Hardy Reed LLC Portfolio Holdings
Hardy Reed LLC
- $1.32 Billion
- Q3 2025
Hardy Reed LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.32 Billion distributed in 240 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 $249M, Vanguard Index Fds S&P 500 ETF with a value of $172M, Ishares Tr with a value of $130M, Jpmorgan Chase & CO with a value of $126M, and Vanguard Total International B with a value of $64.2M.
Examining the 13F form we can see an increase of $107M in the current position value, from $1.22B to 1.32B.
Below you can find more details about Hardy Reed LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.32 Billion
ETFs: $934 Million
Financial Services: $187 Million
Technology: $87.3 Million
Communication Services: $29.2 Million
Industrials: $24 Million
Consumer Cyclical: $22.7 Million
Healthcare: $16.7 Million
Energy: $13.7 Million
Other: $8.57 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 240
- Current Value $1.32 Billion
- Prior Value $1.22 Billion
- Filing
- Period Q3 2025
- Filing Date November 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 14 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 58 stocks