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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  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MMM 3M CO Industrials 1,717.0 $277K 0.13% -120.0 -6.5% $161.26 +5.6%
42 SCHP SCHWAB STRATEGIC TR 10,195.0 $271K 0.13% -100.0 -1.0% $26.55 -2.7%
43 FCX FREEPORT MCMORAN INC Basic Materials 3,870.0 $243K 0.11% -667.0 -14.7% $62.75 +15.5%
44 PFE PFIZER INC Healthcare 9,476.0 $229K 0.11% -764.0 -7.5% $24.14 +18.3%
45 HAL HALLIBURTON CO Energy 6,701.0 $228K 0.11% -2K -23.4% $34.06 +8.0%
46 PR PERMIAN RESOURCES CORP Energy 11,500.0 $213K 0.10% -4K -23.3% $18.50 +28.6%
47 SHM SPDR SERIES TRUST 4,257.0 $204K 0.10% -33.0 -0.8% $47.98 -0.9%
Page 3 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%