Hardy Reed

Hardy Reed as of Dec. 31, 2025

Portfolio Holdings for Hardy Reed

Hardy Reed holds 239 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.3 $256M 763k 335.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.6 $176M 281k 627.13
Ishares Tr Core Msci Total (IXUS) 9.6 $135M 1.6M 84.64
JPMorgan Chase & Co. (JPM) 9.2 $129M 401k 322.22
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.8 $67M 1.4M 48.32
Schwab Strategic Tr Fundamental Intl (FNDF) 3.4 $48M 1.1M 45.21
Apple (AAPL) 2.6 $37M 135k 271.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.1 $29M 386k 75.44
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.9 $27M 36.00 754800.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $25M 310k 79.73
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.7 $24M 330k 73.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $22M 32k 681.92
Alphabet Cap Stk Cl A (GOOGL) 1.3 $18M 57k 313.00
Ishares Tr Core S&p500 Etf (IVV) 1.2 $18M 26k 684.95
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $17M 121k 143.52
Spdr Series Trust State Street Spd (SPSB) 1.2 $17M 569k 30.20
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $16M 132k 120.18
Microsoft Corporation (MSFT) 0.9 $13M 27k 483.62
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $13M 28k 473.30
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $13M 189k 66.00
Ishares Tr Core Msci Eafe (IEFA) 0.8 $11M 126k 89.46
NVIDIA Corporation (NVDA) 0.7 $9.9M 53k 186.50
Amazon (AMZN) 0.6 $8.9M 39k 230.82
Cadence Bank 0.6 $8.8M 205k 42.84
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $8.5M 122k 69.67
Alphabet Cap Stk Cl C (GOOG) 0.6 $8.4M 27k 313.80
Vanguard Index Fds Value Etf (VTV) 0.6 $8.3M 43k 190.99
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $8.2M 55k 148.69
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $6.6M 141k 46.80
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $6.2M 71k 88.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $6.2M 30k 210.34
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $5.5M 71k 77.88
Ge Vernova (GEV) 0.4 $5.2M 8.0k 653.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $4.9M 92k 53.76
Visa Com Cl A (V) 0.4 $4.9M 14k 350.71
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $4.7M 64k 74.17
Broadcom (AVGO) 0.3 $4.7M 14k 346.10
Norfolk Southern (NSC) 0.3 $4.3M 15k 288.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.1M 6.6k 614.31
Meta Platforms Cl A (META) 0.3 $3.9M 5.9k 660.09
Home Depot (HD) 0.2 $3.5M 10k 344.10
Trane Technologies SHS (TT) 0.2 $3.4M 8.6k 389.20
Amphenol Corp Cl A (APH) 0.2 $3.3M 25k 135.14
Ishares Tr Core Intl Aggr (IAGG) 0.2 $3.2M 64k 50.01
American Express Company (AXP) 0.2 $3.2M 8.5k 369.95
Exxon Mobil Corporation (XOM) 0.2 $3.0M 25k 120.34
Mastercard Incorporated Cl A (MA) 0.2 $3.0M 5.2k 570.88
Thermo Fisher Scientific (TMO) 0.2 $3.0M 5.1k 579.45
Johnson & Johnson (JNJ) 0.2 $2.6M 13k 206.94
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) 0.2 $2.5M 45k 55.77
Blackrock (BLK) 0.2 $2.5M 2.3k 1070.34
PNC Financial Services (PNC) 0.2 $2.4M 12k 208.73
Caterpillar (CAT) 0.2 $2.4M 4.2k 572.87
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $2.4M 13k 181.21
Abbvie (ABBV) 0.2 $2.4M 10k 228.49
Vanguard World Mega Cap Index (MGC) 0.2 $2.4M 9.4k 251.17
Booking Holdings (BKNG) 0.2 $2.2M 411.00 5355.33
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $2.2M 35k 62.47
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.1 $2.0M 6.7k 300.33
Honeywell International (HON) 0.1 $2.0M 10k 195.09
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.9M 25k 78.81
Palo Alto Networks (PANW) 0.1 $1.9M 11k 184.20
Applied Materials (AMAT) 0.1 $1.9M 7.5k 256.99
Danaher Corporation (DHR) 0.1 $1.9M 8.2k 228.92
Nextera Energy (NEE) 0.1 $1.9M 24k 80.28
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.9M 6.2k 303.89
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $1.9M 28k 67.13
Progressive Corporation (PGR) 0.1 $1.9M 8.2k 227.72
Uber Technologies (UBER) 0.1 $1.8M 22k 81.71
Philip Morris International (PM) 0.1 $1.7M 11k 160.40
Goldman Sachs (GS) 0.1 $1.7M 1.9k 879.00
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.7M 2.8k 603.28
Intercontinental Exchange (ICE) 0.1 $1.7M 10k 161.96
Chevron Corporation (CVX) 0.1 $1.6M 11k 152.42
Linde SHS (LIN) 0.1 $1.6M 3.7k 426.39
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.6M 7.4k 211.79
Ge Aerospace Com New (GE) 0.1 $1.6M 5.1k 308.03
Synopsys (SNPS) 0.1 $1.6M 3.3k 469.72
Wal-Mart Stores (WMT) 0.1 $1.5M 13k 111.41
Qualcomm (QCOM) 0.1 $1.5M 8.5k 171.04
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $1.5M 20k 71.62
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.4M 13k 113.92
Eli Lilly & Co. (LLY) 0.1 $1.4M 1.3k 1074.68
O'reilly Automotive (ORLY) 0.1 $1.4M 15k 91.21
TJX Companies (TJX) 0.1 $1.3M 8.6k 153.61
Parker-Hannifin Corporation (PH) 0.1 $1.3M 1.5k 878.96
Charles Schwab Corporation (SCHW) 0.1 $1.3M 13k 99.91
Adobe Systems Incorporated (ADBE) 0.1 $1.3M 3.7k 349.99
Lam Research Corp Com New (LRCX) 0.1 $1.2M 7.3k 171.18
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $1.2M 8.6k 143.97
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.2M 4.5k 268.30
Netease Sponsored Ads (NTES) 0.1 $1.2M 8.5k 137.62
Walt Disney Company (DIS) 0.1 $1.1M 9.7k 113.77
Ishares Tr Esg Aware Msci (ESML) 0.1 $1.1M 24k 45.98
Mueller Industries (MLI) 0.1 $1.0M 8.9k 114.80
Metropcs Communications (TMUS) 0.1 $1.0M 5.0k 203.04
Verisk Analytics (VRSK) 0.1 $980k 4.4k 223.69
Te Connectivity Ord Shs (TEL) 0.1 $946k 4.2k 227.51
Boeing Company (BA) 0.1 $909k 4.2k 217.12
Fiserv (FI) 0.1 $892k 13k 67.17
Raytheon Technologies Corp (RTX) 0.1 $863k 4.7k 183.41
Kinder Morgan (KMI) 0.1 $863k 31k 27.49
UnitedHealth (UNH) 0.1 $844k 2.6k 330.11
Vanguard World Financials Etf (VFH) 0.1 $824k 6.2k 133.49
MPLX Com Unit Rep Ltd (MPLX) 0.1 $815k 15k 53.37
Targa Res Corp (TRGP) 0.1 $790k 4.3k 184.50
Omni (OMC) 0.1 $777k 9.6k 80.75
Enterprise Products Partners (EPD) 0.1 $774k 24k 32.06
Wells Fargo & Company (WFC) 0.1 $756k 8.1k 93.20
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $738k 3.3k 224.67
Vanguard Index Fds Large Cap Etf (VV) 0.1 $731k 2.3k 314.80
Prudential Financial (PRU) 0.1 $726k 6.4k 112.88
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $726k 44k 16.49
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $720k 29k 25.24
Regions Financial Corporation (RF) 0.1 $701k 26k 27.10
Asml Holding N V N Y Registry Shs (ASML) 0.0 $695k 650.00 1069.86
Ishares Esg Awr Msci Em (ESGE) 0.0 $690k 16k 44.17
Merck & Co (MRK) 0.0 $683k 6.5k 105.26
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.0 $678k 10k 65.55
Renasant (RNST) 0.0 $655k 19k 35.22
Evercore Class A (EVR) 0.0 $631k 1.9k 340.25
Builders FirstSource (BLDR) 0.0 $617k 6.0k 102.89
Intuit (INTU) 0.0 $612k 924.00 662.42
United Therapeutics Corporation (UTHR) 0.0 $600k 1.2k 487.25
Vanguard World Consum Dis Etf (VCR) 0.0 $590k 1.5k 393.92
T. Rowe Price (TROW) 0.0 $585k 5.7k 102.38
Select Sector Spdr Tr State Street Com (XLC) 0.0 $581k 4.9k 117.72
Pepsi (PEP) 0.0 $570k 4.0k 143.52
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $567k 32k 17.96
Cisco Systems (CSCO) 0.0 $566k 7.3k 77.03
Ufp Industries (UFPI) 0.0 $565k 6.2k 91.05
Marathon Petroleum Corp (MPC) 0.0 $529k 3.3k 162.63
Fastenal Company (FAST) 0.0 $529k 13k 40.13
Abbott Laboratories (ABT) 0.0 $528k 4.2k 125.29
Expeditors International of Washington (EXPD) 0.0 $524k 3.5k 149.01
Tesla Motors (TSLA) 0.0 $500k 1.1k 449.72
Bank of America Corporation (BAC) 0.0 $499k 9.1k 55.00
Truist Financial Corp equities (TFC) 0.0 $494k 10k 49.21
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $493k 1.7k 290.22
Vanguard World Industrial Etf (VIS) 0.0 $492k 1.7k 298.38
Ishares Tr Tips Bd Etf (TIP) 0.0 $470k 4.3k 109.91
Anthem (ELV) 0.0 $468k 1.3k 350.55
Union Pacific Corporation (UNP) 0.0 $468k 2.0k 231.32
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $465k 768.00 605.01
McDonald's Corporation (MCD) 0.0 $460k 1.5k 305.72
Simpson Manufacturing (SSD) 0.0 $459k 2.8k 161.47
Sony Group Corp Sponsored Adr (SONY) 0.0 $457k 18k 25.60
Shell Spon Ads (SHEL) 0.0 $455k 6.2k 73.48
Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $449k 4.8k 92.70
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $449k 6.8k 65.51
Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $446k 12k 38.03
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $446k 5.0k 89.43
Bristol Myers Squibb (BMY) 0.0 $436k 8.1k 53.94
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $435k 2.8k 154.80
Cheniere Energy Com New (LNG) 0.0 $427k 2.2k 194.39
S&p Global (SPGI) 0.0 $425k 814.00 522.59
Orix Corp Sponsored Adr (IX) 0.0 $420k 14k 29.22
Spdr Series Trust State Street Spd (SPYM) 0.0 $415k 5.2k 80.22
Dt Midstream Common Stock (DTM) 0.0 $415k 3.5k 119.68
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $407k 1.3k 309.04
Totalenergies Se Act (TTE) 0.0 $406k 6.2k 65.42
Descartes Sys Grp (DSGX) 0.0 $405k 4.6k 87.66
Nebius Group Shs Class A (NBIS) 0.0 $404k 4.8k 83.71
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $397k 10k 39.50
Barclays Adr (BCS) 0.0 $394k 16k 25.45
Natwest Group Spons Adr (NWG) 0.0 $390k 22k 17.50
Nike CL B (NKE) 0.0 $389k 6.1k 63.71
Franklin Resources (BEN) 0.0 $385k 16k 23.89
Hess Midstream Cl A Shs (HESM) 0.0 $381k 11k 34.50
Kinetik Holdings Com New Cl A (KNTK) 0.0 $377k 11k 36.05
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $376k 14k 26.23
Agilent Technologies Inc C ommon (A) 0.0 $374k 2.8k 136.07
Welltower Inc Com reit (WELL) 0.0 $371k 2.0k 185.57
FedEx Corporation (FDX) 0.0 $369k 1.3k 288.86
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $368k 5.4k 68.23
Novo-nordisk A S Adr (NVO) 0.0 $365k 7.2k 50.88
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $364k 23k 15.86
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $363k 2.5k 146.58
Medpace Hldgs (MEDP) 0.0 $357k 636.00 561.65
Fidelity National Information Services (FIS) 0.0 $352k 5.3k 66.46
Williams Companies (WMB) 0.0 $350k 5.8k 60.11
Astrazeneca Sponsored Adr 0.0 $349k 3.8k 91.93
Hdfc Bank Sponsored Ads (HDB) 0.0 $348k 9.5k 36.54
Dell Technologies CL C (DELL) 0.0 $343k 2.7k 125.88
Copart (CPRT) 0.0 $341k 8.7k 39.15
Vail Resorts (MTN) 0.0 $340k 2.6k 132.80
Veeva Sys Cl A Com (VEEV) 0.0 $339k 1.5k 223.23
Suncor Energy (SU) 0.0 $338k 7.6k 44.36
CRH Ord (CRH) 0.0 $337k 2.7k 124.80
Columbia Banking System (COLB) 0.0 $334k 12k 27.95
Canadian Pacific Kansas City (CP) 0.0 $326k 4.4k 73.63
Siriusxm Holdings Common Stock (SIRI) 0.0 $310k 16k 20.00
Texas Instruments Incorporated (TXN) 0.0 $309k 1.8k 173.49
Nutrien (NTR) 0.0 $306k 5.0k 61.72
Ing Groep Sponsored Adr (ING) 0.0 $298k 11k 28.00
United Parcel Service CL B (UPS) 0.0 $290k 2.9k 99.19
Medtronic SHS (MDT) 0.0 $283k 2.9k 96.06
Masimo Corporation (MASI) 0.0 $283k 2.2k 130.06
MercadoLibre (MELI) 0.0 $278k 138.00 2014.26
General Dynamics Corporation (GD) 0.0 $277k 823.00 336.66
Oneok (OKE) 0.0 $272k 3.7k 73.50
SEI Investments Company (SEIC) 0.0 $271k 3.3k 82.02
Grand Canyon Education (LOPE) 0.0 $271k 1.6k 166.31
Casella Waste Sys Cl A (CWST) 0.0 $270k 2.8k 97.94
Federated Hermes CL B (FHI) 0.0 $265k 5.1k 52.07
RBC Bearings Incorporated (RBC) 0.0 $265k 590.00 448.43
Sap Se Spon Adr (SAP) 0.0 $264k 1.1k 242.91
Toyota Motor Corp Ads (TM) 0.0 $259k 1.2k 214.06
Intuitive Surgical Com New (ISRG) 0.0 $253k 447.00 566.36
Pfizer (PFE) 0.0 $250k 10k 24.90
Kla Corp Com New (KLAC) 0.0 $248k 204.00 1215.08
Thor Industries (THO) 0.0 $248k 2.4k 102.67
Exponent (EXPO) 0.0 $246k 3.5k 69.46
A. O. Smith Corporation (AOS) 0.0 $243k 3.6k 66.88
Eaton Corp SHS (ETN) 0.0 $236k 741.00 318.51
CarMax (KMX) 0.0 $233k 6.0k 38.64
Alcon Ord Shs (ALC) 0.0 $232k 2.9k 78.81
Kadant (KAI) 0.0 $232k 813.00 285.02
Select Sector Spdr Tr State Street Con (XLP) 0.0 $230k 3.0k 77.68
EOG Resources (EOG) 0.0 $228k 2.2k 105.01
Motorola Solutions Com New (MSI) 0.0 $228k 594.00 383.32
Ensign (ENSG) 0.0 $223k 1.3k 174.20
Five Below (FIVE) 0.0 $223k 1.2k 188.36
Workiva Com Cl A (WK) 0.0 $219k 2.5k 86.25
Construction Partners Com Cl A (ROAD) 0.0 $217k 2.0k 108.55
Lamb Weston Hldgs (LW) 0.0 $217k 5.2k 41.89
ESCO Technologies (ESE) 0.0 $214k 1.1k 195.39
Amgen (AMGN) 0.0 $213k 651.00 327.31
Icon SHS (ICLR) 0.0 $209k 1.1k 182.22
SYSCO Corporation (SYY) 0.0 $209k 2.8k 73.69
Gentex Corporation (GNTX) 0.0 $207k 8.9k 23.27
Rb Global (RBA) 0.0 $206k 2.0k 102.87
Blackline (BL) 0.0 $205k 3.7k 55.29
At&t (T) 0.0 $204k 8.2k 24.84
Ishares Tr Rus 1000 Etf (IWB) 0.0 $202k 540.00 373.44
Ccc Intelligent Solutions Holdings (CCC) 0.0 $161k 20k 7.95
Gladstone Investment Corporation (GAIN) 0.0 $155k 11k 13.97
United Microelectronics Corp Spon Adr New (UMC) 0.0 $88k 11k 7.86
Wipro Spon Adr 1 Sh (WIT) 0.0 $85k 30k 2.84