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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 2 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJR ISHARES TR 11,820.0 $1.4M 0.67% +139.0 +1.2% $120.18 +10.8%
22 EGP EASTGROUP PPTYS INC Real Estate 7,755.0 $1.4M 0.65% $178.14 +13.5%
23 LLY ELI LILLY & CO Healthcare 1,265.0 $1.4M 0.64% +133.0 +11.8% $1074.68 -8.1%
24 JPM JPMORGAN CHASE & CO. Financial Services 4,161.0 $1.3M 0.63% +212.0 +5.4% $322.22 -6.7%
25 RPV INVESCO EXCHANGE TRADED FD T 12,761.0 $1.3M 0.62% +289.0 +2.3% $103.36 +7.4%
26 VEA VANGUARD TAX-MANAGED FDS 20,240.0 $1.3M 0.60% $62.47 +10.4%
27 FNDC SCHWAB STRATEGIC TR 26,880.0 $1.2M 0.57% +225.0 +0.8% $44.55 +10.1%
28 AVDV AMERICAN CENTY ETF TR 12,737.0 $1.2M 0.57% $93.97 +13.7%
29 SCHX SCHWAB STRATEGIC TR 42,443.0 $1.1M 0.54% -2K -3.7% $26.91 +7.1%
30 SCHF SCHWAB STRATEGIC TR 47,439.0 $1.1M 0.54% +2K +3.5% $24.04 +11.0%
31 WFC WELLS FARGO CO NEW Financial Services 12,088.0 $1.1M 0.53% $93.20 -20.2%
32 COP CONOCOPHILLIPS Energy 12,008.0 $1.1M 0.53% -113.0 -0.9% $93.61 +33.0%
33 VGSH VANGUARD SCOTTSDALE FDS 19,102.0 $1.1M 0.53% +335.0 +1.8% $58.73 -1.0%
34 SLYV SPDR SERIES TRUST 11,873.0 $1.1M 0.51% +152.0 +1.3% $90.97 +9.7%
35 AVDE AMERICAN CENTY ETF TR 12,917.0 $1.1M 0.50% +609.0 +5.0% $82.32 +8.3%
36 AVEM AMERICAN CENTY ETF TR 13,713.0 $1.1M 0.50% +135.0 +1.0% $77.02 +17.5%
37 JNJ JOHNSON & JOHNSON Healthcare 4,947.0 $1.0M 0.48% +311.0 +6.7% $206.95 +10.6%
38 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 6,672.0 $978K 0.46% +83.0 +1.3% $146.58 -7.5%
39 OXY OCCIDENTAL PETE CORP Energy 23,124.0 $951K 0.45% +941.0 +4.2% $41.12 +45.2%
40 DFIV DIMENSIONAL ETF TRUST 18,550.0 $926K 0.44% +2K +9.1% $49.90 +10.3%
Page 2 of 7  ·  132 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%