EdgeMarket › What Hardy Reed Llc reported owning
What Hardy Reed Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
243Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTI Vanguard Morningstar Total Stock Market ETF | 247.2M | 18.0% | 770.6K | 378.24 | +20.5% |
| VOO Vanguard S&P 500 ETF | 165.9M | 12.1% | 277.7K | 703.71 | +20.0% |
| IXUS iShares Core MSCI Total International Stock ET | 137.4M | 10.0% | 1.6M | 97.94 | +22.5% |
| JPM JPMORGAN CHASE & CO | 117.8M | 8.6% | 400.3K | 351.58 | +20.3% |
| BNDX Vanguard Total International Bond ETF | 69.9M | 5.1% | 1.5M | 47.65 | -3.3% |
| FNDF Schwab Fundamental International Equity ETF | 52.2M | 3.8% | 1.1M | 55.84 | +32.1% |
| AAPL Apple Inc. | 34.2M | 2.5% | 134.8K | 309.35 | +36.9% |
| VXUS Vanguard Total International Stock ETF | 29.6M | 2.2% | 383.4K | 87.71 | +22.7% |
| unmapped CUSIP 084670108 | 25.9M | 1.9% | 36 | — | — |
| VCSH Vanguard Short-Term Corporate Bond ETF | 25.8M | 1.9% | 325.2K | 78.59 | -1.3% |
| DCOR Dimensional US Core Equity 1 ETF | 25.3M | 1.8% | 350.6K | 84.54 | +22.0% |
| SPY SPDR S&P 500 ETF TRUST | 20.5M | 1.5% | 31.5K | 765.72 | +20.0% |
| VYM Vanguard High Dividend Yield ETF | 17.4M | 1.3% | 117.6K | 164.97 | +19.9% |
| SPSB State Street SPDR Portfolio Short Term Corpora | 17.4M | 1.3% | 578.9K | 29.94 | -0.8% |
| IJR iShares Core S&P Small-Cap ETF | 16.5M | 1.2% | 132.4K | 147.31 | +29.0% |
| IVV iShares Core S&P 500 ETF | 16.4M | 1.2% | 25.2K | 769.31 | +20.0% |
| GOOGL Alphabet Inc. | 16.3M | 1.2% | 56.8K | 344.82 | +73.0% |
| IJH iShares Core S&P Mid-Cap ETF | 12.8M | 0.9% | 189.2K | 76.77 | +20.8% |
| IWF iShares Russell 1000 Growth Fund | 11.8M | 0.9% | 27.6K | 122.39 | +11.2% |
| IEFA iShares Core MSCI EAFE ETF | 11.4M | 0.8% | 125.7K | 100.85 | +16.8% |
| MSFT MICROSOFT CORP | 10.3M | 0.8% | 27.9K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 9.4M | 0.7% | 53.9K | 214.72 | +22.4% |
| DFAS Dimensional U.S. Small Cap ETF | 8.7M | 0.6% | 123.0K | 83.02 | +25.5% |
| VTV Vanguard Morningstar Value ETF | 8.5M | 0.6% | 43.3K | 226.40 | +24.6% |
| AMZN AMAZON COM INC | 8.3M | 0.6% | 39.8K | 258.63 | +15.6% |
| HBAN HUNTINGTON BANCSHARES INC /MD/ | 8.1M | 0.6% | 518.8K | 17.03 | +1.4% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 8.0M | 0.6% | 56.0K | 167.97 | +20.5% |
| GOOG Alphabet Inc. | 7.6M | 0.6% | 26.6K | 341.75 | +70.7% |
| DFAU Dimensional US Core Equity Market ETF | 6.4M | 0.5% | 140.8K | 53.06 | +21.1% |
| IWD iShares Russell 1000 Value ETF | 6.3M | 0.5% | 29.7K | 257.29 | +29.2% |
| VNQ Vanguard Real Estate ETF | 6.3M | 0.5% | 70.6K | 98.50 | +8.6% |
| BIV Vanguard Intermediate-Term Bond ETF | 5.6M | 0.4% | 72.6K | 75.43 | -2.5% |
| VWO Vanguard FTSE Emerging Markets ETF | 5.0M | 0.4% | 92.1K | 60.45 | +17.7% |
| AVGO Broadcom Inc. | 4.9M | 0.4% | 15.7K | 368.45 | +26.5% |
| GEV GE Vernova Inc. | 4.7M | 0.3% | 5.3K | 956.85 | +58.3% |
| DFUS Dimensional U.S. Equity Market ETF | 4.5M | 0.3% | 64.0K | 83.64 | +20.8% |
| V VISA INC. | 4.4M | 0.3% | 14.4K | 371.04 | +7.9% |
| NSC NORFOLK SOUTHERN CORP | 4.3M | 0.3% | 15.0K | 350.72 | +22.8% |
| XOM ExxonMobil Holdings Corp | 4.2M | 0.3% | 24.9K | 165.11 | +52.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 3.8M | 0.3% | 6.6K | 713.44 | +26.1% |
| TT Trane Technologies plc | 3.6M | 0.3% | 8.7K | 453.43 | +6.4% |
| HD HOME DEPOT, INC. | 3.4M | 0.2% | 10.2K | 335.61 | -16.5% |
| META Meta Platforms, Inc. | 3.3M | 0.2% | 5.8K | 549.90 | -26.5% |
| IAGG iShares International Aggregate Bond Fund | 3.1M | 0.2% | 62.6K | 49.77 | -2.5% |
| APH AMPHENOL CORP /DE/ | 3.1M | 0.2% | 24.7K | 157.01 | +44.5% |
| JNJ JOHNSON & JOHNSON | 3.1M | 0.2% | 12.7K | 270.24 | +51.1% |
| CAT CATERPILLAR INC | 3.0M | 0.2% | 4.3K | 827.90 | +96.8% |
| SOXQ Invesco PHLX Semiconductor ETF | 2.7M | 0.2% | 45.0K | 92.42 | +108.4% |
| AMAT APPLIED MATERIALS INC /DE | 2.6M | 0.2% | 7.5K | 492.32 | +205.9% |
| AXP AMERICAN EXPRESS CO | 2.6M | 0.2% | 8.5K | 336.00 | +8.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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