Hardy Reed LLC Top Holdings and 13F Report (2026) About Hardy Reed LLCInvestment ActivityHardy Reed LLC has $1.37 billion in total holdings as of March 31, 2026.Hardy Reed LLC owns shares of 243 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.11% of the portfolio was purchased this quarter.About 1.80% of the portfolio was sold this quarter.This quarter, Hardy Reed LLC has purchased 239 new stocks and bought additional shares in 97 stocks.Hardy Reed LLC sold shares of 74 stocks and completely divested from 16 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $247,203,136Vanguard S&P 500 ETF $165,926,639iShares Core MSCI Total International Stock ETF $137,394,682JPMorgan Chase & Co. $117,757,543Vanguard Total International Bond ETF $69,858,358 Largest New Holdings this Quarter 446150104 - Huntington Bancshares $8,118,939 Holding35671D857 - Freeport-McMoRan $1,732,012 HoldingG0593M107 - AstraZeneca $493,445 Holding50012A108 - Kodiak Gas Services $355,752 Holding98978V103 - Zoetis $301,436 Holding Largest Purchases this Quarter Huntington Bancshares 518,782 shares (about $8.12M)Vanguard Total International Bond ETF 62,700 shares (about $3.01M)Vanguard Total Stock Market ETF 7,166 shares (about $2.30M)Freeport-McMoRan 29,466 shares (about $1.73M)DIMENSIONAL ETF TRUST 20,855 shares (about $1.50M) Largest Sales this Quarter GE VERNOVA INC 2,621 shares (about $2.29M)Vanguard S&P 500 ETF 3,468 shares (about $2.07M)iShares Core MSCI Total International Stock ETF 10,264 shares (about $889.27K)Qualcomm 6,160 shares (about $793.15K)Thermo Fisher Scientific 1,069 shares (about $525.45K) 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$247,203,136$2,298,925 ▲0.9%770,55918.0%ETFVOOVanguard S&P 500 ETF$165,926,639$2,072,305 ▼-1.2%277,67812.1%ETFIXUSiShares Core MSCI Total International Stock ETF$137,394,682$889,273 ▼-0.6%1,585,81110.0%ManufacturingJPMJPMorgan Chase & Co.$117,757,543$192,086 ▼-0.2%400,3188.6%FinanceBNDXVanguard Total International Bond ETF$69,858,358$3,012,735 ▲4.5%1,453,8685.1%ETFFNDFSchwab Fundamental International Equity ETF$52,196,029$162,545 ▲0.3%1,066,7493.8%ETFAAPLApple$34,218,760$9,898 ▲0.0%134,8312.5%Computer and TechnologyVXUSVanguard Total International Stock ETF$29,564,437$176,042 ▼-0.6%383,4062.2%ETFBRK.ABerkshire Hathaway$25,853,0400.0%361.9%FinanceVCSHVanguard Short-Term Corporate Bond ETF$25,775,354$1,197,373 ▲4.9%325,1591.9%ETFDIMENSIONAL ETF TRUST$25,274,372$1,503,230 ▲6.3%350,6431.8%US CORE EQUITY 1SPYSPDR S&P 500 ETF Trust$20,455,145$5,203 ▼0.0%31,4531.5%FinanceVYMVanguard High Dividend Yield ETF$17,420,707$476,734 ▼-2.7%117,6281.3%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$17,407,884$301,722 ▲1.8%578,9121.3%ETFIJRiShares Core S&P Small-Cap ETF$16,455,785$7,086 ▼0.0%132,3771.2%ETFIVViShares Core S&P 500 ETF$16,435,035$218,829 ▼-1.3%25,1601.2%ETFGOOGLAlphabet$16,342,898$22,142 ▲0.1%56,8331.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$12,777,825$3,714 ▲0.0%189,2170.9%ETFIWFiShares Russell 1000 Growth ETF$11,783,138$1,279 ▼0.0%27,6340.9%ETFIEFAiShares Core MSCI EAFE ETF$11,383,152$7,967 ▼-0.1%125,7390.8%ETFMSFTMicrosoft$10,331,445$306,501 ▲3.1%27,9100.8%Computer and TechnologyNVDANVIDIA$9,393,882$123,475 ▲1.3%53,8640.7%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$8,749,382$109,895 ▲1.3%123,0060.6%ETFVTVVanguard Value ETF$8,491,7330.0%43,2810.6%ETFAMZNAmazon.com$8,289,771$279,290 ▲3.5%39,8030.6%Retail/WholesaleHBANHuntington Bancshares$8,118,939$8,118,939 ▲New Holding518,7820.6%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$7,972,947$159,522 ▲2.0%55,9780.6%ETFGOOGAlphabet$7,643,672$54,503 ▼-0.7%26,6460.6%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$6,353,032$14,980 ▲0.2%140,8030.5%ETFIWDiShares Russell 1000 Value ETF$6,341,2990.0%29,6780.5%ETFVNQVanguard Real Estate ETF$6,259,7370.0%70,5720.5%ETFBIVVanguard Intermediate-Term Bond ETF$5,606,680$160,149 ▲2.9%72,6440.4%ETFVWOVanguard FTSE Emerging Markets ETF$4,976,5460.0%92,0730.4%ETFAVGOBroadcom$4,864,260$692,064 ▲16.6%15,7160.4%Computer and TechnologyGE VERNOVA INC$4,658,668$2,287,871 ▼-32.9%5,3370.3%COMDFUSDimensional U.S. Equity ETF$4,538,6660.0%64,0060.3%ETFVVisa$4,364,951$119,385 ▲2.8%14,4420.3%Business ServicesNSCNorfolk Southern$4,315,619$6,027 ▲0.1%15,0370.3%TransportationXOMExxonMobil$4,222,901$10,010 ▲0.2%24,8900.3%EnergyQQQInvesco QQQ$3,812,2740.0%6,6050.3%FinanceTTTrane Technologies$3,618,137$29,172 ▲0.8%8,6820.3%ConstructionHDHome Depot$3,352,376$7,564 ▲0.2%10,1930.2%Retail/WholesaleMETAMeta Platforms$3,343,528$26,890 ▼-0.8%5,8440.2%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$3,134,456$61,499 ▼-1.9%62,6390.2%ETFAPHAmphenol$3,124,131$1,264 ▲0.0%24,7260.2%Computer and TechnologyJNJJohnson & Johnson$3,092,788$6,111 ▲0.2%12,6530.2%MedicalCATCaterpillar$3,015,206$5,668 ▲0.2%4,2560.2%IndustrialsSOXQInvesco PHLX Semiconductor ETF$2,686,5000.0%45,0000.2%ETFAMATApplied Materials$2,576,414$2,393 ▲0.1%7,5380.2%Computer and TechnologyAXPAmerican Express$2,558,679$23,291 ▼-0.9%8,4590.2%FinanceIWNiShares Russell 2000 Value ETF$2,523,8230.0%13,3120.2%ETFMAMastercard$2,516,288$75,449 ▼-2.9%5,0360.2%Business ServicesPNCThe PNC Financial Services Group$2,426,3300.0%11,6600.2%FinanceHONHoneywell International$2,342,098$19,890 ▲0.9%10,3620.2%Multi-Sector ConglomeratesCVXChevron$2,259,226$36,830 ▲1.7%10,9190.2%EnergyBLACKROCK INC$2,241,747$40,392 ▲1.8%2,3310.2%COMMGCVanguard Mega Cap ETF$2,221,6900.0%9,4000.2%ETFNEENextEra Energy$2,192,179$12,910 ▲0.6%23,6020.2%UtilitiesABBVAbbVie$2,155,761$103,308 ▼-4.6%9,9120.2%MedicalTSMTaiwan Semiconductor Manufacturing$2,135,169$55,086 ▲2.6%6,3180.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$2,107,079$114,575 ▼-5.2%32,8820.2%ETFUBERUber Technologies$2,096,904$542,568 ▲34.9%29,1520.2%Computer and TechnologyTMOThermo Fisher Scientific$1,979,392$525,446 ▼-21.0%4,0270.1%MedicalVTHRVanguard Russell 3000 ETF$1,919,2740.0%6,6740.1%ETFACWXiShares MSCI ACWI ex U.S. ETF$1,907,4380.0%27,8580.1%ManufacturingLINDE PLC$1,877,444$19,335 ▲1.0%3,7870.1%SHSBSVVanguard Short-Term Bond ETF$1,855,620$77,860 ▼-4.0%23,6660.1%ETFPMPhilip Morris International$1,786,003$45,634 ▲2.6%10,8020.1%Consumer StaplesFCXFreeport-McMoRan$1,732,012$1,732,012 ▲New Holding29,4660.1%Basic MaterialsBKNGBooking$1,722,021$8,421 ▼-0.5%4090.1%Retail/WholesaleWALMART INC$1,713,946$84,510 ▲5.2%13,7910.1%COMMDYSPDR S&P MidCap 400 ETF Trust$1,711,5090.0%2,7750.1%ETFPANWPalo Alto Networks$1,686,7270.0%10,5210.1%Computer and TechnologyGSThe Goldman Sachs Group$1,642,913$18,612 ▲1.1%1,9420.1%FinanceBABoeing$1,626,474$793,334 ▲95.2%8,1720.1%AerospacePGRProgressive$1,619,027$1,784 ▲0.1%8,1670.1%FinanceVBRVanguard Small-Cap Value ETF$1,615,4710.0%7,4360.1%ETFDHRDanaher$1,574,249$14,030 ▲0.9%8,3030.1%MedicalLAM RESEARCH CORP$1,560,787$4,914 ▲0.3%7,3050.1%COM NEWVSGXVanguard ESG International Stock ETF$1,456,4780.0%20,3050.1%ETFEFGiShares MSCI EAFE Growth ETF$1,394,3530.0%12,5200.1%ETFTJXTJX Companies$1,394,181$14,054 ▲1.0%8,7300.1%Retail/WholesaleGEGE Aerospace$1,392,176$54,200 ▼-3.7%4,9060.1%AerospaceORLYO'Reilly Automotive$1,389,543$2,215 ▲0.2%15,0530.1%Retail/WholesaleSNPSSynopsys$1,307,592$4,361 ▼-0.3%3,2980.1%Computer and TechnologyTMUST-Mobile US$1,260,391$206,040 ▲19.5%6,0010.1%Computer and TechnologySCHWCharles Schwab$1,258,581$28,382 ▲2.3%13,3920.1%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,216,220$93,664 ▲8.3%25,8660.1%ETFLLYEli Lilly and Company$1,178,226$4,599 ▼-0.4%1,2810.1%MedicalXLKTechnology Select Sector SPDR Fund$1,146,1300.0%8,6240.1%ETFKMIKinder Morgan$1,103,674$51,100 ▲4.9%32,9160.1%EnergyTRGPTarga Resources$1,083,405$10,280 ▲1.0%4,3210.1%EnergyPHParker-Hannifin$1,081,450$260,515 ▼-19.4%1,2080.1%IndustrialsEPDEnterprise Products Partners$1,001,096$87,032 ▲9.5%26,4560.1%EnergyNTESNetEase$956,304$6,828 ▲0.7%8,5430.1%Computer and TechnologyRTXRTX$911,675$3,858 ▲0.4%4,7260.1%AerospaceADBEAdobe$908,634$4,375 ▲0.5%3,7380.1%Computer and TechnologyMLIMueller Industries$892,938$93,515 ▼-9.5%8,0590.1%IndustrialsDISWalt Disney$886,696$47,997 ▼-5.1%9,2000.1%Consumer DiscretionaryASMLASML$874,390$15,850 ▲1.8%6620.1%Computer and TechnologyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
