Fund HoldingsHardy Reed LLC

Total Portfolio Value
$1.56B
Total Bought
$128.27M
Total Sold
$79.03M
Net Transaction
+$49.24M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD INDEX FDS770,559782,023+11,464247,203289,38018.58%+42,177
VANGUARD INDEX FDS277,678275,145-2,533165,927188,97312.13%+23,046
ISHARES TR
CORE MSCI TOTAL
1,585,8111,585,303-508137,395151,3019.71%+13,907
JPMORGAN CHASE & CO(JPM)400,318401,332+1,014117,758131,3688.43%+13,610
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
350,643397,070+46,42725,27432,5522.09%+7,277
APPLE INC(AAPL)134,831134,673-15834,21938,9692.50%+4,750
AUTOZONE INC(AZO)01,420+1,42004,5380.29%+4,538
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
1,453,8681,535,784+81,91669,85874,3784.78%+4,520
ALPHABET INC(GOOG)56,83356,840+716,34320,3131.30%+3,970
ISHARES TR132,377132,425+4816,45619,6401.26%+3,184
SCHWAB STRATEGIC TR1,066,7491,048,812-17,93752,19655,3353.55%+3,139
VANGUARD STAR FDS383,406381,595-1,81129,56432,6232.09%+3,058
ELI LILLY & CO(LLY)1,2813,509+2,2281,1784,2090.27%+3,031
APPLIED MATLS INC7,5387,378-1602,5765,3340.34%+2,758
STATE STR SPDR S&P 500 ETF T(SPY)31,45330,942-51120,45523,1071.48%+2,651
INVESCO EXCH TRADED FD TR II
INVESCO PHLX SM
45,00045,00002,6875,0450.32%+2,358
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
325,159355,131+29,97225,77528,0661.80%+2,291
HONEYWELL INTL INC010,158+10,15802,2740.15%+2,274
ISHARES TR27,634110,536+82,90211,78313,7250.88%+1,942
PALO ALTO NETWORKS INC(PANW)10,52110,539+181,6873,5940.23%+1,907
ISHARES TR189,217189,272+5512,77814,5950.94%+1,817
ISHARES TR25,16024,265-89516,43518,1721.17%+1,737
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
123,006126,528+3,5228,74910,4180.67%+1,669
CATERPILLAR INC(CAT)4,2564,378+1223,0154,6620.30%+1,647
LAM RESEARCH CORP(LRCX)7,3057,321+161,5613,1720.20%+1,612
GE VERNOVA INC(GEV)5,3375,305-324,6596,2330.40%+1,574
NVIDIA CORPORATION(NVDA)53,86454,000+1369,39410,8050.69%+1,411
HUNTINGTON BANCSHARES INC(HBAN)518,782536,380+17,5988,1199,5100.61%+1,391
VERTIV HOLDINGS CO(VRT)04,140+4,14001,3860.09%+1,386
TECHNIPFMC PLC(FTI)019,831+19,83101,3150.08%+1,315
AMPHENOL CORP24,72624,667-593,1244,3490.28%+1,225
ISHARES TR55,97855,97807,9739,1960.59%+1,223
ALPHABET INC(GOOG)26,64625,073-1,5737,6448,8590.57%+1,215
AMAZON COM INC(AMZN)39,80339,862+598,2909,5010.61%+1,211
HONEYWELL AEROSPACE INC05,208+5,20801,1510.07%+1,151
SILICON MOTION TECHNOLOGY CO(SIMO)5,0105,01005631,6700.11%+1,107
BERKSHIRE HATHAWAY INC DEL3636025,85326,9591.73%+1,106
NETFLIX INC.(NFLX)015,341+15,34101,0950.07%+1,095
INVESCO QQQ TR6,6056,613+83,8124,8700.31%+1,058
VANGUARD INDEX FDS43,28143,336+558,4929,4440.61%+952
DIMENSIONAL ETF TRUST
US CORE EQT MKT
140,803140,652-1516,3537,2700.47%+917
TAIWAN SEMICONDUCTOR MANUFAC(TSM)6,3186,345+272,1353,0300.19%+895
ISHARES TR29,67829,67806,3417,1950.46%+854
DELL TECHNOLOGIES INC(DELL)2,8562,893+374691,2480.08%+779
ISHARES TR
CORE MSCI EAFE
125,739125,821+8211,38312,1520.78%+769
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
64,00664,00604,5395,2450.34%+706
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
21,76235,587+13,8258001,4850.10%+685
TRANE TECHNOLOGIES PLC(TT)8,6828,675-73,6184,2610.27%+643
BROADCOM INC(AVGO)15,71614,351-1,3654,8645,4210.35%+557
VANGUARD INDEX FDS70,57270,57206,2606,8050.44%+546
VANGUARD INTL EQUITY INDEX F92,07392,125+524,9775,4990.35%+522
MICRON TECHNOLOGY INC(MU)607625+182057210.05%+516
ADVANCED MICRO DEVICES INC(AMD)0866+86605030.03%+503
SELECT SECTOR SPDR TR
ST STR TECHN ETF
8,6248,62401,1461,6430.11%+497
GE AEROSPACE(GE)4,9064,972+661,3921,8580.12%+466
ASML HLDG NV
N Y REGISTRY SHS
662665+38741,3230.08%+449
VISA INC(V)14,44214,012-4304,3654,8070.31%+442
UBER TECHNOLOGIES INC(UBER)29,15235,159+6,0072,0972,5370.16%+440
NORFOLK SOUTHN CORP(NSC)15,03715,083+464,3164,7450.30%+429
ISHARES TR13,31213,31202,5242,9450.19%+421
GOLDMAN SACHS GROUP INC(GS)1,9422,040+981,6432,0630.13%+420
PNC FINL SVCS GROUP INC(PNC)11,66011,525-1352,4262,8380.18%+411
CISCO SYS INC(CSCO)7,3058,286+9815679730.06%+406
HOME DEPOT INC(HD)10,19310,654+4613,3523,7570.24%+405
NEBIUS GROUP N.V.(NBIS)2,2052,20502296090.04%+380
UNITEDHEALTH GROUP INC(UNH)2,6542,600-547181,0810.07%+362
VANGUARD WORLD FD9,4009,40002,2222,5720.17%+350
SOUTHERN CO(SO)03,645+3,64503490.02%+349
ASE TECHNOLOGY HLDG CO LTD(ASX)07,135+7,13503220.02%+322
CITIGROUP INC(C)02,243+2,24303140.02%+314
TESLA INC(TSLA)5751,242+6672145220.03%+309
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
6,6746,67401,9192,2120.14%+293
WESTERN DIGITAL CORP(WDC)0450+45002870.02%+287
TEXAS INSTRS INC(TXN)1,9622,205+2433816570.04%+276
BANCO SANTANDER SA(SAN)019,737+19,73702720.02%+272
ABBVIE INC(ABBV)9,9129,616-2962,1562,4200.16%+264
AMERICAN EXPRESS CO(AXP)8,4598,334-1252,5592,8190.18%+260
MERCURY SYS INC(MRCY)02,125+2,12502600.02%+260
NOVANTA INC(NOVT)01,583+1,58302570.02%+257
FIDELITY COVINGTON TRUST3,2843,28406839380.06%+255
HUNT J B TRANS SVCS INC(JBHT)0849+84902460.02%+246
PROGRESSIVE CORP(PGR)8,1678,530+3631,6191,8630.12%+244
BLACKSTONE SECD LENDING FD(BXSL)010,166+10,16602410.02%+241
STATE STR SPDR S&P MIDCAP 40(MDY)2,7752,77501,7121,9520.13%+240
RB GLOBAL INC(RBA)02,046+2,04602380.02%+238
INTEL CORP(INTC)01,699+1,69902370.02%+237
SOLSTICE ADVANCED MATLS INC(SOLS)02,626+2,62602330.01%+233
GENTEX CORP(GNTX)09,027+9,02702280.01%+228
COCA COLA CO(KO)02,757+2,75702240.01%+224
VOYA FINANCIAL INC(VOYA)02,449+2,44902220.01%+222
ISHARES TR0540+54002210.01%+221
NOVO-NORDISK A S(NVO)04,546+4,54602180.01%+218
CUBESMART(CUBE)05,453+5,45302170.01%+217
CONSTRUCTION PARTNERS INC(ROAD)01,815+1,81502160.01%+216
VANGUARD WORLD FD20,30520,30501,4561,6720.11%+215
JOHNSON & JOHNSON(JNJ)12,65313,023+3703,0933,3070.21%+215
ISHARES TR27,85827,85801,9072,1200.14%+213
ICON PUB LTD CO(ICLR)01,212+1,21202110.01%+211
UNITED MICROELECTRONICS CORP(UMC)11,33811,392+541023100.02%+208
PROCTER & GAMBLE CO(PG)01,413+1,41302070.01%+207
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Hardy Reed LLC — 13F Holdings — Q2 2026 | TickerTrail