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  Name: Hardy Reed LLC
  City: TUPELO
  State: MS
  Zip: 38804
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $1,133,754,000
  Total Value Change : $-1,119,000
  Securities Held Change : -10
   
All Securities Held : 236
  New Positions : 7
  Closed Positions : 20
  Increased Positions : 99
  Unchanged Positions : 72
  Decreased Positions : 58

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 1 - $307.50 $212,857,000 774,474 18.77% -4,963,000 22,878 0.078    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 2 - $573.61 $139,041,000 270,555 12.26% -7,130,000 -730 0.03    Closed - End Fund - E...
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 3 - $77.74 $109,269,000 1,565,232 9.64% 8,526,000 42,057 0.042    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 4 - $283.16 $98,262,000 400,580 8.67% 2,181,000 -243 0.013    Domestic Money Center...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 5 - $49.28 $59,114,000 1,210,857 5.21% 2,830,000 63,380 0.135    N/A
   (FNDF)1 Year Chart         FNDF Schwab Fundamental Internat... 6 - $40.54 $37,319,000 1,032,627 3.29% 5,719,000 81,104 0.06    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 7 - $211.14 $28,918,000 130,186 2.55% -5,166,000 -5,921 0.001    Personal Computers
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 8 - $719,578.00 $28,744,000 36 2.54% 4,231,000 0 0.001    Property & Casualty I...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 9 - $69.38 $25,016,000 402,827 2.21% 1,238,000 -673 0.07    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 10 - $624.06 $17,616,000 31,491 1.55% -3,237,000 -4,089 0    Closed - End Fund - E...
   (SCPB)1 Year Chart         SCPB Spdr Series Trust Term Corp... 11 - $30.06 $16,987,000 564,336 1.5% 328,000 6,443 0.044    Closed - End Fund - Debt
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 12 - $134.95 $16,820,000 130,429 1.48% 179,000 0 0.039    Closed - End Fund - Debt
   (DCOR)1 Year Chart         DCOR Dimensional Us Core Equity ... 13 - $0.00 $14,870,000 242,461 1.31% 2,889,000 55,722 2.694    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 14 - $627.03 $14,474,000 25,759 1.28% -840,000 -255 0    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 15 - $112.95 $13,849,000 132,434 1.22% -1,397,000 115 0.023    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 16 - $63.65 $11,075,000 189,796 0.98% -743,000 130 0.008    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 17 - $503.51 $10,399,000 27,703 0.92% -1,194,000 199 0    Application Software
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 18 - $428.83 $10,033,000 27,784 0.88% -1,096,000 70 0.01    Closed - End Fund - E...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 19 - $0.00 $9,533,000 126,014 0.84% 677,000 0 0.001    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 20 - $176.62 $7,882,000 50,972 0.7% -1,708,000 311 0.001    Search Engines & Info...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 21 - $178.25 $7,468,000 43,231 0.66% 149,000 0 0.008    Closed - End Fund - E...
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 22 - $136.62 $6,763,000 55,429 0.6% -373,000 -51 0.015    Closed - End Fund - E...
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 23 - $65.72 $6,452,000 107,985 0.57% -361,000 3,300 0.012    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 24 - $89.19 $6,390,000 70,572 0.56% 48,000 -627 0.02    Closed - End Fund - E...
   (CADE)1 Year Chart         CADE Cadence Bancorporation 25 - $20.10 $6,252,000 205,942 0.55% -939,000 -2,800 0.107    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 26 - $222.54 $6,116,000 32,143 0.54% -869,000 307 0    Internet Software & S...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 27 - $196.26 $5,584,000 29,678 0.49% 90,000 0 0.01    Closed - End Fund - E...
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 28 - $0.00 $5,403,000 140,555 0.48% -288,000 0 0.016    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 29 - $177.66 $5,214,000 33,373 0.46% -1,131,000 55 0.001    Search Engines & Info...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 30 - $162.88 $5,145,000 47,469 0.45% -1,016,000 1,591 0    Semiconductor - Speci...
   (V)1 Year Chart         V Visa Inc 31 - $357.76 $4,933,000 14,077 0.44% 510,000 82 0.001    Business Services
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 32 - $76.72 $4,666,000 60,935 0.41% 874,000 10,192 0.038    Closed - End Fund - Debt
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 33 - $49.61 $4,114,000 90,905 0.36% 111,000 0 0.001    Closed - End Fund - E...
   (HD)1 Year Chart         HD Home Depot Inc 34 - $371.04 $4,004,000 10,926 0.35% -275,000 -74 0.001    Home Improvement Stores
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 35 - $67.78 $3,871,000 64,006 0.34% -209,000 0 0.007    N/A
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 36 - $433.61 $3,598,000 10,678 0.32% -304,000 113 0.004    Diversified Machinery
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 37 - $249.65 $3,559,000 15,025 0.31% 35,000 9 0.006    Railroads
   (PGR)1 Year Chart         PGR Progressive Corp 38 - $250.41 $3,523,000 12,450 0.31% 271,000 -1,122 0.002    Property & Casualty I...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 39 - $113.80 $3,402,000 28,603 0.3% 364,000 364 0.001    Integrated Oil & Gas
   (IAGG)1 Year Chart         IAGG Ishares International Aggre... 40 - $0.00 $3,213,000 64,270 0.28% -293,000 -5,966 0.014    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 41 - $556.25 $3,083,000 6,575 0.27% -381,000 -200 0.001    Closed - End Fund - Debt
   (FISV)1 Year Chart         FISV Fiserv Inc 42 - $170.95 $2,959,000 13,398 0.26% 207,000 0 0.002    Business Software & S...
   (MA)1 Year Chart         MA MasterCard Inc A 43 - $565.11 $2,761,000 5,038 0.24% 120,000 23 0.001    Business Services
   (GEV)1 Year Chart         GEV Ge Vernova Llc 44 - $535.77 $2,627,000 8,605 0.23% 628,000 2,529 0.003    N/A
   (ANTM)1 Year Chart         ANTM Anthem Inc 45 - $346.36 $2,549,000 5,861 0.22% 1,705,000 3,574 0.002    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 46 - $190.62 $2,440,000 11,648 0.22% 394,000 134 0.001    Drug Manufacturers - ...
   (ACN)1 Year Chart         ACN Accenture Plc 47 - $297.40 $2,434,000 7,801 0.21% -269,000 117 0.001    Management Services
   (META)1 Year Chart         META Meta Platforms Inc 48 - $732.78 $2,402,000 4,167 0.21% 959,000 1,703 0    Internet Service Prov...
   (AXP)1 Year Chart         AXP American Express Co 49 - $317.35 $2,268,000 8,430 0.2% -233,000 2 0.001    Credit Services
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 50 - $373.38 $2,255,000 5,880 0.2% 623,000 2,211 0.001    Application Software
   (HON)1 Year Chart         HON Honeywell International Inc 51 - $238.72 $2,198,000 10,382 0.19% -50,000 432 0.001    Conglomerates
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 52 - $302.91 $2,193,000 4,188 0.19% 44,000 -60 0    Health Care Plans
   (BLK)1 Year Chart         BLK BlackRock Inc A 53 - $1,088.75 $2,161,000 2,283 0.19% 513,000 675 0.002    Investment Brokerage ...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 54 - $156.28 $2,132,000 12,853 0.19% 266,000 -48 0    Drug Manufacturers - ...
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 55 - $165.16 $2,073,000 13,728 0.18% -181,000 0 0.017    Closed - End Fund - E...
   (VTHR)1 Year Chart         VTHR Vangard Russell 3000 56 - $275.73 $1,986,000 8,048 0.18% -104,000 0 0.174    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 57 - $78.27 $1,944,000 24,833 0.17% 747,000 9,336 0.005    Closed - End Fund - E...
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 58 - $185.36 $1,893,000 9,400 0.17% -106,000 0 0.038    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 59 - $49.56 $1,883,000 37,045 0.17% -9,000 -2,522 0.002    Closed - End Fund - F...
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 60 - $5,668.04 $1,843,000 400 0.16% -139,000 1 0.001    Internet Software & S...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 61 - $206.06 $1,796,000 10,525 0.16% -61,000 317 0.004    Networking & Communic...
   (CVX)1 Year Chart         CVX Chevron Corp 62 - $153.02 $1,785,000 10,669 0.16% 240,000 0 0.001    Integrated Oil & Gas
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 63 - $182.16 $1,748,000 10,131 0.15% -640,000 -5,894 0.002    Business Services
   (AVGO)1 Year Chart         AVGO Broadcom Limited 64 - $277.90 $1,683,000 10,051 0.15% -887,000 -1,035 0    Semiconductor- Broad...
   (LIN)1 Year Chart         LIN Linde Plc 65 - $471.27 $1,662,000 3,569 0.15% 1,160,000 2,369 0.001    N/A
   (ORLY)1 Year Chart         ORLY O Reilly Automotive Inc 66 - $92.58 $1,639,000 1,144 0.14% 281,000 -1 0.002    Auto Parts Stores
   (PM)1 Year Chart         PM Philip Morris International... 67 - $177.98 $1,597,000 10,061 0.14% -611,000 -8,286 0.001    Cigarettes & Other To...
   (APH)1 Year Chart         APH Amphenol Corp 68 - $98.21 $1,580,000 24,088 0.14% -96,000 -45 0.002    Diversified Electronics
   (NEE)1 Year Chart         NEE NextEra Energy 69 - $73.65 $1,574,000 22,203 0.14% -29,000 -158 0.001    Electric Utilities
   (DHR)1 Year Chart         DHR Danaher Corp 70 - $200.96 $1,550,000 7,563 0.14% 294,000 2,093 0.001    General Building Mate...
   (ACWX)1 Year Chart         ACWX iShares MSCI ACWI ex US Index 71 - $61.18 $1,545,000 27,858 0.14% 92,000 0 0.004    Closed - End Fund - E...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 72 - $96.64 $1,531,000 21,014 0.14% 274,000 179 0.001    N/A
   (SOXQ)1 Year Chart         SOXQ Invesco Phlx Semiconductor Etf 73 - $0.00 $1,514,000 45,000 0.13% -251,000 0 0.203    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp 74 - $236.49 $1,488,000 6,300 0.13% 41,000 -45 0.001    Railroads
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 75 - $581.66 $1,480,000 2,775 0.13% -101,000 0 0.007    Closed - End Fund - E...
   (MRK)1 Year Chart         MRK Merck & Co Inc 76 - $83.71 $1,442,000 16,061 0.13% 777,000 9,380 0.001    Drug Manufacturers - ...
   (SNPS)1 Year Chart         SNPS Synopsys Inc 77 - $550.95 $1,411,000 3,290 0.12% -175,000 22 0.002    Technical & System So...
   (EFG)1 Year Chart         EFG iShares MSCI EAFE Growth ETF 78 - $0.00 $1,385,000 13,852 0.12% 44,000 6 0.008    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 79 - $201.18 $1,385,000 7,436 0.12% -89,000 0 0    Closed - End Fund - E...
   (CAT)1 Year Chart         CAT Caterpillar Inc 80 - $402.18 $1,369,000 4,151 0.12% -116,000 58 0.001    Farm & Construction M...
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 81 - $232.31 $1,339,000 5,019 0.12% 232,000 3 0    Wireless Communications
   (VRSK)1 Year Chart         VRSK Verisk Analytics, Inc. 82 - $303.72 $1,297,000 4,358 0.11% 97,000 0 0.003    Business Services
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 83 - $419.88 $1,279,000 2,570 0.11% -58,000 0 0.001    Medical Laboratories ...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 84 - $159.35 $1,222,000 7,953 0.11% 21,000 134 0.001    Communication Equipment
   (SYY)1 Year Chart         SYY SYSCO Corp 85 - $76.33 $1,178,000 15,696 0.1% 11,000 430 0.003    Food Wholesale
   (VSGX)1 Year Chart         VSGX Vanguard Esg International ... 86 - $0.00 $1,146,000 19,426 0.1% 50,000 93 0.073    N/A
   (LNTH)1 Year Chart         LNTH Lantheus Holdings, Inc. 87 New $83.49 $1,138,000 11,660 0.1% 1,138,000 11,660 0.016    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 88 - $60.24 $1,109,000 12,629 0.1% -35,000 -28 0    Discount, Variety Stores
   (SBUX)1 Year Chart         SBUX Starbucks Corp 89 - $95.25 $1,100,000 11,216 0.1% 83,000 68 0.001    Specialty Eateries
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 90 - $195.39 $1,063,000 7,324 0.09% -117,000 71 0.001    Semiconductor Equipme...
   (DIS)1 Year Chart         DIS Walt Disney Co 91 - $120.61 $1,060,000 10,737 0.09% 61,000 1,769 0.001    Entertainment - Diver...
   (LEA)1 Year Chart         LEA Lear Corp 92 - $132.86 $1,059,000 12,000 0.09% 1,059,000 12,000 0.019    Auto Parts
   (TJX)1 Year Chart         TJX TJX Companies Inc 93 - $125.45 $1,047,000 8,599 0.09% -9,000 -138 0.001    Discount, Variety Stores
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 94 - $74.83 $1,045,000 16,008 0.09% -325,000 -43 0.001    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 95 - $92.32 $1,030,000 13,159 0.09% 51,000 -66 0.001    Investment Brokerage ...
   (GE)1 Year Chart         GE General Electric Co 96 - $250.33 $991,000 4,949 0.09% 27,000 -832 0    Conglomerates
   (ESML)1 Year Chart         ESML iShares MSCI USA Sml-Cp ESG... 97 - $0.00 $925,000 24,080 0.08% -88,000 0 0.027    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 98 - $786.92 $915,000 1,108 0.08% 531,000 610 0    Drug Manufacturers - ...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 99 - $257.83 $890,000 4,312 0.08% -113,000 0 0.001    Closed - End Fund - E...
   (PH)1 Year Chart         PH Parker Hannifin Corp 100 - $707.59 $885,000 1,456 0.08% -24,000 27 0.001    Industrial Equipment ...

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