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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ARHS ARHAUS INC Consumer Cyclical 79,814.0 $672K 0.31% NEW $8.43 -0.8%
2 SCHD SCHWAB STRATEGIC TR 15,066.0 $479K 0.22% NEW $31.78 +9.5%
3 VONV VANGUARD SCOTTSDALE FDS 3,105.0 $331K 0.15% NEW $106.49 +5.4%
4 MTRN MATERION CORP Basic Materials 1,100.0 $327K 0.15% NEW $296.99 -21.1%
5 NVO NOVO-NORDISK A S Healthcare 6,520.0 $314K 0.15% NEW $48.16 -6.3%
6 VIOO VANGUARD ADMIRAL FDS INC 2,195.0 $302K 0.14% NEW $137.65 -3.8%
7 SO SOUTHERN CO Utilities 2,824.0 $272K 0.13% NEW $96.35 -8.6%
8 HD HOME DEPOT INC Consumer Cyclical 770.0 $272K 0.13% NEW $352.84 -9.4%
9 VTV VANGUARD INDEX FDS 1,242.0 $271K 0.13% NEW $218.48 +2.5%
10 VLO VALERO ENERGY CORP Energy 1,000.0 $260K 0.12% NEW $260.45 +39.0%
11 GLW CORNING INC Technology 1,000.0 $253K 0.12% NEW $253.39 -42.6%
12 VXF VANGUARD INDEX FDS 1,006.0 $248K 0.12% NEW $246.34 -3.4%
13 SCHG SCHWAB STRATEGIC TR 6,933.0 $235K 0.11% NEW $33.86 +4.2%
14 AVDS AMERICAN CENTY ETF TR 3,109.0 $234K 0.11% NEW $75.34 +5.6%
15 VYMI VANGUARD WHITEHALL FDS 2,262.0 $222K 0.10% NEW $98.22 +7.1%
16 VYM VANGUARD WHITEHALL FDS 1,399.0 $222K 0.10% NEW $158.48 +3.0%
17 INTC INTEL CORP Technology 1,526.0 $214K 0.10% NEW $140.22 -36.5%
18 TD TORONTO DOMINION BK ONT Financial Services 1,762.0 $214K 0.10% NEW $121.29 -1.5%
19 WMB WILLIAMS COS INC Energy 2,798.0 $209K 0.10% NEW $74.87 +0.5%
20 ANGX ANGEL STUDIOS INC. Communication Services 30,216.0 $111K 0.05% NEW $3.68 +17.9%

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%