Hardy Reed LLC

Q3 2025 13F-HR Holdings

Location
Tupelo, MS
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
240
Total value ($000)
$1,358,180
Net value change ($000)
+110,311 (8.8%)
New positions
14
Sold out positions
21
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCSH 20,601 NEW
VTI 17,348 7.5%
VOO 12,339 7.7%
JPM 10,335 8.9%
IXUS 8,964 7.4%
AAPL 7,248 26.9%
GOOGL 4,135 43.5%
BNDX 2,989 4.9%
NVDA 2,966 39.7%
FNDF 2,735 6.5%
Top Reduces (Value $000, Stocks/ETFs)
LNTH -1,882 -100.0%
LOAN -1,667 -100.0%
PGR -1,306 -39.6%
ACN -1,281 -55.3%
PYPL -1,194 -100.0%
TT -1,040 -22.3%
UNH -1,024 -55.3%
ELV -964 -69.3%
BLDR -729 -100.0%
MRK -668 -55.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type