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Portfolio (Quarterly) Guide ↗

Hardin Capital Partners, LLC

· CIK 0002033094
13F Portfolio $212M AUM 132 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 57 Added 16 Reduced 3 Exited
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SDY SPDR SERIES TRUST 2,843.0 $396K 0.19% +351.0 +14.1% $139.17 +6.2%
42 VZ VERIZON COMMUNICATIONS INC Communication Services 9,513.0 $387K 0.18% +1K +13.6% $40.73 +14.8%
43 VIOV VANGUARD ADMIRAL FDS INC 3,783.0 $370K 0.17% +710.0 +23.1% $97.77 +9.7%
44 SCHO SCHWAB STRATEGIC TR 14,315.0 $349K 0.17% +121.0 +0.8% $24.37 -1.1%
45 FANG DIAMONDBACK ENERGY INC Energy 2,159.0 $325K 0.15% +107.0 +5.2% $150.34 +36.8%
46 V VISA INC Financial Services 911.0 $319K 0.15% +226.0 +33.0% $350.71 -5.2%
47 CL COLGATE PALMOLIVE CO Consumer Defensive 3,952.0 $312K 0.15% +50.0 +1.3% $79.02 +13.9%
48 SCHV SCHWAB STRATEGIC TR 10,276.0 $304K 0.14% +135.0 +1.3% $29.61 +9.9%
49 IEFA ISHARES TR 3,257.0 $291K 0.14% +326.0 +11.1% $89.46 +6.6%
50 MCD MCDONALDS CORP Consumer Cyclical 867.0 $265K 0.12% +172.0 +24.8% $305.75 -7.6%
51 PFE PFIZER INC Healthcare 10,240.0 $255K 0.12% +537.0 +5.5% $24.90 +1.7%
52 VSS VANGUARD INTL EQUITY INDEX F 1,729.0 $248K 0.12% +208.0 +13.7% $143.36 +8.6%
53 IEMG ISHARES INC 3,625.0 $244K 0.12% +292.0 +8.8% $67.22 +16.8%
54 PG PROCTER AND GAMBLE CO Consumer Defensive 1,692.0 $242K 0.12% +56.0 +3.4% $143.30 -0.6%
55 PR PERMIAN RESOURCES CORP Energy 15,000.0 $210K 0.10% +400.0 +2.7% $14.03 +49.1%
56 WULF TERAWULF INC Financial Services 18,000.0 $207K 0.10% +8K +73.3% $11.49 +84.0%
57 ET ENERGY TRANSFER L P Energy 11,860.0 $196K 0.09% +2K +17.3% $16.49 +22.4%
Page 3 of 3  ·  57 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 68.8%
Financial Services 10.7%
Energy 5.8%
Technology 3.1%
Healthcare 2.6%
Consumer Defensive 2.4%
Industrials 2.0%
Utilities 2.0%
Communication Services 0.9%
Real Estate 0.9%