Hardin Capital Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Hardin Capital Partners, LLC reported 114 stock positions worth $170.3 million. Its top holding was Lowe's Cos (LOW) at 46.5% of the portfolio, followed by Bank of America (BAC, 4.0%) and Berkshire Hathaway Class B (BRK.B, 2.4%). Compared with Q1 2025, it opened 5 new positions, sold out of 7, added to 59 and reduced 32. The biggest buy was Bank of America (BAC, shares +39%) and the biggest sale Apple (AAPL, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- GREENVILLE, SC
- CIK
- 0002033094
- Portfolio Value
- $170.3M (Q2 2025)
- SEC Filing
- 0001085146-25-003622 ↗ filed Jul 9, 2025
Holdings Value
Holdings 114 stocks · $170.3M
| LOW Lowe's Cos Inc. | 46.54% | 346,542 | $79.2M | Add +2.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 3.96% | 139,911 | $6.7M | Add +39.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.44% | 8,495 | $4.2M | Add +5.0% |
| VTI VG Morningstar TS MKT ETF-US | 2.16% | 12,106 | $3.7M | Add +10.8% |
| VOO Vanguard S&P 500 ETF | 1.81% | 5,440 | $3.1M | Add +15.9% |
| DUK Duke Energy Corp. | 1.47% | 21,100 | $2.5M | Reduce -0.7% |
| TFC Truist Financial Corp. | 1.44% | 55,283 | $2.4M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 1.36% | 46,651 | $2.3M | Add +2.9% |
| VNQ Vanguard Real Estate ETF | 1.30% | 24,747 | $2.2M | Add +8.5% |
| XLE SS Energy Select Sector | 1.28% | 25,591 | $2.2M | Add +0.5% |
| XOM Exxon Mobil Corp. | 1.01% | 15,673 | $1.7M | Reduce -2.7% |
| VXUS Vanguard Total Intl Stock | 0.94% | 23,140 | $1.6M | Add +10.2% |
| MSFT Microsoft Corp. | 0.88% | 3,055 | $1.5M | Reduce -23.4% |
| SPTI SS SPDR P Int Term TSY ETF | 0.79% | 46,820 | $1.3M | Add +9.4% |
| BP BP PLC-Spons ADR | 0.79% | 43,904 | $1.3M | Add +21.8% |
| SCHX Schwab US Large-Cap ETF | 0.78% | 54,139 | $1.3M | Add +0.1% |
| EGP Eastgroup Properties Inc. | 0.77% | 7,755 | $1.3M | No change |
| IJR iShares Core S&P Small-Cap E | 0.75% | 11,455 | $1.3M | Add +14.8% |
| GLD SPDR Gold Shares | 0.71% | 3,929 | $1.2M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.71% | 1,941 | $1.2M | Reduce -3.1% |
| RPV Invesco S&P 500 Pure Value E | 0.69% | 12,218 | $1.2M | Add +17.2% |
| VEA Vanguard Ftse Developed ETF | 0.68% | 20,221 | $1.2M | Add +4.8% |
| JPM JPMorgan Chase & Co. | 0.67% | 3,912 | $1.1M | Reduce -4.8% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.66% | 26,655 | $1.1M | Add +18.9% |
| COP Conocophillips | 0.65% | 12,120 | $1.1M | Add +0.0% |
| VGSH Vanguard Short-Term Treasury | 0.64% | 18,693 | $1.1M | Add +8.0% |
| AVUV Avantis US Small Cap Value | 0.64% | 11,693 | $1.1M | Add +22.3% |
| AVUS Avantis U.S. Equity ETF | 0.62% | 10,436 | $1.1M | Add +24.8% |
| WFC Wells Fargo & Co. | 0.58% | 12,084 | $985K | Add +0.0% |
| AVDV Avantis Intl S/C Value ETF | 0.57% | 12,272 | $974K | Add +21.1% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.56% | 11,694 | $957K | Add +0.6% |
| OXY Occidental Petroleum Corp. | 0.56% | 22,137 | $949K | Add +7.1% |
| BND Vanguard Total Bond Market | 0.55% | 12,850 | $942K | Add +4.5% |
| AVEM Avantis Emerging Markets Eq | 0.54% | 13,303 | $913K | Add +26.2% |
| SCHF Schwab Intl Equity ETF | 0.51% | 39,719 | $877K | Add +0.1% |
| LLY Eli Lilly & Co. | 0.50% | 1,104 | $857K | Reduce -13.4% |
| AVDE Avantis International Equity | 0.50% | 11,519 | $852K | Add +27.1% |
| WM Waste Management Inc. | 0.50% | 3,700 | $847K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.48% | 12,907 | $821K | Reduce -0.2% |
| AAPL Apple Inc. | 0.45% | 3,657 | $760K | Reduce -31.4% |
| KO The Coca-Cola Co. | 0.44% | 10,485 | $751K | Reduce -6.2% |
| BABA Alibaba Group Holding-SP ADR | 0.43% | 6,374 | $726K | Add +5.8% |
| JNJ Johnson & Johnson | 0.42% | 4,623 | $721K | Reduce -6.7% |
| CVX Chevron Corp. | 0.42% | 4,872 | $709K | Add +0.3% |
| DFIV Dimensional International Va | 0.38% | 15,076 | $646K | Add +37.8% |
| VTIP Vanguard Short-Term Tips | 0.37% | 12,552 | $625K | Add +8.9% |
| ABBV Abbvie Inc. | 0.37% | 3,273 | $622K | Add +6.1% |
| CEF Sprott Physical Gold and Sil | 0.36% | 20,466 | $619K | Add +1.2% |
| TIP iShares Tips Bond ETF | 0.34% | 5,250 | $575K | Add +0.5% |
| CAT Caterpillar Inc. | 0.32% | 1,402 | $548K | Add +4.1% |
| EFA iShares MSCI Eafe ETF | 0.32% | 6,029 | $538K | Add +0.0% |
| SCHR Schwab Intermediate-Term US | 0.31% | 21,422 | $533K | Reduce -0.8% |
| MO Altria Group Inc. | 0.31% | 9,012 | $524K | Add +0.0% |
| WMT Walmart Inc. | 0.30% | 5,235 | $514K | Reduce -3.5% |
| SHEL Shell PLC-ADR | 0.30% | 7,167 | $510K | Reduce -6.2% |
| KKR KKR & Co. Inc. | 0.30% | 3,813 | $505K | No change |
| D Dominion Energy Inc. | 0.29% | 8,459 | $488K | Reduce -3.3% |
| PM Philip Morris International | 0.27% | 2,629 | $467K | No change |
| PEP Pepsico Inc. | 0.27% | 3,444 | $466K | Add +12.0% |
| T AT&T Inc. | 0.27% | 15,792 | $456K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.26% | 10,558 | $448K | Add +0.0% |
| EXE Expand Energy Corp. | 0.26% | 4,002 | $445K | Reduce -11.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.26% | 19,116 | $443K | Reduce -2.0% |
| SCHB Schwab US Broad Market ETF | 0.26% | 18,487 | $440K | Add +0.7% |
| ENB Enbridge Inc. | 0.26% | 9,701 | $436K | Add +1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 1,520 | $428K | Add +3.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.25% | 2,119 | $421K | Add +3.8% |
| SCHA Schwab US Small-Cap ETF | 0.24% | 16,240 | $415K | Add +0.2% |
| ABT Abbott Laboratories | 0.23% | 2,892 | $394K | No change |
| MLM Martin Marietta Materials | 0.23% | 700 | $390K | No change |
| ROK Rockwell Automation Inc. | 0.23% | 1,150 | $389K | Reduce -1.7% |
| AMZN Amazon.com Inc. | 0.23% | 1,752 | $386K | Reduce -33.8% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.22% | 5,114 | $383K | Add +31.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 1,596 | $382K | Add +5.3% |
| RPM RPM International Inc. | 0.22% | 3,375 | $379K | No change |
| EEM iShares MSCI Emerging Market | 0.22% | 7,732 | $374K | Add +3.2% |
| SCHH Schwab US REIT ETF | 0.22% | 17,424 | $371K | Add +0.3% |
| VZ Verizon Communications Inc. | 0.22% | 8,415 | $368K | Reduce -8.1% |
| BX Blackstone Inc. | 0.22% | 2,400 | $367K | No change |
| NSC Norfolk Southern Corp. | 0.21% | 1,372 | $360K | No change |
| CL Colgate-Palmolive Co. | 0.21% | 3,902 | $359K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.21% | 11,660 | $353K | Add +0.3% |
| ITOT iShares Core S&P Total U.S. | 0.21% | 2,610 | $352K | Reduce -1.1% |
| SDY SS SPDR S&P Dividend ETF | 0.21% | 2,541 | $351K | Add +19.2% |
| SCHO Schwab Short-Term US Treas | 0.20% | 14,186 | $344K | Reduce -1.0% |
| AGG iShares Core U.S. Aggregate | 0.19% | 3,341 | $330K | Reduce -2.7% |
| SLV iShares Silver Trust | 0.19% | 9,987 | $327K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.18% | 6,057 | $300K | Add +0.4% |
| VOOV Vanguard S&P 500 Value ETF | 0.17% | 1,525 | $291K | Add +16.6% |
| FANG Diamondback Energy Inc. | 0.17% | 2,052 | $288K | Reduce -8.6% |
| SCHV Schwab US Large-Cap Value | 0.17% | 10,141 | $283K | No change |
| FBNC First Bancorp | 0.17% | 6,215 | $283K | Reduce -1.8% |
| MMM 3M Co. | 0.17% | 1,837 | $283K | No change |
| VIOV Vanguard S&P Small-Cap 600 V | 0.16% | 3,062 | $269K | Add +1.1% |
| SCHP Schwab U.S. Tips ETF | 0.16% | 10,082 | $268K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.15% | 1,635 | $264K | Reduce -10.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.15% | 2,453 | $250K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 2,988 | $249K | Add +0.9% |
| PFE Pfizer Inc. | 0.14% | 9,703 | $243K | Reduce -5.5% |
| VHT Vanguard Health Care ETF | 0.14% | 965 | $243K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -31.4% | 0.45% | −0.28 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.18 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -2.7% | 1.01% | −0.17 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.15 |
| LLY Eli Lilly & Co. | Reduce -13.4% | 0.50% | −0.14 |
| BBEU JPMorgan Betabuilders Europe | Sold out | 0.00% | −0.14 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.13 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.13 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.13 |
| DUK Duke Energy Corp. | Reduce -0.7% | 1.47% | −0.12 |
| RRC Range Resources Corp. | Reduce -37.4% | 0.13% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -33.8% | 0.23% | −0.08 |
| JNJ Johnson & Johnson | Reduce -6.7% | 0.42% | −0.08 |
| FANG Diamondback Energy Inc. | Reduce -8.6% | 0.17% | −0.05 |
| KO The Coca-Cola Co. | Reduce -6.2% | 0.44% | −0.05 |
| EXE Expand Energy Corp. | Reduce -11.1% | 0.26% | −0.05 |
| IQI Invesco Quality Muni Inc. TR | Reduce -19.4% | 0.14% | −0.05 |
| SHEL Shell PLC-ADR | Reduce -6.2% | 0.30% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -8.1% | 0.22% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -10.8% | 0.15% | −0.04 |
| MSFT Microsoft Corp. | Reduce -23.4% | 0.88% | −0.04 |
| V Visa Inc. Class A | Reduce -13.3% | 0.13% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.0% | 0.26% | −0.02 |
| PFE Pfizer Inc. | Reduce -5.5% | 0.14% | −0.02 |
| SCHR Schwab Intermediate-Term US | Reduce -0.8% | 0.31% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -2.7% | 0.19% | −0.01 |
| D Dominion Energy Inc. | Reduce -3.3% | 0.29% | −0.01 |
| SCHO Schwab Short-Term US Treas | Reduce -1.0% | 0.20% | −0.01 |
| ITM Vaneck Intermediate Muni ETF | Reduce -0.8% | 0.13% | −0.01 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -0.2% | 0.12% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.1% | 0.21% | +0.01 |
| WMT Walmart Inc. | Reduce -3.5% | 0.30% | +0.01 |
| FBNC First Bancorp | Reduce -1.8% | 0.17% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -0.2% | 0.48% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -3.1% | 0.71% | +0.02 |
| TFC Truist Financial Corp. | Reduce -0.6% | 1.44% | +0.03 |
| ROK Rockwell Automation Inc. | Reduce -1.7% | 0.23% | +0.04 |
| JPM JPMorgan Chase & Co. | Reduce -4.8% | 0.67% | +0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| BAC Bank of America Corp. | Add +39.0% | 3.96% | +1.38 |
| VOO Vanguard S&P 500 ETF | Add +15.9% | 1.81% | +0.34 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.8% | 2.16% | +0.32 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Add +18.9% | 0.66% | +0.16 |
| AVEM Avantis Emerging Markets Eq | Add +26.2% | 0.54% | +0.15 |
| AVUS Avantis U.S. Equity ETF | Add +24.8% | 0.62% | +0.15 |
| VXUS Vanguard Total Intl Stock | Add +10.2% | 0.94% | +0.14 |
| AVDV Avantis Intl S/C Value ETF | Add +21.1% | 0.57% | +0.14 |
| AVDE Avantis International Equity | Add +27.1% | 0.50% | +0.13 |
| AVUV Avantis US Small Cap Value | Add +22.3% | 0.64% | +0.13 |
| MCD McDonald's Corp. | New | 0.12% | +0.12 |
| DWX State Street SPDR S&P Intern | New | 0.12% | +0.12 |
| FDX FedEx Corp. | New | 0.12% | +0.12 |
| VSS Vanguard Ftse All Wo X-US SC | New | 0.12% | +0.12 |
| IEMG iShares Core MSCI Emerging | New | 0.12% | +0.12 |
| DFIV Dimensional International Va | Add +37.8% | 0.38% | +0.12 |
| IJR iShares Core S&P Small-Cap E | Add +14.8% | 0.75% | +0.11 |
| VWO Vanguard Ftse Emerging Marke | Add +2.9% | 1.36% | +0.10 |
| RPV Invesco S&P 500 Pure Value E | Add +17.2% | 0.69% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +4.8% | 0.68% | +0.08 |
| DLS Wisdomtree Intl S/C DVD Fund | Add +31.1% | 0.22% | +0.07 |
| CAT Caterpillar Inc. | Add +4.1% | 0.32% | +0.05 |
| WFC Wells Fargo & Co. | Add +0.0% | 0.58% | +0.05 |
| SCHX Schwab US Large-Cap ETF | Add +0.1% | 0.78% | +0.05 |
| BP BP PLC-Spons ADR | Add +21.8% | 0.79% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +8.5% | 1.30% | +0.04 |
| SPTI SS SPDR P Int Term TSY ETF | Add +9.4% | 0.79% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +0.1% | 0.51% | +0.03 |
| SCHC Schwab Intl Small-Cap Equity | Add +0.0% | 0.26% | +0.03 |
| SDY SS SPDR S&P Dividend ETF | Add +19.2% | 0.21% | +0.03 |
| VOOV Vanguard S&P 500 Value ETF | Add +16.6% | 0.17% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +8.0% | 0.64% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +3.2% | 0.22% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.3% | 0.22% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.1% | 0.25% | +0.02 |
| SCHB Schwab US Broad Market ETF | Add +0.7% | 0.26% | +0.02 |
| GLD SPDR Gold Shares | Add +0.1% | 0.71% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +8.9% | 0.37% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +0.0% | 0.32% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +3.8% | 0.25% | +0.01 |
| CEF Sprott Physical Gold and Sil | Add +1.2% | 0.36% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +0.2% | 0.24% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.3% | 0.21% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.9% | 0.15% | +0.01 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +0.6% | 0.56% | +0.00 |
| VIOV Vanguard S&P Small-Cap 600 V | Add +1.1% | 0.16% | +0.00 |
| BND Vanguard Total Bond Market | Add +4.5% | 0.55% | −0.00 |
| PERMIAN RESOURC OPTG LLC (PR 3.25 04/01/28) | Add +1.5% | 0.12% | −0.00 |
| ENB Enbridge Inc. | Add +1.6% | 0.26% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.4% | 0.18% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 141 | $215.4M | LOW, VOO, BAC, VTI, BRK.B |
| Q1 2026 | 140 | $215.5M | LOW, BAC, VOO, BRK.B, VTI |
| Q4 2025 | 132 | $211.6M | LOW, BAC, BRK.B, VOO, VTI |
| Q3 2025 | 121 | $186.5M | LOW, BAC, BRK.B, VOO, VTI |
| Q2 2025 | 114 | $170.3M | LOW, BAC, BRK.B, VTI, VOO |
| Q1 2025 | 116 | $163.1M | LOW, BRK.B, BAC, VTI, DUK |
| Q4 2024 | 113 | $165.7M | LOW, BAC, BRK.B, VTI, TFC |
| Q3 2024 | 116 | $176.6M | LOW, BAC, BRK.B, VTI, TFC |
| Q2 2024 | 114 | $153.3M | LOW, BAC, BRK.B, VTI, XLE |