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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 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WFC WELLS FARGO & CO Financial Services 12,093.0 $1.0M 0.47% $82.95 +4.9%
42 KO COCA COLA CO Consumer Defensive 11,075.0 $902K 0.42% -589.0 -5.0% $81.45 +8.0%
43 WM WASTE MGMT INC DEL Industrials 3,973.0 $885K 0.41% $222.76 -1.3%
44 BND VANGUARD BD INDEX FDS 12,015.0 $883K 0.41% -149.0 -1.2% $73.46 -2.3%
45 CVX CHEVRON CORPORATION Energy 5,097.0 $849K 0.39% -48.0 -0.9% $166.59 +26.7%
46 ABBV ABBVIE INC Healthcare 3,285.0 $826K 0.38% -36.0 -1.1% $251.44 +3.4%
47 VIOV VANGUARD ADMIRAL FDS INC 6,652.0 $782K 0.36% +3K +75.8% $117.49 -1.3%
48 CEF SPROTT ASSET MANAGEMENT LP Financial Services 19,364.0 $781K 0.36% -625.0 -3.1% $40.35 +8.9%
49 CLX CLOROX CO DEL Consumer Defensive 7,658.0 $720K 0.33% +5K +190.6% $94.02 +1.0%
50 MO ALTRIA GROUP INC Consumer Defensive 9,493.0 $690K 0.32% +94.0 +1.0% $72.64 -4.2%
51 ARHS ARHAUS INC Consumer Cyclical 79,814.0 $672K 0.31% NEW $8.43 -0.8%
52 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 6,945.0 $670K 0.31% +273.0 +4.1% $96.43 +17.0%
53 EFA ISHARES TR 6,030.0 $626K 0.29% $103.85 +2.5%
54 D DOMINION ENERGY INC Utilities 8,977.0 $619K 0.29% -144.0 -1.6% $68.97 -3.7%
55 VTIP VANGUARD MALVERN FDS 12,137.0 $610K 0.28% -717.0 -5.6% $50.25 -1.1%
56 WMT WALMART INC Consumer Defensive 5,348.0 $608K 0.28% -286.0 -5.1% $113.64 -6.8%
57 SCHA SCHWAB STRATEGIC TR 15,968.0 $578K 0.27% +2K +18.3% $36.18 -6.8%
58 ROK ROCKWELL AUTOMATION INC Industrials 1,150.0 $572K 0.27% $496.98 -16.0%
59 EEM ISHARES TR 8,301.0 $568K 0.26% +552.0 +7.1% $68.43 -2.4%
60 VBR VANGUARD INDEX FDS 2,301.0 $560K 0.26% +162.0 +7.6% $243.46 +0.1%
Page 3 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%