Hardy Reed LLC Portfolio Holdings

Hardy Reed LLC

  • $1.12 Billion
  • Q4 2024

Hardy Reed LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.12 Billion distributed in 247 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 $218M, Vanguard Index Fds S&P 500 ETF with a value of $146M, Ishares Tr with a value of $101M, Jpmorgan Chase & CO with a value of $96.1M, and Vanguard Total International B with a value of $56.3M.

Examining the 13F form we can see an increase of $13.9M in the current position value, from $1.1B to 1.12B.

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

Portfolio value $1.12 Billion
ETFs: $783 Million
Financial Services: $152 Million
Technology: $77.2 Million
Industrials: $22.9 Million
Communication Services: $21 Million
Consumer Cyclical: $20.1 Million
Healthcare: $15.5 Million
Energy: $13.1 Million
Other: $12.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.4B
$730,000 0.07% of portfolio
15,270
Q4 2024 Added 24.45%
$63.8B
$797,000 0.07% of portfolio
29,097
Q4 2024 Added 33.05%
$40.9B
$735,000 0.07% of portfolio
6,202
Q3 2024 Added 1.61%
$1.89B
$768,000 0.07% of portfolio
21,486
Q4 2024 Reduced 0.46%
$226B
$664,000 0.06% of portfolio
6,681
Q4 2024 Reduced 57.25%
$96.1B
$634,000 0.06% of portfolio
7,539
Q4 2024 Reduced 7.3%
$0
$705,000 0.06% of portfolio
8,713
Q4 2024 Reduced 1.2%
$0
$684,000 0.06% of portfolio
2,538
Q4 2024 Reduced 4.66%
$16B
$724,000 0.06% of portfolio
18,850
Q4 2024 Added 26.94%
$14.1B
$714,000 0.06% of portfolio
41,850
Q4 2024 Added 11.75%
$6.55B
$698,000 0.06% of portfolio
6,203
Q3 2024 Reduced 0.35%
$156B
$718,000 0.06% of portfolio
8,350
Q4 2024 Reduced 0.01%
$6.79B
$634,000 0.06% of portfolio
3,824
Q4 2024 Added 16.41%
$43.6B
$644,000 0.06% of portfolio
8,964
Q3 2024 Added 0.35%
$0
$653,000 0.06% of portfolio
26,457
Q4 2024 Added 23.52%
$0
$547,000 0.05% of portfolio
5,659
Q1 2023 New
$194B
$602,000 0.05% of portfolio
5,208
Q4 2024 Reduced 0.42%
$20B
$610,000 0.05% of portfolio
25,977
Q4 2024 Added 1.3%
$7.81B
$513,000 0.05% of portfolio
1,854
Q2 2024 New
$0
$562,000 0.05% of portfolio
1,498
Q4 2024 Reduced 0.07%
$0
$579,000 0.05% of portfolio
7,670
Q4 2024 New
$19.4B
$557,000 0.05% of portfolio
3,900
Q4 2024 Reduced 37.78%
$8.5B
$551,000 0.05% of portfolio
4,857
Q1 2024 Reduced 0.04%
$16.4B
$439,000 0.04% of portfolio
5,106
Q3 2024 Reduced 0.27%
$6.51B
$480,000 0.04% of portfolio
2,562
Q4 2024 Added 12.91%
$0
$418,000 0.04% of portfolio
3,925
Q4 2024 Reduced 10.92%
$44.8B
$448,000 0.04% of portfolio
5,557
Q3 2024 Added 5.01%
$0
$410,000 0.04% of portfolio
18,087
Q4 2024 Added 198.37%
$0
$473,000 0.04% of portfolio
14,173
Q4 2024 Added 13.14%
$56.5B
$473,000 0.04% of portfolio
2,203
Q4 2024 Reduced 14.61%
$14B
$430,000 0.04% of portfolio
1,219
Q4 2024 Added 0.41%
$0
$423,000 0.04% of portfolio
3,081
Q4 2024 Reduced 0.16%
$12B
$501,000 0.04% of portfolio
6,139
Q4 2024 Added 1.05%
$13.1B
$492,000 0.04% of portfolio
8,574
Q3 2024 Added 1.06%
$19.6B
$395,000 0.04% of portfolio
3,571
Q3 2024 Reduced 0.33%
$74.1B
$461,000 0.04% of portfolio
14,710
Q4 2024 Added 2.15%
$229B
$466,000 0.04% of portfolio
4,124
Q3 2024 Reduced 0.77%
$4.81B
$491,000 0.04% of portfolio
2,671
Q4 2024 Reduced 0.6%
$34.5B
$423,000 0.04% of portfolio
3,150
Q2 2024 New
$0
$401,000 0.04% of portfolio
7,310
Q1 2024 New
$0
$433,000 0.04% of portfolio
1,640
Q1 2024 Added 36.21%
$71.9B
$460,000 0.04% of portfolio
3,298
Q4 2024 Added 0.92%
$4.2B
$430,000 0.04% of portfolio
11,489
Q2 2024 New
$0
$419,000 0.04% of portfolio
1,650
Q4 2023 Reduced 6.2%
$12.7B
$328,000 0.03% of portfolio
11,836
Q4 2024 New
$9.61B
$339,000 0.03% of portfolio
16,721
Q4 2024 Added 3.66%
$0
$301,000 0.03% of portfolio
6,717
Q3 2024 Added 2.41%
$4.04B
$323,000 0.03% of portfolio
2,186
Q1 2024 New
$164B
$351,000 0.03% of portfolio
705
Q3 2024 Added 1.15%

Summary

  • Portfolio
  • No. of Stocks 247
  • Current Value $1.12 Billion
  • Prior Value $1.1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 23 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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