Latest Hardy Reed LLC Stock Portfolio

Hardy Reed LLC Performance:

2025 Q2: 1.67%YTD: 0.46%2024: 1.9%

Performance for 2025 Q2 is 1.67%, and YTD is 0.46%, and 2024 is 1.9%.

About Hardy Reed LLC and 13F Hedge Fund Stock Holdings

Hardy Reed LLC is a hedge fund based in TUPELO, MS. On 30-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.4 Billions. In it's latest 13F Holdings report, Hardy Reed LLC reported an equity portfolio of $1.2 Billions as of 30 Jun, 2025.

The top stock holdings of Hardy Reed LLC are VB, VB, IBCE. The fund has invested 18.6% of it's portfolio in VANGUARD INDEX FDS and 12.8% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off LEAR CORP (LEA), ETF SER SOLUTIONS (ACIO) and PAYCOR HCM INC (PYCR) stocks. They significantly reduced their stock positions in SYSCO CORP (SYY), ELEVANCE HEALTH INC (ELV) and ADOBE INC (ADBE). Hardy Reed LLC opened new stock positions in GOLDMAN SACHS GROUP INC (GS), NEBIUS GROUP N.V. (YNDX) and DELL TECHNOLOGIES INC (DELL). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC (ORLY), HESS MIDSTREAM LP (HESM) and PRICE T ROWE GROUP INC (TROW).

Hardy Reed LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Hardy Reed LLC made a return of 1.67% in the last quarter. In trailing 12 months, it's portfolio return was 3.63%.

New Buys

Ticker	$ Bought
goldman sachs group inc	1,290,230
nebius group n.v.	365,178
dell technologies inc	329,304
kinetik holdings inc	295,620
axon enterprise inc	277,360
lamb weston hldgs inc	268,013
restaurant brands intl inc	267,282
five below inc	252,260

New stocks bought by Hardy Reed LLC

Additions

Ticker	% Inc.
oreilly automotive inc	1,222
hess midstream lp	123
price t rowe group inc	111
lantheus hldgs inc	97.26
thermo fisher scientific inc	96.89
nike inc	77.93
pepsico inc	76.16
natwest group plc	70.89

Additions to existing portfolio by Hardy Reed LLC

Reductions

Ticker	% Reduced
sysco corp	-82.07
elevance health inc	-38.99
adobe inc	-38.11
western midstream partners l	-28.65
manhattan brdg cap inc	-21.12
eaton corp plc	-18.48
comcast corp new	-17.03
abbvie inc	-15.47

Hardy Reed LLC reduced stake in above stock

Sold off

Ticker	$ Sold
paycor hcm inc	-312,657
lear corp	-1,058,640
neogen corp	-94,755
etf ser solutions	-396,495
baxter intl inc	-233,141
lyondellbasell industries n	-203,879
freshpet inc	-200,773
merit med sys inc	-205,078

Hardy Reed LLC got rid off the above stocks

Sector Distribution

Hardy Reed LLC has about 74% of it's holdings in Others sector.

Sector	%
Others	74
Financial Services	11.3
Technology	5.6
Industrials	2
Communication Services	1.8
Consumer Cyclical	1.6
Healthcare	1.5

Market Cap. Distribution

Hardy Reed LLC has about 24.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	74.1
MEGA-CAP	18.3
LARGE-CAP	6.3
MID-CAP	1.1

Stocks belong to which Index?

About 25.2% of the stocks held by Hardy Reed LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	74.8
S&P 500	23.9
RUSSELL 2000	1.3

Top 5 Winners (%)		%
LOAN	manhattan brdg cap inc	350.0 %
AVGO	broadcom inc	63.9 %
APH	amphenol corp new	50.4 %
ROAD	construction partners inc	46.8 %
NVDA	nvidia corporation	45.7 %

Top 5 Winners ($)		$
JPM	jpmorgan chase & co.	17.9 M
MSFT	microsoft corp	3.3 M
NVDA	nvidia corporation	2.4 M
SPY	spdr s&p 500 etf tr	1.8 M
IJR	ishares tr	1.8 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-93.5 %
FAST	fastenal co	-45.2 %
UNH	unitedhealth group inc	-32.5 %
BMY	bristol-myers squibb co	-24.0 %
CAG	conagra brands inc	-21.9 %

Top 5 Losers ($)		$
ORLY	oreilly automotive inc	-19.5 M
AAPL	apple inc	-2.2 M
UNH	unitedhealth group inc	-0.9 M
FAST	fastenal co	-0.4 M
XOM	exxon mobil corp	-0.3 M

Hardy Reed LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hardy Reed LLC

Hardy Reed LLC has 247 stocks in it's portfolio. About 66.7% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. JPM was the most profitable stock for Hardy Reed LLC last quarter.

Last Reported on: 23 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	18.60	763,615	232,086,000	reduced	-1.4
Historical Trend of VANGUARD INDEX FDS Position Held By Hardy Reed LLC What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	VB	vanguard index fds	12.77	280,605	159,392,000	added	3.71

	IBCE	ishares tr	9.73	1,570,100	121,384,000	added	0.31

	JPM	jpmorgan chase & co.	9.30	400,505	116,110,000	reduced	-0.02

	BNDX	vanguard charlotte fds	4.91	1,236,620	61,224,800	added	2.13

	FNDA	schwab strategic tr	3.36	1,046,620	41,885,900	added	1.36

	VXUS	vanguard star fds	2.22	401,071	27,710,000	reduced	-0.44

	AAPL	apple inc	2.16	131,131	26,904,100	added	0.73

		berkshire hathaway inc del	2.10	36.00	26,236,800	unchanged	0.00

	SPY	spdr s&p 500 etf tr	1.55	31,338	19,362,200	reduced	-0.49

	DFAC	dimensional etf trust	1.51	282,278	18,870,300	added	16.42

	VIGI	vanguard whitehall fds	1.37	128,606	17,144,500	reduced	-1.4

	BIL	spdr series trust	1.35	556,678	16,806,100	reduced	-1.36

	IJR	ishares tr	1.27	25,609	15,900,900	reduced	-0.58

	IJR	ishares tr	1.16	132,434	14,473,700	unchanged	0.00

	MSFT	microsoft corp	1.07	26,937	13,398,700	reduced	-2.77

	IJR	ishares tr	0.94	27,784	11,796,500	unchanged	0.00

	IJR	ishares tr	0.94	189,617	11,760,000	reduced	-0.09

	IBCE	ishares tr	0.84	125,827	10,504,000	reduced	-0.15

	GOOG	alphabet inc	0.76	53,930	9,504,080	added	5.8