Hardy Reed
TUPELO, MSfiles as Hardy Reed LLC
$1.6bn in 252 US stocks at the end of 30 June 2026. The top 10 are 65.7% of the money. It changed about 3.7% of the portfolio this quarter.
Value
$1.6bn
Stocks
252
Top 10 share
65.7%
Turnover
3.7%
What changed this quarter
New
Bought for the first time this quarter.
- AutozoneAZO0.3% of the fund
- Honeywell InternationalHON0.1% of the fund
- Vertiv HoldingsVRT<0.1% of the fund
- TechnipFMCFTI<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- NetflixNFLX<0.1% of the fund
- Advanced Micro DevicesAMD<0.1% of the fund
- Southern CompanySO<0.1% of the fund
- ASE Technology HldgASX<0.1% of the fund
- CitigroupC<0.1% of the fund
- Western DigitalWDC<0.1% of the fund
- Banco SantanderSAN<0.1% of the fund
- Mercury SystemsMRCY<0.1% of the fund
- NovantaNOVT<0.1% of the fund
- Hunt J B Transport ServicesJBHT<0.1% of the fund
- Blackstone Secured Lending FundBXSL<0.1% of the fund
- RB GlobalRBA<0.1% of the fund
- IntelINTC<0.1% of the fund
- Solstice Advanced MaterialsSOLS<0.1% of the fund
- GentexGNTX<0.1% of the fund
- Coca-ColaKO<0.1% of the fund
- Voya FinancialVOYA<0.1% of the fund
- Ishares TRIWB<0.1% of the fund
- Novo Nordisk A SNVO<0.1% of the fund
- CubeSmartCUBE<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Charlotte FDSBNDX4.8% of the fund+6%
- Dimensional ETF TrustDCOR2.1% of the fund+13%
- Vanguard Scottsdale FDSVCSH1.8% of the fund+9%
- Dimensional ETF TrustDFAS0.7% of the fund+3%
- Huntington BancsharesHBAN0.6% of the fund+3%
- CaterpillarCAT0.3% of the fund+3%
- Eli LillyLLY0.3% of the fund+174%
- Home DepotHD0.2% of the fund+5%
- ExxonMobil HoldingsXOM0.2% of the fund+2%
- Johnson & JohnsonJNJ0.2% of the fund+3%
- Uber TechnologiesUBER0.2% of the fund+21%
- BlackRockBLK0.1% of the fund+2%
- Goldman Sachs GroupGS0.1% of the fund+5%
- LindeLIN0.1% of the fund+4%
- ProgressivePGR0.1% of the fund+4%
- DanaherDHR0.1% of the fund+2%
- Dimensional ETF TrustDUHP<0.1% of the fund+64%
- Netease.comNTES<0.1% of the fund+4%
- Cisco SystemsCSCO<0.1% of the fund+13%
- MerckMRK<0.1% of the fund+10%
- Regions FinancialRF<0.1% of the fund+11%
- RenasantRNST<0.1% of the fund+5%
- AdobeADBE<0.1% of the fund+2%
- Micron TechnologyMU<0.1% of the fund+3%
- Prudential FinancialPRU<0.1% of the fund+3%
Cut
Sold some of their stake.
- Ishares TRIVV1.2% of the fund-4%
- Vanguard Whitehall FDSVYM1.1% of the fund-5%
- AlphabetGOOG0.6% of the fund-6%
- BroadcomAVGO0.3% of the fund-9%
- Applied MaterialsAMAT0.3% of the fund-2%
- VisaV0.3% of the fund-3%
- Meta PlatformsMETA0.2% of the fund-7%
- MastercardMA0.2% of the fund-2%
- AbbVieABBV0.2% of the fund-3%
- Philip Morris InternationalPM0.1% of the fund-2%
- Ishares TRESML<0.1% of the fund-5%
- SynopsysSNPS<0.1% of the fund-8%
- O'Reilly AutomotiveORLY<0.1% of the fund-7%
- WalmartWMT<0.1% of the fund-18%
- UnitedHealth GroupUNH<0.1% of the fund-2%
- Walt DisneyDIS<0.1% of the fund-8%
- Simpson ManufacturingSSD<0.1% of the fund-4%
- Mitsubishi UFJ Financial GroupMUFG<0.1% of the fund-2%
- IntuitINTU<0.1% of the fund-6%
- Vanguard Scottsdale FDSVONE<0.1% of the fund-3%
- Ulta BeautyULTA<0.1% of the fund-3%
- Sony GroupSONY<0.1% of the fund-9%
- Digi InternationalDGII<0.1% of the fund-11%
- Esco TechnologiesESE<0.1% of the fund-2%
- Profesionally Managed PortfoAKRE<0.1% of the fund-19%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- ChevronCVX-100%
- Thermo Fisher ScientificTMO-100%
- T-Mobile USTMUS-100%
- Builders FirstSourceBLDR-100%
- Masimo-100%
- CRH PublicCRH-100%
- ZoetisZTS-100%
- Alibaba Group HldgBABA-100%
- Toyota MotorTM-100%
- AT&TT-100%
- Motorola SolutionsMSI-100%
- Five BelowFIVE-100%
- Costco WholesaleCOST-100%
- Dominos PizzaDPZ-100%
- HDFC BankHDB-100%
- Phillips 66PSX-100%
- MercadoLibreMELI-100%
- Cboe Global MktsCBOE-100%
- CCC Intelligent Solutions HoldingsCCC-100%
Holdings
- Vanguard Index FDSVTI
- Share
- 18.6%
- Value
- $289m
- Shares
- 782,023
Held
- Vanguard Index FDSVOO
- Share
- 12.1%
- Value
- $189m
- Shares
- 275,145
Held
- Ishares TRIXUS
- Share
- 9.7%
- Value
- $151m
- Shares
- 1,585,303
Held
- Vanguard Charlotte FDSBNDX
- Share
- 4.8%
- Value
- $74m
- Shares
- 1,535,784
+6%
- Schwab Strategic TRFNDF
- Share
- 3.6%
- Value
- $55m
- Shares
- 1,048,812
Held
- Vanguard Star FDSVXUS
- Share
- 2.1%
- Value
- $33m
- Shares
- 381,595
Held
- Dimensional ETF TrustDCOR
- Share
- 2.1%
- Value
- $33m
- Shares
- 397,070
+13%
- Vanguard Scottsdale FDSVCSH
- Share
- 1.8%
- Value
- $28m
- Shares
- 355,131
+9%
- Berkshire Hathaway INC DELBRK-A
- Share
- 1.7%
- Value
- $27m
- Shares
- 36
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.5%
- Value
- $23m
- Shares
- 30,942
Held
- Ishares TRIJR
- Share
- 1.3%
- Value
- $20m
- Shares
- 132,425
Held
- Ishares TRIVV
- Share
- 1.2%
- Value
- $18m
- Shares
- 24,265
-4%
- Vanguard Whitehall FDSVYM
- Share
- 1.1%
- Value
- $18m
- Shares
- 111,422
-5%
- Spdr Series TrustSPSB
- Share
- 1.1%
- Value
- $17m
- Shares
- 577,536
Held
- Ishares TRIJH
- Share
- 0.9%
- Value
- $15m
- Shares
- 189,272
Held
- Ishares TRIWF
- Share
- 0.9%
- Value
- $14m
- Shares
- 110,536
Held
- Ishares TRIEFA
- Share
- 0.8%
- Value
- $12m
- Shares
- 125,821
Held
- Dimensional ETF TrustDFAS
- Share
- 0.7%
- Value
- $10m
- Shares
- 126,528
+3%
- Vanguard Index FDSVTV
- Share
- 0.6%
- Value
- $9m
- Shares
- 43,336
Held
- Ishares TRITOT
- Share
- 0.6%
- Value
- $9m
- Shares
- 55,978
Held
- Dimensional ETF TrustDFAU
- Share
- 0.5%
- Value
- $7m
- Shares
- 140,652
Held
- Ishares TRIWD
- Share
- 0.5%
- Value
- $7m
- Shares
- 29,678
Held
- Vanguard Index FDSVNQ
- Share
- 0.4%
- Value
- $7m
- Shares
- 70,572
Held
- Vanguard BD Index FDSBIV
- Share
- 0.4%
- Value
- $6m
- Shares
- 72,316
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.4%
- Value
- $5m
- Shares
- 92,125
Held
- Dimensional ETF TrustDFUS
- Share
- 0.3%
- Value
- $5m
- Shares
- 64,006
Held
- Invesco Exch Traded FD TR IISOXQ
- Share
- 0.3%
- Value
- $5m
- Shares
- 45,000
Held
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $5m
- Shares
- 6,613
Held
- Ishares TRIAGG
- Share
- 0.2%
- Value
- $3m
- Shares
- 63,413
Held
- Ishares TRIWN
- Share
- 0.2%
- Value
- $3m
- Shares
- 13,312
Held
- Vanguard World FDMGC
- Share
- 0.2%
- Value
- $3m
- Shares
- 9,400
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.1%
- Value
- $2m
- Shares
- 32,326
Held
- Vanguard Scottsdale FDSVTHR
- Share
- 0.1%
- Value
- $2m
- Shares
- 6,674
Held
- Ishares TRACWX
- Share
- 0.1%
- Value
- $2m
- Shares
- 27,858
Held
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.1%
- Value
- $2m
- Shares
- 2,775
Held
- Vanguard BD Index FDSBSV
- Share
- 0.1%
- Value
- $2m
- Shares
- 23,810
Held
- Vanguard Index FDSVBR
- Share
- 0.1%
- Value
- $2m
- Shares
- 7,436
Held
- Vanguard World FDVSGX
- Share
- 0.1%
- Value
- $2m
- Shares
- 20,305
Held
- Silicon Motion TechnologySIMO
- Share
- 0.1%
- Value
- $2m
- Shares
- 5,010
Held
- Select Sector Spdr TRXLK
- Share
- 0.1%
- Value
- $2m
- Shares
- 8,624
Held
- Ishares TREFG
- Share
- 0.1%
- Value
- $2m
- Shares
- 12,520
Held
- Dimensional ETF TrustDUHP
- Share
- <0.1%
- Value
- $1m
- Shares
- 35,587
+64%
- Ishares TRESML
- Share
- <0.1%
- Value
- $1m
- Shares
- 24,510
-5%
- Honeywell AerospaceHONA
- Share
- <0.1%
- Value
- $1m
- Shares
- 5,208
New
- Netease.comNTES
- Share
- <0.1%
- Value
- $1m
- Shares
- 8,860
+4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 18.6% | $289m | 782,023 | Held |
| Vanguard Index FDSVOO | 12.1% | $189m | 275,145 | Held |
| Ishares TRIXUS | 9.7% | $151m | 1,585,303 | Held |
| JPMorgan ChaseJPM | 8.4% | $131m | 401,332 | Held |
| Vanguard Charlotte FDSBNDX | 4.8% | $74m | 1,535,784 | +6% |
| Schwab Strategic TRFNDF | 3.6% | $55m | 1,048,812 | Held |
| AppleAAPL | 2.5% | $39m | 134,673 | Held |
| Vanguard Star FDSVXUS | 2.1% | $33m | 381,595 | Held |
| Dimensional ETF TrustDCOR | 2.1% | $33m | 397,070 | +13% |
| Vanguard Scottsdale FDSVCSH | 1.8% | $28m | 355,131 | +9% |
| Berkshire Hathaway INC DELBRK-A | 1.7% | $27m | 36 | Held |
| State STR Spdr S&P 500 ETF TSPY | 1.5% | $23m | 30,942 | Held |
| AlphabetGOOGL | 1.3% | $20m | 56,840 | Held |
| Ishares TRIJR | 1.3% | $20m | 132,425 | Held |
| Ishares TRIVV | 1.2% | $18m | 24,265 | -4% |
| Vanguard Whitehall FDSVYM | 1.1% | $18m | 111,422 | -5% |
| Spdr Series TrustSPSB | 1.1% | $17m | 577,536 | Held |
| Ishares TRIJH | 0.9% | $15m | 189,272 | Held |
| Ishares TRIWF | 0.9% | $14m | 110,536 | Held |
| Ishares TRIEFA | 0.8% | $12m | 125,821 | Held |
| NvidiaNVDA | 0.7% | $11m | 54,000 | Held |
| Dimensional ETF TrustDFAS | 0.7% | $10m | 126,528 | +3% |
| MicrosoftMSFT | 0.7% | $10m | 27,831 | Held |
| Huntington BancsharesHBAN | 0.6% | $10m | 536,380 | +3% |
| Amazon.comAMZN | 0.6% | $10m | 39,862 | Held |
| Vanguard Index FDSVTV | 0.6% | $9m | 43,336 | Held |
| Ishares TRITOT | 0.6% | $9m | 55,978 | Held |
| AlphabetGOOG | 0.6% | $9m | 25,073 | -6% |
| Dimensional ETF TrustDFAU | 0.5% | $7m | 140,652 | Held |
| Ishares TRIWD | 0.5% | $7m | 29,678 | Held |
| Vanguard Index FDSVNQ | 0.4% | $7m | 70,572 | Held |
| GE VernovaGEV | 0.4% | $6m | 5,305 | Held |
| Vanguard BD Index FDSBIV | 0.4% | $6m | 72,316 | Held |
| Vanguard Intl Equity Index FVWO | 0.4% | $5m | 92,125 | Held |
| BroadcomAVGO | 0.3% | $5m | 14,351 | -9% |
| Applied MaterialsAMAT | 0.3% | $5m | 7,378 | -2% |
| Dimensional ETF TrustDFUS | 0.3% | $5m | 64,006 | Held |
| Invesco Exch Traded FD TR IISOXQ | 0.3% | $5m | 45,000 | Held |
| Invesco QQQ TRQQQ | 0.3% | $5m | 6,613 | Held |
| VisaV | 0.3% | $5m | 14,012 | -3% |
| Norfolk SouthernNSC | 0.3% | $5m | 15,083 | Held |
| CaterpillarCAT | 0.3% | $5m | 4,378 | +3% |
| AutozoneAZO | 0.3% | $5m | 1,420 | New |
| AmphenolAPH | 0.3% | $4m | 24,667 | Held |
| Trane TechnologiesTT | 0.3% | $4m | 8,675 | Held |
| Eli LillyLLY | 0.3% | $4m | 3,509 | +174% |
| Home DepotHD | 0.2% | $4m | 10,654 | +5% |
| Palo Alto NetworksPANW | 0.2% | $4m | 10,539 | Held |
| ExxonMobil HoldingsXOM | 0.2% | $3m | 25,439 | +2% |
| Johnson & JohnsonJNJ | 0.2% | $3m | 13,023 | +3% |
| Ishares TRIAGG | 0.2% | $3m | 63,413 | Held |
| Lam ResearchLRCX | 0.2% | $3m | 7,321 | Held |
| Meta PlatformsMETA | 0.2% | $3m | 5,437 | -7% |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $3m | 6,345 | Held |
| Ishares TRIWN | 0.2% | $3m | 13,312 | Held |
| PNC Financial Services GroupPNC | 0.2% | $3m | 11,525 | Held |
| American ExpressAXP | 0.2% | $3m | 8,334 | Held |
| Vanguard World FDMGC | 0.2% | $3m | 9,400 | Held |
| Uber TechnologiesUBER | 0.2% | $3m | 35,159 | +21% |
| MastercardMA | 0.2% | $3m | 4,923 | -2% |
| AbbVieABBV | 0.2% | $2m | 9,616 | -3% |
| Vanguard Tax-Managed FDSVEA | 0.1% | $2m | 32,326 | Held |
| BlackRockBLK | 0.1% | $2m | 2,386 | +2% |
| Honeywell InternationalHON | 0.1% | $2m | 10,158 | New |
| Vanguard Scottsdale FDSVTHR | 0.1% | $2m | 6,674 | Held |
| Ishares TRACWX | 0.1% | $2m | 27,858 | Held |
| NextEra EnergyNEE | 0.1% | $2m | 23,710 | Held |
| Goldman Sachs GroupGS | 0.1% | $2m | 2,040 | +5% |
| LindeLIN | 0.1% | $2m | 3,928 | +4% |
| State STR Spdr S&P Midcap 40MDY | 0.1% | $2m | 2,775 | Held |
| Philip Morris InternationalPM | 0.1% | $2m | 10,583 | -2% |
| Freeport-McMoRanFCX | 0.1% | $2m | 29,631 | Held |
| ProgressivePGR | 0.1% | $2m | 8,530 | +4% |
| General ElectricGE | 0.1% | $2m | 4,972 | Held |
| Vanguard BD Index FDSBSV | 0.1% | $2m | 23,810 | Held |
| Booking HoldingsBKNG | 0.1% | $2m | 10,270 | Held |
| Vanguard Index FDSVBR | 0.1% | $2m | 7,436 | Held |
| BoeingBA | 0.1% | $2m | 8,235 | Held |
| Vanguard World FDVSGX | 0.1% | $2m | 20,305 | Held |
| Silicon Motion TechnologySIMO | 0.1% | $2m | 5,010 | Held |
| Select Sector Spdr TRXLK | 0.1% | $2m | 8,624 | Held |
| DanaherDHR | 0.1% | $2m | 8,483 | +2% |
| Ishares TREFG | 0.1% | $2m | 12,520 | Held |
| Dimensional ETF TrustDUHP | <0.1% | $1m | 35,587 | +64% |
| Vertiv HoldingsVRT | <0.1% | $1m | 4,140 | New |
| Ishares TRESML | <0.1% | $1m | 24,510 | -5% |
| SynopsysSNPS | <0.1% | $1m | 3,048 | -8% |
| ASML Holding NVASML | <0.1% | $1m | 665 | Held |
| TechnipFMCFTI | <0.1% | $1m | 19,831 | New |
| TJX CompaniesTJX | <0.1% | $1m | 8,602 | Held |
| O'Reilly AutomotiveORLY | <0.1% | $1m | 13,982 | -7% |
| WalmartWMT | <0.1% | $1m | 11,294 | -18% |
| Dell TechnologiesDELL | <0.1% | $1m | 2,893 | Held |
| Charles SchwabSCHW | <0.1% | $1m | 13,305 | Held |
| Parker-HannifinPH | <0.1% | $1m | 1,198 | Held |
| Targa ResourcesTRGP | <0.1% | $1m | 4,324 | Held |
| Honeywell AerospaceHONA | <0.1% | $1m | 5,208 | New |
| Netease.comNTES | <0.1% | $1m | 8,860 | +4% |
| NetflixNFLX | <0.1% | $1m | 15,341 | New |
| UnitedHealth GroupUNH | <0.1% | $1m | 2,600 | -2% |
Showing the largest 100 of 252.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 24.8% since 30 June 2025.
Where the money is
Financial services11.0%
Technology6.2%
Industrials2.7%
Media & telecom2.3%
Retail & consumer1.6%
Health care1.2%
Energy0.7%
Materials0.3%
Utilities0.3%
Everyday goods0.3%
Real estate0.1%
Other73.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.