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Portfolio (Quarterly) Guide ↗

Hardin Capital Partners, LLC

· CIK 0002033094
13F Portfolio $215M AUM 141 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 20 New 49 Added 47 Reduced 11 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGSH VANGUARD SCOTTSDALE FDS 19,468.0 $1.1M 0.53% +366.0 +1.9% $58.21 -0.6%
22 EFV ISHARES TR 13,258.0 $1.0M 0.47% +346.0 +2.7% $76.58 +6.6%
23 VIOV VANGUARD ADMIRAL FDS INC 6,652.0 $782K 0.36% +3K +75.8% $117.49 -1.3%
24 CLX CLOROX CO DEL Consumer Defensive 7,658.0 $720K 0.33% +5K +190.6% $94.02 +1.0%
25 MO ALTRIA GROUP INC Consumer Defensive 9,493.0 $690K 0.32% +94.0 +1.0% $72.64 -4.2%
26 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 6,945.0 $670K 0.31% +273.0 +4.1% $96.43 +17.0%
27 SCHA SCHWAB STRATEGIC TR 15,968.0 $578K 0.27% +2K +18.3% $36.18 -6.8%
28 EEM ISHARES TR 8,301.0 $568K 0.26% +552.0 +7.1% $68.43 -2.4%
29 VBR VANGUARD INDEX FDS 2,301.0 $560K 0.26% +162.0 +7.6% $243.46 +0.1%
30 VO VANGUARD INDEX FDS 6,886.0 $555K 0.26% +5K +351.8% $80.67 +0.8%
31 SCHC SCHWAB STRATEGIC TR 11,432.0 $550K 0.26% +860.0 +8.1% $48.14 +5.1%
32 PM PHILIP MORRIS INTL INC Consumer Defensive 2,864.0 $523K 0.24% +160.0 +5.9% $182.64 +2.5%
33 VB VANGUARD INDEX FDS 1,621.0 $492K 0.23% +91.0 +6.0% $303.38 -2.5%
34 SCHH SCHWAB STRATEGIC TR 20,582.0 $490K 0.23% +2K +12.2% $23.82 -1.0%
35 SCHE SCHWAB STRATEGIC TR 13,458.0 $488K 0.23% +1K +9.8% $36.25 +2.3%
36 PEP PEPSICO INC Consumer Defensive 3,411.0 $464K 0.21% +99.0 +3.0% $136.01 +2.8%
37 VSS VANGUARD INTL EQUITY INDEX F 2,836.0 $438K 0.20% +1K +64.0% $154.55 +2.6%
38 CL COLGATE PALMOLIVE CO Consumer Defensive 4,052.0 $371K 0.17% +100.0 +2.5% $91.63 -2.2%
39 V VISA INC Financial Services 1,072.0 $369K 0.17% +161.0 +17.7% $343.78 +8.4%
40 VOOV VANGUARD ADMIRAL FDS INC 1,656.0 $364K 0.17% +130.0 +8.5% $219.66 +3.6%
Page 2 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 66.8%
Financial Services 10.4%
Energy 6.6%
Consumer Defensive 3.2%
Healthcare 2.9%
Industrials 2.6%
Utilities 2.6%
Technology 2.0%
Basic Materials 1.1%
Real Estate 1.1%