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.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 782,023 | $289.38M | 18.58% | +11,464+1.5% | Added | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 275,145 | $188.97M | 12.13% | −2,533−0.9% | Reduced | – |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834 | ETF | 1,585,303 | $151.3M | 9.71% | −5080.0% | Reduced | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 401,332 | $131.37M | 8.43% | +1,014+0.3% | Added | View |
| VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407 | ETF | 1,535,784 | $74.38M | 4.78% | +81,916+5.6% | Added | – |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755 | ETF | 1,048,812 | $55.34M | 3.55% | −17,937−1.7% | Reduced | – |
| AAPLAPPLE INC COM | Stock | 134,673 | $38.97M | 2.50% | −158−0.1% | Reduced | View |
| VANGUARD STAR FDS921909768 | VG TL INTL STK F | 381,595 | $32.62M | 2.09% | −1,811−0.5% | Reduced | – |
| DIMENSIONAL ETF TRUST25434V625 | US COR EQU 1 ETF | 397,070 | $32.55M | 2.09% | +46,427+13.2% | Added | – |
| VANGUARD SCOTTSDALE FDS92206C409 | SHRT TRM CORP BD | 355,131 | $28.07M | 1.80% | +29,972+9.2% | Added | – |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 36 | $26.96M | 1.73% | 00.0% | Unchanged | View |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 30,942 | $23.11M | 1.48% | −511−1.6% | Reduced | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 56,840 | $20.31M | 1.30% | +70.0% | Added | View |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 132,425 | $19.64M | 1.26% | +480.0% | Added | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 24,265 | $18.17M | 1.17% | −895−3.6% | Reduced | – |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406 | ETF | 111,422 | $17.61M | 1.13% | −6,206−5.3% | Reduced | – |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474 | ETF | 577,536 | $17.33M | 1.11% | −1,376−0.2% | Reduced | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 189,272 | $14.59M | 0.94% | +550.0% | Added | – |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 110,536 | $13.73M | 0.88% | +82,902+300.0% | Added | – |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 125,821 | $12.15M | 0.78% | +82+0.1% | Added | – |
| NVDANVIDIA CORPORATION COM | Stock | 54,000 | $10.8M | 0.69% | +136+0.3% | Added | View |
| DIMENSIONAL U.S. SMALL CAP ETF25434V500 | ETF | 126,528 | $10.42M | 0.67% | +3,522+2.9% | Added | – |
| MSFTMICROSOFT CORP COM | Stock | 27,831 | $10.38M | 0.67% | −79−0.3% | Reduced | View |
| HBANHUNTINGTON BANCSHARES INC | COM | 536,380 | $9.51M | 0.61% | +17,598+3.4% | Added | View |
| AMZNAMAZON COM INC COM | Stock | 39,862 | $9.5M | 0.61% | +59+0.1% | Added | View |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 43,336 | $9.44M | 0.61% | +55+0.1% | Added | – |
| ISHARES TR464287150 | CORE S&P TTL STK | 55,978 | $9.2M | 0.59% | 00.0% | Unchanged | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 25,073 | $8.86M | 0.57% | −1,573−5.9% | Reduced | View |
| DIMENSIONAL ETF TRUST25434V104 | US CORE EQT MKT | 140,652 | $7.27M | 0.47% | −151−0.1% | Reduced | – |
| ISHARES RUSSELL 1000 VALUE ETF464287598 | ETF | 29,678 | $7.19M | 0.46% | 00.0% | Unchanged | – |
| VANGUARD REAL ESTATE ETF922908553 | ETF | 70,572 | $6.81M | 0.44% | 00.0% | Unchanged | – |
| GEVGE VERNOVA INC COM | Stock | 5,305 | $6.23M | 0.40% | −32−0.6% | Reduced | View |
| VANGUARD INTERMEDIATE-TERM BOND ETF921937819 | ETF | 72,316 | $5.55M | 0.36% | −328−0.5% | Reduced | – |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 92,125 | $5.5M | 0.35% | +52+0.1% | Added | – |
| AVGOBROADCOM INC COM | Stock | 14,351 | $5.42M | 0.35% | −1,365−8.7% | Reduced | View |
| AMATAPPLIED MATLS INC COM | Stock | 7,378 | $5.33M | 0.34% | −160−2.1% | Reduced | View |
| DIMENSIONAL ETF TRUST25434V401 | US EQUI MARK ETF | 64,006 | $5.24M | 0.34% | 00.0% | Unchanged | – |
| INVESCO EXCH TRADED FD TR II46138G615 | INVESCO PHLX SM | 45,000 | $5.04M | 0.32% | 00.0% | Unchanged | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 6,613 | $4.87M | 0.31% | +8+0.1% | Added | – |
| VVISA INC COM CL A | Stock | 14,012 | $4.81M | 0.31% | −430−3.0% | Reduced | View |
| NSCNORFOLK SOUTHN CORP COM | Stock | 15,083 | $4.74M | 0.30% | +46+0.3% | Added | View |
| CATCATERPILLAR INC COM | Stock | 4,378 | $4.66M | 0.30% | +122+2.9% | Added | View |
| AZOAUTOZONE INC | COM | 1,420 | $4.54M | 0.29% | +1,420 | New | View |
| APHAMPHENOL CORP NEW | CL A | 24,667 | $4.35M | 0.28% | −59−0.2% | Reduced | View |
| TTTRANE TECHNOLOGIES PLC | SHS | 8,675 | $4.26M | 0.27% | −7−0.1% | Reduced | View |
| LLYELI LILLY & CO COM | Stock | 3,509 | $4.21M | 0.27% | +2,228+173.9% | Added | View |
| HDHOME DEPOT INC COM | Stock | 10,654 | $3.76M | 0.24% | +461+4.5% | Added | View |
| PANWPALO ALTO NETWORKS INC COM | Stock | 10,539 | $3.59M | 0.23% | +18+0.2% | Added | View |
| XOMEXXON MOBIL CORP | COM | 25,439 | $3.48M | 0.22% | +549+2.2% | Added | View |
| JNJJOHNSON & JOHNSON COM | Stock | 13,023 | $3.31M | 0.21% | +370+2.9% | Added | View |
| ISHARES TR46435G672 | CORE INTL AGGR | 63,413 | $3.21M | 0.21% | +774+1.2% | Added | – |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 7,321 | $3.17M | 0.20% | +16+0.2% | Added | View |
| METAMETA PLATFORMS INC CL A | Stock | 5,437 | $3.06M | 0.20% | −407−7.0% | Reduced | View |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 6,345 | $3.03M | 0.19% | +27+0.4% | Added | View |
| ISHARES TR464287630 | RUS 2000 VAL ETF | 13,312 | $2.94M | 0.19% | 00.0% | Unchanged | – |
| PNCPNC FINL SVCS GROUP INC COM | Stock | 11,525 | $2.84M | 0.18% | −135−1.2% | Reduced | View |
| AXPAMERICAN EXPRESS CO COM | Stock | 8,334 | $2.82M | 0.18% | −125−1.5% | Reduced | View |
| VANGUARD WORLD FD921910873 | MEGA CAP INDEX | 9,400 | $2.57M | 0.17% | 00.0% | Unchanged | – |
| UBERUBER TECHNOLOGIES INC COM | Stock | 35,159 | $2.54M | 0.16% | +6,007+20.6% | Added | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 4,923 | $2.53M | 0.16% | −113−2.2% | Reduced | View |
| ABBVABBVIE INC COM | Stock | 9,616 | $2.42M | 0.16% | −296−3.0% | Reduced | View |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 32,326 | $2.3M | 0.15% | −556−1.7% | Reduced | – |
| BLKBLACKROCK INC COM | Stock | 2,386 | $2.29M | 0.15% | +55+2.4% | Added | View |
| HONHONEYWELL INTL INC COM | Stock | 10,158 | $2.27M | 0.15% | +10,158 | New | View |
| VANGUARD SCOTTSDALE FDS92206C599 | VNG RUS3000IDX | 6,674 | $2.21M | 0.14% | 00.0% | Unchanged | – |
| ISHARES MSCI ACWI EX U.S. ETF464288240 | ETF | 27,858 | $2.12M | 0.14% | 00.0% | Unchanged | – |
| NEENEXTERA ENERGY INC COM | Stock | 23,710 | $2.08M | 0.13% | +108+0.5% | Added | View |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 2,040 | $2.06M | 0.13% | +98+5.0% | Added | View |
| LINLINDE PLC SHS | Stock | 3,928 | $2.04M | 0.13% | +141+3.7% | Added | View |
| MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST | ETF | 2,775 | $1.95M | 0.13% | 00.0% | Unchanged | View |
| PMPHILIP MORRIS INTL INC COM | Stock | 10,583 | $1.91M | 0.12% | −219−2.0% | Reduced | View |
| FCXFREEPORT MCMORAN INC CL B | Stock | 29,631 | $1.86M | 0.12% | +165+0.6% | Added | View |
| PGRPROGRESSIVE CORP COM | Stock | 8,530 | $1.86M | 0.12% | +363+4.4% | Added | View |
| GEGE AEROSPACE COM NEW | Stock | 4,972 | $1.86M | 0.12% | +66+1.3% | Added | View |
| VANGUARD SHORT-TERM BOND ETF921937827 | ETF | 23,810 | $1.86M | 0.12% | +144+0.6% | Added | – |
| BKNGBOOKING HOLDINGS INC COM | Stock | 10,270 | $1.83M | 0.12% | +9,861+2,411.0% | Added | View |
| VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611 | ETF | 7,436 | $1.81M | 0.12% | 00.0% | Unchanged | – |
| BABOEING CO COM | Stock | 8,235 | $1.78M | 0.11% | +63+0.8% | Added | View |
| VANGUARD WORLD FD921910725 | ESG INTL STK ETF | 20,305 | $1.67M | 0.11% | 00.0% | Unchanged | – |
| SIMOSILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 5,010 | $1.67M | 0.11% | 00.0% | Unchanged | View |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | 8,624 | $1.64M | 0.11% | 00.0% | Unchanged | – |
| DHRDANAHER CORP DEL COM | Stock | 8,483 | $1.62M | 0.10% | +180+2.2% | Added | View |
| ISHARES TR464288885 | EAFE GRWTH ETF | 12,520 | $1.56M | 0.10% | 00.0% | Unchanged | – |
| DIMENSIONAL ETF TRUST25434V831 | US HIGH PROF ETF | 35,587 | $1.49M | 0.10% | +13,825+63.5% | Added | – |
| VRTVERTIV HOLDINGS CO | COM CL A | 4,140 | $1.39M | 0.09% | +4,140 | New | View |
| ISHARES TR46435U663 | ESG AWARE MSCI | 24,510 | $1.37M | 0.09% | −1,356−5.2% | Reduced | – |
| SNPSSYNOPSYS INC | COM | 3,048 | $1.36M | 0.09% | −250−7.6% | Reduced | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 665 | $1.32M | 0.08% | +3+0.5% | Added | View |
| FTITECHNIPFMC PLC | COM | 19,831 | $1.31M | 0.08% | +19,831 | New | View |
| TJXTJX COS INC NEW COM | Stock | 8,602 | $1.3M | 0.08% | −128−1.5% | Reduced | View |
| ORLYOREILLY AUTOMOTIVE INC COM | Stock | 13,982 | $1.29M | 0.08% | −1,071−7.1% | Reduced | View |
| WMTWALMART INC COM | Stock | 11,294 | $1.28M | 0.08% | −2,497−18.1% | Reduced | View |
| DELLDELL TECHNOLOGIES INC CL C | Stock | 2,893 | $1.25M | 0.08% | +37+1.3% | Added | View |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 13,305 | $1.23M | 0.08% | −87−0.6% | Reduced | View |
| PHPARKER-HANNIFIN CORP COM | Stock | 1,198 | $1.17M | 0.08% | −10−0.8% | Reduced | View |
| TRGPTARGA RES CORP | COM | 4,324 | $1.16M | 0.07% | +3+0.1% | Added | View |
| HONAHONEYWELL AEROSPACE INC | COM | 5,208 | $1.15M | 0.07% | +5,208 | New | View |
| NTESNETEASE COM INC | SPONSORED ADS | 8,860 | $1.14M | 0.07% | +317+3.7% | Added | View |
| NFLXNETFLIX INC. COM | Stock | 15,341 | $1.1M | 0.07% | +15,341 | New | View |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 2,600 | $1.08M | 0.07% | −54−2.0% | Reduced | View |
Sold out since Q1 2026 (20)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| HONHoneywell Technologies | COM | 10,362 | $2.34M | 0.17% |
| CVXCHEVRON CORPORATION COM | Stock | 10,919 | $2.26M | 0.16% |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 4,027 | $1.98M | 0.14% |
| TMUST-MOBILE US INC COM | Stock | 6,001 | $1.26M | 0.09% |
| BLDRBUILDERS FIRSTSOURCE INC COM | Stock | 6,000 | $493.98K | 0.04% |
| MASIMO CORP574795100 | COM | 2,381 | $423.51K | 0.03% |
| CRHCRH PLC | ORD | 3,050 | $320.62K | 0.02% |
| ZTSZOETIS INC CL A | Stock | 2,550 | $301.44K | 0.02% |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 2,343 | $293.95K | 0.02% |
| TMTOYOTA MOTOR CORP | ADS | 1,381 | $284.61K | 0.02% |
| TAT&T INC COM | Stock | 9,772 | $283.29K | 0.02% |
| MSIMOTOROLA SOLUTIONS INC COM NEW | Stock | 602 | $261.25K | 0.02% |
| FIVEFIVE BELOW INC | COM | 1,091 | $249.27K | 0.02% |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 243 | $242.13K | 0.02% |
| DPZDOMINOS PIZZA INC | COM | 660 | $236.8K | 0.02% |
| HDBHDFC BANK LTD | SPONSORED ADS | 9,385 | $233.5K | 0.02% |
| PSXPHILLIPS 66 COM | Stock | 1,231 | $224.26K | 0.02% |
| MELIMERCADOLIBRE INC | COM | 128 | $221.32K | 0.02% |
| CBOECBOE GLOBAL MKTS INC | COM | 732 | $205.74K | 0.02% |
| CCCCCC INTELLIGENT SOLUTIONS HL | COM | 12,217 | $73.3K | 0.01% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 3, 2026 | 252 | $1.56B | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 28, 2026 | 243 | $1.37B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 6, 2026 | 239 | $1.4B | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 7, 2025 | 240 | $1.36B | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 23, 2025 | 247 | $1.25B | vs. Q1 2025 | SEC |
| Q1 2025 | May 2, 2025 | 236 | $1.13B | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 3, 2025 | 246 | $1.13B | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 13, 2024 | 243 | $1.12B | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 12, 2024 | 228 | $995.57M | vs. Q1 2024 | SEC |
| Q1 2024 | May 2, 2024 | 117 | $805.03M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 13, 2024Amended | 116 | $738.43M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 9, 2023 | 104 | $551.7M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 98 | $567.47M | vs. Q1 2023 | SEC |
| Q1 2023 | May 4, 2023 | 111 | $568.38M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 13, 2023Amended | 109 | $529.06M | vs. Q3 2022 | SEC |
| Q3 2022 | Oct 31, 2022 | 87 | $452.05M | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 28, 2022 | 81 | $466.71M | vs. Q1 2022 | SEC |
| Q1 2022 | May 3, 2022Amended | 82 | $533.42M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 10, 2022 | 106 | $607.21M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 4, 2021 | 103 | $562.51M | vs. Q2 2021 | SEC |
| Q2 2021 | Jul 22, 2021 | 104 | $562.11M | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 26, 2021 | 101 | $521.27M | – | SEC |