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CIK: 0001761871
Total reported value
$1.6B
$1.6B
239 檔
49.0%
At the close of Q4 2025, Hardy Reed LLC disclosed equity holdings valued at approximately $1.6B, spread across 239 reported holdings.
In Q4 2025, Hardy Reed LLC displayed an active expansion posture, initiating 5 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VOO, IXUS) accounted for 49.0% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 239 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.25% | +0.55% | +0.44% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.57% | +0.03% | +0.25% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 9.63% | -0.31% | +1.12% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 9.21% | -0.16% | +0.03% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.79% | -0.32% | +7.15% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.43% | -0.26% | +2.38% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.61% | — | +0.50% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.07% | -0.07% | -2.26% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.94% | -0.16% | — | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.76% | -0.08% | +20.30% | |
| 11 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.73% | +0.25% | +10.75% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.53% | -0.01% | -0.19% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.11% | +1.16% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | -0.03% | +0.39% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.24% | -0.14% | -6.03% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.23% | -0.16% | +2.19% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.13% | +0.06% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.08% | -4.52% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.93% | +0.02% | -0.12% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.89% | +0.01% | +0.20% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | -0.05% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | — | -5.02% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.01% | +1.67% | |
| 24 | CADE | Cadence Bank | Stock-Other | 0.63% | — | -0.13% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.60% | +0.03% | +4.38% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.01% | -0.39% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.01% | — | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.58% | +0.01% | -0.25% | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.47% | +0.01% | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.45% | -0.02% | +0.34% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | — | — | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.39% | -0.05% | +4.74% | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.37% | +0.06% | -1.87% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.35% | -0.01% | -0.01% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | -0.01% | -1.73% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.34% | +0.01% | — | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | — | +1.74% | |
| 38 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.31% | -0.01% | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.03% | -0.93% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.04% | +1.31% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | — | -1.08% | |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.24% | +0.01% | +0.09% | |
| 43 | APH | Amphenol Corp-cl A | Stock-Tech | 0.24% | +0.05% | +1.04% | |
| 44 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.23% | -0.02% | -1.02% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.23% | -0.01% | +0.18% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.09% | +2.73% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.21% | -0.02% | +1.65% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.21% | -0.14% | EXIT | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | -0.02% | +1.92% | |
| 50 | SOXQ | Invesco Phlx Semiconductor | ETF-Other | 0.18% | +0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.16% | Add |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +20.30% | Add |
| 3 | DCOR | Dimensional US Core Eq 1 ETF | +0.2% | +10.75% | Add |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +2.38% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | -0.39% | Trim |
| 6 | AAPL | Apple Inc | +0.1% | +0.50% | Add |
| 7 | PNC | Pnc Financial Services Group | +0.1% | +82.27% | Add |
| 8 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +7.15% | Add |
| 9 | CADE | Cadence Bank | +0.1% | -0.13% | Trim |
| 10 | IXUS | Ishares Core Intl Stock ETF | 0% | +1.12% | Add |
| 11 | TMO | Thermo Fisher Scientific Inc | 0% | +0.32% | Add |
| 12 | LLY | Eli Lilly & Co | 0% | +6.81% | Add |
| 13 | AMAT | Applied Materials Inc | 0% | +0.98% | Add |
| 14 | AMZN | Amazon.com Inc | 0% | +1.67% | Add |
| 15 | CAT | Caterpillar Inc | 0% | +1.09% | Add |
| 16 | AXP | American Express Co | 0% | +0.18% | Add |
| 17 | JNJ | Johnson & Johnson | 0% | +1.92% | Add |
| 18 | APH | Amphenol Corp-cl A | 0% | +1.04% | Add |
| 19 | LRCX | Lam Research CORP | 0% | +1.45% | Add |
| 20 | DFAS | Dimensional US Small Cap ETF | 0% | +4.38% | Add |
| 21 | AVGO | Broadcom Inc | 0% | +1.74% | Add |
| 22 | WFC | Wells Fargo & Co | 0% | +42.44% | Add |
| 23 | XOM | Exxon Mobil CORP | 0% | +2.73% | Add |
| 24 | DHR | Danaher CORP | 0% | +0.51% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | — | +0.39% | Add |
| 26 | SPSB | Ss Spdr P St C CORP ETF | 0% | +2.19% | Add |
| 27 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.19% | Trim |
| 29 | UBER | Uber Technologies Inc | 0% | +0.96% | Add |
| 30 | META | Meta Platforms Inc-class A | 0% | +1.31% | Add |
| 31 | VTHR | Vanguard Russell 3000 | 0% | -17.07% | Trim |
| 32 | TT | Trane Technologies plc | 0% | +0.09% | Add |
| 33 | HD | Home Depot Inc | -0.1% | -1.08% | Trim |
| 34 | NVDA | Nvidia CORP | -0.1% | -5.02% | Trim |
| 35 | VOO | Vanguard S&p 500 ETF | -0.1% | +0.25% | Add |
| 36 | FISV | Fiserv Inc | -0.1% | -1.10% | Trim |
| 37 | UNP | Union Pacific CORP | -0.1% | -67.43% | Trim |
| 38 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -6.03% | Trim |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | +0.03% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.44% | Add |
| 41 | MSFT | Microsoft CORP | -0.2% | -4.52% | Trim |
| 42 | BLDR | Builders Firstsource Inc | — | NEW | New buy |
| 43 | SBUX | Starbucks CORP | — | EXIT | Sold out |
| 44 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 45 | DUHP | Dimensional US High Profi Et | — | NEW | New buy |
| 46 | TTE | TotalEnergies SE | — | NEW | New buy |
| 47 | BCS | Barclays Plc-spons Adr | — | NEW | New buy |
| 48 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 49 | FBND | Fidelity Total Bond ETF | — | EXIT | Sold out |
| 50 | DOCS | Doximity Inc-class A | — | EXIT | Sold out |
According to official SEC Form 13F filings, Hardy Reed LLC reported a total U.S. public equity portfolio value of $1.6B across 239 disclosed positions in Q4 2025.
During Q4 2025, Hardy Reed LLC's top holdings by market value included VTI (18.3%)、VOO (12.6%)、IXUS (9.6%). The largest single position, VTI, represented 18.3% of total portfolio value.
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Top New Position Initiated
BLDR
市值: $617.3K
Top Position Liquidated / Trimmed
SBUX
前期市值: $602.9K
In Q4 2025, Hardy Reed LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 30 positions, trimming 10 holdings, and fully liquidating 4 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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