Hardy Reed LLC

SEC CIK
0001761871

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 3, 2026.SEC

Positions
252
+9 vs. Q1 2026
Total value
$1.56B
+$186.73M (+13.6%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Hardy Reed LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF782,023$289.38M18.58%+11,464+1.5%Added–
VANGUARD S&P 500 ETF922908363ETF275,145$188.97M12.13%−2,533−0.9%Reduced–
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834ETF1,585,303$151.3M9.71%−5080.0%Reduced–
JPMJPMORGAN CHASE & CO COMStock401,332$131.37M8.43%+1,014+0.3%AddedView
VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407ETF1,535,784$74.38M4.78%+81,916+5.6%Added–
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755ETF1,048,812$55.34M3.55%−17,937−1.7%Reduced–
AAPLAPPLE INC COMStock134,673$38.97M2.50%−158−0.1%ReducedView
VANGUARD STAR FDS921909768VG TL INTL STK F381,595$32.62M2.09%−1,811−0.5%Reduced–
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF397,070$32.55M2.09%+46,427+13.2%Added–
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD355,131$28.07M1.80%+29,972+9.2%Added–
BRK.ABERKSHIRE HATHAWAY INC DELCL A36$26.96M1.73%00.0%UnchangedView
SPYSTATE STREET SPDR S&P 500 ETFETF30,942$23.11M1.48%−511−1.6%ReducedView
GOOGLALPHABET INC CAP STK CL AStock56,840$20.31M1.30%+70.0%AddedView
ISHARES CORE S&P SMALL CAP ETF464287804ETF132,425$19.64M1.26%+480.0%Added–
ISHARES CORE S&P 500 ETF464287200ETF24,265$18.17M1.17%−895−3.6%Reduced–
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF111,422$17.61M1.13%−6,206−5.3%Reduced–
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474ETF577,536$17.33M1.11%−1,376−0.2%Reduced–
ISHARES CORE S&P MID-CAP ETF464287507ETF189,272$14.59M0.94%+550.0%Added–
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF110,536$13.73M0.88%+82,902+300.0%Added–
ISHARES CORE MSCI EAFE ETF46432F842ETF125,821$12.15M0.78%+82+0.1%Added–
NVDANVIDIA CORPORATION COMStock54,000$10.8M0.69%+136+0.3%AddedView
DIMENSIONAL U.S. SMALL CAP ETF25434V500ETF126,528$10.42M0.67%+3,522+2.9%Added–
MSFTMICROSOFT CORP COMStock27,831$10.38M0.67%−79−0.3%ReducedView
HBANHUNTINGTON BANCSHARES INCCOM536,380$9.51M0.61%+17,598+3.4%AddedView
AMZNAMAZON COM INC COMStock39,862$9.5M0.61%+59+0.1%AddedView
VANGUARD MORNINGSTAR VALUE ETF922908744ETF43,336$9.44M0.61%+55+0.1%Added–
ISHARES TR464287150CORE S&P TTL STK55,978$9.2M0.59%00.0%Unchanged–
GOOGALPHABET INC CAP STK CL CStock25,073$8.86M0.57%−1,573−5.9%ReducedView
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT140,652$7.27M0.47%−151−0.1%Reduced–
ISHARES RUSSELL 1000 VALUE ETF464287598ETF29,678$7.19M0.46%00.0%Unchanged–
VANGUARD REAL ESTATE ETF922908553ETF70,572$6.81M0.44%00.0%Unchanged–
GEVGE VERNOVA INC COMStock5,305$6.23M0.40%−32−0.6%ReducedView
VANGUARD INTERMEDIATE-TERM BOND ETF921937819ETF72,316$5.55M0.36%−328−0.5%Reduced–
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF92,125$5.5M0.35%+52+0.1%Added–
AVGOBROADCOM INC COMStock14,351$5.42M0.35%−1,365−8.7%ReducedView
AMATAPPLIED MATLS INC COMStock7,378$5.33M0.34%−160−2.1%ReducedView
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF64,006$5.24M0.34%00.0%Unchanged–
INVESCO EXCH TRADED FD TR II46138G615INVESCO PHLX SM45,000$5.04M0.32%00.0%Unchanged–
INVESCO QQQ TRUST SERIES I46090E103ETF6,613$4.87M0.31%+8+0.1%Added–
VVISA INC COM CL AStock14,012$4.81M0.31%−430−3.0%ReducedView
NSCNORFOLK SOUTHN CORP COMStock15,083$4.74M0.30%+46+0.3%AddedView
CATCATERPILLAR INC COMStock4,378$4.66M0.30%+122+2.9%AddedView
AZOAUTOZONE INCCOM1,420$4.54M0.29%+1,420NewView
APHAMPHENOL CORP NEWCL A24,667$4.35M0.28%−59−0.2%ReducedView
TTTRANE TECHNOLOGIES PLCSHS8,675$4.26M0.27%−7−0.1%ReducedView
LLYELI LILLY & CO COMStock3,509$4.21M0.27%+2,228+173.9%AddedView
HDHOME DEPOT INC COMStock10,654$3.76M0.24%+461+4.5%AddedView
PANWPALO ALTO NETWORKS INC COMStock10,539$3.59M0.23%+18+0.2%AddedView
XOMEXXON MOBIL CORPCOM25,439$3.48M0.22%+549+2.2%AddedView
JNJJOHNSON & JOHNSON COMStock13,023$3.31M0.21%+370+2.9%AddedView
ISHARES TR46435G672CORE INTL AGGR63,413$3.21M0.21%+774+1.2%Added–
LRCXLAM RESEARCH CORP COM NEWStock7,321$3.17M0.20%+16+0.2%AddedView
METAMETA PLATFORMS INC CL AStock5,437$3.06M0.20%−407−7.0%ReducedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR6,345$3.03M0.19%+27+0.4%AddedView
ISHARES TR464287630RUS 2000 VAL ETF13,312$2.94M0.19%00.0%Unchanged–
PNCPNC FINL SVCS GROUP INC COMStock11,525$2.84M0.18%−135−1.2%ReducedView
AXPAMERICAN EXPRESS CO COMStock8,334$2.82M0.18%−125−1.5%ReducedView
VANGUARD WORLD FD921910873MEGA CAP INDEX9,400$2.57M0.17%00.0%Unchanged–
UBERUBER TECHNOLOGIES INC COMStock35,159$2.54M0.16%+6,007+20.6%AddedView
MAMASTERCARD INCORPORATED CL AStock4,923$2.53M0.16%−113−2.2%ReducedView
ABBVABBVIE INC COMStock9,616$2.42M0.16%−296−3.0%ReducedView
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF32,326$2.3M0.15%−556−1.7%Reduced–
BLKBLACKROCK INC COMStock2,386$2.29M0.15%+55+2.4%AddedView
HONHONEYWELL INTL INC COMStock10,158$2.27M0.15%+10,158NewView
VANGUARD SCOTTSDALE FDS92206C599VNG RUS3000IDX6,674$2.21M0.14%00.0%Unchanged–
ISHARES MSCI ACWI EX U.S. ETF464288240ETF27,858$2.12M0.14%00.0%Unchanged–
NEENEXTERA ENERGY INC COMStock23,710$2.08M0.13%+108+0.5%AddedView
GSGOLDMAN SACHS GROUP INC COMStock2,040$2.06M0.13%+98+5.0%AddedView
LINLINDE PLC SHSStock3,928$2.04M0.13%+141+3.7%AddedView
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTETF2,775$1.95M0.13%00.0%UnchangedView
PMPHILIP MORRIS INTL INC COMStock10,583$1.91M0.12%−219−2.0%ReducedView
FCXFREEPORT MCMORAN INC CL BStock29,631$1.86M0.12%+165+0.6%AddedView
PGRPROGRESSIVE CORP COMStock8,530$1.86M0.12%+363+4.4%AddedView
GEGE AEROSPACE COM NEWStock4,972$1.86M0.12%+66+1.3%AddedView
VANGUARD SHORT-TERM BOND ETF921937827ETF23,810$1.86M0.12%+144+0.6%Added–
BKNGBOOKING HOLDINGS INC COMStock10,270$1.83M0.12%+9,861+2,411.0%AddedView
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611ETF7,436$1.81M0.12%00.0%Unchanged–
BABOEING CO COMStock8,235$1.78M0.11%+63+0.8%AddedView
VANGUARD WORLD FD921910725ESG INTL STK ETF20,305$1.67M0.11%00.0%Unchanged–
SIMOSILICON MOTION TECHNOLOGY COSPONSORED ADR5,010$1.67M0.11%00.0%UnchangedView
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF8,624$1.64M0.11%00.0%Unchanged–
DHRDANAHER CORP DEL COMStock8,483$1.62M0.10%+180+2.2%AddedView
ISHARES TR464288885EAFE GRWTH ETF12,520$1.56M0.10%00.0%Unchanged–
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF35,587$1.49M0.10%+13,825+63.5%Added–
VRTVERTIV HOLDINGS COCOM CL A4,140$1.39M0.09%+4,140NewView
ISHARES TR46435U663ESG AWARE MSCI24,510$1.37M0.09%−1,356−5.2%Reduced–
SNPSSYNOPSYS INCCOM3,048$1.36M0.09%−250−7.6%ReducedView
ASMLASML HLDG NV N Y REGISTRY SHSADR665$1.32M0.08%+3+0.5%AddedView
FTITECHNIPFMC PLCCOM19,831$1.31M0.08%+19,831NewView
TJXTJX COS INC NEW COMStock8,602$1.3M0.08%−128−1.5%ReducedView
ORLYOREILLY AUTOMOTIVE INC COMStock13,982$1.29M0.08%−1,071−7.1%ReducedView
WMTWALMART INC COMStock11,294$1.28M0.08%−2,497−18.1%ReducedView
DELLDELL TECHNOLOGIES INC CL CStock2,893$1.25M0.08%+37+1.3%AddedView
SCHWCHARLES SCHWAB CORP (THE) COMStock13,305$1.23M0.08%−87−0.6%ReducedView
PHPARKER-HANNIFIN CORP COMStock1,198$1.17M0.08%−10−0.8%ReducedView
TRGPTARGA RES CORPCOM4,324$1.16M0.07%+3+0.1%AddedView
HONAHONEYWELL AEROSPACE INCCOM5,208$1.15M0.07%+5,208NewView
NTESNETEASE COM INCSPONSORED ADS8,860$1.14M0.07%+317+3.7%AddedView
NFLXNETFLIX INC. COMStock15,341$1.1M0.07%+15,341NewView
UNHUNITEDHEALTH GROUP INC COMStock2,600$1.08M0.07%−54−2.0%ReducedView

Sold out since Q1 2026 (20)

Positions held at the end of Q1 2026 that are no longer in this filing.

Hardy Reed LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM10,362$2.34M0.17%
CVXCHEVRON CORPORATION COMStock10,919$2.26M0.16%
TMOTHERMO FISHER SCIENTIFIC INC COMStock4,027$1.98M0.14%
TMUST-MOBILE US INC COMStock6,001$1.26M0.09%
BLDRBUILDERS FIRSTSOURCE INC COMStock6,000$493.98K0.04%
MASIMO CORP574795100COM2,381$423.51K0.03%
CRHCRH PLCORD3,050$320.62K0.02%
ZTSZOETIS INC CL AStock2,550$301.44K0.02%
BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR2,343$293.95K0.02%
TMTOYOTA MOTOR CORPADS1,381$284.61K0.02%
TAT&T INC COMStock9,772$283.29K0.02%
MSIMOTOROLA SOLUTIONS INC COM NEWStock602$261.25K0.02%
FIVEFIVE BELOW INCCOM1,091$249.27K0.02%
COSTCOSTCO WHOLESALE CORPORATION COMStock243$242.13K0.02%
DPZDOMINOS PIZZA INCCOM660$236.8K0.02%
HDBHDFC BANK LTDSPONSORED ADS9,385$233.5K0.02%
PSXPHILLIPS 66 COMStock1,231$224.26K0.02%
MELIMERCADOLIBRE INCCOM128$221.32K0.02%
CBOECBOE GLOBAL MKTS INCCOM732$205.74K0.02%
CCCCCC INTELLIGENT SOLUTIONS HLCOM12,217$73.3K0.01%

13F filings by quarter

Hardy Reed LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 3, 2026252$1.56Bvs. Q1 2026SEC
Q1 2026Apr 28, 2026243$1.37Bvs. Q4 2025SEC
Q4 2025Feb 6, 2026239$1.4Bvs. Q3 2025SEC
Q3 2025Nov 7, 2025240$1.36Bvs. Q2 2025SEC
Q2 2025Jul 23, 2025247$1.25Bvs. Q1 2025SEC
Q1 2025May 2, 2025236$1.13Bvs. Q4 2024SEC
Q4 2024Feb 3, 2025246$1.13Bvs. Q3 2024SEC
Q3 2024Nov 13, 2024243$1.12Bvs. Q2 2024SEC
Q2 2024Aug 12, 2024228$995.57Mvs. Q1 2024SEC
Q1 2024May 2, 2024117$805.03Mvs. Q4 2023SEC
Q4 2023Feb 13, 2024Amended116$738.43Mvs. Q3 2023SEC
Q3 2023Nov 9, 2023104$551.7Mvs. Q2 2023SEC
Q2 2023Aug 14, 202398$567.47Mvs. Q1 2023SEC
Q1 2023May 4, 2023111$568.38Mvs. Q4 2022SEC
Q4 2022Feb 13, 2023Amended109$529.06Mvs. Q3 2022SEC
Q3 2022Oct 31, 202287$452.05Mvs. Q2 2022SEC
Q2 2022Jul 28, 202281$466.71Mvs. Q1 2022SEC
Q1 2022May 3, 2022Amended82$533.42Mvs. Q4 2021SEC
Q4 2021Feb 10, 2022106$607.21Mvs. Q3 2021SEC
Q3 2021Nov 4, 2021103$562.51Mvs. Q2 2021SEC
Q2 2021Jul 22, 2021104$562.11Mvs. Q1 2021SEC
Q1 2021Apr 26, 2021101$521.27M–SEC