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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 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHC SCHWAB STRATEGIC TR 10,572.0 $481K 0.23% $45.53 +8.3%
62 ENB ENBRIDGE INC Energy 10,012.0 $479K 0.23% +550.0 +5.8% $47.83 +17.9%
63 PEP PEPSICO INC Consumer Defensive 3,312.0 $475K 0.23% -203.0 -5.8% $143.52 +3.9%
64 SCHZ SCHWAB STRATEGIC TR 19,906.0 $465K 0.22% $23.37 -2.3%
65 VBR VANGUARD INDEX FDS 2,139.0 $453K 0.21% $211.78 +6.8%
66 ROK ROCKWELL AUTOMATION INC Industrials 1,150.0 $447K 0.21% $389.07 +12.2%
67 VO VANGUARD INDEX FDS 1,524.0 $442K 0.21% $290.24 -73.7%
68 MLM MARTIN MARIETTA MATLS INC Basic Materials 700.0 $436K 0.21% $622.66 -10.7%
69 PM PHILIP MORRIS INTL INC Consumer Defensive 2,704.0 $434K 0.20% +125.0 +4.8% $160.40 +19.4%
70 EEM ISHARES TR 7,749.0 $424K 0.20% $54.71 +17.5%
71 DLS WISDOMTREE TR 5,135.0 $416K 0.20% $81.02 +6.8%
72 SHEL SHELL PLC Energy 5,605.0 $412K 0.20% +76.0 +1.4% $73.48 +20.6%
73 SCHE SCHWAB STRATEGIC TR 12,252.0 $401K 0.19% $32.75 +7.1%
74 SDY SPDR SERIES TRUST 2,843.0 $396K 0.19% +351.0 +14.1% $139.17 +6.2%
75 VB VANGUARD INDEX FDS 1,530.0 $395K 0.19% $257.92 +8.2%
76 NSC NORFOLK SOUTHN CORP Industrials 1,345.0 $388K 0.18% $288.72 +10.9%
77 VZ VERIZON COMMUNICATIONS INC Communication Services 9,513.0 $387K 0.18% +1K +13.6% $40.73 +14.8%
78 EXPAND ENERGY CORPORATION 3,492.0 $385K 0.18% -512.0 -12.8% $110.36
79 SCHA SCHWAB STRATEGIC TR 13,498.0 $384K 0.18% $28.48 +12.6%
80 SCHH SCHWAB STRATEGIC TR 18,338.0 $383K 0.18% $20.89 +11.7%
Page 4 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%