Hardy Reed LLC
CIK: 0001761871SEC EDGAR →
Portfolio Value
$1.4B
Holdings
239
As of
Q4 2025
New Positions
14
Closed Positions
21
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 763,393 | $255.0M | 18.19% |
| 2 | VANGUARD INDEX FDS | 281,146 | $176.0M | 12.55% |
| 3 | ISHARES TR | 1,596,075 | $135.0M | 9.63% |
| 4 | JPMORGAN CHASE & CO. | 400,971 | $129.0M | 9.20% |
| 5 | VANGUARD CHARLOTTE FDS | 1,391,168 | $67.0M | 4.78% |
| 6 | SCHWAB STRATEGIC TR | 1,063,427 | $48.0M | 3.42% |
| 7 | APPLE INC | 134,792 | $36.0M | 2.57% |
| 8 | VANGUARD STAR FDS | 385,689 | $29.0M | 2.07% |
| 9 | BERKSHIRE HATHAWAY INC DEL | 36 | $27.0M | 1.93% |
| 10 | DIMENSIONAL ETF TRUST | 329,788 | $24.0M | 1.71% |
Quarterly Changes
Top Buys
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 87 | $1.1B | 84.3% |
| Technology | 34 | $75.0M | 5.8% |
| Unknown | 12 | $51.0M | 3.9% |
| Communication Services | 9 | $30.0M | 2.3% |
| Consumer Cyclical | 18 | $15.0M | 1.2% |
| Industrials | 28 | $14.0M | 1.1% |
| Healthcare | 21 | $8.0M | 0.6% |
| Utilities | 2 | $6.0M | 0.5% |
| Energy | 20 | $3.0M | 0.2% |
| Basic Materials | 3 | $1.0M | 0.1% |
| Consumer Defensive | 4 | $1.0M | 0.1% |
| Real Estate | 1 | $0 | 0.0% |