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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 4 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHZ SCHWAB STRATEGIC TR 19,840.0 $466K 0.25% NEW $23.47 -2.4%
62 VO VANGUARD INDEX FDS 1,521.0 $447K 0.24% NEW $293.82 -74.0%
63 VBR VANGUARD INDEX FDS 2,136.0 $446K 0.24% NEW $208.74 +9.4%
64 T AT&T INC Communication Services 15,666.0 $442K 0.24% NEW $28.24 -13.4%
65 MLM MARTIN MARIETTA MATLS INC Basic Materials 700.0 $441K 0.24% NEW $630.28 -11.7%
66 EXPAND ENERGY CORPORATION 4,004.0 $425K 0.23% NEW $106.24
67 SLV ISHARES SILVER TR Financial Services 9,987.0 $423K 0.23% NEW $42.37 +64.2%
68 PM PHILIP MORRIS INTL INC Consumer Defensive 2,579.0 $418K 0.22% NEW $162.20 +17.8%
69 EEM ISHARES TR 7,732.0 $413K 0.22% NEW $53.40 +21.4%
70 BX BLACKSTONE INC Financial Services 2,400.0 $410K 0.22% NEW $170.85 -31.5%
71 SCHE SCHWAB STRATEGIC TR 12,231.0 $408K 0.22% NEW $33.37 +6.1%
72 DLS WISDOMTREE TR 5,123.0 $407K 0.22% NEW $79.51 +9.2%
73 NSC NORFOLK SOUTHN CORP Industrials 1,345.0 $404K 0.22% NEW $300.41 +6.7%
74 ROK ROCKWELL AUTOMATION INC Industrials 1,150.0 $402K 0.22% NEW $349.53 +24.9%
75 RPM RPM INTL INC Basic Materials 3,375.0 $398K 0.21% NEW $117.88 -17.1%
76 SHEL SHELL PLC Energy 5,529.0 $395K 0.21% NEW $71.53 +23.6%
77 SCHH SCHWAB STRATEGIC TR 18,315.0 $395K 0.21% NEW $21.57 +7.4%
78 ABT ABBOTT LABS Healthcare 2,900.0 $388K 0.21% NEW $133.95 -35.2%
79 VB VANGUARD INDEX FDS 1,527.0 $388K 0.21% NEW $254.31 +10.6%
80 AMZN AMAZON COM INC Consumer Cyclical 1,752.0 $385K 0.21% NEW $219.56 +20.5%
Page 4 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%