§ 13F · FUND PROFILE
Hardy Reed LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 240Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 771K | $247M | 18.0% | +1% |
| 2 | VOO | VANGUARD INDEX FDS | 278K | $166M | 12.1% | −1% |
| 3 | IXUS | ISHARES TR | 1.59M | $137M | 10.0% | −1% |
| 4 | JPM | JPMORGAN CHASE & CO | 400K | $118M | 8.6% | ±0% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 1.45M | $70M | 5.1% | +5% |
| 6 | FNDF | SCHWAB STRATEGIC TR | 1.07M | $52M | 3.8% | ±0% |
| 7 | AAPL | APPLE INC | 135K | $34M | 2.5% | ±0% |
| 8 | VXUS | VANGUARD STAR FDS | 383K | $30M | 2.2% | −1% |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 36 | $26M | 1.9% | ±0% |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | 325K | $26M | 1.9% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HARDY SIGNAL
AC read
Hardy Reed LLC is a Other fund managing $1.4 billion in assets. The fund runs a broad portfolio of 240 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed