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CIK: 0001761871
Total reported value
$1.6B
$1.6B
243 檔
47.4%
During the Q1 2026 filing period, Hardy Reed LLC (CIK: 0001761871) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 243 reported positions.
In Q1 2026, Hardy Reed LLC displayed an active expansion posture, initiating 20 new positions and adding to 80 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 243 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.03% | +0.55% | +0.94% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.10% | +0.03% | -1.23% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 10.02% | -0.31% | -0.64% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 8.59% | -0.16% | -0.16% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.10% | -0.32% | +4.51% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.81% | -0.26% | +0.31% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.50% | — | +0.03% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.16% | -0.07% | -0.59% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.89% | -0.16% | — | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.88% | -0.08% | +4.87% | |
| 11 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.84% | +0.25% | +6.32% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.49% | -0.01% | -0.03% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.27% | -0.14% | -2.66% | |
| 14 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.27% | -0.16% | +1.76% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.20% | +0.06% | -0.04% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | -0.03% | -1.31% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.11% | +0.14% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.93% | +0.01% | +0.03% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.86% | +0.02% | -0.01% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.83% | -0.05% | -0.07% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.08% | +3.06% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | — | +1.33% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.64% | +0.03% | +1.27% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.62% | -0.01% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.01% | +3.49% | |
| 26 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.59% | +0.02% | — | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.58% | +0.01% | +2.04% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.01% | -0.71% | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.46% | +0.01% | +0.24% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.46% | — | — | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.46% | -0.02% | — | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.41% | -0.05% | +2.94% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.36% | -0.01% | — | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | — | +16.59% | |
| 35 | GEV | GE Vernova Inc | Stock-Industrials | 0.34% | +0.06% | -32.94% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.33% | +0.01% | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | -0.01% | +2.81% | |
| 38 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.31% | -0.01% | +0.14% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.09% | +0.24% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.03% | — | |
| 41 | TT | Trane Technologies plc | Stock-Industrials | 0.26% | +0.01% | +0.81% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | — | +0.23% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.04% | -0.80% | |
| 44 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.23% | -0.02% | -1.92% | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.23% | +0.05% | +0.04% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.02% | +0.20% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | +0.08% | +0.19% | |
| 48 | SOXQ | Invesco Phlx Semiconductor | ETF-Other | 0.20% | +0.12% | — | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.19% | +0.15% | +0.09% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.19% | -0.01% | -0.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | +0.4% | -0.64% | Trim |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.4% | +0.31% | Add |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +0.3% | +4.51% | Add |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +4.87% | Add |
| 5 | DCOR | Dimensional US Core Eq 1 ETF | +0.1% | +6.32% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.1% | +0.24% | Add |
| 7 | VXUS | Vanguard Total Intl Stock | +0.1% | -0.59% | Trim |
| 8 | BA | Boeing Co/the | +0.1% | +95.22% | Add |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.04% | Trim |
| 10 | AMAT | Applied Materials Inc | +0.1% | +0.09% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | +0.19% | Add |
| 12 | CVX | Chevron CORP | 0% | +1.66% | Add |
| 13 | JNJ | Johnson & Johnson | 0% | +0.20% | Add |
| 14 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.03% | Add |
| 15 | DFAS | Dimensional US Small Cap ETF | 0% | +1.27% | Add |
| 16 | SPSB | Ss Spdr P St C CORP ETF | 0% | +1.76% | Add |
| 17 | DUHP | Dimensional US High Profi Et | 0% | +85.41% | Add |
| 18 | HON | Honeywell International Inc | 0% | +0.86% | Add |
| 19 | NEE | Nextera Energy Inc | 0% | +0.59% | Add |
| 20 | LIN | Linde plc | 0% | +1.04% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.65% | Add |
| 22 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 23 | IEFA | Ishares Core Msci Eafe ETF | 0% | -0.07% | Trim |
| 24 | VYM | Vanguard High Dvd Yield ETF | 0% | -2.66% | Trim |
| 25 | UBER | Uber Technologies Inc | 0% | +34.91% | Add |
| 26 | LRCX | Lam Research CORP | 0% | +0.32% | Add |
| 27 | TRGP | Targa Resources CORP | 0% | +0.96% | Add |
| 28 | TT | Trane Technologies plc | 0% | +0.81% | Add |
| 29 | WMT | Walmart Inc | 0% | +5.19% | Add |
| 30 | TMUS | T-mobile US Inc | 0% | +19.54% | Add |
| 31 | KMI | Kinder Morgan, Inc. | 0% | +4.85% | Add |
| 32 | MPC | Marathon Petroleum CORP | 0% | -4.58% | Trim |
| 33 | DTM | Dt Midstream Inc | 0% | +35.45% | Add |
| 34 | AVGO | Broadcom Inc | 0% | +16.59% | Add |
| 35 | WMB | Williams Cos Inc | 0% | +27.19% | Add |
| 36 | SOXQ | Invesco Phlx Semiconductor | 0% | — | Unchanged |
| 37 | SU | Suncor Energy Inc | 0% | +0.34% | Add |
| 38 | INTU | Intuit Inc | 0% | +88.64% | Add |
| 39 | BIV | Vanguard Intermediate-term B | 0% | +2.94% | Add |
| 40 | EPD | Enterprise Products Partners | 0% | +9.52% | Add |
| 41 | TTE | TotalEnergies SE | 0% | +4.91% | Add |
| 42 | ASML | ASML Holding N.V. | 0% | +1.85% | Add |
| 43 | MASI* | Masimo CORP | 0% | +9.62% | Add |
| 44 | KNTK | Kinetik Holdings Inc | 0% | +1.91% | Add |
| 45 | UTHR | United Therapeutics CORP | 0% | — | Unchanged |
| 46 | DELL | Dell Technologies -c | 0% | +4.88% | Add |
| 47 | ET | Energy Transfer LP | 0% | — | Unchanged |
| 48 | ESML | Ishares Esg Aware Msci USA S | 0% | +8.34% | Add |
| 49 | OKE | Oneok Inc | 0% | +16.24% | Add |
| 50 | SHEL | Shell Plc-adr | 0% | -1.15% | Trim |
According to official SEC Form 13F filings, Hardy Reed LLC reported a total U.S. public equity portfolio value of $1.6B across 243 disclosed positions in Q1 2026.
During Q1 2026, Hardy Reed LLC's top holdings by market value included VTI (18.0%)、VOO (12.1%)、IXUS (10.0%). The largest single position, VTI, represented 18.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VOO, IXUS) accounted for 47.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
HBAN
市值: $8.1M
Top Position Liquidated / Trimmed
CADE
前期市值: $8.8M
In Q1 2026, Hardy Reed LLC made 175 total portfolio adjustments, initiating 20 new buys, adding to 80 positions, trimming 59 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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