Hardin Capital Partners, LLC

Name: Hardin Capital Partners, LLC 13F holdings, Q4 2025
Creator: Hardin Capital Partners, LLC
Published: 2026-01-09

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), Hardin Capital Partners, LLC reported 132 stock positions worth $211.6 million. Its top holding was Lowe's Cos (LOW) at 49.0% of the portfolio, followed by Bank of America (BAC, 2.9%) and Berkshire Hathaway Class B (BRK.B, 2.3%). Compared with Q3 2025, it opened 14 new positions, sold out of 3, added to 76 and reduced 17. The biggest buy was Lowe's Cos (LOW, shares +25%) and the biggest sale Bank of America (BAC, shares −14%).

Most Recent 13F: Q2 2026
Location: GREENVILLE, SC
CIK: 0002033094
Portfolio Value: $211.6M (Q4 2025)
SEC Filing: 0002033094-26-000001 ↗ filed Jan 9, 2026

Holdings Value

Holdings 132 stocks · $211.6M


LOW Lowe's Cos Inc.	48.99%	429,902	$103.7M	Add +24.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP	2.94%	113,100	$6.2M	Reduce -14.0%
BRK.B Berkshire Hathaway Inc. Class B	2.27%	9,561	$4.8M	Add +7.2%
VOO Vanguard S&P 500 ETF	2.03%	6,847	$4.3M	Add +0.1%
VTI VG Morningstar TS MKT ETF-US	2.03%	12,795	$4.3M	Add +2.7%
TFC Truist Financial Corp.	1.29%	55,265	$2.7M	Add +0.3%
VWO Vanguard Ftse Emerging Marke	1.27%	49,819	$2.7M	Add +4.3%
DUK Duke Energy Corp.	1.17%	21,143	$2.5M	Add +1.0%
XLE SS Energy Select Sector	1.11%	52,399	$2.3M	Add +1.9%
VNQ Vanguard Real Estate ETF	1.08%	25,748	$2.3M	Reduce -1.0%
VXUS Vanguard Total Intl Stock	0.93%	26,099	$2.0M	Add +5.8%
MSFT Microsoft Corp.	0.92%	4,009	$1.9M	Add +25.4%
XOM Exxon Mobil Corp.	0.91%	16,004	$1.9M	Add +2.3%
IVV iShares Core S&P 500 ETF	0.82%	2,541	$1.7M	Add +31.4%
AVUV Avantis US Small Cap Value	0.78%	16,228	$1.7M	Add +19.7%
AVUS Avantis U.S. Equity ETF	0.78%	14,683	$1.6M	Add +18.8%
GLD SPDR Gold Shares	0.73%	3,904	$1.5M	Reduce -3.4%
AAPL Apple Inc.	0.73%	5,669	$1.5M	Add +43.3%
BP BP PLC-Spons ADR	0.72%	43,932	$1.5M	Add +0.1%
SPTI SS SPDR P Int Term TSY ETF	0.69%	50,293	$1.5M	Reduce -0.4%
IJR iShares Core S&P Small-Cap E	0.67%	11,820	$1.4M	Add +1.2%
EGP Eastgroup Properties Inc.	0.65%	7,755	$1.4M	No change
LLY Eli Lilly & Co.	0.64%	1,265	$1.4M	Add +11.8%
JPM JPMorgan Chase & Co.	0.63%	4,161	$1.3M	Add +5.4%
RPV Invesco S&P 500 Pure Value E	0.62%	12,761	$1.3M	Add +2.3%
VEA Vanguard Ftse Developed ETF	0.60%	20,240	$1.3M	Add +0.3%
FNDC Schwab Fndmnt Intl SM Eq ETF	0.57%	26,880	$1.2M	Add +0.8%
AVDV Avantis Intl S/C Value ETF	0.57%	12,737	$1.2M	Add +0.2%
SCHX Schwab US Large-Cap ETF	0.54%	42,443	$1.1M	Reduce -3.7%
SCHF Schwab Intl Equity ETF	0.54%	47,439	$1.1M	Add +3.5%
WFC Wells Fargo & Co.	0.53%	12,088	$1.1M	Add +0.0%
COP Conocophillips	0.53%	12,008	$1.1M	Reduce -0.9%
VGSH Vanguard Short-Term Treasury	0.53%	19,102	$1.1M	Add +1.8%
SLYV SS SPDR S&P 600 SC Val ETF	0.51%	11,873	$1.1M	Add +1.3%
AVDE Avantis International Equity	0.50%	12,917	$1.1M	Add +5.0%
AVEM Avantis Emerging Markets Eq	0.50%	13,713	$1.1M	Add +1.0%
JNJ Johnson & Johnson	0.48%	4,947	$1.0M	Add +6.7%
BABA Alibaba Group Holding-SP ADR	0.46%	6,672	$978K	Add +1.3%
OXY Occidental Petroleum Corp.	0.45%	23,124	$951K	Add +4.2%
DFIV Dimensional International Va	0.44%	18,550	$926K	Add +9.1%
EFV iShares MSCI Eafe Value ETF	0.44%	12,912	$922K	Add +0.0%
CEF Sprott Physical Gold and Sil	0.43%	19,989	$915K	Reduce -9.8%
BND Vanguard Total Bond Market	0.43%	12,164	$901K	Reduce -8.3%
WM Waste Management Inc.	0.41%	3,973	$873K	Add +7.4%
KO The Coca-Cola Co.	0.39%	11,664	$815K	Add +11.2%
CVX Chevron Corp.	0.37%	5,145	$784K	Add +6.0%
ABBV Abbvie Inc.	0.36%	3,321	$759K	Add +1.4%
CAT Caterpillar Inc.	0.35%	1,310	$751K	Add +0.6%
SLV iShares Silver Trust	0.30%	9,987	$643K	No change
VTIP Vanguard Short-Term Tips	0.30%	12,854	$636K	Add +2.0%
WMT Walmart Inc.	0.30%	5,634	$628K	Add +7.6%
AMZN Amazon.com Inc.	0.29%	2,641	$610K	Add +50.7%
EFA iShares MSCI Eafe ETF	0.27%	6,030	$579K	Add +0.0%
TIP iShares Tips Bond ETF	0.27%	5,179	$569K	No change
MO Altria Group Inc.	0.26%	9,399	$542K	Add +2.0%
D Dominion Energy Inc.	0.25%	9,121	$534K	Add +8.8%
NVDA Nvidia Corp.	0.24%	2,712	$506K	New
SCHR Schwab Intermediate-Term US	0.23%	19,706	$494K	Reduce -4.6%
KKR KKR & Co. Inc.	0.23%	3,813	$486K	No change
SCHB Schwab US Broad Market ETF	0.23%	18,487	$485K	No change
SCHC Schwab Intl Small-Cap Equity	0.23%	10,572	$481K	Add +0.1%
ENB Enbridge Inc.	0.23%	10,012	$479K	Add +5.8%
PEP Pepsico Inc.	0.22%	3,312	$475K	Reduce -5.8%
SCHZ Schwab US Aggregate Bond ETF	0.22%	19,906	$465K	Add +0.3%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.21%	2,139	$453K	Add +0.1%
ROK Rockwell Automation Inc.	0.21%	1,150	$447K	No change
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.21%	1,524	$442K	Add +0.2%
MLM Martin Marietta Materials	0.21%	700	$436K	No change
PM Philip Morris International	0.20%	2,704	$434K	Add +4.8%
EEM iShares MSCI Emerging Market	0.20%	7,749	$424K	Add +0.2%
DLS Wisdomtree Intl S/C DVD Fund	0.20%	5,135	$416K	Add +0.2%
SHEL Shell PLC-ADR	0.19%	5,605	$412K	Add +1.4%
SCHE Schwab Emrg Mrkts Eqty ETF	0.19%	12,252	$401K	Add +0.2%
SDY SS SPDR S&P Dividend ETF	0.19%	2,843	$396K	Add +14.1%
VB Vanguard Most SM-Cap ETF-Usd	0.19%	1,530	$395K	Add +0.2%
NSC Norfolk Southern Corp.	0.18%	1,345	$388K	No change
VZ Verizon Communications Inc.	0.18%	9,513	$387K	Add +13.6%
EXE Expand Energy Corp.	0.18%	3,492	$385K	Reduce -12.8%
SCHA Schwab US Small-Cap ETF	0.18%	13,498	$384K	Add +0.1%
SCHH Schwab US REIT ETF	0.18%	18,338	$383K	Add +0.1%
BX Blackstone Inc.	0.17%	2,400	$370K	No change
VIOV Vanguard S&P Small-Cap 600 V	0.17%	3,783	$370K	Add +23.1%
AVGO Broadcom Inc.	0.17%	1,053	$364K	New
ABT Abbott Laboratories	0.17%	2,900	$363K	No change
ITOT iShares Core S&P Total U.S.	0.17%	2,435	$362K	Reduce -2.4%
T AT&T Inc.	0.17%	14,494	$360K	Reduce -7.5%
RPM RPM International Inc.	0.17%	3,375	$351K	No change
SCHO Schwab Short-Term US Treas	0.16%	14,315	$349K	Add +0.8%
GOOGL Alphabet Inc. Class A	0.16%	1,104	$346K	New
AGG iShares Core U.S. Aggregate	0.15%	3,260	$326K	Reduce -0.6%
FANG Diamondback Energy Inc.	0.15%	2,159	$325K	Add +5.2%
IQI Invesco Quality Muni Inc. TR	0.15%	32,500	$324K	No change
META Meta Platforms Inc. Class A	0.15%	484	$320K	New
V Visa Inc. Class A	0.15%	911	$319K	Add +33.0%
FBNC First Bancorp	0.15%	6,215	$316K	No change
VOOV Vanguard S&P 500 Value ETF	0.15%	1,526	$313K	Add +0.1%
CL Colgate-Palmolive Co.	0.15%	3,952	$312K	Add +1.3%
SCHV Schwab US Large-Cap Value	0.14%	10,276	$304K	Add +1.3%
MMM 3M Co.	0.14%	1,837	$294K	No change
BNDX Vanguard Total Intl Bond ETF	0.14%	6,048	$292K	No change

Show all 132 holdings

Portfolio Sells Q3 2025 → Q4 2025


BAC Bank of America Corp.	Reduce -14.0%	2.94%	−0.70
VNQ Vanguard Real Estate ETF	Reduce -1.0%	1.08%	−0.20
SO The Southern Co.	Sold out	0.00%	−0.11
VTV Vanguard Mrngstr Val ETF-Aui	Sold out	0.00%	−0.11
BND Vanguard Total Bond Market	Reduce -8.3%	0.43%	−0.10
SPTI SS SPDR P Int Term TSY ETF	Reduce -0.4%	0.69%	−0.10
COP Conocophillips	Reduce -0.9%	0.53%	−0.08
SCHX Schwab US Large-Cap ETF	Reduce -3.7%	0.54%	−0.08
T AT&T Inc.	Reduce -7.5%	0.17%	−0.07
EXE Expand Energy Corp.	Reduce -12.8%	0.18%	−0.05
SCHR Schwab Intermediate-Term US	Reduce -4.6%	0.23%	−0.04
PEP Pepsico Inc.	Reduce -5.8%	0.22%	−0.04
GLD SPDR Gold Shares	Reduce -3.4%	0.73%	−0.04
SCHP Schwab U.S. Tips ETF	Reduce -3.5%	0.13%	−0.03
ITOT iShares Core S&P Total U.S.	Reduce -2.4%	0.17%	−0.02
AGG iShares Core U.S. Aggregate	Reduce -0.6%	0.15%	−0.02
NFE New Fortress Energy Inc.	Sold out	0.00%	−0.02
SHM SS SPDR N Ice St Muni ETF	Reduce -1.4%	0.10%	−0.02
HAL Halliburton Co.	Reduce -4.6%	0.12%	−0.00
CEF Sprott Physical Gold and Sil	Reduce -9.8%	0.43%	−0.00

Portfolio Buys Q3 2025 → Q4 2025


LOW Lowe's Cos Inc.	Add +24.5%	48.99%	+2.45
NVDA Nvidia Corp.	New	0.24%	+0.24
AAPL Apple Inc.	Add +43.3%	0.73%	+0.19
LLY Eli Lilly & Co.	Add +11.8%	0.64%	+0.18
AVGO Broadcom Inc.	New	0.17%	+0.17
GOOGL Alphabet Inc. Class A	New	0.16%	+0.16
META Meta Platforms Inc. Class A	New	0.15%	+0.15
IVV iShares Core S&P 500 ETF	Add +31.4%	0.82%	+0.13
BBEU JPMorgan Betabuilders Europe	New	0.13%	+0.13
CLX Clorox Company	New	0.13%	+0.13
FCX Freeport-McMoran Inc.	New	0.11%	+0.11
MDT Medtronic PLC	New	0.11%	+0.11
HCC Warrior Met Coal Inc.	New	0.11%	+0.11
PLTR Palantir Technologies Inc. Class A	New	0.10%	+0.10
IEI iShares 3-7 Year Treasury Bo	New	0.10%	+0.10
MKL Markel Group Inc.	New	0.10%	+0.10
IBM Intl Business Machines Corp.	New	0.10%	+0.10
AMZN Amazon.com Inc.	Add +50.7%	0.29%	+0.08
AVUV Avantis US Small Cap Value	Add +19.7%	0.78%	+0.06
AVUS Avantis U.S. Equity ETF	Add +18.8%	0.78%	+0.05
WULF Terawulf Inc.	Add +73.3%	0.10%	+0.03
MSFT Microsoft Corp.	Add +25.4%	0.92%	+0.03
V Visa Inc. Class A	Add +33.0%	0.15%	+0.03
JNJ Johnson & Johnson	Add +6.7%	0.48%	+0.02
RIG Transocean Ltd.	New	0.02%	+0.02
CAT Caterpillar Inc.	Add +0.6%	0.35%	+0.02
VIOV Vanguard S&P Small-Cap 600 V	Add +23.1%	0.17%	+0.02
DFIV Dimensional International Va	Add +9.1%	0.44%	+0.02
KO The Coca-Cola Co.	Add +11.2%	0.39%	+0.01
MCD McDonald's Corp.	Add +24.8%	0.13%	+0.01
WMT Walmart Inc.	Add +7.6%	0.30%	+0.01
VSS Vanguard Ftse All Wo X-US SC	Add +13.7%	0.12%	+0.00
IEFA iShares Core MSCI Eafe ETF	Add +11.1%	0.14%	+0.00
SDY SS SPDR S&P Dividend ETF	Add +14.1%	0.19%	−0.00
ET Energy Transfer LP	Add +17.3%	0.09%	−0.00
PR Permian Resources Corp. Class A	Add +2.7%	0.10%	−0.00
IEMG iShares Core MSCI Emerging	Add +8.8%	0.12%	−0.00
FANG Diamondback Energy Inc.	Add +5.2%	0.15%	−0.00
WFC Wells Fargo & Co.	Add +0.0%	0.53%	−0.01
PFE Pfizer Inc.	Add +5.5%	0.12%	−0.01
VZ Verizon Communications Inc.	Add +13.6%	0.18%	−0.01
SCHV Schwab US Large-Cap Value	Add +1.3%	0.14%	−0.01
VOOV Vanguard S&P 500 Value ETF	Add +0.1%	0.15%	−0.02
SHEL Shell PLC-ADR	Add +1.4%	0.19%	−0.02
AVDE Avantis International Equity	Add +5.0%	0.50%	−0.02
PM Philip Morris International	Add +4.8%	0.20%	−0.02
CL Colgate-Palmolive Co.	Add +1.3%	0.15%	−0.02
PG The Procter & Gamble Co.	Add +3.4%	0.11%	−0.02
SCHA Schwab US Small-Cap ETF	Add +0.1%	0.18%	−0.02
SCHO Schwab Short-Term US Treas	Add +0.8%	0.16%	−0.02

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