The Analysis of Hardy Reed LLC's Holdings
Currently, Hardy Reed LLC holds 239 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in BNDX (+92.9K shares, valued at $4.5M), VCSH (+52.3K shares, valued at $4.2M), DCOR (+32.0K shares, valued at $2.4M); decreased their positions in VYM (-7.8K shares, valued at $1.1M), UNP (-4.2K shares, valued at $969.0K), VXUS (-8.9K shares, valued at $673.2K); initiated new positions in BLDR (+6.0K shares, valued at $617.3K), N/A (+6.8K shares, valued at $448.7K), DUHP (+11.7K shares, valued at $446.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS763.4K shares0.44%2025-12-312026-02-06
IXUS ISHARES TR1.6M shares1.12%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.401.0K shares0.03%2025-12-312026-02-06 BNDX VANGUARD CHARLOTTE FDS1.4M shares7.15%2025-12-312026-02-06 FNDF SCHWAB STRATEGIC TR1.1M shares2.38%2025-12-312026-02-06 AAPL APPLE INC134.8K shares0.50%2025-12-312026-02-06 VXUS VANGUARD STAR FDS385.7K shares-2.26%2025-12-312026-02-06 BRK.A BERKSHIRE HATHAWAY INC DEL36 shares0.00%2025-12-312026-02-06 VCSH VANGUARD SCOTTSDALE FDS310.1K shares20.30%2025-12-312026-02-06 DCOR DIMENSIONAL ETF TRUST329.8K shares10.75%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR31.5K shares-0.19%2025-12-312026-02-06 ALPHABET INC ALPHABET INC56.8K shares1.16%2025-12-312026-02-06 IVV ISHARES TR25.5K shares0.39%2025-12-312026-02-06 VYM VANGUARD WHITEHALL FDS120.8K shares-6.03%2025-12-312026-02-06 SPSB SPDR SERIES TRUST568.9K shares2.19%2025-12-312026-02-06 IJR ISHARES TR132.4K shares0.00%2025-12-312026-02-06 MSFT MICROSOFT CORP27.1K shares-4.52%2025-12-312026-02-06 IWF ISHARES TR27.6K shares-0.12%2025-12-312026-02-06 IJH ISHARES TR189.2K shares0.20%2025-12-312026-02-06 IEFA ISHARES TR125.8K shares0.00%2025-12-312026-02-06 NVDA NVIDIA CORPORATION53.2K shares-5.02%2025-12-312026-02-06 AMZN AMAZON COM INC38.5K shares1.67%2025-12-312026-02-06 CADENCE BANK CADENCE BANK205.4K shares-0.13%2025-12-312026-02-06 DFAS DIMENSIONAL ETF TRUST121.5K shares4.38%2025-12-312026-02-06 ALPHABET INC ALPHABET INC26.8K shares-0.39%2025-12-312026-02-06 VTV VANGUARD INDEX FDS43.3K shares0.00%2025-12-312026-02-06 ITOT ISHARES TR54.9K shares-0.25%2025-12-312026-02-06 DFAU DIMENSIONAL ETF TRUST140.5K shares0.00%2025-12-312026-02-06 VNQ VANGUARD INDEX FDS70.6K shares0.34%2025-12-312026-02-06 IWD ISHARES TR29.7K shares0.00%2025-12-312026-02-06 BIV VANGUARD BD INDEX FDS70.6K shares4.74%2025-12-312026-02-06 GEV GE VERNOVA INC8.0K shares-1.87%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F92.1K shares-0.01%2025-12-312026-02-06 V VISA INC14.0K shares-1.73%2025-12-312026-02-06 DFUS DIMENSIONAL ETF TRUST64.0K shares0.00%2025-12-312026-02-06 BROADCOM INC BROADCOM INC13.5K shares1.74%2025-12-312026-02-06 NSC NORFOLK SOUTHN CORP15.0K shares0.00%2025-12-312026-02-06 META META PLATFORMS INC5.9K shares1.31%2025-12-312026-02-06 HD HOME DEPOT INC10.2K shares-1.08%2025-12-312026-02-06 TT TRANE TECHNOLOGIES PLC8.6K shares0.09%2025-12-312026-02-06 APH AMPHENOL CORP NEW24.7K shares1.04%2025-12-312026-02-06 IAGG ISHARES TR63.9K shares-1.02%2025-12-312026-02-06 AXP AMERICAN EXPRESS CO8.5K shares0.18%2025-12-312026-02-06 XOM EXXON MOBIL CORP24.8K shares2.73%2025-12-312026-02-06 MA MASTERCARD INCORPORATED5.2K shares1.65%2025-12-312026-02-06 TMO THERMO FISHER SCIENTIFIC INC5.1K shares0.31%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON12.6K shares1.92%2025-12-312026-02-06 SOXQ INVESCO EXCH TRADED FD TR II45.0K shares0.00%2025-12-312026-02-06 PNC PNC FINL SVCS GROUP INC11.7K shares82.27%2025-12-312026-02-06 CAT CATERPILLAR INC4.2K shares1.09%2025-12-312026-02-06 IWN ISHARES TR13.3K shares0.00%2025-12-312026-02-06 ABBV ABBVIE INC10.4K shares1.23%2025-12-312026-02-06 MGC VANGUARD WORLD FD9.4K shares0.00%2025-12-312026-02-06 BKNG BOOKING HOLDINGS INC411 shares0.49%2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS34.7K shares-0.47%2025-12-312026-02-06 VTHR VANGUARD SCOTTSDALE FDS6.7K shares-17.07%2025-12-312026-02-06 HON HONEYWELL INTL INC10.3K shares0.79%2025-12-312026-02-06 BSV VANGUARD BD INDEX FDS24.7K shares-3.78%2025-12-312026-02-06 PANW PALO ALTO NETWORKS INC10.5K shares0.07%2025-12-312026-02-06 AMAT APPLIED MATLS INC7.5K shares0.98%2025-12-312026-02-06 DHR DANAHER CORPORATION8.2K shares0.51%2025-12-312026-02-06 NEE NEXTERA ENERGY INC23.5K shares1.35%2025-12-312026-02-06 TSM TAIWAN SEMICONDUCTOR MFG LTD6.2K shares2.67%2025-12-312026-02-06 ACWX ISHARES TR27.9K shares0.00%2025-12-312026-02-06 PGR PROGRESSIVE CORP8.2K shares1.32%2025-12-312026-02-06 UBER UBER TECHNOLOGIES INC21.6K shares0.96%2025-12-312026-02-06 PM PHILIP MORRIS INTL INC10.5K shares-2.51%2025-12-312026-02-06 GS GOLDMAN SACHS GROUP INC1.9K shares0.63%2025-12-312026-02-06 MDY SPDR S&P MIDCAP 400 ETF TR2.8K shares0.00%2025-12-312026-02-06 ICE INTERCONTINENTAL EXCHANGE IN10.3K shares2.35%2025-12-312026-02-06 CVX CHEVRON CORP NEW10.7K shares-1.18%2025-12-312026-02-06 LINDE PLC LINDE PLC3.7K shares2.74%2025-12-312026-02-06 VBR VANGUARD INDEX FDS7.4K shares0.00%2025-12-312026-02-06 GE AEROSPACE GE AEROSPACE5.1K shares1.96%2025-12-312026-02-06 SNPS SYNOPSYS INC3.3K shares0.76%2025-12-312026-02-06 WMT WALMART INC13.1K shares-4.58%2025-12-312026-02-06 QCOM QUALCOMM INC8.5K shares1.07%2025-12-312026-02-06 VSGX VANGUARD WORLD FD20.3K shares0.00%2025-12-312026-02-06 EFG ISHARES TR12.5K shares-6.85%2025-12-312026-02-06 LLY ELI LILLY & CO1.3K shares6.81%2025-12-312026-02-06 ORLY OREILLY AUTOMOTIVE INC15.0K shares-0.60%2025-12-312026-02-06 TJX TJX COS INC NEW8.6K shares1.79%2025-12-312026-02-06 PH PARKER-HANNIFIN CORP1.5K shares2.46%2025-12-312026-02-06 SCHW SCHWAB CHARLES CORP13.1K shares-2.12%2025-12-312026-02-06 ADBE ADOBE INC3.7K shares1.58%2025-12-312026-02-06 XLK SELECT SECTOR SPDR TR8.6K shares100.00%2025-12-312026-02-06 NTES NETEASE INC8.5K shares-0.66%2025-12-312026-02-06 DIS DISNEY WALT CO9.7K shares5.55%2025-12-312026-02-06 ESML ISHARES TR23.9K shares0.00%2025-12-312026-02-06 MLI MUELLER INDS INC8.9K shares0.00%2025-12-312026-02-06 TMUS T-MOBILE US INC5.0K shares-0.73%2025-12-312026-02-06 VRSK VERISK ANALYTICS INC4.4K shares0.55%2025-12-312026-02-06 BA BOEING CO4.2K shares-0.02%2025-12-312026-02-06 FI FISERV INC13.3K shares-1.10%2025-12-312026-02-06 RTX RTX CORPORATION4.7K shares4.81%2025-12-312026-02-06 KMI KINDER MORGAN INC DEL31.4K shares6.19%2025-12-312026-02-06 UNH UNITEDHEALTH GROUP INC2.6K shares6.68%2025-12-312026-02-06 VFH VANGUARD WORLD FD6.2K shares0.00%2025-12-312026-02-06 MPLX MPLX LP15.3K shares0.00%2025-12-312026-02-06 TRGP TARGA RES CORP4.3K shares14.71%2025-12-312026-02-06 OMC OMNICOM GROUP INC9.6K shares27.44%2025-12-312026-02-06 EPD ENTERPRISE PRODS PARTNERS L24.2K shares0.00%2025-12-312026-02-06 WFC WELLS FARGO CO NEW8.1K shares42.44%2025-12-312026-02-06 FTEC FIDELITY COVINGTON TRUST3.3K shares-18.10%2025-12-312026-02-06 VV VANGUARD INDEX FDS2.3K shares-4.91%2025-12-312026-02-06 PRU PRUDENTIAL FINL INC6.4K shares3.47%2025-12-312026-02-06 ET ENERGY TRANSFER L P44.0K shares10.54%2025-12-312026-02-06 SUSB ISHARES TR28.5K shares0.00%2025-12-312026-02-06 RF REGIONS FINANCIAL CORP NEW25.9K shares0.53%2025-12-312026-02-06 ASML ASML HOLDING N V650 shares1.40%2025-12-312026-02-06 ESGE ISHARES INC15.6K shares-0.29%2025-12-312026-02-06 RNST RENASANT CORP18.6K shares0.00%2025-12-312026-02-06 EVR EVERCORE INC1.9K shares0.00%2025-12-312026-02-06 BLDR BUILDERS FIRSTSOURCE INC6.0K sharesnew addition2025-12-312026-02-06 INTU INTUIT924 shares6.57%2025-12-312026-02-06 UTHR UNITED THERAPEUTICS CORP DEL1.2K shares1.23%2025-12-312026-02-06 VCR VANGUARD WORLD FD1.5K shares0.00%2025-12-312026-02-06 TROW PRICE T ROWE GROUP INC5.7K shares0.00%2025-12-312026-02-06 XLC SELECT SECTOR SPDR TR4.9K shares-12.81%2025-12-312026-02-06 PEP PEPSICO INC4.0K shares2.74%2025-12-312026-02-06 PAA PLAINS ALL AMERN PIPELINE L31.6K shares-24.61%2025-12-312026-02-06 CSCO CISCO SYS INC7.3K shares10.52%2025-12-312026-02-06 UFPI UFP INDUSTRIES INC6.2K shares0.00%2025-12-312026-02-06 MPC MARATHON PETE CORP3.3K shares2.42%2025-12-312026-02-06 FAST FASTENAL CO13.2K shares2.58%2025-12-312026-02-06 ABT ABBOTT LABS4.2K shares-5.09%2025-12-312026-02-06 EXPD EXPEDITORS INTL WASH INC3.5K shares2.78%2025-12-312026-02-06 TSLA TESLA INC1.1K shares19.98%2025-12-312026-02-06 BAC BANK AMERICA CORP9.1K shares3.20%2025-12-312026-02-06 TFC TRUIST FINL CORP10.0K shares-1.32%2025-12-312026-02-06 VO VANGUARD INDEX FDS1.7K shares-0.23%2025-12-312026-02-06 VIS VANGUARD WORLD FD1.6K shares0.00%2025-12-312026-02-06 TIP ISHARES TR4.3K shares15.49%2025-12-312026-02-06 ELV ELEVANCE HEALTH INC FORMERLY1.3K shares0.98%2025-12-312026-02-06 UNP UNION PAC CORP2.0K shares-67.43%2025-12-312026-02-06 ULTA ULTA BEAUTY INC768 shares0.13%2025-12-312026-02-06 MCD MCDONALDS CORP1.5K shares-3.47%2025-12-312026-02-06 SSD SIMPSON MFG INC2.8K shares-17.99%2025-12-312026-02-06 SONY SONY GROUP CORP17.9K shares-3.87%2025-12-312026-02-06 SHEL SHELL PLC6.2K shares13.57%2025-12-312026-02-06 SIMO SILICON MOTION TECHNOLOGY CO4.8K shares-2.26%2025-12-312026-02-06 DUHP DIMENSIONAL ETF TRUST11.7K sharesnew addition2025-12-312026-02-06 DGRW WISDOMTREE TR5.0K shares-20.61%2025-12-312026-02-06 BMY BRISTOL-MYERS SQUIBB CO8.1K shares3.37%2025-12-312026-02-06 XLV SELECT SECTOR SPDR TR2.8K shares-8.80%2025-12-312026-02-06 LNG CHENIERE ENERGY INC2.2K shares-3.73%2025-12-312026-02-06 SPGI S&P GLOBAL INC814 shares8.68%2025-12-312026-02-06 IX ORIX CORP14.4K shares-2.20%2025-12-312026-02-06 SPYM SPDR SERIES TRUST5.2K shares0.00%2025-12-312026-02-06 DTM DT MIDSTREAM INC3.5K shares2.12%2025-12-312026-02-06 VONE VANGUARD SCOTTSDALE FDS1.3K shares-1.20%2025-12-312026-02-06 DSGX DESCARTES SYS GROUP INC4.6K shares1.36%2025-12-312026-02-06 NBIS NEBIUS GROUP N.V.4.8K shares0.00%2025-12-312026-02-06 WES WESTERN MIDSTREAM PARTNERS L10.1K shares-25.28%2025-12-312026-02-06 BCS BARCLAYS PLC15.5K sharesnew addition2025-12-312026-02-06 NKE NIKE INC6.1K shares1.85%2025-12-312026-02-06 BEN FRANKLIN RESOURCES INC16.1K shares0.00%2025-12-312026-02-06 HESM HESS MIDSTREAM LP11.0K shares-19.36%2025-12-312026-02-06 KNTK KINETIK HOLDINGS INC10.5K shares54.81%2025-12-312026-02-06 SCHB SCHWAB STRATEGIC TR14.4K shares-20.66%2025-12-312026-02-06 A AGILENT TECHNOLOGIES INC2.8K shares0.00%2025-12-312026-02-06 WELL WELLTOWER INC2.0K shares11.73%2025-12-312026-02-06 FDX FEDEX CORP1.3K shares6.86%2025-12-312026-02-06 QSR RESTAURANT BRANDS INTL INC5.4K shares0.47%2025-12-312026-02-06 NVO NOVO-NORDISK A S7.2K shares1.27%2025-12-312026-02-06 MUFG MITSUBISHI UFJ FINL GROUP IN23.0K shares-1.09%2025-12-312026-02-06 BABA ALIBABA GROUP HLDG LTD2.5K shares6.90%2025-12-312026-02-06 MEDP MEDPACE HLDGS INC636 shares0.63%2025-12-312026-02-06 FIS FIDELITY NATL INFORMATION SV5.3K shares0.00%2025-12-312026-02-06 WMB WILLIAMS COS INC5.8K shares-13.18%2025-12-312026-02-06 AZN ASTRAZENECA PLC3.8K shares2.79%2025-12-312026-02-06 HDB HDFC BANK LTD9.5K shares5.88%2025-12-312026-02-06 DELL DELL TECHNOLOGIES INC2.7K shares-2.51%2025-12-312026-02-06 CPRT COPART INC8.7K shares1.59%2025-12-312026-02-06 MTN VAIL RESORTS INC2.6K shares0.00%2025-12-312026-02-06 VEEV VEEVA SYS INC1.5K shares0.00%2025-12-312026-02-06 SU SUNCOR ENERGY INC NEW7.6K shares5.44%2025-12-312026-02-06 CRH PLC CRH PLC2.7K shares-1.86%2025-12-312026-02-06 COLB COLUMBIA BKG SYS INC12.0K shares0.00%2025-12-312026-02-06 TXN TEXAS INSTRS INC1.8K shares-5.26%2025-12-312026-02-06 NTR NUTRIEN LTD5.0K shares-1.25%2025-12-312026-02-06 ING ING GROEP N.V.10.6K shares-4.59%2025-12-312026-02-06 UPS UNITED PARCEL SERVICE INC2.9K shares10.80%2025-12-312026-02-06 MASI MASIMO CORP2.2K shares0.00%2025-12-312026-02-06 MELI MERCADOLIBRE INC138 shares5.34%2025-12-312026-02-06 OKE ONEOK INC NEW3.7K shares2.74%2025-12-312026-02-06 SEIC SEI INVTS CO3.3K shares0.64%2025-12-312026-02-06 LOPE GRAND CANYON ED INC1.6K shares0.00%2025-12-312026-02-06 CWST CASELLA WASTE SYS INC2.8K shares0.99%2025-12-312026-02-06 FHI FEDERATED HERMES INC5.1K shares1.72%2025-12-312026-02-06 RBC RBC BEARINGS INC590 shares0.00%2025-12-312026-02-06 SAP SAP SE1.1K shares-24.20%2025-12-312026-02-06 TM TOYOTA MOTOR CORP1.2K shares-4.58%2025-12-312026-02-06 ISRG INTUITIVE SURGICAL INC447 sharesnew addition2025-12-312026-02-06 PFE PFIZER INC10.0K shares2.48%2025-12-312026-02-06 KLAC KLA CORP204 shares5.70%2025-12-312026-02-06 THO THOR INDS INC2.4K shares0.00%2025-12-312026-02-06 EXPO EXPONENT INC3.5K shares11.70%2025-12-312026-02-06 AOS SMITH A O CORP3.6K shares0.30%2025-12-312026-02-06 KMX CARMAX INC6.0K shares0.00%2025-12-312026-02-06 ALC ALCON AG2.9K shares9.19%2025-12-312026-02-06 KAI KADANT INC813 shares0.25%2025-12-312026-02-06 XLP SELECT SECTOR SPDR TR3.0K shares-1.73%2025-12-312026-02-06 EOG EOG RES INC2.2K shares-4.32%2025-12-312026-02-06 MSI MOTOROLA SOLUTIONS INC594 shares16.47%2025-12-312026-02-06 ENSG ENSIGN GROUP INC1.3K shares0.39%2025-12-312026-02-06 FIVE FIVE BELOW INC1.2K sharesnew addition2025-12-312026-02-06 WK WORKIVA INC2.5K shares0.00%2025-12-312026-02-06 ROAD CONSTRUCTION PARTNERS INC2.0K shares0.00%2025-12-312026-02-06 LW LAMB WESTON HLDGS INC5.2K shares0.00%2025-12-312026-02-06 ESE ESCO TECHNOLOGIES INC1.1K shares0.00%2025-12-312026-02-06 AMGN AMGEN INC651 sharesnew addition2025-12-312026-02-06 ICLR ICON PLC1.1K shares0.26%2025-12-312026-02-06 SYY SYSCO CORP2.8K shares0.64%2025-12-312026-02-06 GNTX GENTEX CORP8.9K shares1.48%2025-12-312026-02-06 BL BLACKLINE INC3.7K sharesnew addition2025-12-312026-02-06 T AT&T INC8.2K shares-20.85%2025-12-312026-02-06 IWB ISHARES TR540 sharesnew addition2025-12-312026-02-06 CCC CCC INTELLIGENT SOLUTIONS HL20.3K shares-20.88%2025-12-312026-02-06 GAIN GLADSTONE INVT CORP11.1K shares1.74%2025-12-312026-02-06 UMC UNITED MICROELECTRONICS CORP11.2K sharesnew addition2025-12-312026-02-06 WIT WIPRO LTD29.8K shares101.67%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available