Hardy Reed Portfolio holdings
Hardy Reed is a Mississippi wealth management firm that plans and manages money for individuals, trusts and estates, and also advises retirement plans and charities. Scott Reed and John Hardy started it in 2006 and still own it, with Reed as chief executive and Hardy as president. Reed was a broker at J.J.B. Hilliard, W.L. Lyons from 1985 until 2006, and Hardy met him there after moving to the firm. Client portfolios are built mostly from mutual funds and ETFs, using fundamental analysis and a long-term approach, and for some clients the firm brings in an outside manager to run a portfolio of individual securities.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AutoZone
AZO
|
+$4.72M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$4.1M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
+$3.94M |
| 4 |
U.S. Core Equity 1 Portfolio ETF Class Shares
DCOR
|
+$3.68M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.37M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chevron
CVX
|
+$2.26M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$1.98M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.69M |
| 4 |
T-Mobile US
TMUS
|
+$1.26M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$970K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 70.94% |
| 2 | Financials | 12.79% |
| 3 | Technology | 6.61% |
| 4 | Industrials | 2.46% |
| 5 | Communication Services | 2.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
| $289M | 18.58% |
782,023
+11,464
| +1% | +$4.1M |
2018 Q4
30 quarters
|
|
|
2
Vanguard S&P 500 ETF
VOO
$1.02T
| $189M | 12.13% |
275,145
-2,533
| -0.9% | -$1.69M |
2018 Q4
30 quarters
|
|
3
iShares Core MSCI Total International Stock ETF
IXUS
$57B
| $151M | 9.71% |
1,585,303
-508
| -0% | -$47.7K |
2020 Q2
24 quarters
|
|
4
JPMorgan Chase
JPM
$895B
| $131M | 8.43% |
401,332
+1,014
| +0.3% | +$315K |
2018 Q4
30 quarters
|
|
|
5
Vanguard Total International Bond ETF
BNDX
$84B
| $74.4M | 4.78% |
1,535,784
+81,916
| +6% | +$3.94M |
2018 Q4
30 quarters
|
|
6
Schwab Fundamental International Large Company Index ETF
FNDF
$25.7B
| $55.3M | 3.55% |
1,048,812
-17,937
| -2% | -$943K |
2022 Q2
16 quarters
|
|
7
Apple
AAPL
$5.03T
| $39M | 2.5% |
134,673
-158
| -0.1% | -$45.2K |
2018 Q4
30 quarters
|
|
8
Vanguard Total International Stock ETF
VXUS
$158B
| $32.6M | 2.09% |
381,595
-1,811
| -0.5% | -$152K |
2022 Q2
16 quarters
|
|
|
9
U.S. Core Equity 1 Portfolio ETF Class Shares
DCOR
$3.55B
| $32.6M | 2.09% |
397,070
+46,427
| +13% | +$3.68M |
2023 Q4
10 quarters
|
|
|
10
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.2B
| $28.1M | 1.8% |
355,131
+29,972
| +9% | +$2.37M |
2025 Q3
3 quarters
|
|
11
Berkshire Hathaway Class A
BRK.A
$1.16T
| $27M | 1.73% |
36
| – | – |
2023 Q4
10 quarters
|
|
12
State Street SPDR S&P 500 ETF Trust
SPY
$802B
| $23.1M | 1.48% |
30,942
-511
| -2% | -$370K |
2018 Q4
30 quarters
|
|
13
Alphabet (Google) Class A
GOOGL
$3.44T
| $20.3M | 1.3% |
56,840
+7
| +0% | +$2.52K |
2024 Q2
8 quarters
|
|
14
iShares Core S&P Small-Cap ETF
IJR
$105B
| $19.6M | 1.26% |
132,425
+48
| +0% | +$6.59K |
2020 Q1
25 quarters
|
|
15
iShares Core S&P 500 ETF
IVV
$869B
| $18.2M | 1.17% |
24,265
-895
| -4% | -$652K |
2018 Q4
30 quarters
|
|
|
16
Vanguard High Dividend Yield ETF
VYM
$83.3B
| $17.6M | 1.13% |
111,422
-6,206
| -5% | -$970K |
2023 Q4
10 quarters
|
|
17
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$11.3B
| $17.3M | 1.11% |
577,536
-1,376
| -0.2% | -$41.3K |
2023 Q4
10 quarters
|
|
18
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $14.6M | 0.94% |
189,272
+55
| +0% | +$4.04K |
2018 Q4
30 quarters
|
|
19
iShares Russell 1000 Growth ETF
IWF
$120B
| $13.7M | 0.88% |
110,536
| – | – |
2018 Q4
30 quarters
|
|
20
iShares Core MSCI EAFE ETF
IEFA
$190B
| $12.2M | 0.78% |
125,821
+82
| +0.1% | +$7.88K |
2020 Q2
24 quarters
|
|
21
NVIDIA
NVDA
$4.94T
| $10.8M | 0.69% |
54,000
+136
| +0.3% | +$28K |
2024 Q2
8 quarters
|
|
22
U.S. Small Cap Portfolio ETF Class Shares
DFAS
$15.3B
| $10.4M | 0.67% |
126,528
+3,522
| +3% | +$273K |
2022 Q1
17 quarters
|
|
23
Microsoft
MSFT
$3.88T
| $10.4M | 0.67% |
27,831
-79
| -0.3% | -$32K |
2018 Q4
30 quarters
|
|
24
Huntington Bancshares
HBAN
$31.8B
| $9.5M | 0.61% |
536,380
+17,598
| +3% | +$290K |
2026 Q1
1 quarter
|
|
25
Amazon
AMZN
$2.6T
| $9.5M | 0.61% |
39,862
+59
| +0.1% | +$14.8K |
2023 Q1
13 quarters
|
|
Similar funds
Hardy Reed's Q2 2026 Portfolio in Review
As of Q2 2026, Hardy Reed held 271 positions worth $1.56B, up 14% from $1.37B the previous quarter. Its ten largest holdings account for 66% of the portfolio.
Hardy Reed's Q2 2026 filing shows 28 new, 103 increased, 68 reduced and 19 closed positions. Its largest new stake was AutoZone: 1,420 shares worth $4.54M. The largest sale was Chevron, an estimated $2.26M.
By sector, the portfolio is most concentrated in Miscellaneous at 71% of assets, down from 71% a quarter earlier, followed by Financials and Technology.
- Hardy Reed's largest Q2 2026 buy was AutoZone: 1,420 shares worth $4.54M.
- Hardy Reed added most to Vanguard Morningstar Total Stock Market ETF in Q2 2026, an estimated $4.1M increase.
- Hardy Reed's biggest Q2 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $1.69M.
- Hardy Reed fully exited Chevron in Q2 2026, selling an estimated $2.26M.
- Hardy Reed's ten largest holdings make up 66% of its $1.56B portfolio in Q2 2026.
- Hardy Reed opened 28 new positions and closed 19 in Q2 2026.
- Hardy Reed's portfolio value rose 14% quarter-over-quarter to $1.56B.
Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.