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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  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CEF SPROTT ASSET MANAGEMENT LP Financial Services 19,364.0 $781K 0.36% -625.0 -3.1% $40.35 +8.9%
22 D DOMINION ENERGY INC Utilities 8,977.0 $619K 0.29% -144.0 -1.6% $68.97 -3.8%
23 VTIP VANGUARD MALVERN FDS 12,137.0 $610K 0.28% -717.0 -5.6% $50.25 -1.1%
24 WMT WALMART INC Consumer Defensive 5,348.0 $608K 0.28% -286.0 -5.1% $113.64 -6.8%
25 ENB ENBRIDGE INC Energy 9,948.0 $543K 0.25% -64.0 -0.6% $54.59 -7.1%
26 TIP ISHARES TR 4,787.0 $525K 0.24% -392.0 -7.6% $109.59 -2.5%
27 AMZN AMAZON COM INC Consumer Cyclical 2,135.0 $510K 0.24% -506.0 -19.2% $238.68 +6.8%
28 SCHR SCHWAB STRATEGIC TR 18,706.0 $462K 0.21% -1K -5.1% $24.68 -1.9%
29 VZ VERIZON COMMUNICATIONS INC Communication Services 9,182.0 $392K 0.18% -331.0 -3.5% $42.67 +17.9%
30 SHEL SHELL PLC Energy 4,789.0 $372K 0.17% -816.0 -14.6% $77.62 +20.5%
31 RPM RPM INTL INC Basic Materials 3,325.0 $370K 0.17% -50.0 -1.5% $111.19 -8.4%
32 FANG DIAMONDBACK ENERGY INC Energy 2,048.0 $365K 0.17% -111.0 -5.1% $178.46 +13.8%
33 ITOT ISHARES TR 2,206.0 $363K 0.17% -229.0 -9.4% $164.53 +1.3%
34 WULF TERAWULF INC Financial Services 14,000.0 $347K 0.16% -4K -22.2% $24.77 -40.9%
35 IEFA ISHARES TR 3,207.0 $310K 0.14% -50.0 -1.5% $96.67 +2.8%
36 EXPAND ENERGY CORPORATION 3,247.0 $296K 0.14% -245.0 -7.0% $91.22
37 IEMG ISHARES INC 3,562.0 $295K 0.14% -63.0 -1.7% $82.94 -1.8%
38 AGG ISHARES TR 2,971.0 $294K 0.14% -289.0 -8.9% $99.05 -2.3%
39 GOOGL ALPHABET INC Communication Services 822.0 $293K 0.14% -282.0 -25.5% $356.98 -6.2%
40 BNDX VANGUARD CHARLOTTE FDS 5,892.0 $286K 0.13% -156.0 -2.6% $48.47 -2.5%
Page 2 of 3  ·  47 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%