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Hardin Capital Partners, LLC

CIK 2033094 · latest 13F filed 9 October 2026 · Read the filing on EDGAR

Hardin Capital Partners, LLC reported 147 US-listed holdings worth $204.7 million in its 13F for the quarter ended 30 September 2026, filed 9 October 2026. Its largest: Lowe's Companies Inc. (38.1%), Vanguard S&P 500 (3.4%) and VG Totl STK Vprs (2.7%). Against the quarter before, it opened 15 positions, added to 66, trimmed 31 and sold out of 9.

Reported holdings$204.7M-4.9% on Q2 2026
Positions147+6 on Q2 2026
The largest ten56.3%of its reported holdings
Latest 13FQ3 2026filed 9 October 2026
Where the money is
Added toTrimmed
LOW38.1%VOO3.4%VTI2.7%BAC2.6%BRKB2.5%VWO1.5%VXUS1.4%XLE1.4%DUK1.2%TFC1.2%VNQ1.2%AVUVAVUSMSFT133 more39.4%

The 14 largest of its 147 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $176.6 million in 116 positions$177MQ3 24Q4 2024: $165.7 million in 113 positions$166MQ4 24Q1 2025: $163.1 million in 116 positions$163MQ1 25Q2 2025: $170.3 million in 114 positions$170MQ2 25Q3 2025: $186.5 million in 121 positions$186MQ3 25Q4 2025: $211.6 million in 132 positions$212MQ4 25Q1 2026: $215.5 million in 140 positions$216MQ1 26Q2 2026: $215.4 million in 141 positions$215MQ2 26Q3 2026: $204.7 million in 147 positions$205MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned -6.4% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
90105120135Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings -6.4%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 15Added 66Held 35Trimmed 31Sold out 9
Opened: 15Added: 66Held: 35Trimmed: 31Sold out: 9

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 15

  1. NVIDIA Corp. NVDA$630,201
  2. Broadcom Inc. AVGO$342,410
  3. Meta Platforms, Inc. META$340,917
  4. Vanguard World FD VFH$329,778
  5. Advanced Micro Devices Inc. AMD$270,398
  6. J P Morgan Exchange Traded F BBEU$266,050
  7. Alphabet Inc. GOOG$264,074
  8. Alpha Metallurgical Resources, Inc. AMR$252,330

and 7 more in the table below

Added to 66

  1. Home Depot, Inc. HD+2,051 shares · +266%
  2. iShares Core S&P 500 ETF IVV+740 shares · +42%
  3. Vanguard Star FDS VXUS+6,585 shares · +23%
  4. Vanguard Whitehall FDS VYM+3,408 shares · +244%
  5. Vanguard S&P 500 VOO+658 shares · +7%
  6. Apple Inc. AAPL+1,174 shares · +30%
  7. Schwab Strategic Trust SCHD+9,680 shares · +64%
  8. Microsoft Corp. MSFT+528 shares · +16%

and 58 more in the table below

Trimmed 31

  1. Lowe's Companies Inc. LOW-3,151 shares · -1%
  2. Bank of America Corp. BAC-7,507 shares · -7%
  3. Select Sector SPDR Trust XLE-3,432 shares · -7%
  4. Chevron Corp. CVX-1,033 shares · -20%
  5. Occidental Petroleum Corp. OXY-3,585 shares · -17%
  6. BP plc BP-4,054 shares · -10%
  7. iShares Barclays Tips Bond TIP-1,161 shares · -24%
  8. ConocoPhillips COP-585 shares · -5%

and 23 more in the table below

Sold out of 9

  1. ExxonMobil Holdings Corp. XOM$1.9 million last quarter
  2. Corning Inc. GLW$253,393 last quarter
  3. Halliburton Co. HAL$228,253 last quarter
  4. Intel Corp. INTC$213,976 last quarter
  5. Permian Resources Corp. PR$212,753 last quarter
  6. Williams Companies, Inc. WMB$209,489 last quarter
  7. SPDR Ser Trust SHM$204,251 last quarter
  8. Markel CP Hldg Co. MKL$203,349 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Lowe's Companies Inc. LOW423.2K$78.0 million38.10%-3.2K
Vanguard S&P 500 VOO10.0K$7.0 million3.41%+658
VG Totl STK Vprs VTI14.7K$5.5 million2.69%+722
Bank of America Corp. BAC99.4K$5.4 million2.64%-7.5K
Berkshire Hathaway Inc. Class B BRKB10.4K$5.2 million2.53%+373
Vanguard Ftse Emerging Markets VWO53.4K$3.2 million1.55%-838
Vanguard Star FDS VXUS34.7K$2.9 million1.44%+6.6K
Select Sector SPDR Trust XLE47.4K$2.9 million1.43%-3.4K
Duke Energy Corp. DUK22.4K$2.6 million1.25%+585
Truist Financial Corp. TFC54.9K$2.5 million1.24%-113
Vanguard Real Estate ETF VNQ28.0K$2.5 million1.23%+592
American Centy ETF Trust AVUV19.2K$2.3 million1.11%+803
American Centy ETF Trust AVUS16.4K$2.1 million1.03%+191
Microsoft Corp. MSFT3.8K$2.0 million0.96%+528
iShares Core S&P 500 ETF IVV2.5K$1.9 million0.93%+740
Schwab US Large Cap SCHX59.2K$1.8 million0.87%-288
iShares Core S&P Small-Cap ETF IJR12.7K$1.7 million0.85%+394
Vanguard Ftse Developed Markets VEA24.0K$1.7 million0.83%+101
Apple Inc. AAPL5.1K$1.7 million0.83%+1.2K
BP plc BP36.6K$1.6 million0.79%-4.1K
Invesco Exchange Traded FD T RPV13.6K$1.6 million0.76%+233
Schwab Strategic Trust SCHF56.1K$1.5 million0.75%+869
Eastgroup Properties Inc. EGP7.8K$1.5 million0.75%no change
American Century ETF Trust AVDV13.6K$1.5 million0.73%+251
Eli Lilly & Co. LLY1.3K$1.5 million0.72%+160
Schwab Fundamental International Small Equity ETF FNDC29.0K$1.4 million0.71%+787
ConocoPhillips COP11.3K$1.4 million0.69%-585
American Century ETF Trust AVEM15.1K$1.4 million0.69%+123
SPDR Ser Trust SPTI50.3K$1.4 million0.67%+1.0K
JPMorgan Chase & Co. JPM4.1K$1.4 million0.66%+145
American Century ETF Trust AVDE14.2K$1.3 million0.62%+551
Johnson & Johnson JNJ4.8K$1.3 million0.62%+172
SPDR Gold Trust GLD3.3K$1.3 million0.61%no change
SPDR Ser Trust SLYV12.1K$1.2 million0.60%+39
Dimensional ETF Trust DFIV22.0K$1.2 million0.60%+500
iShares Trust EFV14.7K$1.2 million0.57%+1.5K
Vanguard Short Term Government VGSH19.6K$1.1 million0.55%+153
Caterpillar Inc. CAT1.2K$1.0 million0.49%-27
Coca-Cola Co. KO11.6K$1.0 million0.49%+557
Wells Fargo & Company WFC12.0K$963,6020.47%-56
Occidental Petroleum Corp. OXY17.2K$952,5110.47%-3.6K
Sprott Physical Gold & Silve CEF20.8K$863,8660.42%+1.4K
AbbVie Inc. ABBV3.2K$839,6750.41%-75
Vanguard Total Bond Market ETF BND12.0K$839,3750.41%-50
Chevron Corp. CVX4.1K$829,9230.41%-1.0K
Waste Management Inc. WM4.0K$810,1740.40%no change
Schwab Strategic Trust SCHD24.7K$805,0010.39%+9.7K
Home Depot, Inc. HD2.8K$802,5250.39%+2.1K
Clorox Co. CLX9.6K$775,1040.38%+1.9K
Arhaus Inc. ARHS79.8K$755,8390.37%no change
Vanguard Whitehall FDS VYM4.8K$746,0170.36%+3.4K
Vanguard ETF VIOV6.7K$737,5010.36%+53
Alibaba Group Holding Limited BABA6.8K$735,4660.36%-106
iShares Trust EFA6.3K$651,0850.32%+237
Altria Group, Inc. MO9.5K$639,3820.31%+2
NVIDIA Corp. NVDA2.8K$630,2010.31%new
Amazon.com Inc. AMZN2.5K$610,9160.30%+317
Vanguard Shrt-Term Infl-Prot Se VTIP12.2K$598,2120.29%+17
Walmart Inc. WMT5.7K$594,5990.29%+374
Vanguard Small Cap Value ETF VBR2.5K$585,4850.29%+233
Schwab International Small-Cap Equity ETF SCHC11.4K$568,6330.28%no change
iShares Trust EEM8.3K$554,4530.27%no change
Dominion Energy, Inc. D9.0K$543,2880.27%no change
Rockwell Automation, Inc. ROK1.2K$542,4210.26%+96
Vanguard Mid Cap Index ETF VO6.9K$540,9550.26%+12
Schwab Strategic Trust SCHB18.2K$533,0800.26%-333
Philip Morris International Inc. PM2.8K$527,4260.26%-100
Schwab Strategic Trust SCHA16.0K$521,3810.25%+11
Schwab Strategic Trust SCHE14.2K$516,2540.25%+705
PepsiCo Inc. PEP3.8K$482,3380.24%+395
Enbridge Inc ENB10.1K$471,4090.23%+192
Vanguard Small Cap ETF VB1.6K$464,5580.23%+12
Schwab Strategic Trust SCHH20.6K$454,0000.22%+17
Wisdomtree Trust DLS5.2K$449,8310.22%no change
Verizon Communications Inc. VZ9.7K$446,4810.22%+552
Invesco Quality Mun Income T IQI51.5K$443,9300.22%+19.0K
Schwab Strategic Trust SCHZ20.0K$443,0000.22%+54
Vanguard Intl Equity Index F VSS2.8K$441,7340.22%+9
Alphabet Inc. GOOGL1.3K$433,8850.21%+439
Schwab Strategic Trust SCHR18.3K$433,6200.21%-410
Shell plc SHEL4.5K$427,9150.21%-287
SPDR S&P Dividend ETF SDY2.8K$417,1840.20%+2
Norfolk Southern Corp. NSC1.3K$415,6050.20%no change
Valero Energy Corp. VLO1.1K$408,0670.20%+53
Visa Inc. V1.1K$404,8150.20%+55
Diamondback Energy, Inc. FANG2.2K$398,1320.19%+118
Vanguard ETF VYMI3.8K$388,6770.19%+1.6K
iShares Barclays Tips Bond TIP3.6K$377,2140.18%-1.2K
Phillips 66 PSX1.5K$375,5610.18%-100
First Bancorp N C FBNC6.0K$367,5770.18%-200
Vanguard Admiral FDS Inc. VOOV1.7K$365,0230.18%+1
iShares Trust ITOT2.2K$362,1580.18%-28
Schwab Strategic Trust SCHO15.0K$359,0200.18%+18
KKR & Co. Inc. KKR3.9K$358,6260.18%no change
Colgate-Palmolive Co. CL4.1K$345,7170.17%no change
iShares Trust IJS2.7K$342,4110.17%+80
Broadcom Inc. AVGO975$342,4100.17%new
Abbott Laboratories ABT3.5K$342,3550.17%+2
Meta Platforms, Inc. META470$340,9170.17%new
Schwab Strategic Trust SCHV10.2K$340,2430.17%-62
Vanguard Scottsdale FDS VONV3.1K$337,5140.16%no change
AT&T Inc. T13.8K$337,0290.16%-848
Martin Marietta Materials Inc. MLM700$335,8670.16%no change
Vanguard World FD VFH2.5K$329,7780.16%new
RPM International Inc. RPM3.3K$328,0780.16%no change
Terawulf Inc. WULF22.0K$325,6000.16%+8.0K
Freeport-McMoRan Inc. FCX4.6K$318,7800.16%+684
iShares Core MSCI Eafe ETF IEFA3.2K$308,3690.15%-24
Materion Corp. MTRN1.1K$296,5490.14%no change
Vanguard World FD VHT930$294,0030.14%+15
iShares Core MSCI Emerging Mark IEMG3.6K$289,1030.14%no change
Schwab Strategic Trust SCHG8.0K$285,9990.14%+1.0K
Pfizer Inc. PFE9.9K$282,3810.14%+425
Procter & Gamble Co. PG1.9K$282,0950.14%+134
3M Co. MMM1.7K$281,8460.14%no change
Vanguard Admiral FDS Inc. VIOO2.2K$277,7110.14%no change
Advanced Micro Devices Inc. AMD442$270,3980.13%new
Vanguard Charlotte FDS BNDX5.7K$269,2030.13%-148
Blackstone Inc. BX2.4K$269,0160.13%no change
Vanguard Value ETF VTV1.2K$268,3040.13%no change
J P Morgan Exchange Traded F BBEU3.5K$266,0500.13%new
Alphabet Inc. GOOG775$264,0740.13%new
Barrick Mining Corp B6.3K$256,2210.13%no change
Warrior Met Coal, Inc. HCC2.9K$254,7990.12%+300
FedEx Corp. FDX890$253,8150.12%no change
Alpha Metallurgical Resources, Inc. AMR1.5K$252,3300.12%new
Expand Energy Corp. EXE3.0K$248,4140.12%-293
Schwab Strategic Trust SCHP9.7K$243,6690.12%-499
American Centy ETF Trust AVDS3.1K$243,5200.12%+8
Invesco Exch Traded FD Trust II KBWB2.8K$240,5080.12%new
Energy Transfer LP ET11.9K$234,4720.11%no change
Southern Co. SO2.8K$234,1930.11%+1
McDonald's Corp. MCD1.0K$233,4110.11%new
Vanguard Index FDS VXF1.0K$233,2120.11%+1
Novo Nordisk A/S NVO6.0K$227,4600.11%-520
SPDR Index SHS FDS EWX3.2K$225,6510.11%no change
SPDR Index SHS FDS DWX4.9K$222,8340.11%+5
iShares Trust AGG2.3K$221,3760.11%-629
Toronto-Dominion Bank TD1.8K$207,0880.10%no change
International Business Machines Corp. IBM940$206,7730.10%new
Medtronic plc MDT2.4K$206,4920.10%new
iShares Trust IEI1.8K$204,4190.10%+89
Vaneck ETF Trust ITM4.6K$202,8400.10%no change
Vanguard World FD VDE1.2K$202,4690.10%new
Palantir Technologies Inc. PLTR1.1K$200,7050.10%new
Angel Studios Inc. Class A Com ANGX30.2K$141,1090.07%no change
Qxo Inc. QXO11.1K$129,1750.06%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 9 it sold out of are in the box above.