Hardy Reed LLC
- SEC CIK
- 0001761871
- Latest filing
- Aug 3, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 239
- −1 vs. Q3 2025
- Portfolio value
- $1.40B
- +$44.2M (+3.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 763,393 | $255.9M | 18.3% | +3,318+0.4% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 281,146 | $176.3M | 12.6% | +714+0.3% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 1,596,075 | $135.1M | 9.6% | +17,625+1.1% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 400,971 | $129.2M | 9.2% | +1040.0% | Added | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 1,391,168 | $67.2M | 4.8% | +92,861+7.2% | Added | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 1,063,427 | $48.1M | 3.4% | +24,760+2.4% | Added | – |
| AAPLApple Inc. | Stock | 134,792 | $36.6M | 2.6% | +668+0.5% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 385,689 | $29.1M | 2.1% | −8,923−2.3% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 36 | $27.2M | 1.9% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 310,054 | $24.7M | 1.8% | +52,315+20.3% | Added | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 329,788 | $24.3M | 1.7% | +32,016+10.8% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 31,461 | $21.5M | 1.5% | −61−0.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 56,756 | $17.8M | 1.3% | +652+1.2% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 25,495 | $17.5M | 1.2% | +100+0.4% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 120,847 | $17.3M | 1.2% | −7,759−6.0% | Reduced | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 568,878 | $17.2M | 1.2% | +12,200+2.2% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 132,434 | $15.9M | 1.1% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 27,082 | $13.1M | 0.9% | −1,282−4.5% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 27,637 | $13.1M | 0.9% | −33−0.1% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 189,162 | $12.5M | 0.9% | +385+0.2% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 125,827 | $11.3M | 0.8% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 53,156 | $9.91M | 0.7% | −2,809−5.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 38,462 | $8.88M | 0.6% | +633+1.7% | Added | History |
| CADECadence Bancorporation | EQUITY US CM | 205,378 | $8.80M | 0.6% | −264−0.1% | Reduced | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 121,461 | $8.46M | 0.6% | +5,099+4.4% | Added | – |
| GOOGAlphabet Inc. | Stock | 26,836 | $8.42M | 0.6% | −106−0.4% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 43,281 | $8.27M | 0.6% | 00.0% | Unchanged | – |
| iShares Tr464287150 | CORE S&P TTL STK | 54,858 | $8.16M | 0.6% | −138−0.3% | Reduced | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 140,471 | $6.57M | 0.5% | 00.0% | Unchanged | – |
| Vanguard Real Estate ETF922908553 | ETF | 70,572 | $6.24M | 0.4% | +238+0.3% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 29,678 | $6.24M | 0.4% | 00.0% | Unchanged | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 70,569 | $5.50M | 0.4% | +3,196+4.7% | Added | – |
| GEVGE Vernova Inc. | Stock | 7,958 | $5.20M | 0.4% | −152−1.9% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 92,073 | $4.95M | 0.4% | −100.0% | Reduced | – |
| VVisa Inc. | Stock | 14,047 | $4.93M | 0.4% | −247−1.7% | Reduced | History |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 64,006 | $4.75M | 0.3% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 13,480 | $4.67M | 0.3% | +231+1.7% | Added | History |
| NSCNorfolk Southern Corp | Stock | 15,016 | $4.34M | 0.3% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,605 | $4.06M | 0.3% | −62−0.9% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 5,891 | $3.89M | 0.3% | +76+1.3% | Added | History |
| HDHome Depot, Inc. | Stock | 10,170 | $3.50M | 0.2% | −111−1.1% | Reduced | History |
| TTTrane Technologies plc | SHS | 8,612 | $3.35M | 0.2% | +8+0.1% | Added | History |
| APHAmphenol Corp | CL A | 24,716 | $3.34M | 0.2% | +254+1.0% | Added | History |
| iShares Tr46435G672 | CORE INTL AGGR | 63,868 | $3.19M | 0.2% | −660−1.0% | Reduced | – |
| AXPAmerican Express Co | Stock | 8,536 | $3.16M | 0.2% | +15+0.2% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 24,831 | $2.99M | 0.2% | +661+2.7% | Added | History |
| MAMastercard Inc | Stock | 5,187 | $2.96M | 0.2% | +84+1.6% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 5,096 | $2.95M | 0.2% | +16+0.3% | Added | History |
| JNJJohnson & Johnson | Stock | 12,628 | $2.61M | 0.2% | +238+1.9% | Added | History |
| Invesco Exch Traded FD Tr II46138G615 | INVESCO PHLX SM | 45,000 | $2.51M | 0.2% | 00.0% | Unchanged | – |
| BLKBlackRock, Inc. | Stock | 2,289 | $2.45M | 0.2% | −24−1.0% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 11,660 | $2.43M | 0.2% | +5,263+82.3% | Added | History |
| CATCaterpillar Inc | Stock | 4,248 | $2.43M | 0.2% | +46+1.1% | Added | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 13,312 | $2.41M | 0.2% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 10,387 | $2.37M | 0.2% | +126+1.2% | Added | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 9,400 | $2.36M | 0.2% | 00.0% | Unchanged | – |
| BKNGBooking Holdings Inc. | Stock | 411 | $2.20M | 0.2% | +2+0.5% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 34,670 | $2.17M | 0.2% | −165−0.5% | Reduced | – |
| Vanguard Scottsdale FDS92206C599 | VNG RUS3000IDX | 6,674 | $2.00M | 0.1% | −1,374−17.1% | Reduced | – |
| HONHoneywell International Inc | COM | 10,274 | $2.00M | 0.1% | +81+0.8% | Added | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 24,659 | $1.94M | 0.1% | −969−3.8% | Reduced | – |
| PANWPalo Alto Networks Inc | Stock | 10,521 | $1.94M | 0.1% | +7+0.1% | Added | History |
| AMATApplied Materials Inc | Stock | 7,531 | $1.94M | 0.1% | +73+1.0% | Added | History |
| DHRDanaher Corp | Stock | 8,229 | $1.88M | 0.1% | +42+0.5% | Added | History |
| NEENextera Energy Inc | Stock | 23,463 | $1.88M | 0.1% | +312+1.3% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,155 | $1.87M | 0.1% | +160+2.7% | Added | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 27,858 | $1.87M | 0.1% | 00.0% | Unchanged | – |
| PGRProgressive Corp | Stock | 8,158 | $1.86M | 0.1% | +106+1.3% | Added | History |
| UBERUber Technologies, Inc | Stock | 21,609 | $1.77M | 0.1% | +205+1.0% | Added | History |
| PMPhilip Morris International Inc. | Stock | 10,526 | $1.69M | 0.1% | −271−2.5% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 1,920 | $1.69M | 0.1% | +12+0.6% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,775 | $1.67M | 0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 10,322 | $1.67M | 0.1% | +237+2.4% | Added | History |
| CVXChevron Corp | Stock | 10,741 | $1.64M | 0.1% | −128−1.2% | Reduced | History |
| LINLinde PLC | Stock | 3,748 | $1.60M | 0.1% | +100+2.7% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,436 | $1.57M | 0.1% | 00.0% | Unchanged | – |
| GEGeneral Electric Co | Stock | 5,097 | $1.57M | 0.1% | +98+2.0% | Added | History |
| SNPSSynopsys Inc | COM | 3,309 | $1.55M | 0.1% | +25+0.8% | Added | History |
| WMTWalmart Inc. | Stock | 13,111 | $1.46M | 0.1% | −629−4.6% | Reduced | History |
| QCOMQualcomm Inc | Stock | 8,528 | $1.46M | 0.1% | +90+1.1% | Added | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 20,305 | $1.45M | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 12,520 | $1.43M | 0.1% | −920−6.8% | Reduced | – |
| LLYEli Lilly & Co | Stock | 1,286 | $1.38M | 0.1% | +82+6.8% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 15,029 | $1.37M | 0.1% | −90−0.6% | Reduced | History |
| TJXTJX Companies Inc | Stock | 8,642 | $1.33M | 0.1% | +152+1.8% | Added | History |
| PHParker-Hannifin Corp | Stock | 1,499 | $1.32M | 0.1% | +36+2.5% | Added | History |
| SCHWSchwab Charles Corp | Stock | 13,090 | $1.31M | 0.1% | −284−2.1% | Reduced | History |
| ADBEAdobe Inc. | Stock | 3,720 | $1.30M | 0.1% | +58+1.6% | Added | History |
| LRCXLam Research Corp | Stock | 7,282 | $1.25M | 0.1% | +104+1.4% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,624 | $1.24M | 0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| ACNAccenture plc | Stock | 4,470 | $1.20M | 0.1% | +274+6.5% | Added | History |
| NTESNetEase, Inc. | SPONSORED ADS | 8,482 | $1.17M | 0.1% | −56−0.7% | Reduced | History |
| DISWalt Disney Co | Stock | 9,698 | $1.10M | 0.1% | +510+5.6% | Added | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 23,874 | $1.10M | 0.1% | 00.0% | Unchanged | – |
| MLIMueller Industries Inc | COM | 8,903 | $1.02M | 0.1% | 00.0% | Unchanged | History |
| TMUST-Mobile US, Inc. | Stock | 5,020 | $1.02M | 0.1% | −37−0.7% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 4,382 | $980.2K | 0.1% | +24+0.6% | Added | History |
| TELTE Connectivity plc | Stock | 4,160 | $946.4K | 0.1% | +132+3.3% | Added | History |
| BABoeing Co | Stock | 4,186 | $908.9K | 0.1% | −10.0% | Reduced | History |
| FISVFiserv Inc | Stock | 13,278 | $891.9K | 0.1% | −148−1.1% | Reduced | History |
Sold out since Q3 2025 (11)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| SBUXStarbucks Corp | Stock | 7,126 | $602.9K | <0.1% | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 7,302 | $337.6K | <0.1% | – |
| DOCSDoximity, Inc. | CL A | 4,083 | $298.7K | <0.1% | History |
| AXONAxon Enterprise, Inc. | COM | 343 | $246.2K | <0.1% | History |
| SOSouthern Co | Stock | 2,556 | $242.2K | <0.1% | History |
| CMCSAComcast Corp | Stock | 7,384 | $232.0K | <0.1% | History |
| SPSCSPS Commerce Inc | COM | 2,200 | $229.1K | <0.1% | History |
| HPQHP Inc | Stock | 8,201 | $223.3K | <0.1% | History |
| FSVFirstService Corp | COM | 1,123 | $213.9K | <0.1% | History |
| STVNStevanato Group S.p.A. | ORD SHS | 7,960 | $205.0K | <0.1% | History |
| HLMNHillman Solutions Corp. | COM | 14,753 | $135.4K | <0.1% | History |