Hardy Reed LLC

Q4 2025 13F-HR Holdings

Location
Tupelo, MS
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
239
Total value ($000)
$1,402,334
Net value change ($000)
+44,154 (3.3%)
New positions
11
Sold out positions
12
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VTI 6,509 2.6%
IXUS 4,744 3.6%
VOO 4,584 2.7%
GOOGL 4,126 30.3%
VCSH 4,120 20.0%
FNDF 3,457 7.7%
BNDX 3,007 4.7%
DCOR 2,860 13.4%
JPM 2,756 2.2%
AAPL 2,493 7.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,594 -10.9%
UNP -1,000 -68.1%
FISV -839 -48.5%
VYM -783 -4.3%
HD -667 -16.0%
SBUX -603 -100.0%
NVDA -528 -5.1%
META -381 -8.9%
TTE -369 -100.0%
VTHR -365 -15.4%
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