Hardy Reed

Hardy Reed as of March 31, 2025

Portfolio Holdings for Hardy Reed

Hardy Reed holds 236 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.8 $213M 775k 274.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.3 $139M 271k 513.91
Ishares Tr Core Msci Total (IXUS) 9.6 $109M 1.6M 69.81
JPMorgan Chase & Co. (JPM) 8.7 $98M 401k 245.30
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.2 $59M 1.2M 48.82
Schwab Strategic Tr Fundamental Intl (FNDF) 3.3 $37M 1.0M 36.14
Apple (AAPL) 2.6 $29M 130k 222.13
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.5 $29M 36.00 798441.61
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.2 $25M 403k 62.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $18M 32k 559.39
Spdr Ser Tr Portfolio Short (SPSB) 1.5 $17M 564k 30.10
Vanguard Whitehall Fds High Div Yld (VYM) 1.5 $17M 130k 128.96
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.3 $15M 243k 61.33
Ishares Tr Core S&p500 Etf (IVV) 1.3 $15M 26k 561.91
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $14M 132k 104.57
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $11M 190k 58.35
Microsoft Corporation (MSFT) 0.9 $10M 28k 375.39
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $10M 28k 361.09
Ishares Tr Core Msci Eafe (IEFA) 0.8 $9.5M 126k 75.65
Alphabet Cap Stk Cl A (GOOGL) 0.7 $7.9M 51k 154.64
Vanguard Index Fds Value Etf (VTV) 0.7 $7.5M 43k 172.74
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $6.8M 55k 122.01
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $6.5M 108k 59.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $6.4M 71k 90.54
Cadence Bank 0.6 $6.3M 206k 30.36
Amazon (AMZN) 0.5 $6.1M 32k 190.26
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $5.6M 30k 188.16
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $5.4M 141k 38.44
Alphabet Cap Stk Cl C (GOOG) 0.5 $5.2M 33k 156.23
NVIDIA Corporation (NVDA) 0.5 $5.1M 48k 108.38
Visa Com Cl A (V) 0.4 $4.9M 14k 350.46
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $4.7M 61k 76.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $4.1M 91k 45.26
Home Depot (HD) 0.4 $4.0M 11k 366.49
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $3.9M 64k 60.48
Trane Technologies SHS (TT) 0.3 $3.6M 11k 336.92
Norfolk Southern (NSC) 0.3 $3.6M 15k 236.85
Progressive Corporation (PGR) 0.3 $3.5M 13k 283.01
Exxon Mobil Corporation (XOM) 0.3 $3.4M 29k 118.93
Ishares Tr Core Intl Aggr (IAGG) 0.3 $3.2M 64k 49.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.1M 6.6k 468.92
Fiserv (FI) 0.3 $3.0M 13k 220.83
Mastercard Incorporated Cl A (MA) 0.2 $2.8M 5.0k 548.12
Ge Vernova (GEV) 0.2 $2.6M 8.6k 305.28
Anthem (ELV) 0.2 $2.5M 5.9k 434.96
Abbvie (ABBV) 0.2 $2.4M 12k 209.52
Accenture Plc Ireland Shs Class A (ACN) 0.2 $2.4M 7.8k 312.04
Meta Platforms Cl A (META) 0.2 $2.4M 4.2k 576.36
American Express Company (AXP) 0.2 $2.3M 8.4k 269.05
Adobe Systems Incorporated (ADBE) 0.2 $2.3M 5.9k 383.53
Honeywell International (HON) 0.2 $2.2M 10k 211.75
UnitedHealth (UNH) 0.2 $2.2M 4.2k 523.75
Blackrock (BLK) 0.2 $2.2M 2.3k 946.48
Johnson & Johnson (JNJ) 0.2 $2.1M 13k 165.84
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $2.1M 14k 150.98
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.2 $2.0M 8.0k 246.76
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.9M 25k 78.28
Vanguard World Mega Cap Index (MGC) 0.2 $1.9M 9.4k 201.38
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.9M 37k 50.83
Booking Holdings (BKNG) 0.2 $1.8M 400.00 4606.91
Palo Alto Networks (PANW) 0.2 $1.8M 11k 170.64
Chevron Corporation (CVX) 0.2 $1.8M 11k 167.29
Intercontinental Exchange (ICE) 0.2 $1.7M 10k 172.50
Broadcom (AVGO) 0.1 $1.7M 10k 167.43
Linde SHS (LIN) 0.1 $1.7M 3.6k 465.64
O'reilly Automotive (ORLY) 0.1 $1.6M 1.1k 1432.58
Philip Morris International (PM) 0.1 $1.6M 10k 158.73
Amphenol Corp Cl A (APH) 0.1 $1.6M 24k 65.59
Nextera Energy (NEE) 0.1 $1.6M 22k 70.89
Danaher Corporation (DHR) 0.1 $1.6M 7.6k 205.00
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $1.5M 28k 55.45
Uber Technologies (UBER) 0.1 $1.5M 21k 72.86
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) 0.1 $1.5M 45k 33.65
Union Pacific Corporation (UNP) 0.1 $1.5M 6.3k 236.24
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.5M 2.8k 533.48
Merck & Co (MRK) 0.1 $1.4M 16k 89.76
Synopsys (SNPS) 0.1 $1.4M 3.3k 428.85
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.4M 7.4k 186.29
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.4M 14k 100.00
Caterpillar (CAT) 0.1 $1.4M 4.2k 329.80
Metropcs Communications (TMUS) 0.1 $1.3M 5.0k 266.71
Verisk Analytics (VRSK) 0.1 $1.3M 4.4k 297.58
Thermo Fisher Scientific (TMO) 0.1 $1.3M 2.6k 497.60
Qualcomm (QCOM) 0.1 $1.2M 8.0k 153.61
SYSCO Corporation (SYY) 0.1 $1.2M 16k 75.04
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $1.1M 19k 58.98
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.1 $1.1M 12k 97.60
Wal-Mart Stores (WMT) 0.1 $1.1M 13k 87.79
Starbucks Corporation (SBUX) 0.1 $1.1M 11k 98.09
Applied Materials (AMAT) 0.1 $1.1M 7.3k 145.12
Walt Disney Company (DIS) 0.1 $1.1M 11k 98.70
Lear Corp Com New (LEA) 0.1 $1.1M 12k 88.22
TJX Companies (TJX) 0.1 $1.0M 8.6k 121.80
Paypal Holdings (PYPL) 0.1 $1.0M 16k 65.25
Charles Schwab Corporation (SCHW) 0.1 $1.0M 13k 78.28
Ge Aerospace Com New (GE) 0.1 $991k 4.9k 200.15
Ishares Tr Esg Aware Msci (ESML) 0.1 $925k 24k 38.41
Eli Lilly & Co. (LLY) 0.1 $915k 1.1k 825.91
Select Sector Spdr Tr Technology (XLK) 0.1 $890k 4.3k 206.48
Parker-Hannifin Corporation (PH) 0.1 $885k 1.5k 607.85
Netease Sponsored Ads (NTES) 0.1 $864k 8.4k 102.92
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $837k 42k 20.00
Kinder Morgan (KMI) 0.1 $824k 29k 28.53
MPLX Com Unit Rep Ltd (MPLX) 0.1 $817k 15k 53.52
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $806k 4.9k 166.00
Builders FirstSource (BLDR) 0.1 $781k 6.3k 124.94
Western Midstream Partners L Com Unit Lp Int (WES) 0.1 $772k 19k 40.96
Mueller Industries (MLI) 0.1 $769k 10k 76.14
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $741k 40k 18.59
Vanguard World Financials Etf (VFH) 0.1 $737k 6.2k 119.47
Prudential Financial (PRU) 0.1 $716k 6.4k 111.68
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $707k 28k 24.99
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $696k 8.7k 79.86
Fastenal Company (FAST) 0.1 $694k 8.9k 77.55
Targa Res Corp (TRGP) 0.1 $685k 3.4k 200.47
Ufp Industries (UFPI) 0.1 $664k 6.2k 107.04
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $647k 4.0k 161.27
Renasant (RNST) 0.1 $637k 19k 33.93
Vanguard Index Fds Large Cap Etf (VV) 0.1 $628k 2.4k 257.03
Omni (OMC) 0.1 $627k 7.6k 82.91
Novo-nordisk A S Adr (NVO) 0.1 $576k 8.3k 69.44
Simpson Manufacturing (SSD) 0.1 $575k 3.7k 157.08
Te Connectivity Ord Shs (TEL) 0.1 $568k 4.0k 141.32
Enterprise Products Partners (EPD) 0.0 $561k 16k 34.14
Regions Financial Corporation (RF) 0.0 $551k 25k 21.73
Abbott Laboratories (ABT) 0.0 $549k 4.1k 132.65
Select Sector Spdr Tr Communication (XLC) 0.0 $546k 5.7k 96.45
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.0 $538k 10k 51.99
Raytheon Technologies Corp (RTX) 0.0 $535k 4.0k 132.46
Ishares Esg Awr Msci Em (ESGE) 0.0 $518k 15k 34.95
Cheniere Energy Com New (LNG) 0.0 $517k 2.2k 231.40
Lam Research Corp Com New (LRCX) 0.0 $509k 7.0k 72.70
Cooper Cos (COO) 0.0 $504k 6.0k 84.35
Vanguard World Consum Dis Etf (VCR) 0.0 $488k 1.5k 325.51
Copart (CPRT) 0.0 $485k 8.6k 56.59
CarMax (KMX) 0.0 $478k 6.1k 77.92
Descartes Sys Grp (DSGX) 0.0 $459k 4.6k 100.83
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $450k 3.1k 146.01
Marathon Petroleum Corp (MPC) 0.0 $446k 3.1k 145.69
Ishares Tr Tips Bd Etf (TIP) 0.0 $436k 3.9k 111.09
Wells Fargo & Company (WFC) 0.0 $434k 6.0k 71.79
Sony Group Corp Sponsored Adr (SONY) 0.0 $432k 17k 25.39
S&p Global (SPGI) 0.0 $425k 837.00 508.10
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $424k 1.6k 258.62
Phillips Edison & Co Common Stock (PECO) 0.0 $419k 12k 36.47
Vail Resorts (MTN) 0.0 $417k 2.6k 160.02
Expeditors International of Washington (EXPD) 0.0 $415k 3.4k 120.25
Vanguard World Industrial Etf (VIS) 0.0 $409k 1.7k 247.55
Bristol Myers Squibb (BMY) 0.0 $404k 6.6k 60.99
Etf Ser Solutions Distillate Us (DSTL) 0.0 $397k 7.3k 54.24
Fidelity National Information Services (FIS) 0.0 $395k 5.3k 74.68
McDonald's Corporation (MCD) 0.0 $392k 1.3k 312.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $389k 18k 21.53
Manhattan Bridge Capital (LOAN) 0.0 $386k 386k 1.00
Hess Midstream Cl A Shs (HESM) 0.0 $380k 9.0k 42.29
United Therapeutics Corporation (UTHR) 0.0 $374k 1.2k 308.27
Williams Companies (WMB) 0.0 $373k 6.2k 59.76
Oneok (OKE) 0.0 $373k 3.8k 99.22
Evercore Class A (EVR) 0.0 $370k 1.9k 199.72
Agilent Technologies Inc C ommon (A) 0.0 $369k 3.2k 116.98
Masimo Corporation (MASI) 0.0 $362k 2.2k 166.48
General Dynamics Corporation (GD) 0.0 $361k 1.3k 272.58
Asml Holding N V N Y Registry Shs (ASML) 0.0 $359k 542.00 662.63
Totalenergies Se Sponsored Ads 0.0 $358k 5.5k 64.69
Cisco Systems (CSCO) 0.0 $358k 5.8k 61.71
SPS Commerce (SPSC) 0.0 $355k 2.7k 132.73
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $353k 1.4k 253.86
Canadian Pacific Kansas City (CP) 0.0 $351k 5.0k 70.21
Truist Financial Corp equities (TFC) 0.0 $351k 8.5k 41.15
Siriusxm Holdings Common Stock (SIRI) 0.0 $349k 16k 22.55
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.0 $340k 5.2k 65.76
Bank of America Corporation (BAC) 0.0 $335k 8.0k 41.73
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $333k 7.3k 45.65
Global Payments (GPN) 0.0 $332k 3.4k 97.92
United Parcel Service CL B (UPS) 0.0 $329k 3.0k 109.99
Texas Instruments Incorporated (TXN) 0.0 $325k 1.8k 179.70
Shell Spon Ads (SHEL) 0.0 $319k 4.4k 73.28
Dt Midstream Common Stock (DTM) 0.0 $318k 3.3k 96.48
ConAgra Foods (CAG) 0.0 $316k 12k 26.67
Paycor Hcm (PYCR) 0.0 $313k 14k 22.44
Exponent (EXPO) 0.0 $312k 3.9k 81.06
Franklin Resources (BEN) 0.0 $311k 16k 19.25
Schlumberger Com Stk (SLB) 0.0 $304k 7.3k 41.80
Comcast Corp Cl A (CMCSA) 0.0 $302k 8.2k 36.90
Grand Canyon Education (LOPE) 0.0 $300k 1.7k 173.02
Pepsi (PEP) 0.0 $288k 1.9k 149.94
FedEx Corporation (FDX) 0.0 $287k 1.2k 243.78
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $285k 21k 13.63
Suncor Energy (SU) 0.0 $283k 7.3k 38.72
Orix Corp Sponsored Adr (IX) 0.0 $280k 13k 20.89
Casella Waste Sys Cl A (CWST) 0.0 $277k 2.5k 111.51
Kadant (KAI) 0.0 $273k 811.00 336.91
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $272k 741.00 366.54
EOG Resources (EOG) 0.0 $271k 2.1k 128.24
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $265k 2.0k 132.23
Workiva Com Cl A (WK) 0.0 $263k 3.5k 75.91
Sap Se Spon Adr (SAP) 0.0 $256k 954.00 268.44
SEI Investments Company (SEIC) 0.0 $255k 3.3k 77.61
Alcon Ord Shs (ALC) 0.0 $248k 2.6k 94.93
T. Rowe Price (TROW) 0.0 $248k 2.7k 91.87
CRH Ord (CRH) 0.0 $248k 2.8k 87.97
Paylocity Holding Corporation (PCTY) 0.0 $246k 1.3k 187.34
MercadoLibre (MELI) 0.0 $244k 125.00 1950.87
Nutrien (NTR) 0.0 $244k 4.9k 49.67
Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $243k 4.8k 50.58
Doximity Cl A (DOCS) 0.0 $242k 4.2k 58.03
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $241k 3.0k 81.67
Blackline (BL) 0.0 $241k 5.0k 48.42
Astrazeneca Sponsored Adr 0.0 $240k 3.3k 73.50
A. O. Smith Corporation (AOS) 0.0 $239k 3.7k 65.36
At&t (T) 0.0 $237k 8.4k 28.28
Repligen Corporation (RGEN) 0.0 $234k 1.8k 127.24
Medtronic SHS (MDT) 0.0 $234k 2.6k 89.86
Baxter International (BAX) 0.0 $233k 6.8k 34.23
Constellation Brands Cl A (STZ) 0.0 $230k 1.3k 183.52
Stevanato Group S P A Ord Shs (STVN) 0.0 $226k 11k 20.42
Medpace Hldgs (MEDP) 0.0 $225k 737.00 304.69
Csw Industrials (CSW) 0.0 $223k 765.00 291.52
Kinsale Cap Group (KNSL) 0.0 $223k 458.00 486.71
Ensign (ENSG) 0.0 $221k 1.7k 129.40
Ccc Intelligent Solutions Holdings (CCC) 0.0 $216k 24k 9.03
Construction Partners Com Cl A (ROAD) 0.0 $214k 3.0k 71.87
Motorola Solutions Com New (MSI) 0.0 $208k 476.00 437.81
Eaton Corp SHS (ETN) 0.0 $207k 763.00 271.83
Nike CL B (NKE) 0.0 $206k 3.2k 63.48
Merit Medical Systems (MMSI) 0.0 $205k 1.9k 105.71
Ing Groep Sponsored Adr (ING) 0.0 $205k 11k 19.59
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $204k 2.9k 70.40
Federated Hermes CL B (FHI) 0.0 $203k 5.0k 40.77
Southern Company (SO) 0.0 $203k 2.2k 91.95
Freshpet (FRPT) 0.0 $201k 2.4k 83.17
Icon SHS (ICLR) 0.0 $200k 1.1k 174.99
Hillman Solutions Corp (HLMN) 0.0 $166k 19k 8.79
Natwest Group Spons Adr (NWG) 0.0 $152k 13k 11.92
Gladstone Investment Corporation (GAIN) 0.0 $136k 10k 13.36
Neogen Corporation (NEOG) 0.0 $95k 11k 8.67