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HARDY REED LLC

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TUPELO MS Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Hardy Reed is based out of Tupelo. Hardy Reed is a large advisory firm with 347 clients and discretionary assets under management (AUM) of $1,326,117,264 (Form ADV from 2023-10-16). Their last reported 13F filing for Q4 2023 included $738,431,260 in managed 13F securities and a top 10 holdings concentration of 75.73%. Hardy Reed's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 690,364. Whalewisdom has at least 24 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
VTI VANGUARD TOTAL STOCK 22.18%
VOO VANGUARD 500 INDEX F 16.15%
IXUS iShares Core MSCI To 10.74%
JPM JPMorgan Chase & Co. 8.82%
BNDX VANGUARD TOTAL INTER 5.82%

2023-12-31

13F Activity

Market Value $0.74b, Prior: $0.55b
New Purchases 19 stocks
Added To 28 stocks
Sold out of 7 stocks
Reduced holdings in 55 stocks
Top 10 Holdings % 75.73%
Turnover %[1] 22.41%
Turnover Alt %[2] 5.17%
Time Held Top 20 10.1 quarters
Time Held Top 10 9.2 quarters
Time Held All 10.59 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance