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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.07 Million 0.19% of portfolio
13,728
Q1 2024 Added 3.13%
$404B
$2.13 Million 0.19% of portfolio
12,853
Q1 2025 Reduced 0.37%
$0
$1.94 Million 0.18% of portfolio
24,833
Q1 2025 Added 60.24%
$0
$1.99 Million 0.18% of portfolio
8,048
Q4 2024 Reduced 1.65%
$0
$1.89 Million 0.17% of portfolio
9,400
Q2 2024 New
$217B
$1.84 Million 0.17% of portfolio
400
Q1 2025 Added 0.25%
$0
$1.88 Million 0.17% of portfolio
37,045
Q1 2025 Reduced 6.37%
$100B
$1.75 Million 0.16% of portfolio
10,131
Q1 2025 Reduced 36.78%
$59B
$1.8 Million 0.16% of portfolio
10,525
Q1 2025 Added 3.11%
$273B
$1.78 Million 0.16% of portfolio
10,669
Q4 2024 Reduced 6.31%
$104B
$1.68 Million 0.15% of portfolio
10,051
Q1 2025 Reduced 9.34%
$86.2B
$1.64 Million 0.15% of portfolio
1,144
Q1 2025 Reduced 0.09%
$79.5B
$1.68 Million 0.15% of portfolio
13,398
Q4 2024 Added 0.15%
$0
$1.51 Million 0.14% of portfolio
45,000
Q2 2024 New
$139B
$1.57 Million 0.14% of portfolio
22,203
Q1 2025 Reduced 0.71%
$140B
$1.55 Million 0.14% of portfolio
7,563
Q1 2025 Added 38.26%
$54.5B
$1.58 Million 0.14% of portfolio
24,088
Q1 2025 Reduced 0.19%
$163B
$1.53 Million 0.14% of portfolio
21,014
Q1 2025 Added 0.86%
$283B
$1.6 Million 0.14% of portfolio
10,061
Q1 2025 Reduced 45.16%
$136B
$1.49 Million 0.13% of portfolio
6,300
Q1 2025 Reduced 0.71%
$71.3B
$1.41 Million 0.13% of portfolio
3,290
Q1 2025 Added 0.67%
$195B
$1.44 Million 0.13% of portfolio
16,061
Q1 2025 Added 140.4%
$0
$1.48 Million 0.13% of portfolio
2,775
Q4 2023 Reduced 0.86%
$0
$1.39 Million 0.12% of portfolio
13,852
Q1 2025 Added 0.04%
$0
$1.39 Million 0.12% of portfolio
7,436
Q4 2024 Added 0.11%
$49.8B
$1.3 Million 0.12% of portfolio
4,358
Q2 2024 New
$184B
$1.37 Million 0.12% of portfolio
4,151
Q1 2025 Added 1.42%
$157B
$1.28 Million 0.12% of portfolio
2,570
Q3 2024 Added 0.43%
$303B
$1.34 Million 0.12% of portfolio
5,019
Q1 2025 Added 0.06%
$167B
$1.22 Million 0.11% of portfolio
7,953
Q1 2025 Added 1.71%
$37.3B
$1.18 Million 0.11% of portfolio
15,696
Q1 2025 Added 2.82%
$139B
$1.06 Million 0.1% of portfolio
7,324
Q1 2025 Added 0.98%
$207B
$1.06 Million 0.1% of portfolio
10,737
Q1 2025 Added 19.73%
$0
$1.15 Million 0.1% of portfolio
19,426
Q1 2025 Added 0.48%
$99.4B
$1.1 Million 0.1% of portfolio
11,216
Q1 2025 Added 0.61%
$271B
$1.11 Million 0.1% of portfolio
12,629
Q1 2025 Reduced 0.22%
$5.31B
$1.06 Million 0.1% of portfolio
12,000
Q1 2025 New
$5.34B
$1.14 Million 0.1% of portfolio
11,660
Q1 2025 New
$272B
$990,000 0.09% of portfolio
4,949
Q1 2025 Reduced 14.39%
$160B
$1.03 Million 0.09% of portfolio
13,159
Q1 2025 Reduced 0.5%
$82.5B
$1.04 Million 0.09% of portfolio
16,008
Q1 2025 Reduced 0.27%
$149B
$1.05 Million 0.09% of portfolio
8,599
Q1 2025 Reduced 1.58%
$0
$924,000 0.08% of portfolio
24,080
Q4 2024 Reduced 7.21%
$85.4B
$885,000 0.08% of portfolio
1,456
Q1 2025 Added 1.89%
$82.8B
$863,000 0.08% of portfolio
8,394
Q1 2025 Added 1.68%
$12B
$837,000 0.08% of portfolio
41,850
Q4 2024 Added 11.75%
$713B
$915,000 0.08% of portfolio
1,108
Q1 2025 Added 122.49%
$0
$890,000 0.08% of portfolio
4,312
Q4 2023 Reduced 2.62%
$14.7B
$772,000 0.07% of portfolio
18,850
Q4 2024 Added 26.94%

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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