Hardy Reed LLC Top Holdings and 13F Report (2026) About Hardy Reed LLCInvestment ActivityHardy Reed LLC has $1.56 billion in total holdings as of June 30, 2026.Hardy Reed LLC owns shares of 252 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.36% of the portfolio was purchased this quarter.About 1.31% of the portfolio was sold this quarter.This quarter, Hardy Reed LLC has purchased 243 new stocks and bought additional shares in 105 stocks.Hardy Reed LLC sold shares of 66 stocks and completely divested from 20 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $289,379,766Vanguard S&P 500 ETF $188,972,510iShares Core MSCI Total International Stock ETF $151,301,356JPMorgan Chase & Co. $131,368,004Vanguard Total International Bond ETF $74,378,020 Largest New Holdings this Quarter 053332102 - AutoZone $4,538,235 Holding438516205 - HONEYWELL INTL INC $2,274,377 Holding92537N108 - Vertiv $1,386,155 HoldingG87110105 - TechnipFMC $1,314,796 Holding43849R105 - HONEYWELL AEROSPACE INC $1,151,385 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 82,902 shares (about $10.29M)AutoZone 1,420 shares (about $4.54M)Vanguard Total Stock Market ETF 11,464 shares (about $4.24M)Vanguard Total International Bond ETF 81,916 shares (about $3.97M)DIMENSIONAL ETF TRUST 46,427 shares (about $3.81M) Largest Sales this Quarter Vanguard S&P 500 ETF 2,533 shares (about $1.74M)Vanguard High Dividend Yield ETF 6,206 shares (about $980.73K)Schwab Fundamental International Equity ETF 17,937 shares (about $946.36K)iShares Core S&P 500 ETF 895 shares (about $670.26K)Alphabet 1,573 shares (about $555.79K) 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$289,379,766$4,242,138 â–²1.5%782,02318.6%ETFVOOVanguard S&P 500 ETF$188,972,510$1,739,691 â–¼-0.9%275,14512.1%ETFIXUSiShares Core MSCI Total International Stock ETF$151,301,356$48,484 â–¼0.0%1,585,3039.7%ETFJPMJPMorgan Chase & Co.$131,368,004$331,913 â–²0.3%401,3328.4%FinanceBNDXVanguard Total International Bond ETF$74,378,020$3,967,192 â–²5.6%1,535,7844.8%ETFFNDFSchwab Fundamental International Equity ETF$55,335,322$946,356 â–¼-1.7%1,048,8123.6%ETFAAPLApple$38,968,980$45,719 â–¼-0.1%134,6732.5%TechnologyVXUSVanguard Total International Stock ETF$32,622,557$154,822 â–¼-0.5%381,5952.1%ETFDIMENSIONAL ETF TRUST$32,551,826$3,806,089 â–²13.2%397,0702.1%US COR EQU 1 ETFVCSHVanguard Short-Term Corporate Bond ETF$28,066,003$2,368,687 â–²9.2%355,1311.8%ETFBRK.ABerkshire Hathaway$26,958,6000.0%361.7%FinanceSPYSPDR S&P 500 ETF Trust$23,106,558$381,599 â–¼-1.6%30,9421.5%ETFGOOGLAlphabet$20,312,911$2,502 â–²0.0%56,8401.3%Communication ServicesIJRiShares Core S&P Small-Cap ETF$19,639,952$7,119 â–²0.0%132,4251.3%ETFIVViShares Core S&P 500 ETF$18,171,854$670,258 â–¼-3.6%24,2651.2%ETFVYMVanguard High Dividend Yield ETF$17,608,019$980,734 â–¼-5.3%111,4221.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$17,331,856$41,294 â–¼-0.2%577,5361.1%ETFIJHiShares Core S&P Mid-Cap ETF$14,594,765$4,241 â–²0.0%189,2720.9%ETFIWFiShares Russell 1000 Growth ETF$13,725,256$10,293,942 â–²300.0%110,5360.9%ETFIEFAiShares Core MSCI EAFE ETF$12,151,793$7,920 â–²0.1%125,8210.8%ETFNVDANVIDIA$10,804,860$27,212 â–²0.3%54,0000.7%TechnologyDFASDimensional U.S. Small Cap ETF$10,418,275$290,000 â–²2.9%126,5280.7%ETFMSFTMicrosoft$10,381,520$29,469 â–¼-0.3%27,8310.7%TechnologyHBANHuntington Bancshares$9,510,026$312,013 â–²3.4%536,3800.6%FinanceAMZNAmazon.com$9,500,710$14,062 â–²0.1%39,8620.6%Consumer DiscretionaryVTVVanguard Value ETF$9,444,215$11,986 â–²0.1%43,3360.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$9,195,5070.0%55,9780.6%ETFGOOGAlphabet$8,859,044$555,788 â–¼-5.9%25,0730.6%Communication ServicesDFAUDimensional US Core Equity Market ETF$7,270,302$7,805 â–¼-0.1%140,6520.5%ETFIWDiShares Russell 1000 Value ETF$7,194,8380.0%29,6780.5%ETFVNQVanguard Real Estate ETF$6,805,2580.0%70,5720.4%ETFGE VERNOVA INC$6,232,633$37,596 â–¼-0.6%5,3050.4%COMBIVVanguard Intermediate-Term Bond ETF$5,546,653$25,158 â–¼-0.5%72,3160.4%ETFVWOVanguard FTSE Emerging Markets ETF$5,498,942$3,104 â–²0.1%92,1250.4%ETFAVGOBroadcom$5,421,091$515,629 â–¼-8.7%14,3510.3%TechnologyAMATApplied Materials$5,334,294$115,680 â–¼-2.1%7,3780.3%TechnologyDFUSDimensional U.S. Equity ETF$5,244,6520.0%64,0060.3%ETFSOXQInvesco PHLX Semiconductor ETF$5,044,5000.0%45,0000.3%ETFQQQInvesco QQQ$4,869,814$5,891 â–²0.1%6,6130.3%ETFVVisa$4,807,378$147,529 â–¼-3.0%14,0120.3%FinanceNSCNorfolk Southern$4,744,961$14,471 â–²0.3%15,0830.3%IndustrialsCATCaterpillar$4,662,133$129,918 â–²2.9%4,3780.3%IndustrialsAZOAutoZone$4,538,235$4,538,235 â–²New Holding1,4200.3%Consumer DiscretionaryAPHAmphenol$4,349,286$10,403 â–¼-0.2%24,6670.3%TechnologyTTTrane Technologies$4,260,813$3,438 â–¼-0.1%8,6750.3%IndustrialsLLYEli Lilly and Company$4,208,800$2,672,330 â–²173.9%3,5090.3%HealthcareHDHome Depot$3,757,453$162,585 â–²4.5%10,6540.2%Consumer DiscretionaryPANWPalo Alto Networks$3,594,010$6,138 â–²0.2%10,5390.2%TechnologyXOMExxonMobil$3,478,071$75,060 â–²2.2%25,4390.2%EnergyJNJJohnson & Johnson$3,307,336$93,966 â–²2.9%13,0230.2%HealthcareIAGGiShares Core International Aggregate Bond ETF$3,208,698$39,164 â–²1.2%63,4130.2%ETFLAM RESEARCH CORP$3,172,409$6,933 â–²0.2%7,3210.2%COM NEWMETAMeta Platforms$3,062,608$229,259 â–¼-7.0%5,4370.2%Communication ServicesTSMTaiwan Semiconductor Manufacturing$3,030,182$12,894 â–²0.4%6,3450.2%TechnologyIWNiShares Russell 2000 Value ETF$2,944,6150.0%13,3120.2%ETFPNCThe PNC Financial Services Group$2,837,686$33,240 â–¼-1.2%11,5250.2%FinanceAXPAmerican Express$2,818,976$42,281 â–¼-1.5%8,3340.2%FinanceMGCVanguard Mega Cap ETF$2,572,1220.0%9,4000.2%ETFUBERUber Technologies$2,537,074$433,465 â–²20.6%35,1590.2%IndustrialsMAMastercard$2,528,453$58,037 â–¼-2.2%4,9230.2%FinanceABBVAbbVie$2,419,771$74,485 â–¼-3.0%9,6160.2%HealthcareVEAVanguard FTSE Developed Markets ETF$2,303,228$39,615 â–¼-1.7%32,3260.1%ETFBLACKROCK INC$2,294,283$52,886 â–²2.4%2,3860.1%COMHONEYWELL INTL INC$2,274,377$2,274,377 â–²New Holding10,1580.1%COMVTHRVanguard Russell 3000 ETF$2,211,9380.0%6,6740.1%ETFACWXiShares MSCI ACWI ex U.S. ETF$2,120,2730.0%27,8580.1%ETFNEENextEra Energy$2,081,051$9,479 â–²0.5%23,7100.1%UtilitiesGSThe Goldman Sachs Group$2,063,195$99,114 â–²5.0%2,0400.1%FinanceLINDE PLC$2,038,397$73,171 â–²3.7%3,9280.1%SHSMDYSPDR S&P MidCap 400 ETF Trust$1,951,7690.0%2,7750.1%ETFPMPhilip Morris International$1,914,571$39,619 â–¼-2.0%10,5830.1%Consumer StaplesFCXFreeport-McMoRan$1,863,473$10,377 â–²0.6%29,6310.1%MaterialsPGRProgressive$1,863,379$79,297 â–²4.4%8,5300.1%FinanceGEGE Aerospace$1,858,186$24,666 â–²1.3%4,9720.1%IndustrialsBSVVanguard Short-Term Bond ETF$1,855,006$11,219 â–²0.6%23,8100.1%ETFBKNGBooking$1,830,525$1,757,625 â–²2,411.0%10,2700.1%Consumer DiscretionaryVBRVanguard Small-Cap Value ETF$1,806,8740.0%7,4360.1%ETFBABoeing$1,782,631$13,638 â–²0.8%8,2350.1%IndustrialsVSGXVanguard ESG International Stock ETF$1,671,9140.0%20,3050.1%ETFSIMOSilicon Motion Technology$1,669,9840.0%5,0100.1%TechnologyXLKTechnology Select Sector SPDR Fund$1,643,0450.0%8,6240.1%ETFDHRDanaher$1,615,842$34,286 â–²2.2%8,4830.1%HealthcareEFGiShares MSCI EAFE Growth ETF$1,557,7390.0%12,5200.1%ETFDUHPDimensional US High Profitability ETF$1,485,046$576,917 â–²63.5%35,5870.1%ETFVRTVertiv$1,386,155$1,386,155 â–²New Holding4,1400.1%IndustrialsESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,370,845$75,841 â–¼-5.2%24,5100.1%ETFSNPSSynopsys$1,359,622$111,518 â–¼-7.6%3,0480.1%TechnologyASMLASML$1,322,978$5,968 â–²0.5%6650.1%TechnologyFTITechnipFMC$1,314,796$1,314,796 â–²New Holding19,8310.1%EnergyTJXTJX Companies$1,303,203$19,392 â–¼-1.5%8,6020.1%Consumer DiscretionaryORLYO'Reilly Automotive$1,287,603$98,628 â–¼-7.1%13,9820.1%Consumer DiscretionaryWALMART INC$1,279,159$282,810 â–¼-18.1%11,2940.1%COMDELLDell Technologies$1,248,214$15,964 â–²1.3%2,8930.1%TechnologySCHWCharles Schwab$1,227,653$8,027 â–¼-0.6%13,3050.1%FinancePHParker-Hannifin$1,171,788$9,781 â–¼-0.8%1,1980.1%IndustrialsTRGPTarga Resources$1,159,438$804 â–²0.1%4,3240.1%EnergyHONEYWELL AEROSPACE INC$1,151,385$1,151,385 â–²New Holding5,2080.1%COMNTESNetEase$1,135,321$40,620 â–²3.7%8,8600.1%Communication ServicesNFLXNetflix$1,095,348$1,095,348 â–²New Holding15,3410.1%Communication ServicesUNHUnitedHealth Group$1,080,638$22,444 â–¼-2.0%2,6000.1%HealthcareShowing largest 100 holdings. 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