Hardin Capital Partners, LLC

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

0$50.0M$100.0M$150.0M$200.0M$250.0M Q2 2024: $153.3M Q2 2024 Q3 2024: $176.6M Q3 2024 Q4 2024: $165.7M Q4 2024 Q1 2025: $163.1M Q1 2025 Q2 2025: $170.3M Q2 2025 Q3 2025: $186.5M Q3 2025 Q4 2025: $211.6M $211.6M Q4 2025 Q1 2026: $215.5M Q1 2026 Q2 2026: $215.4M Q2 2026

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
IEFA iShares Core MSCI Eafe ETF 0.14% 3,257 $291K Add +11.1%
IJS iShares S&P Small-Cap 600 Va 0.13% 2,453 $279K No change
B Barrick Mining Corp. 0.13% 6,300 $274K No change
SCHP Schwab U.S. Tips ETF 0.13% 10,295 $273K Reduce -3.5%
BBEU JPMorgan Betabuilders Europe 0.13% 3,696 $271K New
CLX Clorox Company 0.13% 2,635 $266K New
MCD McDonald's Corp. 0.13% 867 $265K Add +24.8%
FDX FedEx Corp. 0.12% 890 $257K No change
PFE Pfizer Inc. 0.12% 10,240 $255K Add +5.5%
VHT Vanguard Health Care ETF 0.12% 865 $249K No change
VSS Vanguard Ftse All Wo X-US SC 0.12% 1,729 $248K Add +13.7%
HAL Halliburton Co. 0.12% 8,750 $247K Reduce -4.6%
IEMG iShares Core MSCI Emerging 0.12% 3,625 $244K Add +8.8%
PG The Procter & Gamble Co. 0.11% 1,692 $242K Add +3.4%
FCX Freeport-McMoran Inc. 0.11% 4,537 $230K New
MDT Medtronic PLC 0.11% 2,391 $230K New
HCC Warrior Met Coal Inc. 0.11% 2,524 $223K New
PLTR Palantir Technologies Inc. Class A 0.10% 1,224 $218K New
ITM Vaneck Intermediate Muni ETF 0.10% 4,610 $217K No change
DWX State Street SPDR S&P Intern 0.10% 4,866 $214K No change
PR Permian Resources Corp. Class A 0.10% 15,000 $210K Add +2.7%
EWX State Street SPDR S&P Emergi 0.10% 3,174 $208K No change
WULF Terawulf Inc. 0.10% 18,000 $207K Add +73.3%
RRC Range Resources Corp. 0.10% 5,850 $206K No change
SHM SS SPDR N Ice St Muni ETF 0.10% 4,290 $206K Reduce -1.4%
IEI iShares 3-7 Year Treasury Bo 0.10% 1,713 $204K New
MKL Markel Group Inc. 0.10% 95 $204K New
PSX Phillips 66 0.10% 1,571 $203K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 684 $203K New
ET Energy Transfer LP 0.09% 11,860 $196K Add +17.3%
RIG Transocean Ltd. 0.02% 11,000 $45K New
PBK Powerbank Corp. 0.01% 10,000 $18K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 141$215.4MLOW, VOO, BAC, VTI, BRK.B
Q1 2026 140$215.5MLOW, BAC, VOO, BRK.B, VTI
Q4 2025 132$211.6MLOW, BAC, BRK.B, VOO, VTI
Q3 2025 121$186.5MLOW, BAC, BRK.B, VOO, VTI
Q2 2025 114$170.3MLOW, BAC, BRK.B, VTI, VOO
Q1 2025 116$163.1MLOW, BRK.B, BAC, VTI, DUK
Q4 2024 113$165.7MLOW, BAC, BRK.B, VTI, TFC
Q3 2024 116$176.6MLOW, BAC, BRK.B, VTI, TFC
Q2 2024 114$153.3MLOW, BAC, BRK.B, VTI, XLE