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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 6 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IEFA ISHARES TR 3,257.0 $291K 0.14% +326.0 +11.1% $89.46 +6.6%
102 IJS ISHARES TR 2,453.0 $279K 0.13% $113.72 +9.9%
103 B BARRICK MNG CORP Basic Materials 6,300.0 $274K 0.13% $43.55 -9.3%
104 SCHP SCHWAB STRATEGIC TR 10,295.0 $273K 0.13% -372.0 -3.5% $26.49 +0.2%
105 BBEU J P MORGAN EXCHANGE TRADED F 3,696.0 $271K 0.13% NEW $73.30 +3.4%
106 CLX CLOROX CO DEL Consumer Defensive 2,635.0 $266K 0.13% NEW $100.83 -8.2%
107 MCD MCDONALDS CORP Consumer Cyclical 867.0 $265K 0.12% +172.0 +24.8% $305.75 -7.6%
108 FDX FEDEX CORP Industrials 890.0 $257K 0.12% $288.91 +28.0%
109 PFE PFIZER INC Healthcare 10,240.0 $255K 0.12% +537.0 +5.5% $24.90 +1.7%
110 VHT VANGUARD WORLD FD 865.0 $249K 0.12% $287.90 -4.8%
111 VSS VANGUARD INTL EQUITY INDEX F 1,729.0 $248K 0.12% +208.0 +13.7% $143.36 +8.6%
112 HAL HALLIBURTON CO Energy 8,750.0 $247K 0.12% -418.0 -4.6% $28.26 +51.4%
113 IEMG ISHARES INC 3,625.0 $244K 0.12% +292.0 +8.8% $67.22 +16.8%
114 PG PROCTER AND GAMBLE CO Consumer Defensive 1,692.0 $242K 0.12% +56.0 +3.4% $143.30 -0.6%
115 FCX FREEPORT-MCMORAN INC Basic Materials 4,537.0 $230K 0.11% NEW $50.79 +19.1%
116 MDT MEDTRONIC PLC Healthcare 2,391.0 $230K 0.11% NEW $96.06 -19.5%
117 HCC WARRIOR MET COAL INC Energy 2,524.0 $223K 0.10% NEW $88.16 -2.9%
118 PLTR PALANTIR TECHNOLOGIES INC Technology 1,224.0 $218K 0.10% NEW $177.75 -24.0%
119 ITM VANECK ETF TRUST 4,610.0 $217K 0.10% $47.16 -1.8%
120 DWX SPDR INDEX SHS FDS 4,866.0 $214K 0.10% $43.94 +6.5%
Page 6 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%