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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 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFV ISHARES TR 12,912.0 $922K 0.44% $71.41 +8.8%
42 CEF SPROTT ASSET MANAGEMENT LP Financial Services 19,989.0 $915K 0.43% -2K -9.8% $45.80 +2.0%
43 BND VANGUARD BD INDEX FDS 12,164.0 $901K 0.43% -1K -8.3% $74.07 -2.2%
44 WM WASTE MGMT INC DEL Industrials 3,973.0 $873K 0.41% +273.0 +7.4% $219.71 +1.4%
45 KO COCA COLA CO Consumer Defensive 11,664.0 $815K 0.39% +1K +11.2% $69.91 +16.2%
46 CVX CHEVRON CORP NEW Energy 5,145.0 $784K 0.37% +293.0 +6.0% $152.41 +28.7%
47 ABBV ABBVIE INC Healthcare 3,321.0 $759K 0.36% +46.0 +1.4% $228.48 -6.4%
48 CAT CATERPILLAR INC Industrials 1,310.0 $751K 0.35% +8.0 +0.6% $572.92 +50.1%
49 SLV ISHARES SILVER TR Financial Services 9,987.0 $643K 0.30% $64.42 +3.8%
50 VTIP VANGUARD MALVERN FDS 12,854.0 $636K 0.30% +249.0 +2.0% $49.46 +1.7%
51 WMT WALMART INC Consumer Defensive 5,634.0 $628K 0.30% +399.0 +7.6% $111.41 +19.7%
52 AMZN AMAZON COM INC Consumer Cyclical 2,641.0 $610K 0.29% +889.0 +50.7% $230.82 +12.4%
53 EFA ISHARES TR 6,030.0 $579K 0.27% $96.02 +6.1%
54 TIP ISHARES TR 5,179.0 $569K 0.27% $109.90 +0.2%
55 MO ALTRIA GROUP INC Consumer Defensive 9,399.0 $542K 0.26% +186.0 +2.0% $57.66 +27.8%
56 D DOMINION ENERGY INC Utilities 9,121.0 $534K 0.25% +735.0 +8.8% $58.59 +15.3%
57 NVDA NVIDIA CORPORATION Technology 2,712.0 $506K 0.24% NEW $186.50 +19.2%
58 SCHR SCHWAB STRATEGIC TR 19,706.0 $494K 0.23% -950.0 -4.6% $25.08 -2.5%
59 KKR KKR & CO INC Financial Services 3,813.0 $486K 0.23% $127.48 -24.7%
60 SCHB SCHWAB STRATEGIC TR 18,487.0 $485K 0.23% $26.23 +7.5%
Page 3 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%