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CIK: 0001761871
Total reported value
$1.6B
$1.6B
240 檔
47.7%
In Q3 2025, Hardy Reed LLC's U.S. equity holdings reached a combined market value of $1.6B, distributed across 240 disclosed stock positions.
Hardy Reed LLC executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 3 holdings and trimming 20 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VOO, IXUS) accounted for 47.7% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.37% | +0.55% | -0.46% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.64% | +0.03% | -0.06% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 9.60% | -0.31% | +0.53% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 9.31% | -0.16% | +0.09% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.73% | -0.32% | +4.99% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.29% | -0.26% | -0.76% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.51% | — | +2.28% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.13% | -0.07% | -1.61% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.00% | -0.16% | — | |
| 10 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.58% | +0.25% | +5.49% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | -0.01% | +0.59% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.52% | -0.08% | — | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.33% | -0.14% | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | -0.03% | -0.84% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.24% | -0.16% | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.16% | +0.06% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.08% | +5.30% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.11% | +4.03% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.95% | +0.02% | -0.41% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | +0.01% | -0.44% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.81% | -0.05% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | — | +18.27% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.01% | +8.23% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.01% | +0.12% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.59% | +0.01% | -0.02% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.59% | +0.03% | +0.39% | |
| 27 | CADE | Cadence Bank | Stock-Other | 0.57% | — | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.01% | -18.93% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.47% | -0.02% | -0.34% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.47% | +0.01% | — | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | — | — | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.39% | -0.05% | +6.61% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.37% | -0.01% | +1.29% | |
| 34 | GEV | GE Vernova Inc | Stock-Industrials | 0.37% | +0.06% | -0.26% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.01% | +1.53% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.34% | +0.01% | — | |
| 37 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.33% | -0.01% | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | — | +30.17% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.04% | +7.43% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | — | -5.40% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.03% | +1.40% | |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.27% | +0.01% | -19.43% | |
| 43 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.24% | -0.02% | +1.26% | |
| 44 | APH | Amphenol Corp-cl A | Stock-Tech | 0.22% | +0.05% | +1.30% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.21% | -0.02% | +0.91% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.21% | -0.01% | +1.20% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.09% | -14.00% | |
| 48 | BLK | Blackrock Inc | Stock-Financials | 0.20% | -0.01% | +1.40% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.18% | -0.14% | EXIT | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | — | +4.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.6% | +0.09% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.4% | -0.06% | Add |
| 3 | NVDA | Nvidia CORP | +0.3% | +18.27% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.03% | Add |
| 5 | DCOR | Dimensional US Core Eq 1 ETF | +0.3% | +5.49% | Add |
| 6 | AVGO | Broadcom Inc | +0.2% | +30.17% | Add |
| 7 | MSFT | Microsoft CORP | +0.2% | +5.30% | Add |
| 8 | GEV | GE Vernova Inc | +0.1% | -0.26% | Trim |
| 9 | META | Meta Platforms Inc-class A | +0.1% | +7.43% | Add |
| 10 | APH | Amphenol Corp-cl A | +0.1% | +1.30% | Add |
| 11 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.41% | Trim |
| 12 | AMZN | Amazon.com Inc | +0.1% | +8.23% | Add |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.40% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +22.22% | Add |
| 15 | DFAS | Dimensional US Small Cap ETF | 0% | +0.39% | Add |
| 16 | CADE | Cadence Bank | 0% | — | Trim |
| 17 | GOOG | Alphabet Inc-cl C | 0% | -18.93% | Trim |
| 18 | NSC | Norfolk Southern CORP | 0% | — | Trim |
| 19 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.40% | Add |
| 20 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.29% | Add |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | — | -0.76% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.59% | Add |
| 23 | ITOT | Ishares Core S&p Total U.s. | 0% | -0.02% | Trim |
| 24 | DFAU | Dimensional US Core Equity M | 0% | — | Trim |
| 25 | IVV | Ishares Core S&p 500 ETF | 0% | -0.84% | Trim |
| 26 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Trim |
| 27 | IXUS | Ishares Core Intl Stock ETF | 0% | +0.53% | Add |
| 28 | AAPL | Apple Inc | 0% | +2.28% | Add |
| 29 | IJR | Ishares Core S&p Small-cap E | -0.1% | — | Unchanged |
| 30 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -0.44% | Trim |
| 31 | VXUS | Vanguard Total Intl Stock | -0.1% | -1.61% | Trim |
| 32 | SYY | Sysco CORP | -0.1% | — | Trim |
| 33 | MRK | Merck & Co. Inc. | -0.1% | -57.58% | Trim |
| 34 | ADBE | Adobe Inc | -0.1% | +0.63% | Trim |
| 35 | ACN | Accenture plc | -0.1% | -45.84% | Trim |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | -59.62% | Trim |
| 37 | FISV | Fiserv Inc | -0.1% | +0.08% | Add |
| 38 | VYM | Vanguard High Dvd Yield ETF | -0.2% | — | Trim |
| 39 | PGR | Progressive CORP | -0.2% | -34.76% | Trim |
| 40 | ELV | Elevance Health Inc | -0.2% | -63.03% | Trim |
| 41 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | -0.46% | Trim |
| 42 | BNDX | Vanguard Total Intl Bond ETF | -0.5% | +4.99% | Add |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | -0.5% | — | Unchanged |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 45 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 46 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 47 | LNTH | Lantheus Holdings Inc | — | EXIT | Sold out |
| 48 | LEA | Lear CORP | — | EXIT | Sold out |
| 49 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
| 50 | BA | Boeing Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, Hardy Reed LLC reported a total U.S. public equity portfolio value of $1.6B across 240 disclosed positions in Q3 2025.
During Q3 2025, Hardy Reed LLC's top holdings by market value included VTI (18.4%)、VOO (12.6%)、IXUS (9.6%). The largest single position, VTI, represented 18.4% 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
VCSH
市值: $20.6M
Top Position Liquidated / Trimmed
LNTH
前期市值: $1.1M
In Q3 2025, Hardy Reed LLC made 48 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 20 holdings, and fully liquidating 3 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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