensional US Small Cap ETF | 0.59% | 115,909 | $7.4M | Add +7.3% |
| CADE Cadence Bank | 0.53% | 205,642 | $6.6M | Reduce -0.1% |
| VNQ Vanguard Real Estate ETF | 0.50% | 70,572 | $6.3M | No change |
| DFAU Dimensional US Core Equity M | 0.48% | 140,471 | $6.0M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.47% | 33,232 | $5.9M | Reduce -0.4% |
| IWD iShares Russell 1000 Value E | 0.46% | 29,678 | $5.8M | No change |
| V Visa Inc. Class A | 0.40% | 14,079 | $5.0M | Add +0.0% |
| BIV Vanguard Intermediate-Term B | 0.39% | 63,198 | $4.9M | Add +3.7% |
| TT Trane Technologies PLC | 0.37% | 10,679 | $4.7M | Add +0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 90,913 | $4.5M | Add +0.0% |
| GEV GE Vernova Inc. | 0.34% | 8,131 | $4.3M | Reduce -5.5% |
| DFUS Dimensional US Eq MKT ETF | 0.34% | 64,006 | $4.3M | No change |
| META Meta Platforms Inc. Class A | 0.32% | 5,413 | $4.0M | Add +29.9% |
| HD Home Depot Inc. | 0.32% | 10,868 | $4.0M | Reduce -0.5% |
| NSC Norfolk Southern Corp. | 0.31% | 15,016 | $3.8M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 6,575 | $3.6M | No change |
| PGR Progressive Corp. | 0.26% | 12,343 | $3.3M | Reduce -0.9% |
| IAGG iShares Intl Aggregate Bond | 0.26% | 63,723 | $3.3M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.24% | 28,105 | $3.0M | Reduce -1.7% |
| MA Mastercard Inc. Class A | 0.23% | 5,057 | $2.8M | Add +0.4% |
| AVGO Broadcom Inc. | 0.22% | 10,178 | $2.8M | Add +1.3% |
| AXP American Express Co. | 0.22% | 8,420 | $2.7M | Reduce -0.1% |
| BLK BlackRock Inc. | 0.19% | 2,281 | $2.4M | Reduce -0.1% |
| APH Amphenol Corp. Class A | 0.19% | 24,147 | $2.4M | Add +0.2% |
| HON Honeywell International Inc. | 0.19% | 10,115 | $2.4M | Reduce -2.6% |
| BKNG Booking Holdings Inc. | 0.19% | 403 | $2.3M | Add +0.8% |
| ACN Accenture PLC Class A | 0.19% | 7,747 | $2.3M | Reduce -0.7% |
| FISV Fiserv Inc. | 0.19% | 13,415 | $2.3M | Add +0.1% |
| VTHR Vanguard Russell 3000 | 0.18% | 8,048 | $2.2M | No change |
| PANW Palo Alto Networks Inc. | 0.17% | 10,519 | $2.2M | Reduce -0.1% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.17% | 9,400 | $2.1M | No change |
| IWN iShares Russell 2000 Value E | 0.17% | 13,312 | $2.1M | Reduce -3.0% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 5,060 | $2.1M | Add +96.9% |
| SOXQ Invesco PHLX Semiconductor | 0.16% | 45,000 | $2.0M | No change |
| JNJ Johnson & Johnson | 0.16% | 12,795 | $2.0M | Reduce -0.5% |
| UBER Uber Technologies Inc. | 0.16% | 20,938 | $2.0M | Reduce -0.4% |
| BSV Vanguard Short-Term Bond ETF | 0.16% | 24,821 | $2.0M | Reduce -0.1% |
| PM Philip Morris International | 0.15% | 10,451 | $1.9M | Add +3.9% |
| ICE Intercontinental Exchange Inc. | 0.15% | 10,279 | $1.9M | Add +1.5% |
| LNTH Lantheus Holdings Inc. | 0.15% | 23,000 | $1.9M | Add +97.3% |
| UNH Unitedhealth Group Inc. | 0.15% | 5,933 | $1.9M | Add +41.7% |
| VEA Vanguard Ftse Developed ETF | 0.15% | 32,259 | $1.8M | Reduce -12.9% |
| ABBV Abbvie Inc. | 0.15% | 9,846 | $1.8M | Reduce -15.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.14% | 27,858 | $1.7M | No change |
| SNPS Synopsys Inc. | 0.13% | 3,276 | $1.7M | Reduce -0.4% |
| LOAN Manhattan Bridge Capital Inc. | 0.13% | 304,666 | $1.7M | Reduce -21.1% |
| LIN Linde PLC | 0.13% | 3,551 | $1.7M | Reduce -0.5% |
| DHR Danaher Corp. | 0.13% | 8,184 | $1.6M | Add +8.2% |
| CAT Caterpillar Inc. | 0.13% | 4,092 | $1.6M | Reduce -1.4% |
| NEE Nextera Energy Inc. | 0.13% | 22,740 | $1.6M | Add +2.4% |
| MDY State Street SPDR S&P Midcap | 0.13% | 2,775 | $1.6M | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.12% | 13,822 | $1.5M | Reduce -0.2% |
| CVX Chevron Corp. | 0.12% | 10,485 | $1.5M | Reduce -1.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 7,436 | $1.5M | No change |
| UNP Union Pacific Corp. | 0.12% | 6,270 | $1.4M | Reduce -0.5% |
| ADBE Adobe Inc. | 0.11% | 3,639 | $1.4M | Reduce -38.1% |
| ELV Elevance Health Inc. | 0.11% | 3,576 | $1.4M | Reduce -39.0% |
| ORLY O'reilly Automotive Inc. | 0.11% | 15,126 | $1.4M | Reduce -11.8% |
| VRSK Verisk Analytics Inc. | 0.11% | 4,360 | $1.4M | Add +0.1% |
| AMAT Applied Materials Inc. | 0.11% | 7,328 | $1.3M | Add +0.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.11% | 20,182 | $1.3M | Add +3.9% |
| QCOM Qualcomm Inc. | 0.11% | 8,236 | $1.3M | Add +3.6% |
| GS Goldman Sachs Group Inc. | 0.10% | 1,823 | $1.3M | New |
| GE General Electric filed as GE AEROSPACE | 0.10% | 4,966 | $1.3M | Add +0.3% |
| WMT Walmart Inc. | 0.10% | 12,877 | $1.3M | Add +2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 10,024 | $1.2M | Reduce -6.6% |
| MRK Merck & Co. Inc. | 0.10% | 15,338 | $1.2M | Reduce -4.5% |
| TMUS T-Mobile US Inc. | 0.10% | 5,034 | $1.2M | Add +0.3% |
| PYPL PayPal Holdings Inc. | 0.10% | 16,059 | $1.2M | Add +0.3% |
| SCHW Schwab (charles) Corp. | 0.10% | 13,018 | $1.2M | Reduce -1.1% |
| NTES Netease Inc.-ADR | 0.09% | 8,459 | $1.1M | Add +0.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 4,905 | $1.1M | Add +1.1% |
| XLK SS Technology Select Sector | 0.09% | 4,312 | $1.1M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 8,498 | $1.0M | Reduce -1.2% |
| PH Parker Hannifin Corp. | 0.08% | 1,469 | $1.0M | Add +0.9% |
| SBUX Starbucks Corp. | 0.08% | 11,133 | $1.0M | Reduce -0.7% |
Portfolio Sells Q1 2025 → Q2 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.4% | 18.60% | −0.18 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -1.4% | 1.35% | −0.15 |
| ELV Elevance Health Inc. | Reduce -39.0% | 0.11% | −0.11 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.4% | 1.37% | −0.11 |
| LEA Lear Corp. | Sold out | 0.00% | −0.09 |
| SYY Sysco Corp. | Reduce -82.1% | 0.02% | −0.09 |
| ADBE Adobe Inc. | Reduce -38.1% | 0.11% | −0.09 |
| ABBV Abbvie Inc. | Reduce -15.5% | 0.15% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -1.7% | 0.24% | −0.06 |
| PGR Progressive Corp. | Reduce -0.9% | 0.26% | −0.05 |
| CVX Chevron Corp. | Reduce -1.7% | 0.12% | −0.04 |
| ORLY O'reilly Automotive Inc. | Reduce -11.8% | 0.11% | −0.04 |
| DSTL Distillate US Fundamental St | Sold out | 0.00% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.1% | 0.94% | −0.03 |
| HD Home Depot Inc. | Reduce -0.5% | 0.32% | −0.03 |
| JNJ Johnson & Johnson | Reduce -0.5% | 0.16% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -4.5% | 0.10% | −0.03 |
| ACN Accenture PLC Class A | Reduce -0.7% | 0.19% | −0.03 |
| PYCR Paycor HCM Inc. | Sold out | 0.00% | −0.03 |
| WES Western Midstream Partners L | Reduce -28.6% | 0.04% | −0.03 |
| CADE Cadence Bank | Reduce -0.1% | 0.53% | −0.02 |
| IAGG iShares Intl Aggregate Bond | Reduce -0.8% | 0.26% | −0.02 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.02 |
| ENSG The Ensign Group Inc. | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -12.9% | 0.15% | −0.02 |
| MMSI Merit Medical Systems Inc. | Sold out | 0.00% | −0.02 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.02 |
| FAST Fastenal Co. | Reduce -27.9% | 0.04% | −0.02 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −0.02 |
| ICLR Icon PLC | Sold out | 0.00% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -6.5% | 0.06% | −0.02 |
| UNP Union Pacific Corp. | Reduce -0.5% | 0.12% | −0.02 |
| SBUX Starbucks Corp. | Reduce -0.7% | 0.08% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.1% | 0.16% | −0.01 |
| IWN iShares Russell 2000 Value E | Reduce -3.0% | 0.17% | −0.01 |
| LIN Linde PLC | Reduce -0.5% | 0.13% | −0.01 |
| TRGP Targa Resources Corp. | Reduce -0.3% | 0.05% | −0.01 |
| KMX Carmax Inc. | Reduce -1.2% | 0.03% | −0.01 |
| OKE Oneok Inc. | Reduce -4.1% | 0.02% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -2.4% | 0.05% | −0.01 |
| NEOG Neogen Corp. | Sold out | 0.00% | −0.01 |
| TJX TJX Companies Inc. | Reduce -1.2% | 0.08% | −0.01 |
| GPN Global Payments Inc. | Reduce -2.2% | 0.02% | −0.01 |
| SLB SLB Ltd. | Reduce -3.6% | 0.02% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -17.0% | 0.02% | −0.01 |
| SPGI S&P Global Inc. | Reduce -12.7% | 0.03% | −0.01 |
| A Agilent Technologies Inc. | Reduce -12.7% | 0.03% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -0.1% | 0.31% | −0.01 |
| UPS United Parcel Service Class B | Reduce -4.6% | 0.02% | −0.01 |
| BABA Alibaba Group Holding-SP ADR | Reduce -2.8% | 0.02% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Add +3.7% | 12.77% | +0.51 |
| DCOR Dimensional US Core Eq 1 ETF | Add +16.4% | 1.51% | +0.20 |
| META Meta Platforms Inc. Class A | Add +29.9% | 0.32% | +0.11 |
| GS Goldman Sachs Group Inc. | New | 0.10% | +0.10 |
| IXUS iShares Core Intl Stock ETF | Add +0.3% | 9.73% | +0.09 |
| AVGO Broadcom Inc. | Add +1.3% | 0.22% | +0.08 |
| AMZN Amazon.com Inc. | Add +8.7% | 0.61% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +5.8% | 0.76% | +0.07 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +1.4% | 3.36% | +0.06 |
| TT Trane Technologies PLC | Add +0.0% | 0.37% | +0.06 |
| APH Amphenol Corp. Class A | Add +0.2% | 0.19% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +96.9% | 0.16% | +0.05 |
| LNTH Lantheus Holdings Inc. | Add +97.3% | 0.15% | +0.05 |
| NBIS Nebius Group NV | New | 0.03% | +0.03 |
| HESM Hess Midstream LP Class A | Add +123.5% | 0.06% | +0.03 |
| DELL Dell Technologies -C | New | 0.03% | +0.03 |
| BKNG Booking Holdings Inc. | Add +0.8% | 0.19% | +0.02 |
| KNTK Kinetik Holdings Inc. | New | 0.02% | +0.02 |
| DFAS Dimensional US Small Cap ETF | Add +7.3% | 0.59% | +0.02 |
| TROW T Rowe Price Group Inc. | Add +111.8% | 0.04% | +0.02 |
| AXON Axon Enterprise Inc. | New | 0.02% | +0.02 |
| LW Lamb Weston Holdings Inc. | New | 0.02% | +0.02 |
| QSR Restaurant Brands Intern | New | 0.02% | +0.02 |
| FIVE Five Below | New | 0.02% | +0.02 |
| WELL Welltower Inc. | New | 0.02% | +0.02 |
| HDB HDFC Bank Ltd.-ADR | New | 0.02% | +0.02 |
| CWAN Clearwater Analytics HDS-A | New | 0.02% | +0.02 |
| ESE Esco Technologies Inc. | New | 0.02% | +0.02 |
| RBC RBC Bearings Inc. | New | 0.02% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.1% | 0.09% | +0.02 |
| PFE Pfizer Inc. | New | 0.02% | +0.02 |
| TRNS Transcat Inc. | New | 0.02% | +0.02 |
| FSV Firstservice Corp. | New | 0.02% | +0.02 |
| THO Thor Industries Inc. | New | 0.02% | +0.02 |
| ISRG Intuitive Surgical Inc. | New | 0.02% | +0.02 |
| RBA RB Global Inc. | New | 0.02% | +0.02 |
| NOVT Novanta Inc. | New | 0.02% | +0.02 |
| PRVA Privia Health Group Inc. | New | 0.02% | +0.02 |
| GE General Electric | Add +0.3% | 0.10% | +0.02 |
| NTES Netease Inc.-ADR | Add +0.8% | 0.09% | +0.01 |
| NKE Nike Inc. Class B | Add +77.9% | 0.03% | +0.01 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.11% | +0.01 |
| PM Philip Morris International | Add +3.9% | 0.15% | +0.01 |
| NWG Natwest Group PLC -Spon ADR | Add +70.9% | 0.02% | +0.01 |
| PEP Pepsico Inc. | Add +76.2% | 0.04% | +0.01 |
| CCC CCC Intelligent Solutions Ho | Add +35.0% | 0.02% | +0.01 |
| MELI MercadoLibre Inc. | Add +0.8% | 0.03% | +0.00 |
| VSGX Vanguard ESG Intl Stock ETF | Add +3.9% | 0.11% | +0.00 |
| PH Parker Hannifin Corp. | Add +0.9% | 0.08% | +0.00 |
| ULTA Ulta Beauty Inc. | Add +0.5% | 0.03% | +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 |