BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BP BP PLC Energy 40,630.0 $1.5M 0.70% -3K -7.5% $37.03 +20.1%
22 AVEM AMERICAN CENTY ETF TR 14,939.0 $1.4M 0.67% +1K +8.9% $96.55 -2.4%
23 SPTI SPDR SERIES TRUST 49,289.0 $1.4M 0.65% -1K -2.0% $28.40 -1.9%
24 AVDV AMERICAN CENTY ETF TR 13,371.0 $1.4M 0.64% +634.0 +5.0% $103.23 +8.0%
25 FNDC SCHWAB STRATEGIC TR 28,209.0 $1.4M 0.64% +1K +4.9% $48.54 +4.7%
26 CAT CATERPILLAR INC Industrials 1,275.0 $1.4M 0.63% -35.0 -2.7% $1071.33 -27.3%
27 LLY ELI LILLY & CO Healthcare 1,106.0 $1.3M 0.62% -159.0 -12.6% $1210.79 -4.2%
28 IVV ISHARES TR 1,754.0 $1.3M 0.61% -787.0 -31.0% $751.26 +1.9%
29 SLYV SPDR SERIES TRUST 12,029.0 $1.3M 0.61% +156.0 +1.3% $109.20 -1.3%
30 JPM JPMORGAN CHASE & CO Financial Services 3,960.0 $1.3M 0.60% -201.0 -4.8% $328.16 +8.2%
31 COP CONOCOPHILLIPS Energy 11,910.0 $1.2M 0.58% -98.0 -0.8% $104.29 +30.6%
32 MSFT MICROSOFT CORP Technology 3,289.0 $1.2M 0.57% -720.0 -18.0% $371.20 +35.0%
33 GLD SPDR GOLD TR Financial Services 3,304.0 $1.2M 0.57% -600.0 -15.4% $369.18 +7.5%
34 AVDE AMERICAN CENTY ETF TR 13,599.0 $1.2M 0.56% +682.0 +5.3% $89.26 +4.0%
35 JNJ JOHNSON & JOHNSON Healthcare 4,632.0 $1.2M 0.55% -315.0 -6.4% $255.71 +6.1%
36 DFIV DIMENSIONAL ETF TRUST 21,463.0 $1.2M 0.54% +3K +15.7% $54.06 +7.3%
37 VGSH VANGUARD SCOTTSDALE FDS 19,468.0 $1.1M 0.53% +366.0 +1.9% $58.21 -0.6%
38 AAPL APPLE INC Technology 3,901.0 $1.1M 0.52% -2K -31.2% $287.61 +13.0%
39 OXY OCCIDENTAL PETE CORP Energy 20,803.0 $1.0M 0.47% -2K -10.0% $48.85 +24.8%
40 EFV ISHARES TR 13,258.0 $1.0M 0.47% +346.0 +2.7% $76.58 +6.6%
Page 2 of 8  ·  141 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%