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
$1.65B
$380,000 0.03% of portfolio
8,990
Q4 2024 Added 5.27%
$6.15B
$300,000 0.03% of portfolio
1,735
Q1 2025 Reduced 11.39%
$242B
$319,000 0.03% of portfolio
4,354
Q4 2024 Reduced 0.98%
$173B
$379,000 0.03% of portfolio
5,535
Q4 2024 Reduced 10.88%
$9.23B
$370,000 0.03% of portfolio
1,854
Q2 2024 New
$4B
$312,000 0.03% of portfolio
3,850
Q1 2025 Added 5.54%
$177B
$351,000 0.03% of portfolio
1,807
Q1 2025 Added 3.79%
$52.6B
$350,000 0.03% of portfolio
8,521
Q1 2025 Reduced 2.53%
$5.12B
$354,000 0.03% of portfolio
2,671
Q4 2024 Reduced 0.6%
$57.2B
$287,000 0.03% of portfolio
1,179
Q1 2025 Reduced 0.67%
$0
$333,000 0.03% of portfolio
7,302
Q1 2025 Added 8.71%
$10.7B
$310,000 0.03% of portfolio
16,130
Q1 2025 Reduced 3.53%
$0
$340,000 0.03% of portfolio
5,177
Q4 2022 New
$71.6B
$329,000 0.03% of portfolio
2,993
Q1 2025 Added 6.47%
$75.8B
$360,000 0.03% of portfolio
1,324
Q1 2025 Added 0.76%
$0
$352,000 0.03% of portfolio
1,390
Q1 2025 Reduced 1.84%
$182B
$288,000 0.03% of portfolio
1,921
Q1 2025 Added 0.63%
$5.07B
$280,000 0.03% of portfolio
13,425
Q1 2025 Added 400.0%
$171B
$285,000 0.03% of portfolio
20,936
Q1 2025 Added 0.65%
$8.61B
$361,000 0.03% of portfolio
2,172
Q2 2024 New
$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%
$3.95B
$312,000 0.03% of portfolio
13,933
Q4 2024 New
$264B
$357,000 0.03% of portfolio
5,801
Q1 2025 Added 1.4%
$153B
$301,000 0.03% of portfolio
8,176
Q1 2025 Added 2.67%
$10.9B
$315,000 0.03% of portfolio
11,836
Q4 2024 New
$74.5B
$372,000 0.03% of portfolio
6,239
Q4 2024 Added 0.31%
$48.4B
$304,000 0.03% of portfolio
7,275
Q1 2025 Added 3.93%
$33.4B
$368,000 0.03% of portfolio
3,150
Q2 2024 New
$50.4B
$282,000 0.03% of portfolio
7,307
Q3 2024 Added 1.13%
$223B
$239,000 0.02% of portfolio
3,263
Q1 2025 Added 2.26%
$4.27B
$213,000 0.02% of portfolio
2,975
Q3 2024 New
$304B
$264,000 0.02% of portfolio
2,000
Q1 2025 New
$41.9B
$248,000 0.02% of portfolio
2,615
Q1 2025 Added 0.58%
$199B
$237,000 0.02% of portfolio
8,391
Q1 2025 New
$8.36B
$221,000 0.02% of portfolio
1,710
Q1 2024 New
$24.2B
$271,000 0.02% of portfolio
741
Q1 2025 Added 6.01%
$28.5B
$229,000 0.02% of portfolio
1,252
Q1 2025 Added 1.05%
$4.74B
$223,000 0.02% of portfolio
765
Q1 2025 Added 1.19%
$5.46B
$216,000 0.02% of portfolio
23,955
Q4 2024 Added 11.21%
$3.33B
$262,000 0.02% of portfolio
3,463
Q3 2024 Added 1.11%
$5.91B
$242,000 0.02% of portfolio
4,175
Q1 2025 Added 2.5%
$5.88B
$276,000 0.02% of portfolio
2,480
Q1 2025 Reduced 9.82%
$3.43B
$240,000 0.02% of portfolio
4,968
Q1 2025 Added 2.58%
$15.2B
$233,000 0.02% of portfolio
6,811
Q1 2025 New
$130B
$207,000 0.02% of portfolio
763
Q1 2025 Reduced 2.3%
$66.1B
$270,000 0.02% of portfolio
2,111
Q4 2024 Reduced 37.56%
$3.65B
$273,000 0.02% of portfolio
811
Q1 2025 Added 13.27%
$10.9B
$200,000 0.02% of portfolio
1,144
Q2 2024 New

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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