Hardy Reed LLC holds a focused book of 252 stocks worth $1.6B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Autozone Inc and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard Total Stock MKT ETF at 19% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hardy Reed LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 80 / 80 | $14.5B |
| Kestra Advisory Services, LLC | 80 / 80 | $8.9B |
| Arax Advisory Partners | 80 / 80 | $4.4B |
| MORGAN STANLEY | 79 / 80 | $620.2B |
| JPMORGAN CHASE & CO | 79 / 80 | $580.8B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $189.6B |
| ROYAL BANK OF CANADA | 79 / 80 | $171.3B |
| UBS Group AG | 79 / 80 | $166.2B |
Ranked by how many of Hardy Reed LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $289.4M | 782.0K | 18.6% | ▲+1.5% Added · +11K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $189.0M | 275.1K | 12.1% | ▼−0.9% Reduced · −3K sh | |
| 3 | Ishares TR CORE MSCI TOTAL | $151.3M | 1.59M | 9.7% | ▼~0% Reduced · −508 sh | |
| 4 | JPMorgan Chase & Co COM | $131.4M | 401.3K | 8.4% | ▲+0.3% Added · +1K sh | |
| 5 | Vanguard Charlotte FDS TOTAL INT BD ETF | $74.4M | 1.54M | 4.8% | ▲+5.6% Added · +82K sh | |
| 6 | Schwab Strategic TR FUNDAMENTAL INTL | $55.3M | 1.05M | 3.6% | ▼−1.7% Reduced · −18K sh | |
| 7 | Apple Inc COM | $39.0M | 134.7K | 2.5% | ▼−0.1% Reduced · −158 sh | |
| 8 | Vanguard Star FDS VG TL INTL STK F | $32.6M | 381.6K | 2.1% | ▼−0.5% Reduced · −2K sh | |
| 9 | Dimensional ETF Trust US COR EQU 1 ETF | $32.6M | 397.1K | 2.1% | ▲+13% Added · +46K sh | |
| 10 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $28.1M | 355.1K | 1.8% | ▲+9.2% Added · +30K sh | |
| 11 | Berkshire Hathaway Inc Del CL A | $27.0M | 36 | 1.7% | —Held | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $23.1M | 30.9K | 1.5% | ▼−1.6% Reduced · −511 sh | |
| 13 | Alphabet Inc CAP STK CL A | $20.3M | 56.8K | 1.3% | ▲~0% Added · +7 sh | |
| 14 | Ishares TR CORE S&P SCP ETF | $19.6M | 132.4K | 1.3% | ▲~0% Added · +48 sh | |
| 15 | Ishares TR CORE S&P500 ETF | $18.2M | 24.3K | 1.2% | ▼−3.5% Reduced · −895 sh | |
| 16 | Vanguard Whitehall FDS HIGH DIV YLD | $17.6M | 111.4K | 1.1% | ▼−5.3% Reduced · −6K sh | |
| 17 | SPDR Series Trust ST SHOR CORP ETF | $17.3M | 577.5K | 1.1% | ▼−0.2% Reduced · −1K sh | |
| 18 | Ishares TR CORE S&P MCP ETF | $14.6M | 189.3K | 0.9% | ▲~0% Added · +55 sh | |
| 19 | Ishares TR RUS 1000 GRW ETF | $13.7M | 110.5K | 0.9% | ▲+300% Added · +83K sh | |
| 20 | Ishares TR CORE MSCI EAFE | $12.2M | 125.8K | 0.8% | ▲+0.1% Added · +82 sh | |
| 21 | Nvidia Corporation COM | $10.8M | 54.0K | 0.7% | ▲+0.3% Added · +136 sh | |
| 22 | Dimensional ETF Trust US SMALL CAP ETF | $10.4M | 126.5K | 0.7% | ▲+2.9% Added · +4K sh | |
| 23 | Microsoft Corp COM | $10.4M | 27.8K | 0.7% | ▼−0.3% Reduced · −79 sh | |
| 24 | Huntington Bancshares Inc COM | $9.5M | 536.4K | 0.6% | ▲+3.4% Added · +18K sh | |
| 25 | Amazon Com Inc COM | $9.5M | 39.9K | 0.6% | ▲+0.1% Added · +59 sh | |
| 26 | Vanguard Index FDS VALUE ETF | $9.4M | 43.3K | 0.6% | ▲+0.1% Added · +55 sh | |
| 27 | Ishares TR CORE S&P TTL STK | $9.2M | 56.0K | 0.6% | —Held | |
| 28 | Alphabet Inc CAP STK CL C | $8.9M | 25.1K | 0.6% | ▼−5.9% Reduced · −2K sh | |
| 29 | Dimensional ETF Trust US CORE EQT MKT | $7.3M | 140.7K | 0.5% | ▼−0.1% Reduced · −151 sh | |
| 30 | Ishares TR RUS 1000 VAL ETF | $7.2M | 29.7K | 0.5% | —Held | |
| 31 | Vanguard Index FDS REAL ESTATE ETF | $6.8M | 70.6K | 0.4% | —Held | |
| 32 | Ge Vernova Inc COM | $6.2M | 5.3K | 0.4% | ▼−0.6% Reduced · −32 sh | |
| 33 | Vanguard BD Index FDS INTERMED TERM | $5.5M | 72.3K | 0.4% | ▼−0.5% Reduced · −328 sh | |
| 34 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $5.5M | 92.1K | 0.4% | ▲+0.1% Added · +52 sh | |
| 35 | Broadcom Inc COM | $5.4M | 14.4K | 0.3% | ▼−8.7% Reduced · −1K sh | |
| 36 | Applied Matls Inc COM | $5.3M | 7.4K | 0.3% | ▼−2.1% Reduced · −160 sh | |
| 37 | Dimensional ETF Trust US EQUI MARK ETF | $5.2M | 64.0K | 0.3% | —Held | |
| 38 | Invesco Exch Traded FD TR II INVESCO PHLX SM | $5.0M | 45.0K | 0.3% | —Held | |
| 39 | Invesco QQQ TR UNIT SER 1 | $4.9M | 6.6K | 0.3% | ▲+0.1% Added · +8 sh | |
| 40 | Visa Inc COM CL A | $4.8M | 14.0K | 0.3% | ▼−3.0% Reduced · −430 sh | |
| 41 | Norfolk Southn Corp COM | $4.7M | 15.1K | 0.3% | ▲+0.3% Added · +46 sh | |
| 42 | Caterpillar Inc COM | $4.7M | 4.4K | 0.3% | ▲+2.9% Added · +122 sh | |
| 43 | Autozone Inc COM | $4.5M | 1.4K | 0.3% | ▲New New position | |
| 44 | Amphenol Corp CL A | $4.3M | 24.7K | 0.3% | ▼−0.2% Reduced · −59 sh | |
| 45 | Trane Technologies PLC SHS | $4.3M | 8.7K | 0.3% | ▼−0.1% Reduced · −7 sh | |
| 46 | Eli Lilly & Co COM | $4.2M | 3.5K | 0.3% | ▲+174% Added · +2K sh | |
| 47 | Home Depot Inc COM | $3.8M | 10.7K | 0.2% | ▲+4.5% Added · +461 sh | |
| 48 | Palo Alto Networks Inc COM | $3.6M | 10.5K | 0.2% | ▲+0.2% Added · +18 sh | |
| 49 | Exxon Mobil Corp COM | $3.5M | 25.4K | 0.2% | ▲+2.2% Added · +549 sh | |
| 50 | Johnson & Johnson COM | $3.3M | 13.0K | 0.2% | ▲+2.9% Added · +370 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1761871/holdings"
Use Arkolith to show Hardy Reed LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.