Hardy Reed

Hardy Reed as of March 31, 2026

Portfolio Holdings for Hardy Reed

Hardy Reed holds 243 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.0 $247M 771k 320.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.1 $166M 278k 597.55
Ishares Tr Core Msci Total (IXUS) 10.0 $137M 1.6M 86.64
JPMorgan Chase & Co. (JPM) 8.6 $118M 400k 294.16
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.1 $70M 1.5M 48.05
Schwab Strategic Tr Fundamental Intl (FNDF) 3.8 $52M 1.1M 48.93
Apple (AAPL) 2.5 $34M 135k 253.79
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.2 $30M 383k 77.11
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.9 $26M 36.00 718140.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.9 $26M 325k 79.27
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.8 $25M 351k 72.08
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.5 $21M 32k 650.34
Vanguard Whitehall Fds High Div Yld (VYM) 1.3 $17M 118k 148.10
Spdr Series Trust State Street Spd (SPSB) 1.3 $17M 579k 30.07
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $17M 132k 124.31
Ishares Tr Core S&p500 Etf (IVV) 1.2 $16M 25k 653.22
Alphabet Cap Stk Cl A (GOOGL) 1.2 $16M 57k 287.56
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $13M 189k 67.53
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $12M 28k 426.40
Ishares Tr Core Msci Eafe (IEFA) 0.8 $11M 126k 90.53
Microsoft Corporation (MSFT) 0.8 $10M 28k 370.17
NVIDIA Corporation (NVDA) 0.7 $9.4M 54k 174.40
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $8.7M 123k 71.13
Vanguard Index Fds Value Etf (VTV) 0.6 $8.5M 43k 196.20
Amazon (AMZN) 0.6 $8.3M 40k 208.27
Huntington Bancshares Incorporated (HBAN) 0.6 $8.1M 519k 15.65
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $8.0M 56k 142.43
Alphabet Cap Stk Cl C (GOOG) 0.6 $7.6M 27k 286.86
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $6.4M 141k 45.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $6.3M 30k 213.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $6.3M 71k 88.70
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $5.6M 73k 77.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $5.0M 92k 54.05
Broadcom (AVGO) 0.4 $4.9M 16k 309.51
Ge Vernova (GEV) 0.3 $4.7M 5.3k 872.90
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $4.5M 64k 70.91
Visa Com Cl A (V) 0.3 $4.4M 14k 302.24
Norfolk Southern (NSC) 0.3 $4.3M 15k 287.00
Exxon Mobil Corporation (XOM) 0.3 $4.2M 25k 169.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.8M 6.6k 577.18
Trane Technologies SHS (TT) 0.3 $3.6M 8.7k 416.74
Home Depot (HD) 0.2 $3.4M 10k 328.89
Meta Platforms Cl A (META) 0.2 $3.3M 5.8k 572.13
Ishares Tr Core Intl Aggr (IAGG) 0.2 $3.1M 63k 50.04
Amphenol Corp Cl A (APH) 0.2 $3.1M 25k 126.35
Johnson & Johnson (JNJ) 0.2 $3.1M 13k 244.43
Caterpillar (CAT) 0.2 $3.0M 4.3k 708.46
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) 0.2 $2.7M 45k 59.70
Applied Materials (AMAT) 0.2 $2.6M 7.5k 341.79
American Express Company (AXP) 0.2 $2.6M 8.5k 302.48
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $2.5M 13k 189.59
Mastercard Incorporated Cl A (MA) 0.2 $2.5M 5.0k 499.66
PNC Financial Services (PNC) 0.2 $2.4M 12k 208.09
Honeywell International (HON) 0.2 $2.3M 10k 226.03
Chevron Corporation (CVX) 0.2 $2.3M 11k 206.91
Blackrock (BLK) 0.2 $2.2M 2.3k 961.71
Vanguard World Mega Cap Index (MGC) 0.2 $2.2M 9.4k 236.35
Nextera Energy (NEE) 0.2 $2.2M 24k 92.88
Abbvie (ABBV) 0.2 $2.2M 9.9k 217.49
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $2.1M 6.3k 337.95
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $2.1M 33k 64.08
Uber Technologies (UBER) 0.2 $2.1M 29k 71.93
Thermo Fisher Scientific (TMO) 0.1 $2.0M 4.0k 491.53
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.1 $1.9M 6.7k 287.57
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $1.9M 28k 68.47
Linde SHS (LIN) 0.1 $1.9M 3.8k 495.76
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.9M 24k 78.41
Philip Morris International (PM) 0.1 $1.8M 11k 165.34
Freeport Mcmoran CL B (FCX) 0.1 $1.7M 30k 58.78
Booking Holdings (BKNG) 0.1 $1.7M 409.00 4210.32
Wal-Mart Stores (WMT) 0.1 $1.7M 14k 124.28
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $1.7M 2.8k 616.76
Palo Alto Networks (PANW) 0.1 $1.7M 11k 160.32
Goldman Sachs (GS) 0.1 $1.6M 1.9k 845.99
Boeing Company (BA) 0.1 $1.6M 8.2k 199.03
Progressive Corporation (PGR) 0.1 $1.6M 8.2k 198.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.6M 7.4k 217.25
Danaher Corporation (DHR) 0.1 $1.6M 8.3k 189.60
Lam Research Corp Com New (LRCX) 0.1 $1.6M 7.3k 213.66
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $1.5M 20k 71.73
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.4M 13k 111.37
TJX Companies (TJX) 0.1 $1.4M 8.7k 159.70
Ge Aerospace Com New (GE) 0.1 $1.4M 4.9k 283.77
O'reilly Automotive (ORLY) 0.1 $1.4M 15k 92.31
Synopsys (SNPS) 0.1 $1.3M 3.3k 396.48
Metropcs Communications (TMUS) 0.1 $1.3M 6.0k 210.03
Charles Schwab Corporation (SCHW) 0.1 $1.3M 13k 93.98
Ishares Tr Esg Aware Msci (ESML) 0.1 $1.2M 26k 47.02
Eli Lilly & Co. (LLY) 0.1 $1.2M 1.3k 919.77
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $1.1M 8.6k 132.90
Kinder Morgan (KMI) 0.1 $1.1M 33k 33.53
Targa Res Corp (TRGP) 0.1 $1.1M 4.3k 250.73
Parker-Hannifin Corporation (PH) 0.1 $1.1M 1.2k 895.24
Enterprise Products Partners (EPD) 0.1 $1.0M 27k 37.84
Netease Sponsored Ads (NTES) 0.1 $956k 8.5k 111.94
Raytheon Technologies Corp (RTX) 0.1 $912k 4.7k 192.91
Adobe Systems Incorporated (ADBE) 0.1 $909k 3.7k 243.08
Mueller Industries (MLI) 0.1 $893k 8.1k 110.80
Walt Disney Company (DIS) 0.1 $887k 9.2k 96.38
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $874k 662.00 1320.83
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $850k 44k 19.30
Accenture Plc Ireland Shs Class A (ACN) 0.1 $845k 4.3k 198.29
MPLX Com Unit Rep Ltd (MPLX) 0.1 $837k 15k 57.07
Te Connectivity Ord Shs (TEL) 0.1 $830k 4.0k 209.02
Verisk Analytics (VRSK) 0.1 $829k 4.4k 189.75
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $800k 22k 36.76
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $791k 32k 25.07
Merck & Co (MRK) 0.1 $767k 6.4k 120.29
Marathon Petroleum Corp (MPC) 0.1 $758k 3.1k 244.18
Intuit (INTU) 0.1 $754k 1.7k 432.38
Vanguard World Financials Etf (VFH) 0.1 $745k 6.2k 120.81
Fiserv (FISV) 0.1 $741k 13k 55.80
United Therapeutics Corporation (UTHR) 0.1 $731k 1.2k 592.98
Omni (OMC) 0.1 $724k 9.6k 75.31
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.1 $723k 10k 69.90
UnitedHealth (UNH) 0.1 $718k 2.7k 270.59
Ishares Esg Awr Msci Em (ESGE) 0.1 $711k 16k 45.47
Vanguard Index Fds Large Cap Etf (VV) 0.1 $694k 2.3k 298.85
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $683k 3.3k 208.05
Regions Financial Corporation (RF) 0.0 $676k 26k 26.12
Renasant (RNST) 0.0 $672k 19k 36.13
Dt Midstream Common Stock (DTM) 0.0 $633k 4.7k 134.67
Fastenal Company (FAST) 0.0 $615k 13k 46.40
Prudential Financial (PRU) 0.0 $603k 6.2k 97.69
Pepsi (PEP) 0.0 $601k 3.9k 155.29
Wells Fargo & Company (WFC) 0.0 $599k 7.5k 79.61
Totalenergies Se Act (TTE) 0.0 $593k 6.5k 90.98
Ufp Industries (UFPI) 0.0 $571k 6.2k 92.08
Shell Spon Ads (SHEL) 0.0 $569k 6.1k 93.00
Cisco Systems (CSCO) 0.0 $567k 7.3k 77.59
Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $563k 5.0k 112.29
Evercore Class A (EVR) 0.0 $553k 1.9k 298.51
Select Sector Spdr Tr State Street Com (XLC) 0.0 $547k 4.9k 110.86
Williams Companies (WMB) 0.0 $539k 7.4k 72.78
Vanguard World Consum Dis Etf (VCR) 0.0 $538k 1.5k 359.03
Kinetik Holdings Com New Cl A (KNTK) 0.0 $516k 11k 48.41
Vanguard World Industrial Etf (VIS) 0.0 $515k 1.7k 312.22
T. Rowe Price (TROW) 0.0 $515k 5.7k 90.14
Union Pacific Corporation (UNP) 0.0 $512k 2.1k 242.62
Cheniere Energy Com New (LNG) 0.0 $507k 1.8k 283.76
Bristol Myers Squibb (BMY) 0.0 $506k 8.3k 60.65
Suncor Energy (SU) 0.0 $505k 7.6k 66.11
Expeditors International of Washington (EXPD) 0.0 $499k 3.5k 143.23
Builders FirstSource (BLDR) 0.0 $494k 6.0k 82.33
Astrazeneca Ord (AZN) 0.0 $493k 2.5k 197.22
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $488k 1.7k 287.18
McDonald's Corporation (MCD) 0.0 $483k 1.6k 310.84
Ishares Tr Tips Bd Etf (TIP) 0.0 $472k 4.3k 110.36
Dell Technologies CL C (DELL) 0.0 $469k 2.9k 164.13
FedEx Corporation (FDX) 0.0 $457k 1.3k 356.18
Abbott Laboratories (ABT) 0.0 $452k 4.4k 102.67
Truist Financial Corp equities (TFC) 0.0 $448k 9.7k 45.97
Simpson Manufacturing (SSD) 0.0 $444k 2.6k 171.62
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $440k 20k 22.33
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $438k 5.0k 87.84
Orix Corp Sponsored Adr (IX) 0.0 $430k 14k 29.99
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.0 $424k 25k 16.97
Masimo Corporation (MASI) 0.0 $424k 2.4k 177.87
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $414k 10k 41.17
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $412k 2.8k 146.61
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $401k 5.4k 73.90
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $401k 767.00 522.71
Spdr Series Trust State Street Spd (SPYM) 0.0 $396k 5.2k 76.54
Bank of America Corporation (BAC) 0.0 $392k 8.0k 48.75
Welltower Inc Com reit (WELL) 0.0 $390k 2.0k 197.73
Oneok (OKE) 0.0 $389k 4.3k 90.39
Sony Group Corp Sponsored Adr (SONY) 0.0 $382k 18k 20.70
Franklin Resources (BEN) 0.0 $381k 16k 23.62
Texas Instruments Incorporated (TXN) 0.0 $381k 2.0k 194.14
Nutrien (NTR) 0.0 $376k 5.0k 75.46
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $365k 1.2k 295.12
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $362k 6.8k 52.85
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $360k 14k 25.10
Siriusxm Holdings Common Stock (SIRI) 0.0 $358k 16k 23.08
Kodiak Gas Svcs (KGS) 0.0 $356k 6.1k 58.32
Ing Groep Sponsored Adr (ING) 0.0 $351k 14k 26.05
Barclays Adr (BCS) 0.0 $347k 16k 21.16
Natwest Group Spons Adr (NWG) 0.0 $332k 22k 14.90
Vail Resorts (MTN) 0.0 $329k 2.6k 128.32
Columbia Banking System (COLB) 0.0 $328k 12k 27.43
EOG Resources (EOG) 0.0 $325k 2.3k 144.57
CRH Ord (CRH) 0.0 $321k 3.1k 105.12
S&p Global (SPGI) 0.0 $317k 744.00 425.34
Agilent Technologies Inc C ommon (A) 0.0 $313k 2.8k 113.98
Nike CL B (NKE) 0.0 $313k 5.9k 52.82
Kla Corp Com New (KLAC) 0.0 $309k 210.00 1472.41
Qualcomm (QCOM) 0.0 $305k 2.4k 128.76
Medpace Hldgs (MEDP) 0.0 $304k 632.00 480.19
Zoetis Cl A (ZTS) 0.0 $301k 2.6k 118.21
Pfizer (PFE) 0.0 $299k 11k 28.08
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $294k 2.3k 125.46
Copart (CPRT) 0.0 $289k 8.7k 33.20
Federated Hermes CL B (FHI) 0.0 $288k 5.1k 56.71
United Parcel Svcs CL B (UPS) 0.0 $286k 2.9k 98.38
Toyota Motor Corp Ads (TM) 0.0 $285k 1.4k 206.09
At&t (T) 0.0 $283k 9.8k 28.99
Grand Canyon Education (LOPE) 0.0 $277k 1.6k 170.03
General Dynamics Corporation (GD) 0.0 $276k 803.00 343.22
Eaton Corp SHS (ETN) 0.0 $275k 770.00 357.67
Veeva Sys Cl A Com (VEEV) 0.0 $273k 1.6k 175.66
Fidelity National Information Services (FIS) 0.0 $271k 5.8k 46.91
SEI Investments Company (SEIC) 0.0 $267k 3.4k 78.47
Descartes Sys Grp (DSGX) 0.0 $267k 3.7k 71.56
Hess Midstream Cl A Shs (HESM) 0.0 $262k 6.7k 38.87
Motorola Solutions Com New (MSI) 0.0 $261k 602.00 433.97
RBC Bearings Incorporated (RBC) 0.0 $261k 480.00 543.12
Sunbelt Rentals Holdings SHS (SUNB) 0.0 $260k 4.0k 65.09
Antero Midstream Corp antero midstream (AM) 0.0 $259k 11k 22.80
Ensign (ENSG) 0.0 $257k 1.3k 201.50
ESCO Technologies (ESE) 0.0 $255k 907.00 281.37
Casella Waste Sys Cl A (CWST) 0.0 $254k 3.2k 79.34
LeMaitre Vascular (LMAT) 0.0 $254k 2.3k 109.17
CarMax (KMX) 0.0 $250k 6.0k 41.58
Canadian Pacific Kansas City (CP) 0.0 $250k 3.2k 78.66
Five Below (FIVE) 0.0 $249k 1.1k 228.48
Select Sector Spdr Tr State Street Con (XLP) 0.0 $242k 3.0k 81.98
Costco Wholesale Corporation (COST) 0.0 $242k 243.00 996.43
Balchem Corporation (BCPC) 0.0 $242k 1.4k 169.48
Medtronic SHS (MDT) 0.0 $241k 2.8k 86.65
Amgen (AMGN) 0.0 $240k 681.00 351.85
A. O. Smith Corporation (AOS) 0.0 $239k 3.6k 65.94
Alcon Ord Shs (ALC) 0.0 $239k 3.2k 75.35
Kadant (KAI) 0.0 $238k 813.00 292.35
Domino's Pizza (DPZ) 0.0 $237k 660.00 358.79
Hdfc Bank Sponsored Ads (HDB) 0.0 $234k 9.4k 24.88
Nebius Group Shs Class A (NBIS) 0.0 $229k 2.2k 103.76
Digi International (DGII) 0.0 $228k 4.7k 48.20
Novartis Sponsored Adr (NVS) 0.0 $226k 1.5k 152.75
Phillips 66 (PSX) 0.0 $224k 1.2k 182.18
MercadoLibre (MELI) 0.0 $221k 128.00 1729.02
Lamb Weston Hldgs (LW) 0.0 $218k 5.2k 42.26
Firstservice Corp (FSV) 0.0 $217k 1.6k 138.94
Tesla Motors (TSLA) 0.0 $214k 575.00 371.75
Bhp Billiton Sponsored Ads (BHP) 0.0 $212k 2.9k 72.74
Cameco Corporation (CCJ) 0.0 $209k 1.9k 108.61
CBOE Holdings (CBOE) 0.0 $206k 732.00 281.07
Micron Technology (MU) 0.0 $205k 607.00 337.84
SYSCO Corporation (SYY) 0.0 $203k 2.8k 71.33
Gladstone Investment Corporation (GAIN) 0.0 $161k 11k 14.20
Stevanato Group S P A Ord Shs (STVN) 0.0 $147k 11k 13.75
United Microelectronics Corp Spon Adr New (UMC) 0.0 $102k 11k 8.98
Wipro Spon Adr 1 Sh (WIT) 0.0 $76k 36k 2.12
Ccc Intelligent Solutions Holdings (CCC) 0.0 $73k 12k 6.00