Hardy Reed LLC Top Holdings and 13F Report (2025) About Hardy Reed LLCInvestment ActivityHardy Reed LLC has $1.25 billion in total holdings as of June 30, 2025.Hardy Reed LLC owns shares of 247 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 2.06% of the portfolio was purchased this quarter.About 1.06% of the portfolio was sold this quarter.This quarter, Hardy Reed LLC has purchased 236 new stocks and bought additional shares in 80 stocks.Hardy Reed LLC sold shares of 90 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $232,085,606Vanguard S&P 500 ETF $159,392,201iShares Core MSCI Total International Stock ETF $121,384,445JPMorgan Chase & Co. $116,110,405Vanguard Total International Bond ETF $61,224,784 Largest New Holdings this Quarter 38141G104 - The Goldman Sachs Group $1,290,229 HoldingN97284108 - Yandex $365,178 Holding24703L202 - Dell Technologies $329,304 Holding02215L209 - KINETIK HOLDINGS INC $295,620 Holding05464C101 - Axon Enterprise $277,360 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 10,050 shares (about $5.71M)DIMENSIONAL ETF TRUST 39,817 shares (about $2.66M)The Goldman Sachs Group 1,823 shares (about $1.29M)Vanguard Total International Bond ETF 25,758 shares (about $1.28M)O'Reilly Automotive 13,982 shares (about $1.26M) Largest Sales this Quarter Vanguard Total Stock Market ETF 10,859 shares (about $3.30M)Sysco 12,881 shares (about $975.61K)Elevance Health 2,285 shares (about $888.77K)Adobe 2,241 shares (about $867.00K)Manhattan Bridge Capital 81,593 shares (about $446.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHardy Reed LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$232,085,606$3,300,377 ▼-1.4%763,61518.6%ETFVOOVanguard S&P 500 ETF$159,392,201$5,708,707 ▲3.7%280,60512.8%ETFIXUSiShares Core MSCI Total International Stock ETF$121,384,445$376,345 ▲0.3%1,570,1009.7%ManufacturingJPMJPMorgan Chase & Co.$116,110,405$21,743 ▼0.0%400,5059.3%FinanceBNDXVanguard Total International Bond ETF$61,224,784$1,275,278 ▲2.1%1,236,6154.9%ETFFNDFSchwab Fundamental International Equity ETF$41,885,893$560,160 ▲1.4%1,046,6243.4%ETFVXUSVanguard Total International Stock ETF$27,709,996$121,322 ▼-0.4%401,0712.2%ETFAAPLApple$26,904,148$193,886 ▲0.7%131,1312.2%Computer and TechnologyBRK.ABerkshire Hathaway$26,236,8000.0%362.1%FinanceSPYSPDR S&P 500 ETF Trust$19,362,184$94,531 ▼-0.5%31,3381.6%FinanceDIMENSIONAL ETF TRUST$18,870,307$2,661,770 ▲16.4%282,2781.5%US CORE EQUITY 1VYMVanguard High Dividend Yield ETF$17,144,466$243,024 ▼-1.4%128,6061.4%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$16,806,109$231,195 ▼-1.4%556,6781.3%ETFIVViShares Core S&P 500 ETF$15,900,886$93,137 ▼-0.6%25,6091.3%ETFIJRiShares Core S&P Small-Cap ETF$14,473,7120.0%132,4341.2%ETFMSFTMicrosoft$13,398,734$381,016 ▼-2.8%26,9371.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$11,796,5310.0%27,7840.9%ETFIJHiShares Core S&P Mid-Cap ETF$11,760,025$11,102 ▼-0.1%189,6170.9%ETFIEFAiShares Core MSCI EAFE ETF$10,504,038$15,611 ▼-0.1%125,8270.8%ETFGOOGLAlphabet$9,504,084$521,288 ▲5.8%53,9300.8%Computer and TechnologyAMZNAmazon.com$7,667,900$616,047 ▲8.7%34,9510.6%Retail/WholesaleVTVVanguard Value ETF$7,640,6470.0%43,2310.6%ETFNVDANVIDIA$7,475,929$23,699 ▼-0.3%47,3190.6%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$7,427,876$57,257 ▼-0.8%55,0050.6%ETFDFASDimensional U.S. Small Cap ETF$7,384,531$504,836 ▲7.3%115,9090.6%ETFCADECadence Bank$6,576,432$9,594 ▼-0.1%205,6420.5%FinanceVNQVanguard Real Estate ETF$6,285,1430.0%70,5720.5%ETFDFAUDimensional US Core Equity Market ETF$5,950,352$3,558 ▼-0.1%140,4710.5%ETFGOOGAlphabet$5,895,025$25,012 ▼-0.4%33,2320.5%Computer and TechnologyIWDiShares Russell 1000 Value ETF$5,764,3580.0%29,6780.5%ETFVVisa$4,998,749$710 ▲0.0%14,0790.4%Business ServicesBIVVanguard Intermediate-Term Bond ETF$4,887,749$175,021 ▲3.7%63,1980.4%ETFTTTrane Technologies$4,671,102$437 ▲0.0%10,6790.4%ConstructionVWOVanguard FTSE Emerging Markets ETF$4,496,557$396 ▲0.0%90,9130.4%ETFGE VERNOVA INC$4,302,519$250,817 ▼-5.5%8,1310.3%COMDFUSDimensional U.S. Equity ETF$4,289,6830.0%64,0060.3%ETFMETAMeta Platforms$3,995,282$919,660 ▲29.9%5,4130.3%Computer and TechnologyHDHome Depot$3,984,644$21,265 ▼-0.5%10,8680.3%Retail/WholesaleNSCNorfolk Southern$3,843,646$2,304 ▼-0.1%15,0160.3%TransportationQQQInvesco QQQ$3,627,0330.0%6,5750.3%FinancePGRProgressive$3,293,853$28,554 ▼-0.9%12,3430.3%FinanceIAGGiShares Core International Aggregate Bond ETF$3,255,609$27,946 ▼-0.9%63,7230.3%ETFXOMExxon Mobil$3,029,759$53,685 ▼-1.7%28,1050.2%EnergyMAMastercard$2,841,731$10,677 ▲0.4%5,0570.2%Business ServicesAVGOBroadcom$2,805,566$35,008 ▲1.3%10,1780.2%Computer and TechnologyAXPAmerican Express$2,685,812$3,190 ▼-0.1%8,4200.2%FinanceBLACKROCK INC$2,393,340$2,099 ▼-0.1%2,2810.2%COMAPHAmphenol$2,384,517$5,826 ▲0.2%24,1470.2%Computer and TechnologyHONHoneywell International$2,355,586$62,179 ▼-2.6%10,1150.2%Multi-Sector ConglomeratesBKNGBooking$2,333,064$17,368 ▲0.8%4030.2%Retail/WholesaleACNAccenture$2,315,501$16,140 ▼-0.7%7,7470.2%Computer and TechnologyFIFiserv$2,312,881$2,931 ▲0.1%13,4150.2%Business ServicesVTHRVanguard Russell 3000 ETF$2,195,0920.0%8,0480.2%ETFPANWPalo Alto Networks$2,152,609$1,228 ▼-0.1%10,5190.2%Computer and TechnologyMGCVanguard Mega Cap ETF$2,114,2480.0%9,4000.2%ETFIWNiShares Russell 2000 Value ETF$2,100,102$65,628 ▼-3.0%13,3120.2%ETFTMOThermo Fisher Scientific$2,051,628$1,009,596 ▲96.9%5,0600.2%MedicalSOXQInvesco PHLX Semiconductor ETF$1,964,7000.0%45,0000.2%ETFJNJJohnson & Johnson$1,954,367$8,859 ▼-0.5%12,7950.2%MedicalUBERUber Technologies$1,953,516$7,091 ▼-0.4%20,9380.2%Computer and TechnologyBSVVanguard Short-Term Bond ETF$1,953,382$944 ▼0.0%24,8210.2%ETFPMPhilip Morris International$1,903,441$71,031 ▲3.9%10,4510.2%Consumer StaplesICEIntercontinental Exchange$1,885,889$27,154 ▲1.5%10,2790.2%FinanceLNTHLantheus$1,882,090$927,952 ▲97.3%23,0000.2%MedicalUNHUnitedHealth Group$1,850,919$544,388 ▲41.7%5,9330.1%MedicalVEAVanguard FTSE Developed Markets ETF$1,839,086$272,850 ▼-12.9%32,2590.1%ETFABBVAbbVie$1,827,615$334,487 ▼-15.5%9,8460.1%MedicalACWXiShares MSCI ACWI ex U.S. ETF$1,697,6670.0%27,8580.1%ManufacturingSNPSSynopsys$1,679,540$7,178 ▼-0.4%3,2760.1%Computer and TechnologyLOANManhattan Bridge Capital$1,666,523$446,314 ▼-21.1%304,6660.1%FinanceLINDE PLC$1,666,059$8,445 ▼-0.5%3,5510.1%SHSDHRDanaher$1,616,668$122,672 ▲8.2%8,1840.1%MedicalCATCaterpillar$1,588,556$22,904 ▼-1.4%4,0920.1%IndustrialsNEENextEra Energy$1,578,630$37,279 ▲2.4%22,7400.1%UtilitiesMDYSPDR S&P MidCap 400 ETF Trust$1,571,9820.0%2,7750.1%ETFEFGiShares MSCI EAFE Growth ETF$1,548,064$3,360 ▼-0.2%13,8220.1%ETFCVXChevron$1,501,406$26,348 ▼-1.7%10,4850.1%EnergyVBRVanguard Small-Cap Value ETF$1,450,0950.0%7,4360.1%ETFUNPUnion Pacific$1,442,602$6,902 ▼-0.5%6,2700.1%TransportationADBEAdobe$1,407,857$866,998 ▼-38.1%3,6390.1%Computer and TechnologyELVElevance Health$1,390,921$888,774 ▼-39.0%3,5760.1%MedicalORLYO'Reilly Automotive$1,363,307$1,260,198 ▲1,222.2%15,1260.1%Retail/WholesaleVRSKVerisk Analytics$1,358,140$623 ▲0.0%4,3600.1%Business ServicesAMATApplied Materials$1,341,537$732 ▲0.1%7,3280.1%Computer and TechnologyVSGXVanguard ESG International Stock ETF$1,321,921$49,518 ▲3.9%20,1820.1%ETFQCOMQUALCOMM$1,311,599$45,068 ▲3.6%8,2360.1%Computer and TechnologyGSThe Goldman Sachs Group$1,290,229$1,290,229 ▲New Holding1,8230.1%FinanceGEGE Aerospace$1,278,199$4,376 ▲0.3%4,9660.1%AerospaceWMTWalmart$1,259,114$24,249 ▲2.0%12,8770.1%Retail/WholesaleDISWalt Disney$1,243,077$88,419 ▼-6.6%10,0240.1%Consumer DiscretionaryMRKMerck & Co., Inc.$1,214,147$57,232 ▼-4.5%15,3380.1%MedicalTMUST-Mobile US$1,199,401$3,574 ▲0.3%5,0340.1%Computer and TechnologyPYPLPayPal$1,193,505$3,790 ▲0.3%16,0590.1%Business ServicesSCHWCharles Schwab$1,187,763$12,865 ▼-1.1%13,0180.1%FinanceNTESNetEase$1,138,413$8,748 ▲0.8%8,4590.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,110,934$11,551 ▲1.1%4,9050.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,091,9280.0%4,3120.1%ETFTJXTJX Companies$1,049,419$12,473 ▼-1.2%8,4980.1%Retail/WholesalePHParker-Hannifin$1,026,053$9,080 ▲0.9%1,4690.1%IndustrialsSBUXStarbucks$1,020,117$7,605 ▼-0.7%11,1330.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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