Hardy Reed LLC Portfolio Holdings

Hardy Reed LLC

  • $1.11 Billion
  • Q1 2025

Hardy Reed LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.11 Billion distributed in 237 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $213M, Vanguard Index Fds S&P 500 ETF with a value of $139M, Ishares Tr with a value of $109M, Jpmorgan Chase & CO with a value of $98.3M, and Vanguard Total International B with a value of $59.1M.

Examining the 13F form we can see an decrease of $6.22M in the current position value, from $1.12B to 1.11B.

Below you can find more details about Hardy Reed LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.11 Billion
ETFs: $779 Million
Financial Services: $157 Million
Technology: $66.6 Million
Industrials: $21.8 Million
Healthcare: $20.9 Million
Communication Services: $19.9 Million
Consumer Cyclical: $19.6 Million
Energy: $14.4 Million
Other: $11.4 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$781B
$98.3 Million 8.85% of portfolio
400,580
Q1 2025 Reduced 0.06%
$3.27T
$28.9 Million 2.6% of portfolio
130,186
Q1 2025 Reduced 4.35%
$448B
$28.7 Million 2.59% of portfolio
36
Q4 2023 New
$3.45T
$10.4 Million 0.94% of portfolio
27,703
Q1 2025 Added 0.72%
$993B
$7.88 Million 0.71% of portfolio
50,972
Q1 2025 Added 0.61%
$2.1T
$6.12 Million 0.55% of portfolio
32,143
Q1 2025 Added 0.96%
$1.02T
$5.21 Million 0.47% of portfolio
33,373
Q1 2025 Added 0.17%
$352B
$5.14 Million 0.46% of portfolio
47,469
Q1 2025 Added 3.47%
$598B
$4.93 Million 0.44% of portfolio
14,077
Q1 2025 Added 0.59%
$382B
$4 Million 0.36% of portfolio
10,926
Q1 2025 Reduced 0.67%
$433B
$3.4 Million 0.31% of portfolio
28,603
Q1 2025 Added 1.29%
$555B
$2.76 Million 0.25% of portfolio
5,038
Q1 2025 Added 0.46%
$331B
$2.44 Million 0.22% of portfolio
11,648
Q1 2025 Added 1.16%
$1.5T
$2.4 Million 0.22% of portfolio
4,167
Q1 2025 Added 69.12%
$282B
$2.19 Million 0.2% of portfolio
4,188
Q1 2025 Reduced 1.41%
$222B
$2.27 Million 0.2% of portfolio
8,430
Q1 2025 Added 0.02%
$217B
$1.84 Million 0.17% of portfolio
400
Q1 2025 Added 0.25%
$273B
$1.78 Million 0.16% of portfolio
10,669
Q4 2024 Reduced 6.31%
$283B
$1.6 Million 0.14% of portfolio
10,061
Q1 2025 Reduced 45.16%
$303B
$1.34 Million 0.12% of portfolio
5,019
Q1 2025 Added 0.06%
$207B
$1.06 Million 0.1% of portfolio
10,737
Q1 2025 Added 19.73%
$271B
$1.11 Million 0.1% of portfolio
12,629
Q1 2025 Reduced 0.22%
$272B
$990,000 0.09% of portfolio
4,949
Q1 2025 Reduced 14.39%
$713B
$915,000 0.08% of portfolio
1,108
Q1 2025 Added 122.49%
$1.02T
$805,000 0.07% of portfolio
4,854
Q1 2025 Added 2.73%
$202B
$534,000 0.05% of portfolio
4,038
Q1 2025 Reduced 22.47%
$234B
$548,000 0.05% of portfolio
4,138
Q1 2025 Added 0.34%
$287B
$434,000 0.04% of portfolio
6,048
Q1 2025 Added 8.7%
$230B
$392,000 0.04% of portfolio
1,255
Q1 2025 Added 14.72%
$242B
$319,000 0.03% of portfolio
4,354
Q4 2024 Reduced 0.98%
$297B
$359,000 0.03% of portfolio
542
Q1 2025 Added 5.24%
$358B
$334,000 0.03% of portfolio
8,020
Q1 2025 Added 1.82%
$264B
$357,000 0.03% of portfolio
5,801
Q1 2025 Added 1.4%
$223B
$239,000 0.02% of portfolio
3,263
Q1 2025 Added 2.26%
$304B
$264,000 0.02% of portfolio
2,000
Q1 2025 New
$358B
$256,000 0.02% of portfolio
954
Q1 2025 Added 0.42%

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $1.11 Billion
  • Prior Value $1.12 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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