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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 2 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 1,933.0 $1.3M 0.69% NEW $669.34 +10.9%
22 JPM JPMORGAN CHASE & CO. Financial Services 3,949.0 $1.2M 0.67% NEW $315.43 -4.9%
23 RPV INVESCO EXCHANGE TRADED FD T 12,472.0 $1.2M 0.67% NEW $99.38 +11.2%
24 VEA VANGUARD TAX-MANAGED FDS 20,186.0 $1.2M 0.65% NEW $59.92 +15.3%
25 FNDC SCHWAB STRATEGIC TR 26,655.0 $1.2M 0.64% NEW $44.51 +10.8%
26 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 6,589.0 $1.2M 0.63% NEW $178.73 -25.8%
27 SCHX SCHWAB STRATEGIC TR 44,079.0 $1.2M 0.62% NEW $26.34 +10.3%
28 COP CONOCOPHILLIPS Energy 12,121.0 $1.1M 0.61% NEW $94.59 +25.8%
29 AVDV AMERICAN CENTY ETF TR 12,711.0 $1.1M 0.61% NEW $89.03 +21.1%
30 VGSH VANGUARD SCOTTSDALE FDS 18,767.0 $1.1M 0.59% NEW $58.85 -1.1%
31 SCHF SCHWAB STRATEGIC TR 45,825.0 $1.1M 0.57% NEW $23.28 +14.7%
32 OXY OCCIDENTAL PETE CORP Energy 22,183.0 $1.0M 0.56% NEW $47.25 +20.3%
33 SLYV SPDR SERIES TRUST 11,721.0 $1.0M 0.56% NEW $88.65 +13.1%
34 AVEM AMERICAN CENTY ETF TR 13,578.0 $1.0M 0.55% NEW $75.11 +22.3%
35 WFC WELLS FARGO CO NEW Financial Services 12,085.0 $1.0M 0.54% NEW $83.82 -12.0%
36 AAPL APPLE INC Technology 3,956.0 $1.0M 0.54% NEW $254.66 +17.9%
37 BND VANGUARD BD INDEX FDS 13,268.0 $987K 0.53% NEW $74.37 -2.2%
38 AVDE AMERICAN CENTY ETF TR 12,308.0 $971K 0.52% NEW $78.90 +13.3%
39 EFV ISHARES TR 12,907.0 $875K 0.47% NEW $67.83 +13.9%
40 LLY ELI LILLY & CO Healthcare 1,132.0 $864K 0.46% NEW $763.00 +31.9%
Page 2 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%