Hardy-Reed

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "MMSI",
  "RGEN",
  "SPSC",
  "STVN",
  "KAI",
  "CCCS",
  "MASI",
  "NTR",
  "TROW",
  null,
  "RF",
  "FNDF",
  "MPLX",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  "PAA",
  "FRPT",
  "GOOGL",
  "PXF",
  "AXP",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "KMX",
  "CP.TO",
  null,
  null,
  "PECO",
  "SIMO",
  "EOG",
  "EXPD",
  "GD",
  "HON",
  "HD",
  "AZN",
  "MCD",
  null,
  null,
  "BEN",
  "UNP",
  "QCOM",
  "AMAT",
  "ING",
  "BKNG",
  "ICE",
  "META",
  "IJH",
  null,
  "KNSL",
  "KMI",
  "LRCX",
  "LIN",
  "ENSG",
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "MUFG",
  "TMUS",
  "DOCS",
  "NEOG",
  null,
  "EVR",
  "EXPO",
  "FIS",
  "GE",
  null,
  "OMC",
  "ORLY",
  "ICLR",
  "IX",
  "FAST",
  "IJR",
  "EFG",
  "IWD",
  "OKE",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PRU",
  "MRK",
  "IEFA",
  "SPGI",
  null,
  "SLB",
  "SHEL",
  "RTX",
  "SAP",
  null,
  "SPLG",
  "SBUX",
  "SNPS",
  "TEL",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "UBER",
  "UTHR",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "DTM",
  "VV",
  "PCTY",
  "SCHW",
  "ALC",
  "VWO",
  "RNST",
  "LOAN",
  "TTE",
  "TRGP",
  "GAIN",
  null,
  "ULTA",
  "SU",
  "IWN",
  "TSM",
  "GPN",
  null,
  "VYM",
  "MGC",
  "TT",
  "VRSK",
  "LOPE",
  "MEDP",
  null,
  "SEIC",
  "MLI",
  "MTN",
  "APH",
  "SONY",
  "FI",
  "FHI",
  null,
  "AOS",
  "NVO",
  "AMZN",
  "MSI",
  "SCHB",
  "SIRI",
  null,
  "NTES",
  null,
  "VFH",
  "VEA",
  "VONE",
  "VXUS",
  "BNDX",
  "VBR",
  null,
  "BSV",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WES",
  "WFC",
  "WMB",
  null,
  "WK",
  "ET",
  "LEA",
  "NSC",
  "HLMN",
  "SO",
  "UFPI",
  "SSD",
  "SYY",
  "IXUS",
  "LYB",
  "LNTH",
  null,
  "GEV",
  "MELI",
  "HESM",
  null,
  "FDX",
  "BAC",
  "BRK-A",
  "BAX",
  "BL",
  "BMY",
  "BLDR",
  "CADE",
  "CWST",
  "CVX",
  "LNG",
  "CSCO",
  "CMCSA",
  "CAG",
  "ROAD",
  "STZ",
  "COO",
  "CPRT",
  "CRH",
  "CSWI",
  "DHR",
  "DSGX",
  null,
  null,
  "NEE",
  "NKE",
  "QQQ",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "PH",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 236
Total Value: 1133740080
Accession Number: 0001765380-25-000161
Form Type: 13F-HR
CIK: hardy-reed
Manager Name: Hardy-Reed

Data Enrichment

90% identified

212 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

236 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908744

VTV|922908744

Shares:43.2K

Value:$7.5M

% of Portfolio:0.7% ($7.5M/$1.1B)

464287150

ITOT|464287150

Shares:55.4K

Value:$6.8M

% of Portfolio:0.6% ($6.8M/$1.1B)

25434V500

Shares:108.0K

Value:$6.5M

% of Portfolio:0.6% ($6.5M/$1.1B)

922908553

VNQ|922908553

Shares:70.6K

Value:$6.4M

% of Portfolio:0.6% ($6.4M/$1.1B)

Cadence Bank

CADE|12740C103

Shares:205.9K

Value:$6.3M

% of Portfolio:0.6% ($6.3M/$1.1B)

AMAZON COM INC

AMZN|023135106

Shares:32.1K

Value:$6.1M

% of Portfolio:0.5% ($6.1M/$1.1B)

464287598

IWD|464287598

Shares:29.7K

Value:$5.6M

% of Portfolio:0.5% ($5.6M/$1.1B)

25434V104

Shares:140.6K

Value:$5.4M

% of Portfolio:0.5% ($5.4M/$1.1B)

Alphabet Inc.

GOOG|02079K107

Shares:33.4K

Value:$5.2M

% of Portfolio:0.5% ($5.2M/$1.1B)

NVIDIA CORP

NVDA|67066G104

Shares:47.5K

Value:$5.1M

% of Portfolio:0.5% ($5.1M/$1.1B)

VISA INC.

V|92826C839

Shares:14.1K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.1B)

921937819

BIV|921937819

Shares:60.9K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.1B)

922042858

VWO|922042858

Shares:90.9K

Value:$4.1M

% of Portfolio:0.4% ($4.1M/$1.1B)

HOME DEPOT, INC.

HD|437076102

Shares:10.9K

Value:$4.0M

% of Portfolio:0.4% ($4.0M/$1.1B)

25434V401

Shares:64.0K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.1B)

Trane Technologies plc

TT|G8994E103

Shares:10.7K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.1B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:15.0K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.1B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:12.4K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.1B)

EXXON MOBIL CORP

XOM|30231G102

Shares:28.6K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.1B)

46435G672

Shares:64.3K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTVcusip922908744)	43.2K	QoQ 0.00% (+0) YoY +5.31% (+2.2K)	All Managers (Combined)	$7.5M	0.7% ($7.5M/$1.1B)	QoQ +2.03% (+$148.7K) YoY +11.69% (+$782.2K)
(ITOTcusip464287150)	55.4K	QoQ -0.09% (-51) YoY -1.13% (-635)	All Managers (Combined)	$6.8M	0.6% ($6.8M/$1.1B)	QoQ -5.22% (-$372.9K) YoY +4.62% (-$298.7K)
(cusip25434V500)✕	108.0K	QoQ +3.15% (-3.3K) YoY +13.72% (+13.0K)	All Managers (Combined)	$6.5M	0.6% ($6.5M/$1.1B)	QoQ -5.29% (-$360.8K) YoY +8.99% (+$532.7K)
(VNQcusip922908553)	70.6K	QoQ -0.88% (-627) YoY -2.49% (-1.8K)	All Managers (Combined)	$6.4M	0.6% ($6.4M/$1.1B)	QoQ +0.74% (-$47.2K) YoY +2.08% (-$130.6K)
Cadence Bank(CADEcusip12740C103)	205.9K	QoQ -1.34% (-2.8K) YoY -1.38% (-2.9K)	All Managers (Combined)	$6.3M	0.6% ($6.3M/$1.1B)	QoQ -13.05% (-$938.8K) YoY +3.24% (-$196.4K)
AMAZON COM INC(AMZNcusip023135106)	32.1K	QoQ +0.96% (-307) YoY +993.29% (+29.2K)	All Managers (Combined)	$6.1M	0.5% ($6.1M/$1.1B)	QoQ -12.44% (-$869.0K) YoY +1053.18% (+$5.6M)
(IWDcusip464287598)	29.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.6M	0.5% ($5.6M/$1.1B)	QoQ +1.63% (+$89.9K) YoY +5.05% (+$268.6K)
(cusip25434V104)✕	140.6K	QoQ 0.00% (-0) YoY -1.19% (-1.7K)	All Managers (Combined)	$5.4M	0.5% ($5.4M/$1.1B)	QoQ -5.06% (-$288.1K) YoY +3.94% (-$205.0K)
Alphabet Inc.(GOOGcusip02079K107)	33.4K	QoQ +0.16% (-55) YoY +309.93% (+25.2K)	All Managers (Combined)	$5.2M	0.5% ($5.2M/$1.1B)	QoQ -17.82% (-$1.1M) YoY +320.62% (+$4.0M)
NVIDIA CORP(NVDAcusip67066G104)	47.5K	QoQ +3.46% (-1.6K) YoY NEW(+47.5K)	All Managers (Combined)	$5.1M	0.5% ($5.1M/$1.1B)	QoQ -16.49% (-$1.0M) YoY NEW(+$5.1M)
VISA INC.(Vcusip92826C839)	14.1K	QoQ +0.58% (+82) YoY NEW(+14.1K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.1B)	QoQ +11.54% (+$510.4K) YoY NEW(+$4.9M)
(BIVcusip921937819)	60.9K	QoQ +20.08% (+10.2K) YoY +313.84% (+46.2K)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.1B)	QoQ +23.04% (+$873.7K) YoY +320.26% (+$3.6M)
(VWOcusip922042858)	90.9K	QoQ 0.00% (+0) YoY +21.58% (+16.1K)	All Managers (Combined)	$4.1M	0.4% ($4.1M/$1.1B)	QoQ +2.77% (+$110.9K) YoY +31.74% (+$991.3K)
HOME DEPOT, INC.(HDcusip437076102)	10.9K	QoQ -0.67% (-74) YoY +214.59% (+7.5K)	All Managers (Combined)	$4.0M	0.4% ($4.0M/$1.1B)	QoQ -6.41% (-$274.6K) YoY +200.56% (+$2.7M)
(cusip25434V401)✕	64.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.1B)	QoQ -5.12% (-$209.3K) YoY +6.14% (+$224.0K)
Trane Technologies plc(TTcusipG8994E103)	10.7K	QoQ +1.06% (-113) YoY NEW(+10.7K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.1B)	QoQ -7.80% (-$304.6K) YoY NEW(+$3.6M)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	15.0K	QoQ +0.05% (+9) YoY +0.16% (-25)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.1B)	QoQ +0.97% (+$34.4K) YoY -6.91% (-$264.4K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	12.4K	QoQ -8.26% (-1.1K) YoY +44.58% (+3.8K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.1B)	QoQ +8.34% (-$271.5K) YoY +97.84% (+$1.7M)
EXXON MOBIL CORP(XOMcusip30231G102)	28.6K	QoQ +1.28% (+364) YoY NEW(+28.6K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.1B)	QoQ +11.98% (+$364.1K) YoY NEW(+$3.4M)
(cusip46435G672)✕	64.3K	QoQ -8.49% (-6.0K) YoY -5.81% (-4.0K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.1B)	QoQ -8.36% (-$293.3K) YoY -5.73% (-$195.6K)