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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 6 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 V VISA INC Financial Services 685.0 $234K 0.12% NEW $341.22 -5.5%
102 HAL HALLIBURTON CO Energy 9,168.0 $226K 0.12% NEW $24.60 +67.8%
103 VHT VANGUARD WORLD FD 865.0 $225K 0.12% NEW $259.65 +4.2%
104 RRC RANGE RES CORP Energy 5,850.0 $220K 0.12% NEW $37.64 +10.2%
105 IEMG ISHARES INC 3,333.0 $220K 0.12% NEW $65.92 +20.6%
106 VSS VANGUARD INTL EQUITY INDEX F 1,521.0 $217K 0.12% NEW $142.54 +10.6%
107 ITM VANECK ETF TRUST 4,610.0 $215K 0.12% NEW $46.60 -0.5%
108 PSX PHILLIPS 66 Energy 1,571.0 $214K 0.12% NEW $136.02 +26.1%
109 EWX SPDR INDEX SHS FDS 3,174.0 $214K 0.12% NEW $67.28 +7.9%
110 MCD MCDONALDS CORP Consumer Cyclical 695.0 $211K 0.11% NEW $303.97 -9.5%
111 SO SOUTHERN CO Utilities 2,222.0 $211K 0.11% NEW $94.77 -1.2%
112 FDX FEDEX CORP Industrials 890.0 $210K 0.11% NEW $235.84 +61.1%
113 SHM SPDR SERIES TRUST 4,352.0 $210K 0.11% NEW $48.22 -1.1%
114 DWX SPDR INDEX SHS FDS 4,866.0 $208K 0.11% NEW $42.70 +8.9%
115 B BARRICK MNG CORP Basic Materials 6,300.0 $206K 0.11% NEW $32.77 +23.9%
116 VTV VANGUARD INDEX FDS 1,093.0 $204K 0.11% NEW $186.44 +10.9%
117 PR PERMIAN RESOURCES CORP Energy 14,600.0 $187K 0.10% NEW $12.80 +57.8%
118 ET ENERGY TRANSFER L P Energy 10,110.0 $173K 0.09% NEW $17.16 +18.6%
119 WULF TERAWULF INC Financial Services 10,388.0 $119K 0.06% NEW $11.42 +111.6%
120 NFE NEW FORTRESS ENERGY INC Utilities 15,500.0 $34K 0.02% NEW $2.21 -68.7%
Page 6 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%