Hardy Reed LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Hardy Reed LLC reported 239 stock positions worth $1.4 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 18.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 12.6%) and iShares Core Intl Stock ETF (IXUS, 9.6%). Compared with Q3 2025, it opened 10 new positions, sold out of 11, added to 115 and reduced 67. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale Microsoft (MSFT, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- TUPELO, MS
- CIK
- 0001761871
- Portfolio Value
- $1.4B (Q4 2025)
- SEC Filing
- 0001765380-26-000065 ↗ filed Feb 6, 2026
Holdings Value
Holdings 239 stocks · $1.4B
| VTI VG Morningstar TS MKT ETF-US | 18.25% | 763,393 | $255.9M | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 12.57% | 281,146 | $176.3M | Add +0.3% |
| IXUS iShares Core Intl Stock ETF | 9.63% | 1,596,075 | $135.1M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 9.21% | 400,971 | $129.2M | Add +0.0% |
| BNDX Vanguard Total Intl Bond ETF | 4.79% | 1,391,168 | $67.2M | Add +7.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 3.43% | 1,063,427 | $48.1M | Add +2.4% |
| AAPL Apple Inc. | 2.61% | 134,792 | $36.6M | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 2.07% | 385,689 | $29.1M | Reduce -2.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.94% | 36 | $27.2M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 1.76% | 310,054 | $24.7M | Add +20.3% |
| DCOR Dimensional US Core Eq 1 ETF | 1.73% | 329,788 | $24.3M | Add +10.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.53% | 31,461 | $21.5M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.27% | 56,756 | $17.8M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 1.25% | 25,495 | $17.5M | Add +0.4% |
| VYM Vanguard High DVD Yield ETF | 1.24% | 120,847 | $17.3M | Reduce -6.0% |
| SPSB SS SPDR P St C Corp. ETF | 1.23% | 568,878 | $17.2M | Add +2.2% |
| IJR iShares Core S&P Small-Cap E | 1.14% | 132,434 | $15.9M | No change |
| MSFT Microsoft Corp. | 0.93% | 27,082 | $13.1M | Reduce -4.5% |
| IWF iShares Russell 1000 Growth | 0.93% | 27,637 | $13.1M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.89% | 189,162 | $12.5M | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.80% | 125,827 | $11.3M | No change |
| NVDA Nvidia Corp. | 0.71% | 53,156 | $9.9M | Reduce -5.0% |
| AMZN Amazon.com Inc. | 0.63% | 38,462 | $8.9M | Add +1.7% |
| CADE Cadence Bank | 0.63% | 205,378 | $8.8M | Reduce -0.1% |
| DFAS Dimensional US Small Cap ETF | 0.60% | 121,461 | $8.5M | Add +4.4% |
| GOOG Alphabet Inc. Class C | 0.60% | 26,836 | $8.4M | Reduce -0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.59% | 43,281 | $8.3M | No change |
| ITOT iShares Core S&P Total U.S. | 0.58% | 54,858 | $8.2M | Reduce -0.3% |
| DFAU Dimensional US Core Equity M | 0.47% | 140,471 | $6.6M | No change |
| VNQ Vanguard Real Estate ETF | 0.45% | 70,572 | $6.2M | Add +0.3% |
| IWD iShares Russell 1000 Value E | 0.45% | 29,678 | $6.2M | No change |
| BIV Vanguard Intermediate-Term B | 0.39% | 70,569 | $5.5M | Add +4.7% |
| GEV GE Vernova Inc. | 0.37% | 7,958 | $5.2M | Reduce -1.9% |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 92,073 | $4.9M | Reduce -0.0% |
| V Visa Inc. Class A | 0.35% | 14,047 | $4.9M | Reduce -1.7% |
| DFUS Dimensional US Eq MKT ETF | 0.34% | 64,006 | $4.7M | No change |
| AVGO Broadcom Inc. | 0.33% | 13,480 | $4.7M | Add +1.7% |
| NSC Norfolk Southern Corp. | 0.31% | 15,016 | $4.3M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 6,605 | $4.1M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.28% | 5,891 | $3.9M | Add +1.3% |
| HD Home Depot Inc. | 0.25% | 10,170 | $3.5M | Reduce -1.1% |
| TT Trane Technologies PLC | 0.24% | 8,612 | $3.4M | Add +0.1% |
| APH Amphenol Corp. Class A | 0.24% | 24,716 | $3.3M | Add +1.0% |
| IAGG iShares Intl Aggregate Bond | 0.23% | 63,868 | $3.2M | Reduce -1.0% |
| AXP American Express Co. | 0.23% | 8,536 | $3.2M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.21% | 24,831 | $3.0M | Add +2.7% |
| MA Mastercard Inc. Class A | 0.21% | 5,187 | $3.0M | Add +1.6% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 5,096 | $3.0M | Add +0.3% |
| JNJ Johnson & Johnson | 0.19% | 12,628 | $2.6M | Add +1.9% |
| SOXQ Invesco PHLX Semiconductor | 0.18% | 45,000 | $2.5M | No change |
| BLK BlackRock Inc. | 0.17% | 2,289 | $2.5M | Reduce -1.0% |
| PNC PNC Financial Services Group | 0.17% | 11,660 | $2.4M | Add +82.3% |
| CAT Caterpillar Inc. | 0.17% | 4,248 | $2.4M | Add +1.1% |
| IWN iShares Russell 2000 Value E | 0.17% | 13,312 | $2.4M | No change |
| ABBV Abbvie Inc. | 0.17% | 10,387 | $2.4M | Add +1.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.17% | 9,400 | $2.4M | No change |
| BKNG Booking Holdings Inc. | 0.16% | 411 | $2.2M | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 0.15% | 34,670 | $2.2M | Reduce -0.5% |
| VTHR Vanguard Russell 3000 | 0.14% | 6,674 | $2.0M | Reduce -17.1% |
| HON Honeywell International Inc. | 0.14% | 10,274 | $2.0M | Add +0.8% |
| BSV Vanguard Short-Term Bond ETF | 0.14% | 24,659 | $1.9M | Reduce -3.8% |
| PANW Palo Alto Networks Inc. | 0.14% | 10,521 | $1.9M | Add +0.1% |
| AMAT Applied Materials Inc. | 0.14% | 7,531 | $1.9M | Add +1.0% |
| DHR Danaher Corp. | 0.13% | 8,229 | $1.9M | Add +0.5% |
| NEE Nextera Energy Inc. | 0.13% | 23,463 | $1.9M | Add +1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 6,155 | $1.9M | Add +2.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.13% | 27,858 | $1.9M | No change |
| PGR Progressive Corp. | 0.13% | 8,158 | $1.9M | Add +1.3% |
| UBER Uber Technologies Inc. | 0.13% | 21,609 | $1.8M | Add +1.0% |
| PM Philip Morris International | 0.12% | 10,526 | $1.7M | Reduce -2.5% |
| GS Goldman Sachs Group Inc. | 0.12% | 1,920 | $1.7M | Add +0.6% |
| MDY State Street SPDR S&P Midcap | 0.12% | 2,775 | $1.7M | No change |
| ICE Intercontinental Exchange Inc. | 0.12% | 10,322 | $1.7M | Add +2.4% |
| CVX Chevron Corp. | 0.12% | 10,741 | $1.6M | Reduce -1.2% |
| LIN Linde PLC | 0.11% | 3,748 | $1.6M | Add +2.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 7,436 | $1.6M | No change |
| GE General Electric filed as GE AEROSPACE | 0.11% | 5,097 | $1.6M | Add +2.0% |
| SNPS Synopsys Inc. | 0.11% | 3,309 | $1.6M | Add +0.8% |
| WMT Walmart Inc. | 0.10% | 13,111 | $1.5M | Reduce -4.6% |
| QCOM Qualcomm Inc. | 0.10% | 8,528 | $1.5M | Add +1.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.10% | 20,305 | $1.5M | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.10% | 12,520 | $1.4M | Reduce -6.8% |
| LLY Eli Lilly & Co. | 0.10% | 1,286 | $1.4M | Add +6.8% |
| ORLY O'reilly Automotive Inc. | 0.10% | 15,029 | $1.4M | Reduce -0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 8,642 | $1.3M | Add +1.8% |
| PH Parker Hannifin Corp. | 0.09% | 1,499 | $1.3M | Add +2.5% |
| SCHW Schwab (charles) Corp. | 0.09% | 13,090 | $1.3M | Reduce -2.1% |
| ADBE Adobe Inc. | 0.09% | 3,720 | $1.3M | Add +1.6% |
| LRCX Lam Research Corp. | 0.09% | 7,282 | $1.2M | Add +1.4% |
| XLK SS Technology Select Sector | 0.09% | 8,624 | $1.2M | No change |
| ACN Accenture PLC Class A | 0.09% | 4,470 | $1.2M | Add +6.5% |
| NTES Netease Inc.-ADR | 0.08% | 8,482 | $1.2M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 9,698 | $1.1M | Add +5.5% |
| ESML iShares ESG Aware MSCI USA S | 0.08% | 23,874 | $1.1M | No change |
| MLI Mueller Industries Inc. | 0.07% | 8,903 | $1.0M | No change |
| TMUS T-Mobile US Inc. | 0.07% | 5,020 | $1.0M | Reduce -0.7% |
| VRSK Verisk Analytics Inc. | 0.07% | 4,382 | $980K | Add +0.6% |
| TEL Te Connectivity PLC | 0.07% | 4,160 | $946K | Add +3.3% |
| BA The Boeing Co. | 0.06% | 4,186 | $909K | Reduce -0.0% |
| FISV Fiserv Inc. | 0.06% | 13,278 | $892K | Reduce -1.1% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -4.5% | 0.93% | −0.15 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.0% | 1.24% | −0.10 |
| UNP Union Pacific Corp. | Reduce -67.4% | 0.03% | −0.07 |
| FISV Fiserv Inc. | Reduce -1.1% | 0.06% | −0.06 |
| NVDA Nvidia Corp. | Reduce -5.0% | 0.71% | −0.06 |
| VXUS Vanguard Total Intl Stock | Reduce -2.3% | 2.07% | −0.06 |
| HD Home Depot Inc. | Reduce -1.1% | 0.25% | −0.06 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.04 |
| VTHR Vanguard Russell 3000 | Reduce -17.1% | 0.14% | −0.03 |
| FBND Fidelity Total Bond ETF | Sold out | 0.00% | −0.02 |
| BLK BlackRock Inc. | Reduce -1.0% | 0.17% | −0.02 |
| ORLY O'reilly Automotive Inc. | Reduce -0.6% | 0.10% | −0.02 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -0.1% | 0.93% | −0.02 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.02 |
| SO The Southern Co. | Sold out | 0.00% | −0.02 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.02 |
| SPSC SPS Commerce Inc. | Sold out | 0.00% | −0.02 |
| HPQ HP Inc. | Sold out | 0.00% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -0.7% | 0.07% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 1.53% | −0.02 |
| FSV Firstservice Corp. | Sold out | 0.00% | −0.02 |
| IAGG iShares Intl Aggregate Bond | Reduce -1.0% | 0.23% | −0.02 |
| STVN Stevanato Group SPA | Sold out | 0.00% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.0% | 0.35% | −0.01 |
| GD General Dynamics Corp. | Reduce -37.5% | 0.02% | −0.01 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -18.1% | 0.05% | −0.01 |
| NTES Netease Inc.-ADR | Reduce -0.7% | 0.08% | −0.01 |
| PAA Plains All Amer Pipeline LP | Reduce -24.6% | 0.04% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -6.8% | 0.10% | −0.01 |
| WES Western Midstream Partners L | Reduce -25.3% | 0.03% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -3.8% | 0.14% | −0.01 |
| HLMN Hillman Solutions Corp. | Sold out | 0.00% | −0.01 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -18.0% | 0.03% | −0.01 |
| SAP Sap SE-Sponsored ADR | Reduce -24.2% | 0.02% | −0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -20.6% | 0.03% | −0.01 |
| LNG Cheniere Energy Inc. | Reduce -3.7% | 0.03% | −0.01 |
| PM Philip Morris International | Reduce -2.5% | 0.12% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.3% | 0.58% | −0.01 |
| V Visa Inc. Class A | Reduce -1.7% | 0.35% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -12.8% | 0.04% | −0.01 |
| HESM Hess Midstream LP Class A | Reduce -19.4% | 0.03% | −0.01 |
| CVX Chevron Corp. | Reduce -1.2% | 0.12% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -20.7% | 0.03% | −0.01 |
| T AT&T Inc. | Reduce -20.9% | 0.01% | −0.01 |
| SONY Sony Group Corp. - SP ADR | Reduce -3.9% | 0.03% | −0.01 |
| WMB Williams Cos Inc. | Reduce -13.2% | 0.03% | −0.01 |
| ABT Abbott Laboratories | Reduce -5.1% | 0.04% | −0.01 |
| CCC CCC Intelligent Solutions Ho | Reduce -20.9% | 0.01% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.9% | 0.29% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +1.2% | 1.27% | +0.26 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +20.3% | 1.76% | +0.25 |
| DCOR Dimensional US Core Eq 1 ETF | Add +10.8% | 1.73% | +0.15 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +2.4% | 3.43% | +0.14 |
| AAPL Apple Inc. | Add +0.5% | 2.61% | +0.10 |
| PNC PNC Financial Services Group | Add +82.3% | 0.17% | +0.08 |
| BNDX Vanguard Total Intl Bond ETF | Add +7.2% | 4.79% | +0.07 |
| BLDR Builders Firstsource Inc. | New | 0.04% | +0.04 |
| IXUS iShares Core Intl Stock ETF | Add +1.1% | 9.63% | +0.04 |
| AKRE Akre Focus ETF | New | 0.03% | +0.03 |
| DUHP Dimensional US High Profi Et | New | 0.03% | +0.03 |
| LLY Eli Lilly & Co. | Add +6.8% | 0.10% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +0.3% | 0.21% | +0.03 |
| BCS Barclays PLC-Spons ADR | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +1.1% | 0.17% | +0.03 |
| AMAT Applied Materials Inc. | Add +1.0% | 0.14% | +0.03 |
| AMZN Amazon.com Inc. | Add +1.7% | 0.63% | +0.02 |
| WFC Wells Fargo & Co. | Add +42.4% | 0.05% | +0.02 |
| ISRG Intuitive Surgical Inc. | New | 0.02% | +0.02 |
| LRCX Lam Research Corp. | Add +1.4% | 0.09% | +0.02 |
| JNJ Johnson & Johnson | Add +1.9% | 0.19% | +0.02 |
| DFAS Dimensional US Small Cap ETF | Add +4.4% | 0.60% | +0.02 |
| AXP American Express Co. | Add +0.2% | 0.23% | +0.02 |
| FIVE Five Below | New | 0.02% | +0.02 |
| APH Amphenol Corp. Class A | Add +1.0% | 0.24% | +0.02 |
| AMGN Amgen Inc. | New | 0.02% | +0.02 |
| DHR Danaher Corp. | Add +0.5% | 0.13% | +0.01 |
| BL Blackline Inc. | New | 0.01% | +0.01 |
| IWB iShares Russell 1000 ETF | New | 0.01% | +0.01 |
| XOM Exxon Mobil Corp. | Add +2.7% | 0.21% | +0.01 |
| PH Parker Hannifin Corp. | Add +2.5% | 0.09% | +0.01 |
| AVGO Broadcom Inc. | Add +1.7% | 0.33% | +0.01 |
| TRGP Targa Resources Corp. | Add +14.7% | 0.06% | +0.01 |
| OMC Omnicom Group | Add +27.4% | 0.06% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.7% | 0.13% | +0.01 |
| ACN Accenture PLC Class A | Add +6.5% | 0.09% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +0.6% | 0.12% | +0.01 |
| CSCO Cisco Systems Inc. | Add +10.5% | 0.04% | +0.01 |
| EXPD Expeditors Intl Wash Inc. | Add +2.8% | 0.04% | +0.01 |
| UMC United Microelectron-SP ADR | New | 0.01% | +0.01 |
| RTX RTX Corp. | Add +4.8% | 0.06% | +0.01 |
| KNTK Kinetik Holdings Inc. | Add +54.8% | 0.03% | +0.01 |
| FDX FedEx Corp. | Add +6.9% | 0.03% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.4% | 0.13% | +0.01 |
| TSLA Tesla Inc. | Add +20.0% | 0.04% | +0.01 |
| UTHR United Therapeutics Corp. | Add +1.2% | 0.04% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +3.4% | 0.03% | +0.01 |
| UPS United Parcel Service Class B | Add +10.8% | 0.02% | +0.00 |
| BIV Vanguard Intermediate-Term B | Add +4.7% | 0.39% | +0.00 |
| PRU Prudential Financial Inc. | Add +3.5% | 0.05% | +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 |