Hardy Reed

Hardy Reed as of June 30, 2025

Portfolio Holdings for Hardy Reed

Hardy Reed holds 247 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.6 $232M 764k 303.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.8 $159M 281k 568.03
Ishares Tr Core Msci Total (IXUS) 9.7 $121M 1.6M 77.31
JPMorgan Chase & Co. (JPM) 9.3 $116M 401k 289.91
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.9 $61M 1.2M 49.51
Schwab Strategic Tr Fundamental Intl (FNDF) 3.4 $42M 1.0M 40.02
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.2 $28M 401k 69.09
Apple (AAPL) 2.2 $27M 131k 205.17
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.1 $26M 36.00 728800.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $19M 31k 617.85
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.5 $19M 282k 66.85
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $17M 129k 133.31
Spdr Series Trust Portfolio Short (SPSB) 1.3 $17M 557k 30.19
Ishares Tr Core S&p500 Etf (IVV) 1.3 $16M 26k 620.91
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $15M 132k 109.29
Microsoft Corporation (MSFT) 1.1 $13M 27k 497.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $12M 28k 424.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $12M 190k 62.02
Ishares Tr Core Msci Eafe (IEFA) 0.8 $11M 126k 83.48
Alphabet Cap Stk Cl A (GOOGL) 0.8 $9.5M 54k 176.23
Amazon (AMZN) 0.6 $7.7M 35k 219.39
Vanguard Index Fds Value Etf (VTV) 0.6 $7.6M 43k 176.74
NVIDIA Corporation (NVDA) 0.6 $7.5M 47k 157.99
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $7.4M 55k 135.04
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $7.4M 116k 63.71
Cadence Bank 0.5 $6.6M 206k 31.98
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $6.3M 71k 89.06
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $6.0M 141k 42.36
Alphabet Cap Stk Cl C (GOOG) 0.5 $5.9M 33k 177.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $5.8M 30k 194.23
Visa Com Cl A (V) 0.4 $5.0M 14k 355.05
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $4.9M 63k 77.34
Trane Technologies SHS (TT) 0.4 $4.7M 11k 437.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $4.5M 91k 49.46
Ge Vernova (GEV) 0.3 $4.3M 8.1k 529.15
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $4.3M 64k 67.02
Meta Platforms Cl A (META) 0.3 $4.0M 5.4k 738.09
Home Depot (HD) 0.3 $4.0M 11k 366.64
Norfolk Southern (NSC) 0.3 $3.8M 15k 255.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.6M 6.6k 551.64
Progressive Corporation (PGR) 0.3 $3.3M 12k 266.86
Ishares Tr Core Intl Aggr (IAGG) 0.3 $3.3M 64k 51.09
Exxon Mobil Corporation (XOM) 0.2 $3.0M 28k 107.80
Mastercard Incorporated Cl A (MA) 0.2 $2.8M 5.1k 561.94
Broadcom (AVGO) 0.2 $2.8M 10k 275.65
American Express Company (AXP) 0.2 $2.7M 8.4k 318.98
Blackrock (BLK) 0.2 $2.4M 2.3k 1049.25
Amphenol Corp Cl A (APH) 0.2 $2.4M 24k 98.75
Honeywell International (HON) 0.2 $2.4M 10k 232.88
Booking Holdings (BKNG) 0.2 $2.3M 403.00 5789.24
Accenture Plc Ireland Shs Class A (ACN) 0.2 $2.3M 7.7k 298.89
Fiserv (FI) 0.2 $2.3M 13k 172.41
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.2 $2.2M 8.0k 272.75
Palo Alto Networks (PANW) 0.2 $2.2M 11k 204.64
Vanguard World Mega Cap Index (MGC) 0.2 $2.1M 9.4k 224.92
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $2.1M 13k 157.76
Thermo Fisher Scientific (TMO) 0.2 $2.1M 5.1k 405.46
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) 0.2 $2.0M 45k 43.66
Johnson & Johnson (JNJ) 0.2 $2.0M 13k 152.74
Uber Technologies (UBER) 0.2 $2.0M 21k 93.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $2.0M 25k 78.70
Philip Morris International (PM) 0.2 $1.9M 11k 182.13
Intercontinental Exchange (ICE) 0.2 $1.9M 10k 183.47
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $1.9M 23k 81.83
UnitedHealth (UNH) 0.1 $1.9M 5.9k 311.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.8M 32k 57.01
Abbvie (ABBV) 0.1 $1.8M 9.8k 185.62
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $1.7M 28k 60.94
Synopsys (SNPS) 0.1 $1.7M 3.3k 512.68
Manhattan Bridge Capital (LOAN) 0.1 $1.7M 305k 5.47
Linde SHS (LIN) 0.1 $1.7M 3.6k 469.18
Danaher Corporation (DHR) 0.1 $1.6M 8.2k 197.54
Caterpillar (CAT) 0.1 $1.6M 4.1k 388.21
Nextera Energy (NEE) 0.1 $1.6M 23k 69.42
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.6M 2.8k 566.48
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.5M 14k 112.00
Chevron Corporation (CVX) 0.1 $1.5M 11k 143.20
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.5M 7.4k 195.01
Union Pacific Corporation (UNP) 0.1 $1.4M 6.3k 230.08
Adobe Systems Incorporated (ADBE) 0.1 $1.4M 3.6k 386.88
Anthem (ELV) 0.1 $1.4M 3.6k 388.96
O'reilly Automotive (ORLY) 0.1 $1.4M 15k 90.13
Verisk Analytics (VRSK) 0.1 $1.4M 4.4k 311.50
Applied Materials (AMAT) 0.1 $1.3M 7.3k 183.07
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $1.3M 20k 65.50
Qualcomm (QCOM) 0.1 $1.3M 8.2k 159.25
Goldman Sachs (GS) 0.1 $1.3M 1.8k 707.75
Ge Aerospace Com New (GE) 0.1 $1.3M 5.0k 257.39
Wal-Mart Stores (WMT) 0.1 $1.3M 13k 97.78
Walt Disney Company (DIS) 0.1 $1.2M 10k 124.01
Merck & Co (MRK) 0.1 $1.2M 15k 79.16
Metropcs Communications (TMUS) 0.1 $1.2M 5.0k 238.26
Paypal Holdings (PYPL) 0.1 $1.2M 16k 74.32
Charles Schwab Corporation (SCHW) 0.1 $1.2M 13k 91.24
Netease Sponsored Ads (NTES) 0.1 $1.1M 8.5k 134.58
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.1M 4.9k 226.49
Select Sector Spdr Tr Technology (XLK) 0.1 $1.1M 4.3k 253.23
TJX Companies (TJX) 0.1 $1.0M 8.5k 123.49
Parker-Hannifin Corporation (PH) 0.1 $1.0M 1.5k 698.47
Starbucks Corporation (SBUX) 0.1 $1.0M 11k 91.63
Ishares Tr Esg Aware Msci (ESML) 0.1 $980k 24k 41.33
Kinder Morgan (KMI) 0.1 $853k 29k 29.40
Eli Lilly & Co. (LLY) 0.1 $808k 1.0k 779.53
Mueller Industries (MLI) 0.1 $803k 10k 79.47
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $791k 4.0k 197.22
MPLX Com Unit Rep Ltd (MPLX) 0.1 $787k 15k 51.51
Vanguard World Financials Etf (VFH) 0.1 $785k 6.2k 127.30
Hess Midstream Cl A Shs (HESM) 0.1 $774k 20k 38.51
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $767k 42k 18.32
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $730k 8.7k 83.74
Builders FirstSource (BLDR) 0.1 $729k 6.3k 116.69
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $722k 40k 18.13
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $712k 28k 25.17
Vanguard Index Fds Large Cap Etf (VV) 0.1 $697k 2.4k 285.30
Te Connectivity Ord Shs (TEL) 0.1 $676k 4.0k 168.67
Prudential Financial (PRU) 0.1 $673k 6.3k 107.44
Renasant (RNST) 0.1 $668k 19k 35.93
Lam Research Corp Com New (LRCX) 0.1 $667k 6.8k 97.34
Ufp Industries (UFPI) 0.0 $616k 6.2k 99.36
Select Sector Spdr Tr Communication (XLC) 0.0 $614k 5.7k 108.53
Ishares Esg Awr Msci Em (ESGE) 0.0 $610k 16k 39.17
Raytheon Technologies Corp (RTX) 0.0 $606k 4.1k 146.03
Regions Financial Corporation (RF) 0.0 $606k 26k 23.52
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.0 $594k 10k 57.42
Targa Res Corp (TRGP) 0.0 $593k 3.4k 174.08
Novo-nordisk A S Adr (NVO) 0.0 $589k 8.5k 69.02
Simpson Manufacturing (SSD) 0.0 $568k 3.7k 155.31
Abbott Laboratories (ABT) 0.0 $562k 4.1k 136.01
T. Rowe Price (TROW) 0.0 $551k 5.7k 96.50
Omni (OMC) 0.0 $545k 7.6k 71.94
Vanguard World Consum Dis Etf (VCR) 0.0 $543k 1.5k 362.32
Cheniere Energy Com New (LNG) 0.0 $542k 2.2k 243.52
Fastenal Company (FAST) 0.0 $542k 13k 42.00
Enterprise Products Partners (EPD) 0.0 $521k 17k 31.01
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $521k 14k 38.70
Marathon Petroleum Corp (MPC) 0.0 $515k 3.1k 166.11
Evercore Class A (EVR) 0.0 $501k 1.9k 270.02
Descartes Sys Grp (DSGX) 0.0 $463k 4.6k 101.65
Vanguard World Industrial Etf (VIS) 0.0 $462k 1.7k 280.07
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $460k 1.6k 279.83
Pepsi (PEP) 0.0 $447k 3.4k 132.04
Sony Group Corp Sponsored Adr (SONY) 0.0 $447k 17k 26.03
Wells Fargo & Company (WFC) 0.0 $442k 5.5k 80.12
Cooper Cos (COO) 0.0 $442k 6.2k 71.16
Asml Holding N V N Y Registry Shs (ASML) 0.0 $438k 546.00 801.39
Ishares Tr Tips Bd Etf (TIP) 0.0 $432k 3.9k 110.04
Truist Financial Corp equities (TFC) 0.0 $432k 10k 42.99
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $431k 18k 23.83
Fidelity National Information Services (FIS) 0.0 $431k 5.3k 81.41
Copart (CPRT) 0.0 $423k 8.6k 49.07
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $415k 3.1k 134.79
Cisco Systems (CSCO) 0.0 $415k 6.0k 69.38
Nike CL B (NKE) 0.0 $409k 5.8k 71.04
CarMax (KMX) 0.0 $407k 6.1k 67.21
Vail Resorts (MTN) 0.0 $403k 2.6k 157.13
Phillips Edison & Co Common Stock (PECO) 0.0 $403k 12k 35.03
Williams Companies (WMB) 0.0 $398k 6.3k 62.81
Canadian Pacific Kansas City (CP) 0.0 $397k 5.0k 79.27
Expeditors International of Washington (EXPD) 0.0 $392k 3.4k 114.25
S&p Global (SPGI) 0.0 $385k 731.00 527.29
Franklin Resources (BEN) 0.0 $385k 16k 23.85
General Dynamics Corporation (GD) 0.0 $384k 1.3k 291.66
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $377k 1.3k 280.86
Spdr Series Trust Portfolio S&p500 (SPYM) 0.0 $376k 5.2k 72.69
SPS Commerce (SPSC) 0.0 $374k 2.7k 136.09
Dt Midstream Common Stock (DTM) 0.0 $374k 3.4k 109.91
Texas Instruments Incorporated (TXN) 0.0 $371k 1.8k 207.62
Masimo Corporation (MASI) 0.0 $366k 2.2k 168.22
Nebius Group Shs Class A (NBIS) 0.0 $365k 6.6k 55.33
Bank of America Corporation (BAC) 0.0 $365k 7.7k 47.32
McDonald's Corporation (MCD) 0.0 $363k 1.2k 292.28
Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $360k 4.8k 75.01
Siriusxm Holdings Common Stock (SIRI) 0.0 $356k 16k 22.96
United Therapeutics Corporation (UTHR) 0.0 $349k 1.2k 287.43
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $349k 745.00 467.82
Totalenergies Se Sponsored Ads 0.0 $340k 5.5k 61.39
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $334k 7.3k 45.75
MercadoLibre (MELI) 0.0 $329k 126.00 2613.63
Dell Technologies CL C (DELL) 0.0 $329k 2.7k 122.60
Agilent Technologies Inc C ommon (A) 0.0 $325k 2.8k 118.01
Bristol Myers Squibb (BMY) 0.0 $310k 6.7k 46.29
Grand Canyon Education (LOPE) 0.0 $308k 1.6k 189.00
Shell Spon Ads (SHEL) 0.0 $308k 4.4k 70.41
Natwest Group Spons Adr (NWG) 0.0 $308k 22k 14.15
Orix Corp Sponsored Adr (IX) 0.0 $305k 14k 22.52
Ccc Intelligent Solutions Holdings (CCC) 0.0 $304k 32k 9.41
Kinetik Holdings Com New Cl A (KNTK) 0.0 $296k 6.7k 44.05
SEI Investments Company (SEIC) 0.0 $296k 3.3k 89.86
Oneok (OKE) 0.0 $294k 3.6k 81.63
Sap Se Spon Adr (SAP) 0.0 $292k 960.00 304.10
United Parcel Service CL B (UPS) 0.0 $288k 2.9k 100.94
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $286k 21k 13.72
Nutrien (NTR) 0.0 $286k 4.9k 58.24
ConAgra Foods (CAG) 0.0 $278k 14k 20.47
Axon Enterprise (AXON) 0.0 $277k 335.00 827.94
Exponent (EXPO) 0.0 $273k 3.7k 74.71
FedEx Corporation (FDX) 0.0 $273k 1.2k 227.31
Casella Waste Sys Cl A (CWST) 0.0 $272k 2.4k 115.38
Stevanato Group S P A Ord Shs (STVN) 0.0 $271k 11k 24.43
Suncor Energy (SU) 0.0 $271k 7.2k 37.45
Construction Partners Com Cl A (ROAD) 0.0 $271k 2.5k 106.28
Lamb Weston Hldgs (LW) 0.0 $268k 5.2k 51.85
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $267k 4.0k 66.29
Global Payments (GPN) 0.0 $266k 3.3k 80.04
EOG Resources (EOG) 0.0 $260k 2.2k 119.61
Kadant (KAI) 0.0 $258k 811.00 317.45
Five Below (FIVE) 0.0 $252k 1.9k 131.18
Doximity Cl A (DOCS) 0.0 $251k 4.1k 61.34
Csw Industrials (CSW) 0.0 $247k 860.00 286.83
Comcast Corp Cl A (CMCSA) 0.0 $242k 6.8k 35.69
Welltower Inc Com reit (WELL) 0.0 $242k 1.6k 153.69
Blackline (BL) 0.0 $241k 4.3k 56.62
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $239k 3.0k 80.97
Paylocity Holding Corporation (PCTY) 0.0 $238k 1.3k 181.19
A. O. Smith Corporation (AOS) 0.0 $237k 3.6k 65.57
Schlumberger Com Stk (SLB) 0.0 $237k 7.0k 33.80
Hdfc Bank Sponsored Ads (HDB) 0.0 $235k 3.1k 76.67
At&t (T) 0.0 $235k 8.1k 28.94
Workiva Com Cl A (WK) 0.0 $234k 3.4k 68.45
Repligen Corporation (RGEN) 0.0 $234k 1.9k 124.38
Astrazeneca Sponsored Adr 0.0 $233k 3.3k 69.88
CRH Ord (CRH) 0.0 $233k 2.5k 91.80
Medpace Hldgs (MEDP) 0.0 $231k 737.00 313.86
Alcon Ord Shs (ALC) 0.0 $230k 2.6k 88.28
Clearwater Analytics Hldgs I Cl A (CWAN) 0.0 $230k 11k 21.93
Ing Groep Sponsored Adr (ING) 0.0 $229k 11k 21.87
ESCO Technologies (ESE) 0.0 $228k 1.2k 191.87
RBC Bearings Incorporated (RBC) 0.0 $227k 590.00 384.80
Medtronic SHS (MDT) 0.0 $225k 2.6k 87.17
Pfizer (PFE) 0.0 $223k 9.2k 24.24
Eaton Corp SHS (ETN) 0.0 $222k 622.00 356.99
Federated Hermes CL B (FHI) 0.0 $222k 5.0k 44.32
Kinsale Cap Group (KNSL) 0.0 $222k 458.00 483.90
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $221k 1.9k 113.41
Transcat (TRNS) 0.0 $217k 2.5k 85.96
Firstservice Corp (FSV) 0.0 $216k 1.2k 174.62
Thor Industries (THO) 0.0 $214k 2.4k 88.81
SYSCO Corporation (SYY) 0.0 $213k 2.8k 75.74
Intuitive Surgical Com New (ISRG) 0.0 $211k 388.00 543.41
Rb Global (RBA) 0.0 $210k 2.0k 106.19
Southern Company (SO) 0.0 $209k 2.3k 91.83
Novanta (NOVT) 0.0 $205k 1.6k 128.93
Privia Health Group (PRVA) 0.0 $203k 8.8k 23.00
Constellation Brands Cl A (STZ) 0.0 $202k 1.2k 162.68
Motorola Solutions Com New (MSI) 0.0 $200k 476.00 420.46
Gladstone Investment Corporation (GAIN) 0.0 $153k 11k 14.27
Hillman Solutions Corp (HLMN) 0.0 $135k 19k 7.14