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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 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHO SCHWAB STRATEGIC TR 15,029.0 $363K 0.17% +714.0 +5.0% $24.15 -0.7%
42 KKR KKR & CO INC 3,928.0 $361K 0.17% +115.0 +3.0% $91.92
43 IJS ISHARES TR 2,593.0 $355K 0.17% +140.0 +5.7% $137.01 -1.4%
44 ABT ABBOTT LABORATORIES Healthcare 3,462.0 $315K 0.15% +562.0 +19.4% $91.03 +19.7%
45 T AT&T INC Communication Services 14,661.0 $304K 0.14% +167.0 +1.1% $20.74 +25.4%
46 VHT VANGUARD WORLD FD 915.0 $275K 0.13% +50.0 +5.8% $300.05 +7.2%
47 PG PROCTER & GAMBLE CO Consumer Defensive 1,808.0 $265K 0.12% +116.0 +6.9% $146.75 -0.4%
48 HCC WARRIOR MET COAL INC Energy 2,593.0 $211K 0.10% +69.0 +2.7% $81.24 +30.8%
49 MKL MARKEL GROUP INC Financial Services 104.0 $203K 0.09% +9.0 +9.5% $1955.28 -8.1%
Page 3 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%