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
Filing Details
13F-HR • 2025-03-31- 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% identified212 identified24 unidentified
Holdings
236 positions • $1.1B total value
Manager:
Search and click to pin securities to the top
Page 4 of 12
Shares:10.1K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$1.1B)
Shares:10.1K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.1B)
464288240
Shares:27.9K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.1B)
46138G615
Shares:45.0K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 10.5K | QoQ +3.10% (-317)YoY NEW(+10.5K) | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$1.1B) | YoY NEW(+$1.8M) | |
CHEVRON CORP(CVXcusip166764100) | 10.7K | QoQ 0.00% (+0)YoY NEW(+10.7K) | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$1.1B) | YoY NEW(+$1.8M) |
| 10.1K | YoY NEW(+10.1K) | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$1.1B) | YoY NEW(+$1.7M) | |
Broadcom Inc.(AVGOcusip11135F101) | 10.1K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.1B) | ||
| 3.6K | YoY NEW(+3.6K) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.1B) | YoY NEW(+$1.7M) | |
| 1.1K | QoQ -0.08% (-1) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | ||
| 10.1K | YoY NEW(+10.1K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | YoY NEW(+$1.6M) | |
| 24.1K | QoQ -0.18% (-45)YoY NEW(+24.1K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | YoY NEW(+$1.6M) | |
| 22.2K | QoQ -0.70% (-158)YoY NEW(+22.2K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | YoY NEW(+$1.6M) | |
| 7.6K | YoY NEW(+7.6K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | YoY NEW(+$1.6M) | |
(cusip464288240)✕ | 27.9K | QoQ 0.00% (+0)YoY NEW(+27.9K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | YoY NEW(+$1.5M) |
| 21.0K | QoQ +0.85% (+179)YoY NEW(+21.0K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | YoY NEW(+$1.5M) | |
(cusip46138G615)✕ | 45.0K | QoQ 0.00% (-0)YoY NEW(+45.0K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | YoY NEW(+$1.5M) |
| 6.3K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | |||
| 2.8K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | |||
| 16.1K | YoY NEW(+16.1K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | YoY NEW(+$1.4M) | |
SYNOPSYS INC(SNPScusip871607107) | 3.3K | QoQ +0.67% (-22)YoY NEW(+3.3K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | YoY NEW(+$1.4M) |
| 7.4K | QoQ 0.00% (-0) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | ||
| 13.9K | QoQ +0.04% (+6)YoY +2.83% (-382) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | ||
CATERPILLAR INC(CATcusip149123101) | 4.2K | QoQ +1.41% (-58)YoY NEW(+4.2K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | YoY NEW(+$1.4M) |