Institutional Manager · CIK 0001761871
Hardy Reed LLC
TUPELO, MS · File #028-19012
Latest AUM
$1.40B
Positions
239
Top-10 Concentration
73.6%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025239 pos · $1.40B
- 13F HOLDINGS REPORTQ/E Sep 2025240 pos · $1.36B
- 13F HOLDINGS REPORTQ/E Jun 2025247 pos · $1.25B
- 13F HOLDINGS REPORTQ/E Mar 2025237 pos · $1.13B
- 13F HOLDINGS REPORTQ/E Dec 2024247 pos · $1.13B
- 13F HOLDINGS REPORTQ/E Sep 2024243 pos · $1.12B
- 13F HOLDINGS REPORTQ/E Jun 2024229 pos · $995.6M
- 13F HOLDINGS REPORTQ/E Mar 2024118 pos · $805.0M
- 13F HOLDINGS REPORTQ/E Dec 2023105 pos · $551.7M
- 13F HOLDINGS REPORTQ/E Sep 202398 pos · $567.5M
- 13F HOLDINGS REPORTQ/E Jun 2023116 pos · $568.4M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2023114 pos · $529.1M
- 13F HOLDINGS REPORTQ/E Mar 2023103 pos · $483.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 763,393 | $255.9M | 20.26% |
| 2 | VANGUARD INDEX FDS | 922908363 | 281,146 | $176.3M | 13.95% |
| 3 | ISHARES TR | 46432F834 | 1,596,075 | $135.1M | 10.69% |
| 4 | JPMORGAN CHASE & CO. | VYLD | 400,971 | $129.2M | 10.22% |
| 5 | VANGUARD CHARLOTTE FDS | 92203J407 | 1,391,168 | $67.2M | 5.32% |
| 6 | SCHWAB STRATEGIC TR | 808524755 | 1,063,427 | $48.1M | 3.80% |
| 7 | APPLE INC | AAPL | 134,792 | $36.6M | 2.90% |
| 8 | VANGUARD STAR FDS | 921909768 | 385,689 | $29.1M | 2.30% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 36 | $27.2M | 2.15% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C409 | 310,054 | $24.7M | 1.96% |
| 11 | DIMENSIONAL ETF TRUST | 25434V625 | 329,788 | $24.3M | 1.92% |
| 12 | SPDR S&P 500 ETF TR | SPY | 31,461 | $21.5M | 1.70% |
| 13 | ALPHABET INC | GOOG | 56,756 | $17.8M | 1.41% |
| 14 | ISHARES TR | 464287200 | 25,495 | $17.5M | 1.38% |
| 15 | VANGUARD WHITEHALL FDS | 921946406 | 120,847 | $17.3M | 1.37% |
| 16 | SPDR SERIES TRUST | 78464A474 | 568,878 | $17.2M | 1.36% |
| 17 | ISHARES TR | 464287804 | 132,434 | $15.9M | 1.26% |
| 18 | MICROSOFT CORP | MSFT | 27,082 | $13.1M | 1.04% |
| 19 | ISHARES TR | 464287614 | 27,637 | $13.1M | 1.04% |
| 20 | ISHARES TR | 464287507 | 189,162 | $12.5M | 0.99% |