Hardy Reed LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Hardy Reed LLC reported 240 stock positions worth $1.4 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 18.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 12.6%) and iShares Core Intl Stock ETF (IXUS, 9.6%). Compared with Q2 2025, it opened 14 new positions, sold out of 21, added to 110 and reduced 58. The biggest buy was a new position in Vanguard S/T Corp. Bond ETF (VCSH) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- TUPELO, MS
- CIK
- 0001761871
- Portfolio Value
- $1.4B (Q3 2025)
- SEC Filing
- 0001765380-25-000440 ↗ filed Nov 7, 2025
Holdings Value
Holdings 240 stocks · $1.4B
| VTI VG Morningstar TS MKT ETF-US | 18.37% | 760,075 | $249.4M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 12.64% | 280,432 | $171.7M | Reduce -0.1% |
| IXUS iShares Core Intl Stock ETF | 9.60% | 1,578,450 | $130.3M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 9.31% | 400,867 | $126.4M | Add +0.1% |
| BNDX Vanguard Total Intl Bond ETF | 4.73% | 1,298,307 | $64.2M | Add +5.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 3.29% | 1,038,667 | $44.6M | Reduce -0.8% |
| AAPL Apple Inc. | 2.51% | 134,124 | $34.2M | Add +2.3% |
| VXUS Vanguard Total Intl Stock | 2.13% | 394,612 | $29.0M | Reduce -1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.00% | 36 | $27.2M | No change |
| DCOR Dimensional US Core Eq 1 ETF | 1.58% | 297,772 | $21.4M | Add +5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.55% | 31,522 | $21.0M | Add +0.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.52% | 257,739 | $20.6M | New |
| VYM Vanguard High DVD Yield ETF | 1.33% | 128,606 | $18.1M | No change |
| IVV iShares Core S&P 500 ETF | 1.25% | 25,395 | $17.0M | Reduce -0.8% |
| SPSB SS SPDR P St C Corp. ETF | 1.24% | 556,678 | $16.9M | No change |
| IJR iShares Core S&P Small-Cap E | 1.16% | 132,434 | $15.7M | No change |
| MSFT Microsoft Corp. | 1.08% | 28,364 | $14.7M | Add +5.3% |
| GOOGL Alphabet Inc. Class A | 1.00% | 56,104 | $13.6M | Add +4.0% |
| IWF iShares Russell 1000 Growth | 0.95% | 27,670 | $13.0M | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 0.91% | 188,777 | $12.3M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.81% | 125,827 | $11.0M | No change |
| NVDA Nvidia Corp. | 0.77% | 55,965 | $10.4M | Add +18.3% |
| AMZN Amazon.com Inc. | 0.61% | 37,829 | $8.3M | Add +8.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.59% | 43,281 | $8.1M | Add +0.1% |
| ITOT iShares Core S&P Total U.S. | 0.59% | 54,996 | $8.0M | Reduce -0.0% |
| DFAS Dimensional US Small Cap ETF | 0.59% | 116,362 | $8.0M | Add +0.4% |
| CADE Cadence Bank | 0.57% | 205,642 | $7.7M | No change |
| GOOG Alphabet Inc. Class C | 0.48% | 26,942 | $6.6M | Reduce -18.9% |
| VNQ Vanguard Real Estate ETF | 0.47% | 70,334 | $6.4M | Reduce -0.3% |
| DFAU Dimensional US Core Equity M | 0.47% | 140,471 | $6.4M | No change |
| IWD iShares Russell 1000 Value E | 0.44% | 29,678 | $6.0M | No change |
| BIV Vanguard Intermediate-Term B | 0.39% | 67,373 | $5.3M | Add +6.6% |
| VWO Vanguard Ftse Emerging Marke | 0.37% | 92,083 | $5.0M | Add +1.3% |
| GEV GE Vernova Inc. | 0.37% | 8,110 | $5.0M | Reduce -0.3% |
| V Visa Inc. Class A | 0.36% | 14,294 | $4.9M | Add +1.5% |
| DFUS Dimensional US Eq MKT ETF | 0.34% | 64,006 | $4.6M | No change |
| NSC Norfolk Southern Corp. | 0.33% | 15,016 | $4.5M | No change |
| AVGO Broadcom Inc. | 0.32% | 13,249 | $4.4M | Add +30.2% |
| META Meta Platforms Inc. Class A | 0.31% | 5,815 | $4.3M | Add +7.4% |
| HD Home Depot Inc. | 0.31% | 10,281 | $4.2M | Reduce -5.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 6,667 | $4.0M | Add +1.4% |
| TT Trane Technologies PLC | 0.27% | 8,604 | $3.6M | Reduce -19.4% |
| IAGG iShares Intl Aggregate Bond | 0.24% | 64,528 | $3.3M | Add +1.3% |
| APH Amphenol Corp. Class A | 0.22% | 24,462 | $3.0M | Add +1.3% |
| MA Mastercard Inc. Class A | 0.21% | 5,103 | $2.9M | Add +0.9% |
| AXP American Express Co. | 0.21% | 8,521 | $2.8M | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.20% | 24,170 | $2.7M | Reduce -14.0% |
| BLK BlackRock Inc. | 0.20% | 2,313 | $2.7M | Add +1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 5,080 | $2.5M | Add +0.4% |
| ABBV Abbvie Inc. | 0.17% | 10,261 | $2.4M | Add +4.2% |
| VTHR Vanguard Russell 3000 | 0.17% | 8,048 | $2.4M | No change |
| IWN iShares Russell 2000 Value E | 0.17% | 13,312 | $2.4M | No change |
| JNJ Johnson & Johnson | 0.17% | 12,390 | $2.3M | Reduce -3.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.17% | 9,400 | $2.3M | No change |
| SOXQ Invesco PHLX Semiconductor | 0.17% | 45,000 | $2.3M | No change |
| BKNG Booking Holdings Inc. | 0.16% | 409 | $2.2M | Add +1.5% |
| HON Honeywell International Inc. | 0.16% | 10,193 | $2.1M | Add +0.8% |
| PANW Palo Alto Networks Inc. | 0.16% | 10,514 | $2.1M | Reduce -0.1% |
| UBER Uber Technologies Inc. | 0.15% | 21,404 | $2.1M | Add +2.2% |
| VEA Vanguard Ftse Developed ETF | 0.15% | 34,835 | $2.1M | Add +8.0% |
| BSV Vanguard Short-Term Bond ETF | 0.15% | 25,628 | $2.0M | Add +3.3% |
| CAT Caterpillar Inc. | 0.15% | 4,202 | $2.0M | Add +2.7% |
| PGR Progressive Corp. | 0.15% | 8,052 | $2.0M | Reduce -34.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.13% | 27,858 | $1.8M | No change |
| PM Philip Morris International | 0.13% | 10,797 | $1.8M | Add +3.3% |
| NEE Nextera Energy Inc. | 0.13% | 23,151 | $1.7M | Add +1.8% |
| LIN Linde PLC | 0.13% | 3,648 | $1.7M | Add +2.7% |
| FISV Fiserv Inc. | 0.13% | 13,426 | $1.7M | Add +0.1% |
| ICE Intercontinental Exchange Inc. | 0.13% | 10,085 | $1.7M | Reduce -1.9% |
| CVX Chevron Corp. | 0.12% | 10,869 | $1.7M | Add +3.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 5,995 | $1.7M | Add +22.2% |
| MDY State Street SPDR S&P Midcap | 0.12% | 2,775 | $1.7M | No change |
| ORLY O'reilly Automotive Inc. | 0.12% | 15,119 | $1.6M | Reduce -0.1% |
| DHR Danaher Corp. | 0.12% | 8,187 | $1.6M | Add +0.0% |
| SNPS Synopsys Inc. | 0.12% | 3,284 | $1.6M | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 7,436 | $1.6M | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.11% | 13,440 | $1.5M | Reduce -2.8% |
| AMAT Applied Materials Inc. | 0.11% | 7,458 | $1.5M | Add +1.8% |
| GS Goldman Sachs Group Inc. | 0.11% | 1,908 | $1.5M | Add +4.7% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 4,999 | $1.5M | Add +0.7% |
| UNP Union Pacific Corp. | 0.11% | 6,212 | $1.5M | Reduce -0.9% |
| WMT Walmart Inc. | 0.10% | 13,740 | $1.4M | Add +6.7% |
| VSGX Vanguard ESG Intl Stock ETF | 0.10% | 20,305 | $1.4M | Add +0.6% |
| QCOM Qualcomm Inc. | 0.10% | 8,438 | $1.4M | Add +2.5% |
| NTES Netease Inc.-ADR | 0.10% | 8,538 | $1.3M | Add +0.9% |
| ADBE Adobe Inc. | 0.10% | 3,662 | $1.3M | Add +0.6% |
| PNC PNC Financial Services Group | 0.09% | 6,397 | $1.3M | New |
| SCHW Schwab (charles) Corp. | 0.09% | 13,374 | $1.3M | Add +2.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 8,490 | $1.2M | Reduce -0.1% |
| XLK SS Technology Select Sector | 0.09% | 4,312 | $1.2M | No change |
| TMUS T-Mobile US Inc. | 0.09% | 5,057 | $1.2M | Add +0.5% |
| PH Parker Hannifin Corp. | 0.08% | 1,463 | $1.1M | Reduce -0.4% |
| VRSK Verisk Analytics Inc. | 0.08% | 4,358 | $1.1M | Reduce -0.1% |
| ESML iShares ESG Aware MSCI USA S | 0.08% | 23,874 | $1.1M | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 9,188 | $1.1M | Reduce -8.3% |
| ACN Accenture PLC Class A | 0.08% | 4,196 | $1.0M | Reduce -45.8% |
| LRCX Lam Research Corp. | 0.07% | 7,178 | $961K | Add +4.8% |
| LLY Eli Lilly & Co. | 0.07% | 1,204 | $919K | Add +16.2% |
| BA The Boeing Co. | 0.07% | 4,187 | $904K | New |
| MLI Mueller Industries Inc. | 0.07% | 8,903 | $900K | Reduce -11.9% |
Portfolio Sells Q2 2025 → Q3 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 18.37% | −0.23 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.15 |
| LOAN Manhattan Bridge Capital Inc. | Sold out | 0.00% | −0.13 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 12.64% | −0.13 |
| PGR Progressive Corp. | Reduce -34.8% | 0.15% | −0.12 |
| ACN Accenture PLC Class A | Reduce -45.8% | 0.08% | −0.11 |
| TT Trane Technologies PLC | Reduce -19.4% | 0.27% | −0.11 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -59.6% | 0.06% | −0.09 |
| VXUS Vanguard Total Intl Stock | Reduce -1.6% | 2.13% | −0.09 |
| ELV Elevance Health Inc. | Reduce -63.0% | 0.03% | −0.08 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -0.8% | 3.29% | −0.07 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -57.6% | 0.04% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -14.0% | 0.20% | −0.04 |
| SBUX Starbucks Corp. | Reduce -36.0% | 0.04% | −0.04 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.4% | 0.91% | −0.04 |
| PECO Phillips Edison & Company Inc. | Sold out | 0.00% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -0.3% | 0.47% | −0.03 |
| VRSK Verisk Analytics Inc. | Reduce -0.1% | 0.08% | −0.03 |
| HESM Hess Midstream LP Class A | Reduce -31.9% | 0.03% | −0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -1.9% | 0.13% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 1.25% | −0.02 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Reduce -8.3% | 0.08% | −0.02 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.02 |
| FIVE Five Below | Sold out | 0.00% | −0.02 |
| CSW CSW Industrials Inc. | Sold out | 0.00% | −0.02 |
| BL Blackline Inc. | Sold out | 0.00% | −0.02 |
| PCTY Paylocity Holding Corp. | Sold out | 0.00% | −0.02 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.02 |
| RGEN Repligen Corp. | Sold out | 0.00% | −0.02 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -16.9% | 0.03% | −0.02 |
| KNSL Kinsale Capital Group Inc. | Sold out | 0.00% | −0.02 |
| TRNS Transcat Inc. | Sold out | 0.00% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -27.9% | 0.04% | −0.02 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.02 |
| NOVT Novanta Inc. | Sold out | 0.00% | −0.02 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.02 |
| PRVA Privia Health Group Inc. | Sold out | 0.00% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -0.1% | 0.16% | −0.01 |
| SPSC SPS Commerce Inc. | Reduce -19.9% | 0.02% | −0.01 |
| KMX Carmax Inc. | Reduce -0.3% | 0.02% | −0.01 |
| HD Home Depot Inc. | Reduce -5.4% | 0.31% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -2.8% | 0.11% | −0.01 |
| UNP Union Pacific Corp. | Reduce -0.9% | 0.11% | −0.01 |
| CCC CCC Intelligent Solutions Ho | Reduce -20.6% | 0.02% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -9.6% | 0.02% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| VCSH Vanguard S/T Corp. Bond ETF | New | 1.52% | +1.52 |
| AAPL Apple Inc. | Add +2.3% | 2.51% | +0.36 |
| GOOGL Alphabet Inc. Class A | Add +4.0% | 1.00% | +0.24 |
| NVDA Nvidia Corp. | Add +18.3% | 0.77% | +0.17 |
| AVGO Broadcom Inc. | Add +30.2% | 0.32% | +0.10 |
| PNC PNC Financial Services Group | New | 0.09% | +0.09 |
| BA The Boeing Co. | New | 0.07% | +0.07 |
| DCOR Dimensional US Core Eq 1 ETF | Add +5.5% | 1.58% | +0.07 |
| INTU Intuit Inc. | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +22.2% | 0.12% | +0.03 |
| VEEV Veeva Systems Inc. Class A | New | 0.03% | +0.03 |
| APH Amphenol Corp. Class A | Add +1.3% | 0.22% | +0.03 |
| TSLA Tesla Inc. | New | 0.03% | +0.03 |
| ABBV Abbvie Inc. | Add +4.2% | 0.17% | +0.03 |
| COLB Columbia Banking System Inc. | New | 0.02% | +0.02 |
| CAT Caterpillar Inc. | Add +2.7% | 0.15% | +0.02 |
| GNTX Gentex Corp. | New | 0.02% | +0.02 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.02% | +0.02 |
| LRCX Lam Research Corp. | Add +4.8% | 0.07% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +0.4% | 0.18% | +0.02 |
| HPQ HP Inc. | New | 0.02% | +0.02 |
| ENSG The Ensign Group Inc. | New | 0.02% | +0.02 |
| KLAC KLA Corp. | New | 0.02% | +0.02 |
| ICLR Icon PLC | New | 0.01% | +0.01 |
| EPD Enterprise Products Partners | Add +43.7% | 0.06% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | Add +19.2% | 0.03% | +0.01 |
| TEL Te Connectivity PLC | Add +0.5% | 0.07% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +17.4% | 0.05% | +0.01 |
| UTHR United Therapeutics Corp. | Add +0.3% | 0.04% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +4.7% | 0.11% | +0.01 |
| GE General Electric | Add +0.7% | 0.11% | +0.01 |
| MSFT Microsoft Corp. | Add +5.3% | 1.08% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +1.3% | 0.37% | +0.01 |
| BLK BlackRock Inc. | Add +1.4% | 0.20% | +0.01 |
| RTX RTX Corp. | Add +8.2% | 0.06% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +8.0% | 0.15% | +0.01 |
| MCD McDonald's Corp. | Add +25.3% | 0.03% | +0.01 |
| SIMO Silicon Motion Technol-ADR | Add +3.3% | 0.03% | +0.01 |
| CRH CRH PLC | Add +8.5% | 0.02% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 9.31% | +0.01 |
| AMAT Applied Materials Inc. | Add +1.8% | 0.11% | +0.00 |
| SAP Sap SE-Sponsored ADR | Add +49.4% | 0.03% | +0.00 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +11.3% | 0.03% | +0.00 |
| NTES Netease Inc.-ADR | Add +0.9% | 0.10% | +0.00 |
| PEP Pepsico Inc. | Add +14.3% | 0.04% | +0.00 |
| BAC Bank of America Corp. | Add +13.9% | 0.03% | +0.00 |
| WELL Welltower Inc. | Add +13.8% | 0.02% | +0.00 |
| CVX Chevron Corp. | Add +3.7% | 0.12% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.4% | 0.29% | +0.00 |
| QSR Restaurant Brands Intern | Add +33.2% | 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 |