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
$31.6B
$385,000 0.03% of portfolio
18,215
Q4 2024 Added 400.0%
$9.51B
$328,000 0.03% of portfolio
3,300
Q4 2024 New
$11.6B
$287,000 0.03% of portfolio
3,581
Q4 2024 Reduced 1.35%
$173B
$379,000 0.03% of portfolio
5,535
Q4 2024 Reduced 10.88%
$0
$356,000 0.03% of portfolio
5,177
Q4 2022 New
$4.11B
$325,000 0.03% of portfolio
3,648
Q4 2024 Reduced 8.94%
$55.7B
$379,000 0.03% of portfolio
8,742
Q4 2024 Added 51.72%
$177B
$338,000 0.03% of portfolio
1,741
Q4 2024 Reduced 1.92%
$19B
$304,000 0.03% of portfolio
699
Q3 2024 New
$81B
$354,000 0.03% of portfolio
2,811
Q4 2024 New
$63.4B
$333,000 0.03% of portfolio
1,187
Q4 2024 Reduced 0.17%
$786B
$384,000 0.03% of portfolio
498
Q4 2024 Reduced 0.6%
$165B
$298,000 0.03% of portfolio
7,963
Q4 2024 Added 0.76%
$74B
$346,000 0.03% of portfolio
1,314
Q3 2024 Added 1.15%
$0
$377,000 0.03% of portfolio
1,416
Q4 2024 Reduced 4.26%
$0
$297,000 0.03% of portfolio
4,433
Q3 2024 New
$3.01B
$294,000 0.03% of portfolio
4,843
Q4 2024 Added 9.5%
$65B
$285,000 0.03% of portfolio
5,964
Q4 2024 Reduced 8.58%
$344B
$346,000 0.03% of portfolio
7,877
Q3 2024 Reduced 0.09%
$280B
$356,000 0.03% of portfolio
515
Q3 2024 Added 13.94%
$279B
$390,000 0.03% of portfolio
5,564
Q4 2024 Added 4.02%
$73.1B
$337,000 0.03% of portfolio
6,239
Q4 2024 Added 0.31%
$231B
$317,000 0.03% of portfolio
1,094
Q4 2024 New
$4.06B
$379,000 0.03% of portfolio
3,463
Q3 2024 Added 1.11%
$8.74B
$359,000 0.03% of portfolio
2,172
Q2 2024 New
$224B
$328,000 0.03% of portfolio
1,496
Q4 2024 Added 18.26%
$45.2B
$368,000 0.03% of portfolio
3,675
Q4 2024 Added 7.74%
$5.32B
$297,000 0.03% of portfolio
1,387
Q4 2023 Reduced 10.63%
$21.3B
$304,000 0.03% of portfolio
2,696
Q2 2024 New
$205B
$290,000 0.03% of portfolio
1,909
Q4 2024 Reduced 7.33%
$1.89B
$332,000 0.03% of portfolio
8,990
Q4 2024 Added 5.27%
$254B
$338,000 0.03% of portfolio
5,721
Q4 2024 Reduced 38.79%
$27.7B
$375,000 0.03% of portfolio
3,354
Q4 2024 Added 0.15%
$5.65B
$280,000 0.03% of portfolio
23,955
Q4 2024 Added 11.21%
$5.61B
$290,000 0.03% of portfolio
2,750
Q3 2024 Reduced 6.14%
$5.08B
$285,000 0.03% of portfolio
2,685
Q2 2024 New
$5.39B
$320,000 0.03% of portfolio
1,958
Q1 2024 Reduced 0.41%
$114B
$259,000 0.02% of portfolio
781
Q3 2024 New
$4.3B
$230,000 0.02% of portfolio
2,413
Q2 2024 New
$6.79B
$217,000 0.02% of portfolio
4,073
Q4 2024 New
$29.7B
$273,000 0.02% of portfolio
1,239
Q2 2024 New
$44.8B
$220,000 0.02% of portfolio
2,600
Q4 2024 Reduced 1.14%
$3.15B
$263,000 0.02% of portfolio
2,975
Q3 2024 New
$259B
$226,000 0.02% of portfolio
1,166
Q4 2024 Reduced 1.1%
$225B
$209,000 0.02% of portfolio
3,191
Q4 2024 Added 0.28%
$39.7B
$219,000 0.02% of portfolio
370
Q4 2024 New
$5.84B
$247,000 0.02% of portfolio
2,270
Q4 2024 Reduced 11.67%
$1.76B
$183,000 0.02% of portfolio
18,850
Q4 2024 New
$4.62B
$266,000 0.02% of portfolio
756
Q4 2024 New

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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