Hardy Reed LLC Portfolio Holdings
Q3 2025•240 long positions•$1.4B portfolio value
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Holding262 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $249.4M 18.37% | -$1.2M Sold | — 760.1K shares | 763.6K → 760.1K −$1.2M | -0.46% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $171.7M 12.64% | -$105.9K Sold | — 280.4K shares | 280.6K → 280.4K −$105.9K | -0.06% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $130.3M 9.6% | +$689.5K Bought | — 1.6M shares | 1.6M → 1.6M +$689.5K | +0.53% | — — | Q2 2020 Held for 5y 5m | |
Banks - Diversified Financial Services | $126.4M 9.31% | +$114.2K Bought | 0.015% 400.9K shares | 400.5K → 400.9K +$114.2K | +0.09% | $867.35B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $64.2M 4.73% | +$3.1M Bought | — 1.3M shares | 1.2M → 1.3M +$3.1M | +4.99% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $44.6M 3.29% | -$341.8K Sold | — 1.0M shares | 1.0M → 1.0M −$341.8K | -0.76% | — — | Q2 2022 Held for 3y 5m | |
Consumer Electronics Technology | $34.2M 2.51% | +$762.1K Bought | 0.001% 134.1K shares | 131.1K → 134.1K +$762.1K | +2.28% | $3.78T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $29.0M 2.13% | -$474.5K Sold | — 394.6K shares | 401.1K → 394.6K −$474.5K | -1.61% | — — | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $27.2M 2.0% | — | 0.003% 36.0 shares | — | — | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $21.4M 1.58% | +$1.1M Bought | — 297.8K shares | 282.3K → 297.8K +$1.1M | +5.49% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $21.0M 1.55% | +$122.6K Bought | — 31.5K shares | 31.3K → 31.5K +$122.6K | +0.59% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $20.6M 1.52% | +$20.6M Bought | — 257.7K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $18.1M 1.33% | — | — 128.6K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $17.0M 1.25% | -$143.2K Sold | — 25.4K shares | 25.6K → 25.4K −$143.2K | -0.84% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $16.9M 1.24% | — | — 556.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $15.7M 1.16% | — | — 132.4K shares | — | — | — — | Q1 2020 Held for 5y 8m | |
Software - Infrastructure Technology | $14.7M 1.08% | +$739.1K Bought | 0.0% 28.4K shares | 26.9K → 28.4K +$739.1K | +5.3% | $3.85T Mega Cap | Q4 2018 Held for 6y 11m | |
Internet Content & Information Communication Services | $13.6M 1.0% | +$528.5K Bought | 0.0% 56.1K shares | 53.9K → 56.1K +$528.5K | +4.03% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $13.0M 0.954% | -$53.4K Sold | — 27.7K shares | 27.8K → 27.7K −$53.4K | -0.41% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $12.3M 0.907% | -$54.8K Sold | — 188.8K shares | 189.6K → 188.8K −$54.8K | -0.44% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $11.0M 0.809% | — | — 125.8K shares | — | — | — — | Q2 2020 Held for 5y 5m | |
Semiconductors Technology | $10.4M 0.769% | +$1.6M Bought | 0.0% 56.0K shares | 47.3K → 56.0K +$1.6M | +18.27% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $8.3M 0.612% | +$631.9K Bought | 0.0% 37.8K shares | 35.0K → 37.8K +$631.9K | +8.23% | $2.34T Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $8.1M 0.594% | +$9.3K Bought | — 43.3K shares | 43.2K → 43.3K +$9.3K | +0.12% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.0M 0.59% | -$1.3K Sold | — 55.0K shares | 55.0K → 55.0K −$1.3K | -0.02% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $8.0M 0.587% | +$31.0K Bought | — 116.4K shares | 115.9K → 116.4K +$31.0K | +0.39% | — — | Q1 2022 Held for 3y 8m | |
Banks - Regional Financial Services | $7.7M 0.568% | — | — 205.6K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Internet Content & Information Communication Services | $6.6M 0.483% | -$1.5M Sold | 0.0% 26.9K shares | 33.2K → 26.9K −$1.5M | -18.93% | $2.95T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $6.4M 0.473% | -$21.8K Sold | — 70.3K shares | 70.6K → 70.3K −$21.8K | -0.34% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $6.4M 0.473% | — | — 140.5K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.0M 0.445% | — | — 29.7K shares | — | — | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $5.3M 0.387% | +$326.0K Bought | — 67.4K shares | 63.2K → 67.4K +$326.0K | +6.61% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $5.0M 0.367% | +$63.4K Bought | — 92.1K shares | 90.9K → 92.1K +$63.4K | +1.29% | — — | Q4 2018 Held for 6y 11m | |
Renewable Utilities Utilities | $5.0M 0.367% | -$12.9K Sold | 0.003% 8.1K shares | 8.1K → 8.1K −$12.9K | -0.26% | $167.39B Large Cap | Q2 2024 Held for 1y 5m | |
Financial - Credit Services Financial Services | $4.9M 0.359% | +$73.4K Bought | 0.001% 14.3K shares | 14.1K → 14.3K +$73.4K | +1.53% | $662.60B Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.6M 0.341% | — | — 64.0K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
Railroads Industrials | $4.5M 0.332% | — | 0.007% 15.0K shares | — | — | $67.4B Large Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $4.4M 0.322% | +$1.0M Bought | 0.0% 13.2K shares | 10.2K → 13.2K +$1.0M | +30.17% | $1.56T Mega Cap | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $4.3M 0.314% | +$295.2K Bought | 0.0% 5.8K shares | 5.4K → 5.8K +$295.2K | +7.43% | $1.84T Mega Cap | Q2 2020 Held for 5y 5m | |
Home Improvement Consumer Cyclical | $4.2M 0.307% | -$237.8K Sold | 0.001% 10.3K shares | 10.9K → 10.3K −$237.8K | -5.4% | $403.32B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.0M 0.295% | +$55.2K Bought | — 6.7K shares | 6.6K → 6.7K +$55.2K | +1.4% | — — | Q2 2024 Held for 1y 5m | |
Construction Industrials | $3.6M 0.267% | -$875.6K Sold | 0.004% 8.6K shares | 10.7K → 8.6K −$875.6K | -19.43% | $93.9B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.3M 0.243% | +$41.2K Bought | — 64.5K shares | 63.7K → 64.5K +$41.2K | +1.26% | — — | Q4 2021 Held for 3y 11m | |
Hardware, Equipment & Parts Technology | $3.0M 0.223% | +$39.0K Bought | 0.002% 24.5K shares | 24.1K → 24.5K +$39.0K | +1.3% | $151.09B Large Cap | Q2 2024 Held for 1y 5m | |
Financial - Credit Services Financial Services | $2.9M 0.214% | +$26.2K Bought | 0.001% 5.1K shares | 5.1K → 5.1K +$26.2K | +0.91% | $514.21B Mega Cap | Q2 2024 Held for 1y 5m | |
Financial - Credit Services Financial Services | $2.8M 0.208% | +$33.5K Bought | 0.001% 8.5K shares | 8.4K → 8.5K +$33.5K | +1.2% | $231.14B Mega Cap | Q2 2024 Held for 1y 5m | |
Oil & Gas Integrated Energy | $2.7M 0.201% | -$443.7K Sold | 0.001% 24.2K shares | 28.1K → 24.2K −$443.7K | -14.0% | $480.68B Mega Cap | Q2 2024 Held for 1y 5m | |
Asset Management Financial Services | $2.7M 0.199% | +$37.3K Bought | 0.001% 2.3K shares | 2.3K → 2.3K +$37.3K | +1.4% | $180.54B Large Cap | Q2 2024 Held for 1y 5m | |
Medical - Diagnostics & Research Healthcare | $2.5M 0.181% | +$9.7K Bought | 0.001% 5.1K shares | 5.1K → 5.1K +$9.7K | +0.4% | $183.15B Large Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $2.4M 0.175% | +$96.1K Bought | 0.001% 10.3K shares | 9.8K → 10.3K +$96.1K | +4.21% | $409.03B Mega Cap | Q2 2024 Held for 1y 5m |
