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CIK: 0001761871
Total reported value
$1.6B
$1.6B
247 檔
44.3%
The Q2 2025 SEC filing reveals that Hardy Reed LLC held a total portfolio value of $1.6B, covering 247 public equity positions.
Hardy Reed LLC executed strategic sector rebalancing during Q2 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VOO, IXUS) accounted for 44.3% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 247 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.60% | +0.55% | -1.40% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.77% | +0.03% | +3.71% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 9.73% | -0.31% | +0.31% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 9.30% | -0.16% | -0.02% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.91% | -0.32% | +2.13% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.36% | -0.26% | +1.36% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.22% | -0.07% | -0.44% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.16% | — | +0.73% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.10% | -0.16% | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | -0.01% | -0.49% | |
| 11 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.51% | +0.25% | +16.42% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.37% | -0.14% | -1.40% | |
| 13 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.35% | -0.16% | -1.36% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | -0.03% | -0.58% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.16% | +0.06% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.08% | -2.77% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.95% | +0.02% | — | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.94% | +0.01% | -0.09% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | -0.05% | -0.15% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.11% | +5.80% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.01% | +8.74% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | -0.01% | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | — | -0.32% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | +0.01% | -0.76% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.59% | +0.03% | +7.34% | |
| 26 | CADE | Cadence Bank | Stock-Other | 0.53% | — | -0.15% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | -0.02% | — | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.48% | +0.01% | -0.06% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.01% | -0.42% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.46% | — | — | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | -0.01% | +0.01% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.39% | -0.05% | +3.71% | |
| 33 | TT | Trane Technologies plc | Stock-Industrials | 0.37% | +0.01% | +0.01% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.36% | -0.01% | +0.01% | |
| 35 | GEV | GE Vernova Inc | Stock-Industrials | 0.34% | +0.06% | -5.51% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.34% | +0.01% | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.04% | +29.90% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | — | -0.53% | |
| 39 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.31% | -0.01% | -0.06% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.03% | — | |
| 41 | PGR | Progressive CORP | Stock-Financials | 0.26% | — | -0.86% | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.26% | -0.02% | -0.85% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.09% | -1.74% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.02% | +0.38% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | — | +1.26% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.22% | -0.01% | -0.12% | |
| 47 | BLK | Blackrock Inc | Stock-Financials | 0.19% | -0.01% | -0.09% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.19% | +0.05% | +0.24% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.19% | -0.17% | EXIT | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.19% | -0.01% | +0.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.6% | -0.02% | Trim |
| 2 | VOO | Vanguard S&p 500 ETF | +0.5% | +3.71% | Add |
| 3 | DCOR | Dimensional US Core Eq 1 ETF | +0.2% | +16.42% | Add |
| 4 | MSFT | Microsoft CORP | +0.2% | -2.77% | Trim |
| 5 | NVDA | Nvidia CORP | +0.2% | -0.32% | Trim |
| 6 | GEV | GE Vernova Inc | +0.1% | -5.51% | Trim |
| 7 | META | Meta Platforms Inc-class A | +0.1% | +29.90% | Add |
| 8 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 9 | LOAN | Manhattan Bridge Capital Inc | +0.1% | -21.12% | Trim |
| 10 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +0.31% | Add |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +1.36% | Add |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | — | Unchanged |
| 13 | AMZN | Amazon.com Inc | +0.1% | +8.74% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | +1.26% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.80% | Add |
| 16 | TT | Trane Technologies plc | +0.1% | +0.01% | Add |
| 17 | APH | Amphenol Corp-cl A | +0.1% | +0.24% | Add |
| 18 | TMO | Thermo Fisher Scientific Inc | +0.1% | +96.89% | Add |
| 19 | LNTH | Lantheus Holdings Inc | +0.1% | +97.26% | Add |
| 20 | BKNG | Booking Holdings Inc | 0% | +0.75% | Add |
| 21 | SOXQ | Invesco Phlx Semiconductor | 0% | — | Unchanged |
| 22 | HESM | Hess Midstream LP - Class A | 0% | +123.47% | Add |
| 23 | NBIS | Nebius Group N.V. | 0% | NEW | New buy |
| 24 | DFAS | Dimensional US Small Cap ETF | 0% | +7.34% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 26 | UBER | Uber Technologies Inc | 0% | -0.36% | Trim |
| 27 | AXP | American Express Co | 0% | -0.12% | Trim |
| 28 | VXUS | Vanguard Total Intl Stock | 0% | -0.44% | Trim |
| 29 | GOOG | Alphabet Inc-cl C | 0% | -0.42% | Trim |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.49% | Trim |
| 31 | IEFA | Ishares Core Msci Eafe ETF | — | -0.15% | Trim |
| 32 | ITOT | Ishares Core S&p Total U.s. | — | -0.76% | Trim |
| 33 | DFAU | Dimensional US Core Equity M | — | -0.06% | Trim |
| 34 | DFUS | Dimensional US Eq Mkt ETF | — | — | Unchanged |
| 35 | VWO | Vanguard Ftse Emerging Marke | — | +0.01% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | -0.58% | Trim |
| 37 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.09% | Trim |
| 38 | DSTL | Distillate US Fundamental St | 0% | EXIT | Sold out |
| 39 | IJR | Ishares Core S&p Small-cap E | -0.1% | — | Unchanged |
| 40 | XOM | Exxon Mobil CORP | -0.1% | -1.74% | Trim |
| 41 | FISV | Fiserv Inc | -0.1% | +0.13% | Add |
| 42 | ABBV | Abbvie Inc | -0.1% | -15.47% | Trim |
| 43 | SYY | Sysco CORP | -0.1% | -82.07% | Trim |
| 44 | LEA | Lear CORP | -0.1% | EXIT | Sold out |
| 45 | ADBE | Adobe Inc | -0.1% | -38.11% | Trim |
| 46 | ELV | Elevance Health Inc | -0.1% | -38.99% | Trim |
| 47 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -1.40% | Trim |
| 48 | BNDX | Vanguard Total Intl Bond ETF | -0.3% | +2.13% | Add |
| 49 | AAPL | Apple Inc | -0.4% | +0.73% | Add |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | Unchanged |
According to official SEC Form 13F filings, Hardy Reed LLC reported a total U.S. public equity portfolio value of $1.6B across 247 disclosed positions in Q2 2025.
During Q2 2025, Hardy Reed LLC's top holdings by market value included VTI (18.6%)、VOO (12.8%)、IXUS (9.7%). The largest single position, VTI, represented 18.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
GS
市值: $1.3M
Top Position Liquidated / Trimmed
LEA
前期市值: $1.1M
In Q2 2025, Hardy Reed LLC made 44 total portfolio adjustments, initiating 2 new buys, adding to 19 positions, trimming 21 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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