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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 5 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VZ VERIZON COMMUNICATIONS INC Communication Services 9,182.0 $392K 0.18% -331.0 -3.5% $42.67 +17.9%
82 SHEL SHELL PLC Energy 4,789.0 $372K 0.17% -816.0 -14.6% $77.62 +20.5%
83 CL COLGATE PALMOLIVE CO Consumer Defensive 4,052.0 $371K 0.17% +100.0 +2.5% $91.63 -2.2%
84 RPM RPM INTL INC Basic Materials 3,325.0 $370K 0.17% -50.0 -1.5% $111.19 -8.4%
85 V VISA INC Financial Services 1,072.0 $369K 0.17% +161.0 +17.7% $343.78 +8.4%
86 FANG DIAMONDBACK ENERGY INC Energy 2,048.0 $365K 0.17% -111.0 -5.1% $178.46 +13.8%
87 VOOV VANGUARD ADMIRAL FDS INC 1,656.0 $364K 0.17% +130.0 +8.5% $219.66 +3.6%
88 SCHO SCHWAB STRATEGIC TR 15,029.0 $363K 0.17% +714.0 +5.0% $24.15 -0.7%
89 ITOT ISHARES TR 2,206.0 $363K 0.17% -229.0 -9.4% $164.53 +1.3%
90 KKR KKR & CO INC 3,928.0 $361K 0.17% +115.0 +3.0% $91.92
91 SCHV SCHWAB STRATEGIC TR 10,276.0 $359K 0.17% $34.93 -1.7%
92 IJS ISHARES TR 2,593.0 $355K 0.17% +140.0 +5.7% $137.01 -1.4%
93 WULF TERAWULF INC Financial Services 14,000.0 $347K 0.16% -4K -22.2% $24.77 -40.9%
94 VONV VANGUARD SCOTTSDALE FDS 3,105.0 $331K 0.15% NEW $106.49 +5.4%
95 INVESCO QUALITY MUN INCOME T 32,500.0 $329K 0.15% $10.11
96 MTRN MATERION CORP Basic Materials 1,100.0 $327K 0.15% NEW $296.99 -21.1%
97 ABT ABBOTT LABORATORIES Healthcare 3,462.0 $315K 0.15% +562.0 +19.4% $91.03 +19.7%
98 NVO NOVO-NORDISK A S Healthcare 6,520.0 $314K 0.15% NEW $48.16 -6.3%
99 IEFA ISHARES TR 3,207.0 $310K 0.14% -50.0 -1.5% $96.67 +2.8%
100 T AT&T INC Communication Services 14,661.0 $304K 0.14% +167.0 +1.1% $20.74 +25.4%
Page 5 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%