Hardy Reed

Hardy Reed as of June 30, 2026

Portfolio Holdings for Hardy Reed

Hardy Reed holds 252 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.6 $289M 782k 370.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.1 $189M 275k 686.81
Ishares Tr Core Msci Total (IXUS) 9.7 $151M 1.6M 95.44
JPMorgan Chase & Co. (JPM) 8.4 $131M 401k 327.33
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.8 $74M 1.5M 48.43
Schwab Strategic Tr Fundamental Intl (FNDF) 3.6 $55M 1.0M 52.76
Apple (AAPL) 2.5 $39M 135k 289.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.1 $33M 382k 85.49
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR) 2.1 $33M 397k 81.98
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $28M 355k 79.03
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.7 $27M 36.00 748850.00
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.5 $23M 31k 746.77
Alphabet Cap Stk Cl A (GOOGL) 1.3 $20M 57k 357.37
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $20M 132k 148.31
Ishares Tr Core S&p500 Etf (IVV) 1.2 $18M 24k 748.89
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $18M 111k 158.03
Spdr Series Trust St Shor Corp Etf (SPSB) 1.1 $17M 578k 30.01
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $15M 189k 77.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $14M 111k 124.17
Ishares Tr Core Msci Eafe (IEFA) 0.8 $12M 126k 96.58
NVIDIA Corporation (NVDA) 0.7 $11M 54k 200.09
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $10M 127k 82.34
Microsoft Corporation (MSFT) 0.7 $10M 28k 373.02
Huntington Bancshares Incorporated (HBAN) 0.6 $9.5M 536k 17.73
Amazon (AMZN) 0.6 $9.5M 40k 238.34
Vanguard Index Fds Value Etf (VTV) 0.6 $9.4M 43k 217.93
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $9.2M 56k 164.27
Alphabet Cap Stk Cl C (GOOG) 0.6 $8.9M 25k 353.33
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $7.3M 141k 51.69
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $7.2M 30k 242.43
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $6.8M 71k 96.43
Ge Vernova (GEV) 0.4 $6.2M 5.3k 1174.86
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $5.5M 72k 76.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $5.5M 92k 59.69
Broadcom (AVGO) 0.3 $5.4M 14k 377.75
Applied Materials (AMAT) 0.3 $5.3M 7.4k 723.00
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.3 $5.2M 64k 81.94
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) 0.3 $5.0M 45k 112.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.9M 6.6k 736.40
Visa Com Cl A (V) 0.3 $4.8M 14k 343.09
Norfolk Southern (NSC) 0.3 $4.7M 15k 314.59
Caterpillar (CAT) 0.3 $4.7M 4.4k 1064.90
AutoZone (AZO) 0.3 $4.5M 1.4k 3195.94
Amphenol Corp Cl A (APH) 0.3 $4.3M 25k 176.32
Trane Technologies SHS (TT) 0.3 $4.3M 8.7k 491.16
Eli Lilly & Co. (LLY) 0.3 $4.2M 3.5k 1199.43
Home Depot (HD) 0.2 $3.8M 11k 352.68
Palo Alto Networks (PANW) 0.2 $3.6M 11k 341.02
Exxon Mobil Corporation (XOM) 0.2 $3.5M 25k 136.72
Johnson & Johnson (JNJ) 0.2 $3.3M 13k 253.96
Ishares Tr Core Intl Aggr (IAGG) 0.2 $3.2M 63k 50.60
Lam Research Corp Com New (LRCX) 0.2 $3.2M 7.3k 433.33
Meta Platforms Cl A (META) 0.2 $3.1M 5.4k 563.29
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $3.0M 6.3k 477.57
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $2.9M 13k 221.20
PNC Financial Services (PNC) 0.2 $2.8M 12k 246.22
American Express Company (AXP) 0.2 $2.8M 8.3k 338.25
Vanguard World Mega Cap Index (MGC) 0.2 $2.6M 9.4k 273.63
Uber Technologies (UBER) 0.2 $2.5M 35k 72.16
Mastercard Incorporated Cl A (MA) 0.2 $2.5M 4.9k 513.60
Abbvie (ABBV) 0.2 $2.4M 9.6k 251.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $2.3M 32k 71.25
Blackrock (BLK) 0.1 $2.3M 2.4k 961.56
Honeywell International (HON) 0.1 $2.3M 10k 223.90
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.1 $2.2M 6.7k 331.43
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $2.1M 28k 76.11
Nextera Energy (NEE) 0.1 $2.1M 24k 87.77
Goldman Sachs (GS) 0.1 $2.1M 2.0k 1011.37
Linde SHS (LIN) 0.1 $2.0M 3.9k 518.94
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $2.0M 2.8k 703.34
Philip Morris International (PM) 0.1 $1.9M 11k 180.91
Freeport Mcmoran CL B (FCX) 0.1 $1.9M 30k 62.89
Progressive Corporation (PGR) 0.1 $1.9M 8.5k 218.45
Ge Aerospace Com New (GE) 0.1 $1.9M 5.0k 373.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.9M 24k 77.91
Booking Holdings (BKNG) 0.1 $1.8M 10k 178.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.8M 7.4k 242.99
Boeing Company (BA) 0.1 $1.8M 8.2k 216.47
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $1.7M 20k 82.34
Silicon Motion Technology Sponsored Adr (SIMO) 0.1 $1.7M 5.0k 333.33
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $1.6M 8.6k 190.52
Danaher Corporation (DHR) 0.1 $1.6M 8.5k 190.48
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.6M 13k 124.42
Dimensional Etf Trust Us High Prof Etf (DUHP) 0.1 $1.5M 36k 41.73
Vertiv Holdings Com Cl A (VRT) 0.1 $1.4M 4.1k 334.82
Ishares Tr Esg Aware Msci (ESML) 0.1 $1.4M 25k 55.93
Synopsys (SNPS) 0.1 $1.4M 3.0k 446.07
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $1.3M 665.00 1989.44
Technipfmc (FTI) 0.1 $1.3M 20k 66.30
TJX Companies (TJX) 0.1 $1.3M 8.6k 151.50
O'reilly Automotive (ORLY) 0.1 $1.3M 14k 92.09
Wal-Mart Stores (WMT) 0.1 $1.3M 11k 113.26
Dell Technologies CL C (DELL) 0.1 $1.2M 2.9k 431.46
Charles Schwab Corporation (SCHW) 0.1 $1.2M 13k 92.27
Parker-Hannifin Corporation (PH) 0.1 $1.2M 1.2k 978.12
Targa Res Corp (TRGP) 0.1 $1.2M 4.3k 268.14
Honeywell Aerospace (HONA) 0.1 $1.2M 5.2k 221.08
Netease Sponsored Ads (NTES) 0.1 $1.1M 8.9k 128.14
Netflix (NFLX) 0.1 $1.1M 15k 71.40
UnitedHealth (UNH) 0.1 $1.1M 2.6k 415.63
Kinder Morgan (KMI) 0.1 $1.1M 33k 31.97
Mueller Industries (MLI) 0.1 $991k 8.1k 122.93
Cisco Systems (CSCO) 0.1 $973k 8.3k 117.46
Enterprise Products Partners (EPD) 0.1 $973k 27k 36.76
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $938k 3.3k 285.58
Raytheon Technologies Corp (RTX) 0.1 $910k 4.8k 189.74
Merck & Co (MRK) 0.1 $904k 7.0k 128.50
Regions Financial Corporation (RF) 0.1 $870k 29k 30.20
Ishares Esg Awr Msci Em (ESGE) 0.1 $855k 16k 54.69
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $842k 44k 19.12
Renasant (RNST) 0.1 $828k 20k 42.54
MPLX Com Unit Rep Ltd (MPLX) 0.1 $826k 15k 56.33
Walt Disney Company (DIS) 0.1 $813k 8.4k 96.25
Vanguard World Financials Etf (VFH) 0.1 $812k 6.2k 131.60
Vanguard Index Fds Large Cap Etf (VV) 0.1 $799k 2.3k 343.91
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $797k 32k 24.99
Te Connectivity Ord Shs (TEL) 0.1 $795k 3.9k 201.61
Marathon Petroleum Corp (MPC) 0.1 $791k 3.1k 255.67
Verisk Analytics (VRSK) 0.1 $783k 4.4k 179.53
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.1 $783k 10k 75.64
Adobe Systems Incorporated (ADBE) 0.1 $782k 3.8k 205.02
Micron Technology (MU) 0.0 $721k 625.00 1154.29
Omni (OMC) 0.0 $693k 9.5k 72.83
Dt Midstream Common Stock (DTM) 0.0 $690k 4.7k 146.74
Prudential Financial (PRU) 0.0 $684k 6.3k 107.93
United Therapeutics Corporation (UTHR) 0.0 $670k 1.2k 541.83
Texas Instruments Incorporated (TXN) 0.0 $657k 2.2k 298.07
Fiserv (FISV) 0.0 $651k 13k 49.05
T. Rowe Price (TROW) 0.0 $651k 5.7k 113.69
Fastenal Company (FAST) 0.0 $636k 13k 48.03
Evercore Class A (EVR) 0.0 $634k 1.9k 341.44
Wells Fargo & Company (WFC) 0.0 $627k 7.6k 82.64
Union Pacific Corporation (UNP) 0.0 $613k 2.3k 272.00
Nebius Group Shs Class A (NBIS) 0.0 $609k 2.2k 276.17
Vanguard World Industrial Etf (VIS) 0.0 $595k 1.7k 360.38
Vanguard World Consum Dis Etf (VCR) 0.0 $594k 1.5k 396.61
Bank of America Corporation (BAC) 0.0 $574k 10k 56.98
Expeditors International of Washington (EXPD) 0.0 $563k 3.5k 162.98
Ufp Industries (UFPI) 0.0 $563k 6.2k 90.74
Accenture Plc Ireland Shs Class A (ACN) 0.0 $561k 4.5k 124.44
Williams Companies (WMB) 0.0 $551k 7.4k 74.34
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $549k 6.8k 80.57
Orix Corp Sponsored Adr (IX) 0.0 $545k 14k 38.04
Kodiak Gas Svcs (KGS) 0.0 $545k 7.3k 75.13
Franklin Resources (BEN) 0.0 $537k 16k 33.27
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $529k 4.9k 107.13
Tesla Motors (TSLA) 0.0 $522k 1.2k 420.60
Pepsi (PEP) 0.0 $522k 3.9k 135.40
Simpson Manufacturing (SSD) 0.0 $518k 2.5k 209.35
Kinetik Holdings Com New Cl A (KNTK) 0.0 $515k 11k 48.34
Totalenergies Se Act (TTE) 0.0 $511k 6.6k 77.76
Advanced Micro Devices (AMD) 0.0 $503k 866.00 580.91
Bristol Myers Squibb (BMY) 0.0 $501k 8.7k 57.62
Qualcomm (QCOM) 0.0 $491k 2.7k 184.76
Truist Financial Corp equities (TFC) 0.0 $485k 9.7k 49.82
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.0 $485k 24k 19.89
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $477k 5.0k 95.62
Astrazeneca Ord (AZN) 0.0 $473k 2.5k 189.62
Shell Spon Ads (SHEL) 0.0 $472k 6.1k 77.54
Ishares Tr Tips Bd Etf (TIP) 0.0 $468k 4.3k 109.43
Siriusxm Holdings Common Stock (SIRI) 0.0 $458k 16k 29.54
Spdr Series Trust St Str P500etf (SPYM) 0.0 $458k 5.2k 87.88
Welltower Inc Com reit (WELL) 0.0 $455k 2.0k 226.99
McDonald's Corporation (MCD) 0.0 $452k 1.7k 270.35
Abbott Laboratories (ABT) 0.0 $448k 4.9k 90.74
Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $446k 2.8k 158.66
FedEx Corporation (FDX) 0.0 $440k 1.4k 313.13
Barclays Adr (BCS) 0.0 $440k 16k 26.86
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $440k 10k 43.76
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $439k 20k 22.26
Cheniere Energy Com New (LNG) 0.0 $431k 1.8k 239.01
Intuit (INTU) 0.0 $430k 1.6k 261.00
Ing Groep Sponsored Adr (ING) 0.0 $423k 14k 31.38
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $416k 14k 28.96
Amgen (AMGN) 0.0 $409k 1.1k 362.12
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $408k 1.2k 338.72
Natwest Group Spons Adr (NWG) 0.0 $394k 22k 17.63
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $394k 5.4k 72.51
Bhp Billiton Sponsored Ads (BHP) 0.0 $388k 4.7k 83.31
Columbia Banking System (COLB) 0.0 $378k 12k 32.05
Oneok (OKE) 0.0 $376k 4.3k 86.94
Agilent Technologies Inc C ommon (A) 0.0 $366k 2.8k 132.83
Vail Resorts (MTN) 0.0 $349k 2.6k 136.15
Southern Company (SO) 0.0 $349k 3.6k 95.71
Cameco Corporation (CCJ) 0.0 $338k 3.3k 101.86
United Parcel Svcs CL B (UPS) 0.0 $337k 3.1k 107.50
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $336k 745.00 450.98
Sony Group Corp Sponsored Adr (SONY) 0.0 $335k 17k 20.06
Medpace Hldgs (MEDP) 0.0 $335k 632.00 529.59
Eaton Corp SHS (ETN) 0.0 $332k 779.00 426.12
S&p Global (SPGI) 0.0 $323k 793.00 407.26
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $322k 7.1k 45.12
CarMax (KMX) 0.0 $318k 6.0k 52.89
Digi International (DGII) 0.0 $315k 4.2k 74.95
Nutrien (NTR) 0.0 $315k 5.0k 62.95
Citigroup Com New (C) 0.0 $314k 2.2k 139.96
RBC Bearings Incorporated (RBC) 0.0 $311k 483.00 644.06
ESCO Technologies (ESE) 0.0 $311k 887.00 350.04
Casella Waste Sys Cl A (CWST) 0.0 $310k 3.2k 96.97
United Microelectronics Corp Spon Adr New (UMC) 0.0 $310k 11k 27.21
Sunbelt Rentals Holdings SHS (SUNB) 0.0 $301k 4.0k 74.81
SEI Investments Company (SEIC) 0.0 $299k 3.4k 87.71
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $296k 5.6k 53.19
Suncor Energy (SU) 0.0 $295k 5.5k 53.68
EOG Resources (EOG) 0.0 $293k 2.3k 129.73
Western Digital (WDC) 0.0 $287k 450.00 638.72
Federated Hermes CL B (FHI) 0.0 $282k 5.1k 55.22
Descartes Sys Grp (DSGX) 0.0 $280k 4.0k 69.24
General Dynamics Corporation (GD) 0.0 $278k 785.00 354.24
Veeva Sys Cl A Com (VEEV) 0.0 $275k 1.5k 177.47
Canadian Pacific Kansas City (CP) 0.0 $273k 3.2k 86.65
Banco Santander Sa Adr (SAN) 0.0 $272k 20k 13.80
Nike CL B (NKE) 0.0 $272k 6.6k 41.05
Mercury Computer Systems (MRCY) 0.0 $260k 2.1k 122.33
Antero Midstream Corp antero midstream (AM) 0.0 $260k 11k 22.75
Novanta (NOVT) 0.0 $257k 1.6k 162.24
Kadant (KAI) 0.0 $256k 815.00 314.23
Hess Midstream Cl A Shs (HESM) 0.0 $253k 6.7k 37.60
Firstservice Corp (FSV) 0.0 $252k 1.8k 142.11
LeMaitre Vascular (LMAT) 0.0 $247k 2.6k 95.96
J.B. Hunt Transport Services (JBHT) 0.0 $246k 849.00 289.43
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.0 $246k 3.0k 83.07
Balchem Corporation (BCPC) 0.0 $245k 1.5k 168.95
Copart (CPRT) 0.0 $242k 8.6k 28.21
Medtronic SHS (MDT) 0.0 $242k 3.1k 78.23
Blackstone Secd Lending Common Stock (BXSL) 0.0 $241k 10k 23.71
Kla Corp Com New (KLAC) 0.0 $239k 792.00 301.71
Rb Global (RBA) 0.0 $238k 2.0k 116.45
Intel Corporation (INTC) 0.0 $237k 1.7k 139.63
SYSCO Corporation (SYY) 0.0 $236k 2.8k 83.58
Grand Canyon Education (LOPE) 0.0 $233k 1.6k 143.11
Solstice Advanced Matls Com Shs (SOLS) 0.0 $233k 2.6k 88.60
A. O. Smith Corporation (AOS) 0.0 $230k 3.7k 62.72
Gentex Corporation (GNTX) 0.0 $228k 9.0k 25.27
Novartis Sponsored Adr (NVS) 0.0 $226k 1.4k 156.72
Pfizer (PFE) 0.0 $224k 9.3k 24.08
Lamb Weston Hldgs (LW) 0.0 $224k 5.2k 43.18
Coca-Cola Company (KO) 0.0 $224k 2.8k 81.27
Voya Financial (VOYA) 0.0 $222k 2.4k 90.53
Ishares Tr Rus 1000 Etf (IWB) 0.0 $221k 540.00 409.50
Novo-nordisk A S Adr (NVO) 0.0 $218k 4.5k 47.94
Cubesmart (CUBE) 0.0 $217k 5.5k 39.77
Construction Partners Com Cl A (ROAD) 0.0 $216k 1.8k 118.77
Fidelity National Information Services (FIS) 0.0 $215k 5.5k 38.88
Icon Pub SHS (ICLR) 0.0 $211k 1.2k 173.71
Procter & Gamble Company (PG) 0.0 $207k 1.4k 146.64
Ensign (ENSG) 0.0 $205k 1.3k 160.30
Alcon Ord Shs (ALC) 0.0 $205k 3.0k 67.10
Icici Bank Adr (IBN) 0.0 $201k 6.9k 29.03
Stevanato Group S P A Ord Shs (STVN) 0.0 $193k 11k 18.07
Gladstone Investment Corporation (GAIN) 0.0 $177k 12k 15.46
Wipro Spon Adr 1 Sh (WIT) 0.0 $44k 20k 2.25