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Portfolio (Quarterly) Guide ↗

Hardin Capital Partners, LLC

· CIK 0002033094
13F Portfolio $186M AUM Filed Oct 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 121 New
Page 3 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 4,636.0 $860K 0.46% NEW $185.41 +21.8%
42 WM WASTE MGMT INC DEL Industrials 3,700.0 $817K 0.44% NEW $220.83 -0.4%
43 CEF SPROTT ASSET MANAGEMENT LP Financial Services 22,161.0 $813K 0.44% NEW $36.69 +32.0%
44 DFIV DIMENSIONAL ETF TRUST 17,005.0 $784K 0.42% NEW $46.12 +19.5%
45 ABBV ABBVIE INC Healthcare 3,275.0 $758K 0.41% NEW $231.52 -9.6%
46 CVX CHEVRON CORP NEW Energy 4,852.0 $753K 0.40% NEW $155.29 +22.0%
47 KO COCA COLA CO Consumer Defensive 10,487.0 $696K 0.37% NEW $66.32 +21.3%
48 VTIP VANGUARD MALVERN FDS 12,605.0 $638K 0.34% NEW $50.63 -0.5%
49 CAT CATERPILLAR INC Industrials 1,302.0 $621K 0.33% NEW $477.19 +85.5%
50 MO ALTRIA GROUP INC Consumer Defensive 9,213.0 $609K 0.33% NEW $66.06 +10.4%
51 TIP ISHARES TR 5,179.0 $576K 0.31% NEW $111.21 -0.6%
52 EFA ISHARES TR 6,029.0 $563K 0.30% NEW $93.37 +9.7%
53 WMT WALMART INC Consumer Defensive 5,235.0 $540K 0.29% NEW $103.06 +27.5%
54 SCHR SCHWAB STRATEGIC TR 20,656.0 $519K 0.28% NEW $25.13 -2.3%
55 D DOMINION ENERGY INC Utilities 8,386.0 $513K 0.28% NEW $61.17 +11.4%
56 KKR KKR & CO INC Financial Services 3,813.0 $495K 0.27% NEW $129.95 -26.1%
57 PEP PEPSICO INC Consumer Defensive 3,515.0 $494K 0.27% NEW $140.44 +5.8%
58 SCHC SCHWAB STRATEGIC TR 10,558.0 $480K 0.26% NEW $45.51 +9.8%
59 ENB ENBRIDGE INC Energy 9,462.0 $477K 0.26% NEW $50.46 +9.8%
60 SCHB SCHWAB STRATEGIC TR 18,487.0 $475K 0.26% NEW $25.71 +10.4%
Page 3 of 7  ·  121 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 67.5%
Financial Services 12.1%
Energy 6.4%
Utilities 2.6%
Consumer Defensive 2.5%
Healthcare 2.4%
Industrials 2.1%
Technology 2.0%
Real Estate 1.0%
Basic Materials 0.8%