Hardin Capital Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Hardin Capital Partners, LLC reported 140 stock positions worth $215.5 million. Its top holding was Lowe's Cos (LOW) at 46.8% of the portfolio, followed by Bank of America (BAC, 2.5%) and Vanguard S&P 500 ETF (VOO, 2.3%). Compared with Q4 2025, it opened 14 new positions, sold out of 6, added to 67 and reduced 34. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +24%) and the biggest sale Lowe's Cos (LOW, shares −1%).

Most Recent 13F
Q2 2026
Location
GREENVILLE, SC
CIK
0002033094
Portfolio Value
$215.5M (Q1 2026)
SEC Filing
0002033094-26-000002 ↗ filed Apr 8, 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 Q4 2025 Q1 2026: $215.5M $215.5M Q1 2026 Q2 2026: $215.4M Q2 2026

Holdings 140 stocks · $215.5M

LOW Lowe's Cos Inc. 46.78% 426,702 $100.8M Reduce -0.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.51% 110,938 $5.4M Reduce -1.9%
VOO Vanguard S&P 500 ETF 2.35% 8,466 $5.1M Add +23.6%
BRK.B Berkshire Hathaway Inc. Class B 2.18% 9,816 $4.7M Add +2.7%
VTI VG Morningstar TS MKT ETF-US 2.06% 13,863 $4.4M Add +8.3%
XLE SS Energy Select Sector 1.48% 52,204 $3.2M Reduce -0.4%
DUK Duke Energy Corp. 1.34% 22,072 $2.9M Add +4.4%
VWO Vanguard Ftse Emerging Marke 1.31% 52,195 $2.8M Add +4.8%
TFC Truist Financial Corp. 1.18% 55,090 $2.5M Reduce -0.3%
XOM Exxon Mobil Corp. 1.13% 14,400 $2.4M Reduce -10.0%
VNQ Vanguard Real Estate ETF 1.06% 25,734 $2.3M Reduce -0.1%
VXUS Vanguard Total Intl Stock 0.99% 27,709 $2.1M Add +6.2%
BP BP PLC-Spons ADR 0.94% 42,934 $2.0M Reduce -2.3%
AVUV Avantis US Small Cap Value 0.89% 17,366 $1.9M Add +7.0%
AVUS Avantis U.S. Equity ETF 0.81% 15,647 $1.7M Add +6.6%
IVV iShares Core S&P 500 ETF 0.76% 2,508 $1.6M Reduce -1.3%
COP Conocophillips 0.74% 12,009 $1.6M Add +0.0%
MSFT Microsoft Corp. 0.70% 4,105 $1.5M Add +2.4%
IJR iShares Core S&P Small-Cap E 0.70% 12,125 $1.5M Add +2.6%
AAPL Apple Inc. 0.68% 5,784 $1.5M Add +2.0%
SPTI SS SPDR P Int Term TSY ETF 0.67% 50,140 $1.4M Reduce -0.3%
EGP Eastgroup Properties Inc. 0.67% 7,755 $1.4M No change
VEA Vanguard Ftse Developed ETF 0.66% 22,316 $1.4M Add +10.3%
GLD SPDR Gold Shares 0.66% 3,304 $1.4M Reduce -15.4%
RPV Invesco S&P 500 Pure Value E 0.63% 12,714 $1.4M Reduce -0.4%
OXY Occidental Petroleum Corp. 0.63% 20,778 $1.4M Reduce -10.2%
AVDV Avantis Intl S/C Value ETF 0.60% 12,882 $1.3M Add +1.1%
FNDC Schwab Fndmnt Intl SM Eq ETF 0.58% 27,014 $1.3M Add +0.5%
SCHF Schwab Intl Equity ETF 0.57% 50,012 $1.2M Add +5.4%
SCHX Schwab US Large-Cap ETF 0.57% 48,179 $1.2M Add +13.5%
JPM JPMorgan Chase & Co. 0.57% 4,176 $1.2M Add +0.4%
JNJ Johnson & Johnson 0.56% 4,921 $1.2M Reduce -0.5%
LLY Eli Lilly & Co. 0.54% 1,264 $1.2M Reduce -0.1%
AVEM Avantis Emerging Markets Eq 0.53% 14,244 $1.1M Add +3.9%
VGSH Vanguard Short-Term Treasury 0.53% 19,586 $1.1M Add +2.5%
SLYV SS SPDR S&P 600 SC Val ETF 0.53% 12,005 $1.1M Add +1.1%
AVDE Avantis International Equity 0.51% 12,997 $1.1M Add +0.6%
CVX Chevron Corp. 0.50% 5,212 $1.1M Add +1.3%
DFIV Dimensional International Va 0.48% 19,495 $1.0M Add +5.1%
WFC Wells Fargo & Co. 0.45% 12,090 $962K Add +0.0%
CEF Sprott Physical Gold and Sil 0.44% 20,044 $957K Add +0.3%
EFV iShares MSCI Eafe Value ETF 0.44% 12,735 $947K Reduce -1.4%
CAT Caterpillar Inc. 0.44% 1,335 $946K Add +1.9%
WM Waste Management Inc. 0.42% 3,973 $913K No change
BND Vanguard Total Bond Market 0.42% 12,181 $897K Add +0.1%
KO The Coca-Cola Co. 0.41% 11,627 $884K Reduce -0.3%
BABA Alibaba Group Holding-SP ADR 0.40% 6,841 $858K Add +2.5%
ABBV Abbvie Inc. 0.34% 3,322 $723K Add +0.0%
WMT Walmart Inc. 0.32% 5,526 $687K Reduce -1.9%
MO Altria Group Inc. 0.29% 9,492 $626K Add +1.0%
VTIP Vanguard Short-Term Tips 0.29% 12,518 $625K Reduce -2.6%
AMZN Amazon.com Inc. 0.28% 2,911 $606K Add +10.2%
EFA iShares MSCI Eafe ETF 0.27% 6,030 $586K No change
D Dominion Energy Inc. 0.27% 9,276 $573K Add +1.7%
TIP iShares Tips Bond ETF 0.25% 4,934 $544K Reduce -4.7%
PEP Pepsico Inc. 0.25% 3,453 $536K Add +4.3%
ENB Enbridge Inc. 0.25% 9,885 $535K Reduce -1.3%
SCHC Schwab Intl Small-Cap Equity 0.24% 10,955 $512K Add +3.6%
VZ Verizon Communications Inc. 0.23% 10,056 $505K Add +5.7%
SHEL Shell PLC-ADR 0.23% 5,305 $493K Reduce -5.3%
SCHR Schwab Intermediate-Term US 0.23% 19,706 $491K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.23% 2,256 $490K Add +5.5%
NVDA Nvidia Corp. 0.22% 2,748 $479K Add +1.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.22% 1,662 $477K Add +9.1%
PM Philip Morris International 0.22% 2,864 $474K Add +5.9%
SCHB Schwab US Broad Market ETF 0.22% 18,521 $465K Add +0.2%
SCHZ Schwab US Aggregate Bond ETF 0.21% 19,940 $463K Add +0.2%
CLX Clorox Company 0.21% 4,440 $460K Add +68.5%
EEM iShares MSCI Emerging Market 0.21% 7,853 $446K Add +1.3%
T AT&T Inc. 0.20% 15,010 $435K Add +3.6%
SCHA Schwab US Small-Cap ETF 0.20% 14,677 $427K Add +8.7%
FANG Diamondback Energy Inc. 0.20% 2,154 $426K Reduce -0.2%
SCHE Schwab Emrg Mrkts Eqty ETF 0.20% 12,780 $421K Add +4.3%
DLS Wisdomtree Intl S/C DVD Fund 0.19% 5,138 $419K Add +0.1%
SDY SS SPDR S&P Dividend ETF 0.19% 2,845 $415K Add +0.1%
ROK Rockwell Automation Inc. 0.19% 1,150 $413K No change
MLM Martin Marietta Materials 0.19% 700 $412K No change
SCHH Schwab US REIT ETF 0.19% 19,148 $412K Add +4.4%
VB Vanguard Most SM-Cap ETF-Usd 0.19% 1,551 $406K Add +1.4%
VIOV Vanguard S&P Small-Cap 600 V 0.18% 3,808 $387K Add +0.7%
NSC Norfolk Southern Corp. 0.18% 1,345 $386K No change
KKR KKR & Co. Inc. 0.17% 4,043 $374K Add +6.0%
WULF Terawulf Inc. 0.17% 25,000 $361K Add +38.9%
EXE Expand Energy Corp. 0.17% 3,244 $356K Reduce -7.1%
V Visa Inc. Class A 0.16% 1,166 $353K Add +28.0%
FBNC First Bancorp 0.16% 6,215 $350K No change
SCHO Schwab Short-Term US Treas 0.16% 14,320 $348K Add +0.0%
ITOT iShares Core S&P Total U.S. 0.16% 2,431 $346K Reduce -0.2%
GOOGL Alphabet Inc. Class A 0.16% 1,204 $346K Add +9.1%
CL Colgate-Palmolive Co. 0.16% 3,952 $337K No change
RPM RPM International Inc. 0.15% 3,325 $331K Reduce -1.5%
AGG iShares Core U.S. Aggregate 0.15% 3,291 $327K Add +0.9%
FDX FedEx Corp. 0.15% 890 $317K No change
AVGO Broadcom Inc. 0.15% 1,016 $314K Reduce -3.5%
SCHV Schwab US Large-Cap Value 0.15% 10,276 $313K No change
IQI Invesco Quality Muni Inc. TR 0.15% 32,500 $313K No change
VOOV Vanguard S&P 500 Value ETF 0.14% 1,526 $311K No change
ABT Abbott Laboratories 0.14% 3,020 $310K Add +4.1%
IJS iShares S&P Small-Cap 600 Va 0.14% 2,593 $307K Add +5.7%
PFE Pfizer Inc. 0.14% 10,444 $293K Add +2.0%

Show all 140 holdings

Portfolio Sells Q4 2025 → Q1 2026

LOW Lowe's Cos Inc. Reduce -0.7% 46.78% −2.21
BAC Bank of America Corp. Reduce -1.9% 2.51% −0.43
SLV iShares Silver Trust Sold out 0.00% −0.30
TFC Truist Financial Corp. Reduce -0.3% 1.18% −0.11
MDT Medtronic PLC Sold out 0.00% −0.11
LLY Eli Lilly & Co. Reduce -0.1% 0.54% −0.10
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.10
MKL Markel Group Inc. Sold out 0.00% −0.10
IBM Intl Business Machines Corp. Sold out 0.00% −0.10
GLD SPDR Gold Shares Reduce -15.4% 0.66% −0.07
IVV iShares Core S&P 500 ETF Reduce -1.3% 0.76% −0.06
AVGO Broadcom Inc. Reduce -3.5% 0.15% −0.03
RIG Transocean Ltd. Sold out 0.00% −0.02
SPTI SS SPDR P Int Term TSY ETF Reduce -0.3% 0.67% −0.02
VNQ Vanguard Real Estate ETF Reduce -0.1% 1.06% −0.02
EXE Expand Energy Corp. Reduce -7.1% 0.17% −0.02
TIP iShares Tips Bond ETF Reduce -4.7% 0.25% −0.02
RPM RPM International Inc. Reduce -1.5% 0.15% −0.01
ITOT iShares Core S&P Total U.S. Reduce -0.2% 0.16% −0.01
VTIP Vanguard Short-Term Tips Reduce -2.6% 0.29% −0.01
BBEU JPMorgan Betabuilders Europe Reduce -0.6% 0.12% −0.00
IEFA iShares Core MSCI Eafe ETF Reduce -1.5% 0.13% −0.00
SHM SS SPDR N Ice St Muni ETF Reduce -0.8% 0.09% −0.00
IEMG iShares Core MSCI Emerging Reduce -1.7% 0.12% +0.00
EFV iShares MSCI Eafe Value ETF Reduce -1.4% 0.44% +0.00
RRC Range Resources Corp. Reduce -13.7% 0.11% +0.01
RPV Invesco S&P 500 Pure Value E Reduce -0.4% 0.63% +0.01
FCX Freeport-McMoran Inc. Reduce -0.5% 0.12% +0.01
PR Permian Resources Corp. Class A Reduce -23.3% 0.11% +0.01
HAL Halliburton Co. Reduce -14.3% 0.14% +0.02
ENB Enbridge Inc. Reduce -1.3% 0.25% +0.02
WMT Walmart Inc. Reduce -1.9% 0.32% +0.02
KO The Coca-Cola Co. Reduce -0.3% 0.41% +0.03
SHEL Shell PLC-ADR Reduce -5.3% 0.23% +0.03
FANG Diamondback Energy Inc. Reduce -0.2% 0.20% +0.04
JNJ Johnson & Johnson Reduce -0.5% 0.56% +0.07
OXY Occidental Petroleum Corp. Reduce -10.2% 0.63% +0.18
BP BP PLC-Spons ADR Reduce -2.3% 0.94% +0.22
XOM Exxon Mobil Corp. Reduce -10.0% 1.13% +0.22
XLE SS Energy Select Sector Reduce -0.4% 1.48% +0.38

Portfolio Buys Q4 2025 → Q1 2026

VOO Vanguard S&P 500 ETF Add +23.6% 2.35% +0.32
COP Conocophillips Add +0.0% 0.74% +0.20
DUK Duke Energy Corp. Add +4.4% 1.34% +0.17
SCHD Schwab US DVD Equity ETF New 0.14% +0.14
CVX Chevron Corp. Add +1.3% 0.50% +0.13
SO The Southern Co. New 0.13% +0.13
VLO Valero Energy Corp. New 0.11% +0.11
VTV Vanguard Mrngstr Val ETF-Aui New 0.11% +0.11
NVO Novo-Nordisk A/S-Spons ADR New 0.11% +0.11
AVUV Avantis US Small Cap Value Add +7.0% 0.89% +0.11
XOP SS SPDR S&P Og Exp & Prod New 0.10% +0.10
NEE Nextera Energy Inc. New 0.10% +0.10
VDE Vanguard Energy ETF New 0.10% +0.10
AVDS Avantis Intl SM Cap Eq ETF New 0.10% +0.10
VYM Vanguard High DVD Yield ETF New 0.10% +0.10
AMR Alpha Metallurgical Resource New 0.10% +0.10
WMB Williams Cos Inc. New 0.09% +0.09
CLX Clorox Company Add +68.5% 0.21% +0.09
CAT Caterpillar Inc. Add +1.9% 0.44% +0.08
WULF Terawulf Inc. Add +38.9% 0.17% +0.07
VEA Vanguard Ftse Developed ETF Add +10.3% 0.66% +0.07
VXUS Vanguard Total Intl Stock Add +6.2% 0.99% +0.06
VZ Verizon Communications Inc. Add +5.7% 0.23% +0.05
VWO Vanguard Ftse Emerging Marke Add +4.8% 1.31% +0.04
DFIV Dimensional International Va Add +5.1% 0.48% +0.04
VTI VG Morningstar TS MKT ETF-US Add +8.3% 2.06% +0.04
ANGX Angel Studios Inc. New 0.04% +0.04
SCHF Schwab Intl Equity ETF Add +5.4% 0.57% +0.04
MO Altria Group Inc. Add +1.0% 0.29% +0.03
TRANSOCEAN INTERNTNL LTD (RIG 4.625 09/30/29 *) New 0.03% +0.03
AVEM Avantis Emerging Markets Eq Add +3.9% 0.53% +0.03
SCHX Schwab US Large-Cap ETF Add +13.5% 0.57% +0.03
T AT&T Inc. Add +3.6% 0.20% +0.03
AVUS Avantis U.S. Equity ETF Add +6.6% 0.81% +0.03
AVDV Avantis Intl S/C Value ETF Add +1.1% 0.60% +0.03
IJR iShares Core S&P Small-Cap E Add +2.6% 0.70% +0.03
PEP Pepsico Inc. Add +4.3% 0.25% +0.02
SLYV SS SPDR S&P 600 SC Val ETF Add +1.1% 0.53% +0.02
SCHA Schwab US Small-Cap ETF Add +8.7% 0.20% +0.02
PG The Procter & Gamble Co. Add +15.0% 0.13% +0.02
PFE Pfizer Inc. Add +2.0% 0.14% +0.02
FNDC Schwab Fndmnt Intl SM Eq ETF Add +0.5% 0.58% +0.02
PM Philip Morris International Add +5.9% 0.22% +0.01
D Dominion Energy Inc. Add +1.7% 0.27% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +5.5% 0.23% +0.01
V Visa Inc. Class A Add +28.0% 0.16% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +9.1% 0.22% +0.01
CEF Sprott Physical Gold and Sil Add +0.3% 0.44% +0.01
IJS iShares S&P Small-Cap 600 Va Add +5.7% 0.14% +0.01
SCHC Schwab Intl Small-Cap Equity Add +3.6% 0.24% +0.01

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