Hardy Reed LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Hardy Reed LLC reported 243 stock positions worth $1.4 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 18.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 12.1%) and iShares Core Intl Stock ETF (IXUS, 10.0%). Compared with Q4 2025, it opened 19 new positions, sold out of 15, added to 98 and reduced 74. The biggest buy was a new position in Huntington Bancshares (HBAN) and the biggest sale an exit from Cadence Bank (CADE).
- Most Recent 13F
- Q2 2026
- Location
- TUPELO, MS
- CIK
- 0001761871
- Portfolio Value
- $1.4B (Q1 2026)
- SEC Filing
- 0001765380-26-000128 ↗ filed Apr 28, 2026
Holdings Value
Holdings 243 stocks · $1.4B
| VTI VG Morningstar TS MKT ETF-US | 18.03% | 770,559 | $247.2M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 12.10% | 277,678 | $165.9M | Reduce -1.2% |
| IXUS iShares Core Intl Stock ETF | 10.02% | 1,585,811 | $137.4M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 8.59% | 400,318 | $117.8M | Reduce -0.2% |
| BNDX Vanguard Total Intl Bond ETF | 5.10% | 1,453,868 | $69.9M | Add +4.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 3.81% | 1,066,749 | $52.2M | Add +0.3% |
| AAPL Apple Inc. | 2.50% | 134,831 | $34.2M | Add +0.0% |
| VXUS Vanguard Total Intl Stock | 2.16% | 383,406 | $29.6M | Reduce -0.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.89% | 36 | $25.9M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 1.88% | 325,159 | $25.8M | Add +4.9% |
| DCOR Dimensional US Core Eq 1 ETF | 1.84% | 350,643 | $25.3M | Add +6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.49% | 31,453 | $20.5M | Reduce -0.0% |
| VYM Vanguard High DVD Yield ETF | 1.27% | 117,628 | $17.4M | Reduce -2.7% |
| SPSB SS SPDR P St C Corp. ETF | 1.27% | 578,912 | $17.4M | Add +1.8% |
| IJR iShares Core S&P Small-Cap E | 1.20% | 132,377 | $16.5M | Reduce -0.0% |
| IVV iShares Core S&P 500 ETF | 1.20% | 25,160 | $16.4M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 1.19% | 56,833 | $16.3M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.93% | 189,217 | $12.8M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.86% | 27,634 | $11.8M | Reduce -0.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.83% | 125,739 | $11.4M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.75% | 27,910 | $10.3M | Add +3.1% |
| NVDA Nvidia Corp. | 0.69% | 53,864 | $9.4M | Add +1.3% |
| DFAS Dimensional US Small Cap ETF | 0.64% | 123,006 | $8.7M | Add +1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.62% | 43,281 | $8.5M | No change |
| AMZN Amazon.com Inc. | 0.60% | 39,803 | $8.3M | Add +3.5% |
| HBAN Huntington Bancshares Inc. | 0.59% | 518,782 | $8.1M | New |
| ITOT iShares Core S&P Total U.S. | 0.58% | 55,978 | $8.0M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 0.56% | 26,646 | $7.6M | Reduce -0.7% |
| DFAU Dimensional US Core Equity M | 0.46% | 140,803 | $6.4M | Add +0.2% |
| IWD iShares Russell 1000 Value E | 0.46% | 29,678 | $6.3M | No change |
| VNQ Vanguard Real Estate ETF | 0.46% | 70,572 | $6.3M | No change |
| BIV Vanguard Intermediate-Term B | 0.41% | 72,644 | $5.6M | Add +2.9% |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 92,073 | $5.0M | No change |
| AVGO Broadcom Inc. | 0.35% | 15,716 | $4.9M | Add +16.6% |
| GEV GE Vernova Inc. | 0.34% | 5,337 | $4.7M | Reduce -32.9% |
| DFUS Dimensional US Eq MKT ETF | 0.33% | 64,006 | $4.5M | No change |
| V Visa Inc. Class A | 0.32% | 14,442 | $4.4M | Add +2.8% |
| NSC Norfolk Southern Corp. | 0.31% | 15,037 | $4.3M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.31% | 24,890 | $4.2M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 6,605 | $3.8M | No change |
| TT Trane Technologies PLC | 0.26% | 8,682 | $3.6M | Add +0.8% |
| HD Home Depot Inc. | 0.24% | 10,193 | $3.4M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.24% | 5,844 | $3.3M | Reduce -0.8% |
| IAGG iShares Intl Aggregate Bond | 0.23% | 62,639 | $3.1M | Reduce -1.9% |
| APH Amphenol Corp. Class A | 0.23% | 24,726 | $3.1M | Add +0.0% |
| JNJ Johnson & Johnson | 0.23% | 12,653 | $3.1M | Add +0.2% |
| CAT Caterpillar Inc. | 0.22% | 4,256 | $3.0M | Add +0.2% |
| SOXQ Invesco PHLX Semiconductor | 0.20% | 45,000 | $2.7M | No change |
| AMAT Applied Materials Inc. | 0.19% | 7,538 | $2.6M | Add +0.1% |
| AXP American Express Co. | 0.19% | 8,459 | $2.6M | Reduce -0.9% |
| IWN iShares Russell 2000 Value E | 0.18% | 13,312 | $2.5M | No change |
| MA Mastercard Inc. Class A | 0.18% | 5,036 | $2.5M | Reduce -2.9% |
| PNC PNC Financial Services Group | 0.18% | 11,660 | $2.4M | No change |
| HON Honeywell International Inc. | 0.17% | 10,362 | $2.3M | Add +0.9% |
| CVX Chevron Corp. | 0.16% | 10,919 | $2.3M | Add +1.7% |
| BLK BlackRock Inc. | 0.16% | 2,331 | $2.2M | Add +1.8% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.16% | 9,400 | $2.2M | No change |
| NEE Nextera Energy Inc. | 0.16% | 23,602 | $2.2M | Add +0.6% |
| ABBV Abbvie Inc. | 0.16% | 9,912 | $2.2M | Reduce -4.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 6,318 | $2.1M | Add +2.6% |
| VEA Vanguard Ftse Developed ETF | 0.15% | 32,882 | $2.1M | Reduce -5.2% |
| UBER Uber Technologies Inc. | 0.15% | 29,152 | $2.1M | Add +34.9% |
| TMO Thermo Fisher Scientific Inc. | 0.14% | 4,027 | $2.0M | Reduce -21.0% |
| VTHR Vanguard Russell 3000 | 0.14% | 6,674 | $1.9M | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.14% | 27,858 | $1.9M | No change |
| LIN Linde PLC | 0.14% | 3,787 | $1.9M | Add +1.0% |
| BSV Vanguard Short-Term Bond ETF | 0.14% | 23,666 | $1.9M | Reduce -4.0% |
| PM Philip Morris International | 0.13% | 10,802 | $1.8M | Add +2.6% |
| FCX Freeport-McMoran Inc. | 0.13% | 29,466 | $1.7M | New |
| BKNG Booking Holdings Inc. | 0.13% | 409 | $1.7M | Reduce -0.5% |
| WMT Walmart Inc. | 0.13% | 13,791 | $1.7M | Add +5.2% |
| MDY State Street SPDR S&P Midcap | 0.12% | 2,775 | $1.7M | No change |
| PANW Palo Alto Networks Inc. | 0.12% | 10,521 | $1.7M | No change |
| GS Goldman Sachs Group Inc. | 0.12% | 1,942 | $1.6M | Add +1.1% |
| BA The Boeing Co. | 0.12% | 8,172 | $1.6M | Add +95.2% |
| PGR Progressive Corp. | 0.12% | 8,167 | $1.6M | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 7,436 | $1.6M | No change |
| DHR Danaher Corp. | 0.11% | 8,303 | $1.6M | Add +0.9% |
| LRCX Lam Research Corp. | 0.11% | 7,305 | $1.6M | Add +0.3% |
| VSGX Vanguard ESG Intl Stock ETF | 0.11% | 20,305 | $1.5M | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.10% | 12,520 | $1.4M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 8,730 | $1.4M | Add +1.0% |
| GE General Electric filed as GE AEROSPACE | 0.10% | 4,906 | $1.4M | Reduce -3.8% |
| ORLY O'reilly Automotive Inc. | 0.10% | 15,053 | $1.4M | Add +0.2% |
| SNPS Synopsys Inc. | 0.10% | 3,298 | $1.3M | Reduce -0.3% |
| TMUS T-Mobile US Inc. | 0.09% | 6,001 | $1.3M | Add +19.5% |
| SCHW Schwab (charles) Corp. | 0.09% | 13,392 | $1.3M | Add +2.3% |
| ESML iShares ESG Aware MSCI USA S | 0.09% | 25,866 | $1.2M | Add +8.3% |
| LLY Eli Lilly & Co. | 0.09% | 1,281 | $1.2M | Reduce -0.4% |
| XLK SS Technology Select Sector | 0.08% | 8,624 | $1.1M | No change |
| KMI Kinder Morgan Inc. | 0.08% | 32,916 | $1.1M | Add +4.8% |
| TRGP Targa Resources Corp. | 0.08% | 4,321 | $1.1M | Add +1.0% |
| PH Parker Hannifin Corp. | 0.08% | 1,208 | $1.1M | Reduce -19.4% |
| EPD Enterprise Products Partners | 0.07% | 26,456 | $1.0M | Add +9.5% |
| NTES Netease Inc.-ADR | 0.07% | 8,543 | $956K | Add +0.7% |
| RTX RTX Corp. | 0.07% | 4,726 | $912K | Add +0.4% |
| ADBE Adobe Inc. | 0.07% | 3,738 | $909K | Add +0.5% |
| MLI Mueller Industries Inc. | 0.07% | 8,059 | $893K | Reduce -9.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 9,200 | $887K | Reduce -5.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.06% | 662 | $874K | Add +1.9% |
Portfolio Sells Q4 2025 → Q1 2026
| CADE Cadence Bank | Sold out | 0.00% | −0.63 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 8.59% | −0.62 |
| VOO Vanguard S&P 500 ETF | Reduce -1.2% | 12.10% | −0.47 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -72.2% | 0.02% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -0.0% | 0.86% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -21.0% | 0.14% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -1.3% | 1.20% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 0.56% | −0.04 |
| AXP American Express Co. | Reduce -0.9% | 0.19% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 1.49% | −0.04 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 0.24% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -0.5% | 0.13% | −0.03 |
| GEV GE Vernova Inc. | Reduce -32.9% | 0.34% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -2.9% | 0.18% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Reduce -4.7% | 0.06% | −0.02 |
| TSLA Tesla Inc. | Reduce -48.2% | 0.02% | −0.02 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.02 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.02 |
| THO Thor Industries Inc. | Sold out | 0.00% | −0.02 |
| EXPO Exponent Inc. | Sold out | 0.00% | −0.02 |
| WK Workiva Inc. | Sold out | 0.00% | −0.02 |
| ROAD Construction Partners Inc. Class A | Sold out | 0.00% | −0.02 |
| SNPS Synopsys Inc. | Reduce -0.3% | 0.10% | −0.02 |
| PH Parker Hannifin Corp. | Reduce -19.4% | 0.08% | −0.02 |
| ICLR Icon PLC | Sold out | 0.00% | −0.01 |
| GNTX Gentex Corp. | Sold out | 0.00% | −0.01 |
| RBA RB Global Inc. | Sold out | 0.00% | −0.01 |
| BL Blackline Inc. | Sold out | 0.00% | −0.01 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -5.1% | 0.06% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 0.09% | −0.01 |
| NBIS Nebius Group NV | Reduce -54.3% | 0.02% | −0.01 |
| ABBV Abbvie Inc. | Reduce -4.6% | 0.16% | −0.01 |
| GE General Electric | Reduce -3.8% | 0.10% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -7.3% | 0.04% | −0.01 |
| DSGX The Descartes Systems Grp | Reduce -19.2% | 0.02% | −0.01 |
| VRSK Verisk Analytics Inc. | Reduce -0.3% | 0.06% | −0.01 |
| PAA Plains All Amer Pipeline LP | Reduce -37.6% | 0.03% | −0.01 |
| HESM Hess Midstream LP Class A | Reduce -39.0% | 0.02% | −0.01 |
| HDB HDFC Bank Ltd.-ADR | Reduce -1.5% | 0.02% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -4.1% | 0.04% | −0.01 |
| MLI Mueller Industries Inc. | Reduce -9.5% | 0.07% | −0.01 |
| SPGI S&P Global Inc. | Reduce -8.6% | 0.02% | −0.01 |
| BAC Bank of America Corp. | Reduce -11.4% | 0.03% | −0.01 |
| TEL Te Connectivity PLC | Reduce -4.6% | 0.06% | −0.01 |
| CCC CCC Intelligent Solutions Ho | Reduce -39.8% | 0.01% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -28.1% | 0.02% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| HBAN Huntington Bancshares Inc. | New | 0.59% | +0.59 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +0.3% | 3.81% | +0.38 |
| BNDX Vanguard Total Intl Bond ETF | Add +4.5% | 5.10% | +0.30 |
| FCX Freeport-McMoran Inc. | New | 0.13% | +0.13 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.9% | 1.88% | +0.12 |
| DCOR Dimensional US Core Eq 1 ETF | Add +6.3% | 1.84% | +0.11 |
| XOM Exxon Mobil Corp. | Add +0.2% | 0.31% | +0.10 |
| BA The Boeing Co. | Add +95.2% | 0.12% | +0.05 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.19% | +0.05 |
| CVX Chevron Corp. | Add +1.7% | 0.16% | +0.05 |
| CAT Caterpillar Inc. | Add +0.2% | 0.22% | +0.05 |
| SPSB SS SPDR P St C Corp. ETF | Add +1.8% | 1.27% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +0.0% | 0.93% | +0.04 |
| JNJ Johnson & Johnson | Add +0.2% | 0.23% | +0.04 |
| DFAS Dimensional US Small Cap ETF | Add +1.3% | 0.64% | +0.03 |
| HON Honeywell International Inc. | Add +0.9% | 0.17% | +0.03 |
| UBER Uber Technologies Inc. | Add +34.9% | 0.15% | +0.03 |
| DUHP Dimensional US High Profi Et | Add +85.4% | 0.06% | +0.03 |
| KGS Kodiak Gas Services Inc. | New | 0.03% | +0.03 |
| NEE Nextera Energy Inc. | Add +0.6% | 0.16% | +0.03 |
| LRCX Lam Research Corp. | Add +0.3% | 0.11% | +0.03 |
| TT Trane Technologies PLC | Add +0.8% | 0.26% | +0.02 |
| LIN Linde PLC | Add +1.0% | 0.14% | +0.02 |
| TRGP Targa Resources Corp. | Add +1.0% | 0.08% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.6% | 0.16% | +0.02 |
| AVGO Broadcom Inc. | Add +16.6% | 0.35% | +0.02 |
| ZTS Zoetis Inc. | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +5.2% | 0.13% | +0.02 |
| TMUS T-Mobile US Inc. | Add +19.5% | 0.09% | +0.02 |
| KMI Kinder Morgan Inc. | Add +4.8% | 0.08% | +0.02 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.02% | +0.02 |
| AM Antero Midstream Corp. | New | 0.02% | +0.02 |
| LMAT Lemaitre Vascular Inc. | New | 0.02% | +0.02 |
| EPD Enterprise Products Partners | Add +9.5% | 0.07% | +0.02 |
| COST Costco Wholesale Corp. | New | 0.02% | +0.02 |
| BCPC Balchem Corp. | New | 0.02% | +0.02 |
| DPZ Domino's Pizza Inc. | New | 0.02% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +2.9% | 0.41% | +0.02 |
| DTM DT Midstream Inc. | Add +35.5% | 0.05% | +0.02 |
| DGII Digi International Inc. | New | 0.02% | +0.02 |
| NVS Novartis AG-Sponsored ADR | New | 0.02% | +0.02 |
| PSX Phillips 66 | New | 0.02% | +0.02 |
| FSV Firstservice Corp. | New | 0.02% | +0.02 |
| BHP BHP Group Ltd.-Spon ADR | New | 0.02% | +0.02 |
| CCJ Cameco Corp. | New | 0.02% | +0.02 |
| CBOE Cboe Global Markets Inc. | New | 0.01% | +0.01 |
| MU Micron Technology Inc. | New | 0.01% | +0.01 |
| WMB Williams Cos Inc. | Add +27.2% | 0.04% | +0.01 |
| TTE Totalenergies SE | Add +4.9% | 0.04% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.9% | 0.06% | +0.01 |
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 |