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
$1.02T
$805,000 0.07% of portfolio
4,854
Q1 2025 Added 2.73%
$64.2B
$823,000 0.07% of portfolio
28,870
Q1 2025 Reduced 0.78%
$17.2B
$780,000 0.07% of portfolio
6,250
Q1 2025 Added 60.26%
$55.3B
$740,000 0.07% of portfolio
39,840
Q4 2024 Added 3.7%
$52.1B
$817,000 0.07% of portfolio
15,270
Q4 2024 Added 24.45%
$0
$737,000 0.07% of portfolio
6,170
Q1 2025 Reduced 2.3%
$4.47B
$769,000 0.07% of portfolio
10,103
Q3 2024 Reduced 6.25%
$14.6B
$627,000 0.06% of portfolio
7,563
Q1 2025 Added 48.12%
$38.8B
$716,000 0.06% of portfolio
6,412
Q1 2025 Added 3.39%
$0
$627,000 0.06% of portfolio
2,443
Q1 2025 Reduced 3.74%
$0
$646,000 0.06% of portfolio
4,010
Q4 2023 Reduced 10.37%
$0
$695,000 0.06% of portfolio
8,713
Q4 2024 Reduced 1.2%
$23.6B
$693,000 0.06% of portfolio
8,948
Q1 2025 Reduced 0.18%
$37.4B
$684,000 0.06% of portfolio
3,416
Q1 2025 Added 0.8%
$6.02B
$663,000 0.06% of portfolio
6,203
Q3 2024 Reduced 0.35%
$1.97B
$637,000 0.06% of portfolio
18,786
Q1 2025 Reduced 12.57%
$68.5B
$560,000 0.05% of portfolio
16,420
Q1 2025 Added 11.62%
$0
$537,000 0.05% of portfolio
10,346
Q1 2025 New
$61B
$517,000 0.05% of portfolio
2,236
Q1 2025 Added 1.5%
$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%
$160B
$575,000 0.05% of portfolio
8,294
Q1 2025 Reduced 0.67%
$0
$545,000 0.05% of portfolio
5,659
Q1 2023 New
$0
$518,000 0.05% of portfolio
14,834
Q1 2025 Added 4.66%
$6.84B
$574,000 0.05% of portfolio
3,659
Q1 2025 Reduced 4.31%
$20.1B
$550,000 0.05% of portfolio
25,343
Q1 2025 Reduced 2.44%
$0
$408,000 0.04% of portfolio
1,650
Q4 2023 Reduced 6.2%
$0
$449,000 0.04% of portfolio
3,079
Q1 2025 Reduced 0.06%
$0
$487,000 0.04% of portfolio
1,498
Q4 2024 Reduced 0.07%
$0
$389,000 0.04% of portfolio
18,087
Q4 2024 Added 198.37%
$167B
$425,000 0.04% of portfolio
837
Q1 2025 Added 18.72%
$0
$424,000 0.04% of portfolio
1,640
Q1 2024 Added 36.21%
$4.15B
$419,000 0.04% of portfolio
11,489
Q2 2024 New
$33.1B
$431,000 0.04% of portfolio
16,996
Q1 2025 Reduced 6.69%
$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%
$80.8B
$445,000 0.04% of portfolio
3,060
Q1 2025 Reduced 7.22%
$0
$396,000 0.04% of portfolio
7,310
Q1 2024 New
$10.5B
$477,000 0.04% of portfolio
6,128
Q1 2025 Reduced 0.18%
$48.7B
$395,000 0.04% of portfolio
5,292
Q1 2025 Reduced 4.77%
$9.76B
$458,000 0.04% of portfolio
4,552
Q1 2025 Reduced 6.28%
$12.1B
$485,000 0.04% of portfolio
8,574
Q3 2024 Added 1.06%
$6.29B
$417,000 0.04% of portfolio
2,607
Q1 2025 Added 1.76%
$102B
$404,000 0.04% of portfolio
6,628
Q1 2025 Added 1.89%
$18.3B
$414,000 0.04% of portfolio
3,448
Q1 2025 Reduced 3.44%
$0
$436,000 0.04% of portfolio
3,925
Q4 2024 Reduced 10.92%
$14.8B
$374,000 0.03% of portfolio
1,214
Q1 2025 Reduced 0.41%
$10.4B
$318,000 0.03% of portfolio
3,300
Q4 2024 New
$21B
$332,000 0.03% of portfolio
3,393
Q1 2025 Added 1.16%

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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