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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 4 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VO VANGUARD INDEX FDS 6,886.0 $555K 0.26% +5K +351.8% $80.67 +0.8%
62 SCHC SCHWAB STRATEGIC TR 11,432.0 $550K 0.26% +860.0 +8.1% $48.14 +5.1%
63 ENB ENBRIDGE INC Energy 9,948.0 $543K 0.25% -64.0 -0.6% $54.59 -7.1%
64 SCHB SCHWAB STRATEGIC TR 18,521.0 $537K 0.25% $29.00 +1.3%
65 TIP ISHARES TR 4,787.0 $525K 0.24% -392.0 -7.6% $109.59 -2.5%
66 PM PHILIP MORRIS INTL INC Consumer Defensive 2,864.0 $523K 0.24% +160.0 +5.9% $182.64 +2.5%
67 AMZN AMAZON COM INC Consumer Cyclical 2,135.0 $510K 0.24% -506.0 -19.2% $238.68 +6.8%
68 VB VANGUARD INDEX FDS 1,621.0 $492K 0.23% +91.0 +6.0% $303.38 -2.5%
69 SCHH SCHWAB STRATEGIC TR 20,582.0 $490K 0.23% +2K +12.2% $23.82 -1.0%
70 SCHE SCHWAB STRATEGIC TR 13,458.0 $488K 0.23% +1K +9.8% $36.25 +2.3%
71 SCHD SCHWAB STRATEGIC TR 15,066.0 $479K 0.22% NEW $31.78 +9.5%
72 PEP PEPSICO INC Consumer Defensive 3,411.0 $464K 0.21% +99.0 +3.0% $136.01 +2.8%
73 SCHZ SCHWAB STRATEGIC TR 19,991.0 $463K 0.21% $23.16 -2.3%
74 SCHR SCHWAB STRATEGIC TR 18,706.0 $462K 0.21% -1K -5.1% $24.68 -1.9%
75 VSS VANGUARD INTL EQUITY INDEX F 2,836.0 $438K 0.20% +1K +64.0% $154.55 +2.6%
76 SDY SPDR SERIES TRUST 2,846.0 $434K 0.20% $152.66 +2.0%
77 DLS WISDOMTREE TR 5,159.0 $432K 0.20% $83.82 +5.6%
78 NSC NORFOLK SOUTHN CORP Industrials 1,345.0 $425K 0.20% $315.99 +5.4%
79 MLM MARTIN MARIETTA MATLS INC Basic Materials 700.0 $406K 0.19% $579.87 -12.9%
80 FBNC FIRST BANCORP N C Financial Services 6,215.0 $399K 0.18% $64.19 -3.0%
Page 4 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%