Hardy Reed LLC

13F filer · CIK 0001761871

Reported Aug 3, 2026

Net buyer this quarter

13F portfolio value$1.56BU.S. long equity reported on 13F

Positions19826 new · 20 closed

Net flow last quarter+$7.31MBuys minus sells

Top 10 positions weight22.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 2026198 positions
JPMJPMorgan Chase & Co	$131M	8.43%	0.02%	+0.3%	Q4 2018
FNDFSchwab Strategic Trust	$55.3M	3.55%	Not reported	-1.7%	Q2 2022
AAPLApple Inc.	$39M	2.50%	0.00%	-0.1%	Q4 2018
BRK.ABerkshire Hathaway Inc	$27M	1.73%	Not reported	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$23.1M	1.48%	Not reported	-1.6%	Q4 2018
GOOGLAlphabet Inc.	$20.3M	1.30%	0.00%	0.0%	Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$17.6M	1.13%	Not reported	-5.3%	Q4 2023
NVDANvidia Corp	$10.8M	0.69%	0.00%	+0.3%	Q2 2024
MSFTMicrosoft Corp	$10.4M	0.67%	0.00%	-0.3%	Q4 2018
HBANHuntington Bancshares Inc	$9.51M	0.61%	0.03%	+3.4%	Q1 2026
AMZNAmazon Com Inc	$9.5M	0.61%	0.00%	+0.2%	Q1 2021
GOOGAlphabet Inc.	$8.86M	0.57%	Not reported	-5.9%	Q4 2018
GEVGE Vernova Inc.	$6.23M	0.40%	0.00%	-0.6%	Q2 2024
AVGOBroadcom Inc.	$5.42M	0.35%	0.00%	-8.7%	Q1 2024
AMATApplied Materials Inc	$5.33M	0.34%	0.00%	-2.1%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$4.87M	0.31%	Not reported	+0.1%	Q2 2024
VVisa Inc.	$4.81M	0.31%	0.00%	-3.0%	Q2 2024
NSCNorfolk Southern Corp	$4.74M	0.30%	0.01%	+0.3%	Q4 2023
CATCaterpillar Inc	$4.66M	0.30%	0.00%	+2.9%	Q2 2024
AZOAutozone Inc	$4.54M	0.29%	0.01%	New	Q2 2026
APHAmphenol Corp	$4.35M	0.28%	0.00%	-0.2%	Q2 2024
TTTrane Technologies plc	$4.26M	0.27%	0.00%	-0.1%	Q2 2024
LLYELI LILLY & Co	$4.21M	0.27%	0.00%	+173.9%	Q3 2023
HDHome Depot, Inc.	$3.76M	0.24%	0.00%	+4.5%	Q4 2018
PANWPalo Alto Networks Inc	$3.59M	0.23%	0.00%	+0.2%	Q2 2024
XOMExxonMobil Holdings Corp	$3.48M	0.22%	0.00%	+2.2%	Q2 2024
JNJJohnson & Johnson	$3.31M	0.21%	0.00%	+2.9%	Q4 2018
LRCXLam Research Corp	$3.17M	0.20%	0.00%	+0.2%	Q2 2024
METAMeta Platforms, Inc.	$3.06M	0.20%	Not reported	-7.0%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.03M	0.19%	0.00%	+0.4%	Q2 2024
PNCPNC Financial Services Group, Inc.	$2.84M	0.18%	0.00%	-1.2%	Q3 2025
AXPAmerican Express Co	$2.82M	0.18%	0.00%	-1.5%	Q2 2024
UBERUber Technologies, Inc	$2.54M	0.16%	0.00%	+20.6%	Q2 2024
MAMastercard Inc	$2.53M	0.16%	0.00%	-2.2%	Q2 2024
ABBVAbbVie Inc.	$2.42M	0.16%	0.00%	-3.0%	Q2 2024
BLKBlackRock, Inc.	$2.29M	0.15%	0.00%	+2.4%	Q2 2024
HONHoneywell International Inc	$2.27M	0.15%	0.00%	+96.1%	Q2 2024
NEENextera Energy Inc	$2.08M	0.13%	0.00%	+0.5%	Q2 2024
GSGoldman Sachs Group Inc	$2.06M	0.13%	0.00%	+5.1%	Q2 2025
LINLinde PLC	$2.04M	0.13%	0.00%	+3.7%	Q2 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.95M	0.13%	Not reported	Not reported	Q4 2018
PMPhilip Morris International Inc.	$1.91M	0.12%	0.00%	-2.0%	Q2 2024
FCXFreeport-Mcmoran Inc	$1.86M	0.12%	0.00%	+0.6%	Q1 2026
PGRProgressive Corp	$1.86M	0.12%	0.00%	+4.4%	Q4 2018
GEGeneral Electric Co	$1.86M	0.12%	0.00%	+1.4%	Q3 2021
BSVNBank7 Corp.	$1.86M	0.12%	0.25%	+0.6%	Q2 2022
BKNGBooking Holdings Inc.	$1.83M	0.12%	0.00%	+0.4%	Q2 2024
BABoeing Co	$1.78M	0.11%	0.00%	+0.8%	Q3 2025
SIMOSilicon Motion Technology CORP	$1.67M	0.11%	0.00%	Not reported	Q2 2024
DHRDanaher Corp	$1.62M	0.10%	0.00%	+2.2%	Q2 2024

Q1 2026Reported Apr 28, 2026190 positions
JPMJPMorgan Chase & Co	$118M	8.59%	0.01%	-0.2%	Q4 2018
FNDFSchwab Strategic Trust	$52.2M	3.81%	Not reported	+0.3%	Q2 2022
AAPLApple Inc.	$34.2M	2.50%	0.00%	0.0%	Q4 2018
BRK.ABerkshire Hathaway Inc	$25.9M	1.89%	Not reported	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$20.5M	1.49%	Not reported	0.0%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$17.4M	1.27%	Not reported	-2.7%	Q4 2023
GOOGLAlphabet Inc.	$16.3M	1.19%	0.00%	+0.1%	Q2 2024
MSFTMicrosoft Corp	$10.3M	0.75%	0.00%	+3.1%	Q4 2018
NVDANvidia Corp	$9.39M	0.69%	0.00%	+1.3%	Q2 2024
AMZNAmazon Com Inc	$8.29M	0.60%	0.00%	+3.5%	Q1 2021
HBANHuntington Bancshares Inc	$8.12M	0.59%	0.03%	New	Q1 2026
GOOGAlphabet Inc.	$7.64M	0.56%	Not reported	-0.7%	Q4 2018
AVGOBroadcom Inc.	$4.86M	0.35%	0.00%	+16.6%	Q1 2024
GEVGE Vernova Inc.	$4.66M	0.34%	0.00%	-32.9%	Q2 2024
VVisa Inc.	$4.36M	0.32%	0.00%	+2.8%	Q2 2024
NSCNorfolk Southern Corp	$4.32M	0.31%	0.01%	+0.1%	Q4 2023
XOMExxonMobil Holdings Corp	$4.22M	0.31%	0.00%	+0.2%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$3.81M	0.28%	Not reported	Not reported	Q2 2024
TTTrane Technologies plc	$3.62M	0.26%	0.00%	+0.8%	Q2 2024
HDHome Depot, Inc.	$3.35M	0.24%	0.00%	+0.2%	Q4 2018
METAMeta Platforms, Inc.	$3.34M	0.24%	Not reported	-0.8%	Q2 2020
APHAmphenol Corp	$3.12M	0.23%	0.00%	0.0%	Q2 2024
JNJJohnson & Johnson	$3.09M	0.23%	0.00%	+0.2%	Q4 2018
CATCaterpillar Inc	$3.02M	0.22%	0.00%	+0.2%	Q2 2024
AMATApplied Materials Inc	$2.58M	0.19%	0.00%	+0.1%	Q2 2024
AXPAmerican Express Co	$2.56M	0.19%	0.00%	-0.9%	Q2 2024
MAMastercard Inc	$2.52M	0.18%	0.00%	-2.9%	Q2 2024
PNCPNC Financial Services Group, Inc.	$2.43M	0.18%	0.00%	Not reported	Q3 2025
HONHoneywell International Inc	$2.34M	0.17%	0.00%	+0.9%	Q2 2024
CVXChevron Corp	$2.26M	0.16%	0.00%	+1.7%	Q2 2024
BLKBlackRock, Inc.	$2.24M	0.16%	0.00%	+1.8%	Q2 2024
NEENextera Energy Inc	$2.19M	0.16%	0.00%	+0.6%	Q2 2024
ABBVAbbVie Inc.	$2.16M	0.16%	0.00%	-4.6%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.14M	0.16%	0.00%	+2.7%	Q2 2024
UBERUber Technologies, Inc	$2.1M	0.15%	0.00%	+34.9%	Q2 2024
TMOThermo Fisher Scientific Inc.	$1.98M	0.14%	0.00%	-21.0%	Q2 2024
LINLinde PLC	$1.88M	0.14%	0.00%	+1.0%	Q2 2024
BSVNBank7 Corp.	$1.86M	0.14%	0.25%	-4.0%	Q2 2022
PMPhilip Morris International Inc.	$1.79M	0.13%	0.00%	+2.6%	Q2 2024
FCXFreeport-Mcmoran Inc	$1.73M	0.13%	0.00%	New	Q1 2026
BKNGBooking Holdings Inc.	$1.72M	0.13%	0.00%	-0.5%	Q2 2024
WMTWalmart Inc.	$1.71M	0.13%	0.00%	+5.2%	Q3 2020
MDYSPDR S&P Midcap 400 ETF Trust	$1.71M	0.12%	Not reported	Not reported	Q4 2018
PANWPalo Alto Networks Inc	$1.69M	0.12%	0.00%	Not reported	Q2 2024
GSGoldman Sachs Group Inc	$1.64M	0.12%	0.00%	+1.2%	Q2 2025
BABoeing Co	$1.63M	0.12%	0.00%	+95.2%	Q3 2025
PGRProgressive Corp	$1.62M	0.12%	0.00%	+0.1%	Q4 2018
DHRDanaher Corp	$1.57M	0.11%	0.00%	+0.9%	Q2 2024
LRCXLam Research Corp	$1.56M	0.11%	0.00%	+0.3%	Q2 2024
TJXTJX Companies Inc	$1.39M	0.10%	0.00%	+1.0%	Q4 2018

Q4 2025Reported Feb 6, 2026185 positions
JPMJPMorgan Chase & Co	$129M	9.21%	0.01%	0.0%	Q4 2018
FNDFSchwab Strategic Trust	$48.1M	3.43%	Not reported	+2.4%	Q2 2022
AAPLApple Inc.	$36.6M	2.61%	0.00%	+0.5%	Q4 2018
BRK.ABerkshire Hathaway Inc	$27.2M	1.94%	Not reported	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$21.5M	1.53%	Not reported	-0.2%	Q4 2018
GOOGLAlphabet Inc.	$17.8M	1.27%	0.00%	+1.2%	Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$17.3M	1.24%	Not reported	-6.0%	Q4 2023
MSFTMicrosoft Corp	$13.1M	0.93%	0.00%	-4.5%	Q4 2018
NVDANvidia Corp	$9.91M	0.71%	0.00%	-5.0%	Q2 2024
AMZNAmazon Com Inc	$8.88M	0.63%	0.00%	+1.7%	Q1 2021
CADECadence Financial Corp	$8.8M	0.63%	Not reported	-0.1%	Q4 2021
GOOGAlphabet Inc.	$8.42M	0.60%	Not reported	-0.4%	Q4 2018
GEVGE Vernova Inc.	$5.2M	0.37%	0.00%	-1.9%	Q2 2024
VVisa Inc.	$4.93M	0.35%	0.00%	-1.7%	Q2 2024
AVGOBroadcom Inc.	$4.67M	0.33%	0.00%	+1.7%	Q1 2024
NSCNorfolk Southern Corp	$4.34M	0.31%	0.01%	Not reported	Q4 2023
QQQInvesco QQQ Trust, Series 1	$4.06M	0.29%	Not reported	-0.9%	Q2 2024
METAMeta Platforms, Inc.	$3.89M	0.28%	Not reported	+1.3%	Q2 2020
HDHome Depot, Inc.	$3.5M	0.25%	0.00%	-1.1%	Q4 2018
TTTrane Technologies plc	$3.35M	0.24%	0.00%	+0.1%	Q2 2024
APHAmphenol Corp	$3.34M	0.24%	0.00%	+1.0%	Q2 2024
AXPAmerican Express Co	$3.16M	0.23%	0.00%	+0.2%	Q2 2024
XOMExxonMobil Holdings Corp	$2.99M	0.21%	0.00%	+2.7%	Q2 2024
MAMastercard Inc	$2.96M	0.21%	0.00%	+1.7%	Q2 2024
TMOThermo Fisher Scientific Inc.	$2.95M	0.21%	0.00%	+0.3%	Q2 2024
JNJJohnson & Johnson	$2.61M	0.19%	0.00%	+1.9%	Q4 2018
BLKBlackRock, Inc.	$2.45M	0.17%	0.00%	-1.0%	Q2 2024
PNCPNC Financial Services Group, Inc.	$2.43M	0.17%	0.00%	+82.3%	Q3 2025
CATCaterpillar Inc	$2.43M	0.17%	0.00%	+1.1%	Q2 2024
ABBVAbbVie Inc.	$2.37M	0.17%	0.00%	+1.2%	Q2 2024
BKNGBooking Holdings Inc.	$2.2M	0.16%	0.00%	+0.5%	Q2 2024
HONHoneywell International Inc	$2M	0.14%	0.00%	+0.8%	Q2 2024
BSVNBank7 Corp.	$1.94M	0.14%	0.26%	-3.8%	Q2 2022
PANWPalo Alto Networks Inc	$1.94M	0.14%	0.00%	+0.1%	Q2 2024
AMATApplied Materials Inc	$1.94M	0.14%	0.00%	+1.0%	Q2 2024
DHRDanaher Corp	$1.88M	0.13%	0.00%	+0.5%	Q2 2024
NEENextera Energy Inc	$1.88M	0.13%	0.00%	+1.4%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.87M	0.13%	0.00%	+2.7%	Q2 2024
PGRProgressive Corp	$1.86M	0.13%	0.00%	+1.3%	Q4 2018
UBERUber Technologies, Inc	$1.77M	0.13%	0.00%	+1.0%	Q2 2024
PMPhilip Morris International Inc.	$1.69M	0.12%	0.00%	-2.5%	Q2 2024
GSGoldman Sachs Group Inc	$1.69M	0.12%	0.00%	+0.6%	Q2 2025
MDYSPDR S&P Midcap 400 ETF Trust	$1.67M	0.12%	Not reported	Not reported	Q4 2018
ICEIntercontinental Exchange, Inc.	$1.67M	0.12%	0.00%	+2.4%	Q2 2024
CVXChevron Corp	$1.64M	0.12%	0.00%	-1.2%	Q2 2024
LINLinde PLC	$1.6M	0.11%	0.00%	+2.7%	Q2 2024
GEGeneral Electric Co	$1.57M	0.11%	0.00%	+2.0%	Q3 2021
SNPSSynopsys Inc	$1.55M	0.11%	0.00%	+0.8%	Q4 2023
WMTWalmart Inc.	$1.46M	0.10%	0.00%	-4.6%	Q3 2020
QCOMQualcomm Inc	$1.46M	0.10%	0.00%	+1.1%	Q2 2024

Q3 2025Reported Nov 7, 2025188 positions
JPMJPMorgan Chase & Co	$126M	9.31%	0.01%	+0.1%	Q4 2018
FNDFSchwab Strategic Trust	$44.6M	3.29%	Not reported	-0.8%	Q2 2022
AAPLApple Inc.	$34.2M	2.51%	0.00%	+2.3%	Q4 2018
BRK.ABerkshire Hathaway Inc	$27.2M	2.00%	Not reported	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$21M	1.55%	Not reported	+0.6%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$18.1M	1.33%	Not reported	Not reported	Q4 2023
MSFTMicrosoft Corp	$14.7M	1.08%	0.00%	+5.3%	Q4 2018
GOOGLAlphabet Inc.	$13.6M	1.00%	0.00%	+4.0%	Q2 2024
NVDANvidia Corp	$10.4M	0.77%	0.00%	+18.3%	Q2 2024
AMZNAmazon Com Inc	$8.31M	0.61%	0.00%	+8.2%	Q1 2021
CADECadence Financial Corp	$7.72M	0.57%	Not reported	Not reported	Q4 2021
GOOGAlphabet Inc.	$6.56M	0.48%	Not reported	-18.9%	Q4 2018
GEVGE Vernova Inc.	$4.99M	0.37%	0.00%	-0.3%	Q2 2024
VVisa Inc.	$4.88M	0.36%	0.00%	+1.5%	Q2 2024
NSCNorfolk Southern Corp	$4.51M	0.33%	0.01%	Not reported	Q4 2023
AVGOBroadcom Inc.	$4.37M	0.32%	0.00%	+30.2%	Q1 2024
METAMeta Platforms, Inc.	$4.27M	0.31%	Not reported	+7.4%	Q2 2020
HDHome Depot, Inc.	$4.17M	0.31%	0.00%	-5.4%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$4M	0.29%	Not reported	+1.4%	Q2 2024
TTTrane Technologies plc	$3.63M	0.27%	0.00%	-19.4%	Q2 2024
APHAmphenol Corp	$3.03M	0.22%	0.00%	+1.3%	Q2 2024
MAMastercard Inc	$2.9M	0.21%	0.00%	+0.9%	Q2 2024
AXPAmerican Express Co	$2.83M	0.21%	0.00%	+1.2%	Q2 2024
XOMExxonMobil Holdings Corp	$2.73M	0.20%	0.00%	-14.0%	Q2 2024
BLKBlackRock, Inc.	$2.7M	0.20%	0.00%	+1.4%	Q2 2024
TMOThermo Fisher Scientific Inc.	$2.46M	0.18%	0.00%	+0.4%	Q2 2024
ABBVAbbVie Inc.	$2.38M	0.17%	0.00%	+4.2%	Q2 2024
JNJJohnson & Johnson	$2.3M	0.17%	0.00%	-3.2%	Q4 2018
BKNGBooking Holdings Inc.	$2.21M	0.16%	0.00%	+1.5%	Q2 2024
HONHoneywell International Inc	$2.15M	0.16%	0.00%	+0.8%	Q2 2024
PANWPalo Alto Networks Inc	$2.14M	0.16%	0.00%	-0.1%	Q2 2024
UBERUber Technologies, Inc	$2.1M	0.15%	0.00%	+2.2%	Q2 2024
BSVNBank7 Corp.	$2.02M	0.15%	0.27%	+3.3%	Q2 2022
CATCaterpillar Inc	$2M	0.15%	0.00%	+2.7%	Q2 2024
PGRProgressive Corp	$1.99M	0.15%	0.00%	-34.8%	Q4 2018
PMPhilip Morris International Inc.	$1.75M	0.13%	0.00%	+3.3%	Q2 2024
NEENextera Energy Inc	$1.75M	0.13%	0.00%	+1.8%	Q2 2024
LINLinde PLC	$1.73M	0.13%	0.00%	+2.7%	Q2 2024
FISVFiserv Inc	$1.73M	0.13%	0.00%	+0.1%	Q2 2024
ICEIntercontinental Exchange, Inc.	$1.7M	0.13%	0.00%	-1.9%	Q2 2024
CVXChevron Corp	$1.69M	0.12%	0.00%	+3.7%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.67M	0.12%	0.00%	+22.2%	Q2 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.65M	0.12%	Not reported	Not reported	Q4 2018
ORLYO Reilly Automotive Inc	$1.63M	0.12%	0.00%	-0.1%	Q4 2018
DHRDanaher Corp	$1.62M	0.12%	0.00%	0.0%	Q2 2024
SNPSSynopsys Inc	$1.62M	0.12%	0.00%	+0.2%	Q4 2023
AMATApplied Materials Inc	$1.53M	0.11%	0.00%	+1.8%	Q2 2024
GSGoldman Sachs Group Inc	$1.52M	0.11%	0.00%	+4.7%	Q2 2025
GEGeneral Electric Co	$1.5M	0.11%	0.00%	+0.7%	Q3 2021
UNPUnion Pacific Corp	$1.47M	0.11%	0.00%	-0.9%	Q4 2018

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