Hardin Capital Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 7, 2026), Hardin Capital Partners, LLC reported 141 stock positions worth $215.4 million. Its top holding was Lowe's Cos (LOW) at 43.6% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 3.0%) and Bank of America (BAC, 2.8%). Compared with Q1 2026, it opened 13 new positions, sold out of 12, added to 50 and reduced 46. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +10%) and the biggest sale Lowe's Cos (LOW, shares −0%).

Most Recent 13F
Q2 2026
Location
GREENVILLE, SC
CIK
0002033094
Portfolio Value
$215.4M (Q2 2026)
SEC Filing
0002033094-26-000003 ↗ filed Jul 7, 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 Q1 2026 Q2 2026: $215.4M $215.4M Q2 2026

Holdings 141 stocks · $215.4M
LOW Lowe's Cos Inc. 43.57% 426,370 $93.8M Reduce -0.1%
VOO Vanguard S&P 500 ETF 2.97% 9,308 $6.4M Add +9.9%
BAC Bank of America Corp. 2.83% 106,869 $6.1M Reduce -3.7%
VTI VG Morningstar TS MKT ETF-US 2.40% 13,969 $5.2M Add +0.8%
BRK.B Berkshire Hathaway Inc. Class B 2.33% 10,026 $5.0M Add +2.1%
VWO Vanguard Ftse Emerging Marke 1.50% 54,274 $3.2M Add +4.0%
DUK Duke Energy Corp. 1.29% 21,849 $2.8M Reduce -1.0%
TFC Truist Financial Corp. 1.28% 54,990 $2.7M Reduce -0.2%
XLE SS Energy Select Sector 1.26% 50,872 $2.7M Reduce -2.5%
VNQ Vanguard Real Estate ETF 1.24% 27,441 $2.7M Add +6.6%
VXUS Vanguard Total Intl Stock 1.12% 28,077 $2.4M Add +1.3%
AVUV Avantis US Small Cap Value 1.07% 18,426 $2.3M Add +6.1%
AVUS Avantis U.S. Equity ETF 0.97% 16,251 $2.1M Add +3.9%
XOM Exxon Mobil Corp. 0.88% 13,896 $1.9M Reduce -3.5%
IJR iShares Core S&P Small-Cap E 0.85% 12,323 $1.8M Add +1.6%
SCHX Schwab US Large-Cap ETF 0.81% 59,463 $1.8M Add +23.4%
VEA Vanguard Ftse Developed ETF 0.79% 23,854 $1.7M Add +6.9%
EGP Eastgroup Properties Inc. 0.73% 7,755 $1.6M No change
SCHF Schwab Intl Equity ETF 0.71% 55,257 $1.5M Add +10.5%
RPV Invesco S&P 500 Pure Value E 0.71% 13,337 $1.5M Add +4.9%
BP BP PLC-Spons ADR 0.70% 40,630 $1.5M Reduce -5.4%
AVEM Avantis Emerging Markets Eq 0.67% 14,939 $1.4M Add +4.9%
SPTI SS SPDR P Int Term TSY ETF 0.65% 49,289 $1.4M Reduce -1.7%
AVDV Avantis Intl S/C Value ETF 0.64% 13,371 $1.4M Add +3.8%
FNDC Schwab Fndmnt Intl SM Eq ETF 0.64% 28,209 $1.4M Add +4.4%
CAT Caterpillar Inc. 0.63% 1,275 $1.4M Reduce -4.5%
LLY Eli Lilly & Co. 0.62% 1,106 $1.3M Reduce -12.5%
IVV iShares Core S&P 500 ETF 0.61% 1,754 $1.3M Reduce -30.1%
SLYV SS SPDR S&P 600 SC Val ETF 0.61% 12,029 $1.3M Add +0.2%
JPM JPMorgan Chase & Co. 0.60% 3,960 $1.3M Reduce -5.2%
COP Conocophillips 0.58% 11,910 $1.2M Reduce -0.8%
MSFT Microsoft Corp. 0.57% 3,289 $1.2M Reduce -19.9%
GLD SPDR Gold Shares 0.57% 3,304 $1.2M No change
AVDE Avantis International Equity 0.56% 13,599 $1.2M Add +4.6%
JNJ Johnson & Johnson 0.55% 4,632 $1.2M Reduce -5.9%
DFIV Dimensional International Va 0.54% 21,463 $1.2M Add +10.1%
VGSH Vanguard Short-Term Treasury 0.53% 19,468 $1.1M Reduce -0.6%
AAPL Apple Inc. 0.52% 3,901 $1.1M Reduce -32.6%
OXY Occidental Petroleum Corp. 0.47% 20,803 $1.0M Add +0.1%
EFV iShares MSCI Eafe Value ETF 0.47% 13,258 $1.0M Add +4.1%
WFC Wells Fargo & Co. 0.47% 12,093 $1.0M Add +0.0%
KO The Coca-Cola Co. 0.42% 11,075 $902K Reduce -4.8%
WM Waste Management Inc. 0.41% 3,973 $885K No change
BND Vanguard Total Bond Market 0.41% 12,015 $883K Reduce -1.4%
CVX Chevron Corp. 0.39% 5,097 $849K Reduce -2.2%
ABBV Abbvie Inc. 0.38% 3,285 $826K Reduce -1.1%
VIOV Vanguard S&P Small-Cap 600 V 0.36% 6,652 $782K Add +74.7%
CEF Sprott Physical Gold and Sil 0.36% 19,364 $781K Reduce -3.4%
CLX Clorox Company 0.33% 7,658 $720K Add +72.5%
MO Altria Group Inc. 0.32% 9,493 $690K Add +0.0%
ARHS Arhaus Inc. 0.31% 79,814 $672K New
BABA Alibaba Group Holding-SP ADR 0.31% 6,945 $670K Add +1.5%
EFA iShares MSCI Eafe ETF 0.29% 6,030 $626K No change
D Dominion Energy Inc. 0.29% 8,977 $619K Reduce -3.2%
VTIP Vanguard Short-Term Tips 0.28% 12,137 $610K Reduce -3.0%
WMT Walmart Inc. 0.28% 5,348 $608K Reduce -3.2%
SCHA Schwab US Small-Cap ETF 0.27% 15,968 $578K Add +8.8%
ROK Rockwell Automation Inc. 0.27% 1,150 $572K No change
EEM iShares MSCI Emerging Market 0.26% 8,301 $568K Add +5.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.26% 2,301 $560K Add +2.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.26% 6,886 $555K Add +3.6%
SCHC Schwab Intl Small-Cap Equity 0.26% 11,432 $550K Add +4.3%
ENB Enbridge Inc. 0.25% 9,948 $543K Add +0.6%
SCHB Schwab US Broad Market ETF 0.25% 18,521 $537K No change
TIP iShares Tips Bond ETF 0.24% 4,787 $525K Reduce -3.0%
PM Philip Morris International 0.24% 2,864 $523K No change
AMZN Amazon.com Inc. 0.24% 2,135 $510K Reduce -26.7%
VB Vanguard Most SM-Cap ETF-Usd 0.23% 1,621 $492K Add +4.5%
SCHH Schwab US REIT ETF 0.23% 20,582 $490K Add +7.5%
SCHE Schwab Emrg Mrkts Eqty ETF 0.23% 13,458 $488K Add +5.3%
SCHD Schwab US DVD Equity ETF 0.22% 15,066 $479K Add +57.7%
PEP Pepsico Inc. 0.22% 3,411 $464K Reduce -1.2%
SCHZ Schwab US Aggregate Bond ETF 0.21% 19,991 $463K Add +0.3%
SCHR Schwab Intermediate-Term US 0.21% 18,706 $462K Reduce -5.1%
VSS Vanguard Ftse All Wo X-US SC 0.20% 2,836 $438K Add +63.7%
SDY SS SPDR S&P Dividend ETF 0.20% 2,846 $434K Add +0.0%
DLS Wisdomtree Intl S/C DVD Fund 0.20% 5,159 $432K Add +0.4%
NSC Norfolk Southern Corp. 0.20% 1,345 $425K No change
MLM Martin Marietta Materials 0.19% 700 $406K No change
FBNC First Bancorp 0.19% 6,215 $399K No change
VZ Verizon Communications Inc. 0.18% 9,182 $392K Reduce -8.7%
SHEL Shell PLC-ADR 0.17% 4,789 $372K Reduce -9.7%
CL Colgate-Palmolive Co. 0.17% 4,052 $371K Add +2.5%
RPM RPM International Inc. 0.17% 3,325 $370K No change
V Visa Inc. Class A 0.17% 1,072 $369K Reduce -8.1%
FANG Diamondback Energy Inc. 0.17% 2,048 $365K Reduce -4.9%
VOOV Vanguard S&P 500 Value ETF 0.17% 1,656 $364K Add +8.5%
SCHO Schwab Short-Term US Treas 0.17% 15,029 $363K Add +5.0%
ITOT iShares Core S&P Total U.S. 0.17% 2,206 $363K Reduce -9.3%
KKR KKR & Co. Inc. 0.17% 3,928 $361K Reduce -2.8%
SCHV Schwab US Large-Cap Value 0.17% 10,276 $359K No change
IJS iShares S&P Small-Cap 600 Va 0.17% 2,593 $355K No change
WULF Terawulf Inc. 0.16% 14,000 $347K Reduce -44.0%
VONV Vanguard Russell 1000 Value 0.15% 3,105 $331K New
IQI Invesco Quality Muni Inc. TR 0.15% 32,500 $329K No change
MTRN Materion Corp. 0.15% 1,100 $327K New
ABT Abbott Laboratories 0.15% 3,462 $315K Add +14.6%
NVO Novo-Nordisk A/S-Spons ADR 0.15% 6,520 $314K Add +1.8%
IEFA iShares Core MSCI Eafe ETF 0.14% 3,207 $310K No change
T AT&T Inc. 0.14% 14,661 $304K Reduce -2.3%
VIOO Vanguard S&P Small-Cap 600 E 0.14% 2,195 $302K New
EXE Expand Energy Corp. 0.14% 3,247 $296K Add +0.1%
IEMG iShares Core MSCI Emerging 0.14% 3,562 $295K No change
AGG iShares Core U.S. Aggregate 0.14% 2,971 $294K Reduce -9.7%
GOOGL Alphabet Inc. Class A 0.14% 822 $293K Reduce -31.7%
BNDX Vanguard Total Intl Bond ETF 0.13% 5,892 $286K Reduce -2.7%
BX Blackstone Inc. 0.13% 2,400 $282K No change
FDX FedEx Corp. 0.13% 890 $278K No change
MMM 3M Co. 0.13% 1,717 $277K Reduce -6.5%
VHT Vanguard Health Care ETF 0.13% 915 $275K No change
SO The Southern Co. 0.13% 2,824 $272K No change
HD Home Depot Inc. 0.13% 770 $272K New
VTV Vanguard Mrngstr Val ETF-Aui 0.13% 1,242 $271K No change
SCHP Schwab U.S. Tips ETF 0.13% 10,195 $271K Reduce -1.0%
PSX Phillips 66 0.12% 1,571 $267K No change
PG The Procter & Gamble Co. 0.12% 1,808 $265K Reduce -7.1%
VLO Valero Energy Corp. 0.12% 1,000 $260K No change
GLW Corning Inc. 0.12% 1,000 $253K New
VXF Vanguard Extended Market ETF 0.12% 1,006 $248K New
FCX Freeport-McMoran Inc. 0.11% 3,870 $243K Reduce -14.3%
EWX State Street SPDR S&P Emergi 0.11% 3,174 $236K No change
SCHG Schwab US Large-Cap Growth 0.11% 6,933 $235K New
AVDS Avantis Intl SM Cap Eq ETF 0.11% 3,109 $234K Add +7.8%
B Barrick Mining Corp. 0.11% 6,300 $231K No change
PFE Pfizer Inc. 0.11% 9,476 $229K Reduce -9.3%
HAL Halliburton Co. 0.11% 6,701 $228K Reduce -10.7%
ET Energy Transfer LP 0.11% 11,860 $227K No change
DWX State Street SPDR S&P Intern 0.10% 4,866 $224K No change
VYMI Vanguard Int High DVD YLD Inc. 0.10% 2,262 $222K New
VYM Vanguard High DVD Yield ETF 0.10% 1,399 $222K No change
ITM Vaneck Intermediate Muni ETF 0.10% 4,610 $217K No change
INTC Intel Corp. 0.10% 1,526 $214K New
TD Toronto-Dominion Bank 0.10% 1,762 $214K New
PR Permian Resources Corp. Class A 0.10% 11,500 $213K No change
HCC Warrior Met Coal Inc. 0.10% 2,593 $211K Add +2.3%
WMB Williams Cos Inc. 0.10% 2,798 $209K Add +0.1%
SHM SS SPDR N Ice St Muni ETF 0.09% 4,257 $204K No change
MKL Markel Group Inc. 0.09% 104 $203K New
IEI iShares 3-7 Year Treasury Bo 0.09% 1,713 $201K No change
ANGX Angel Studios Inc. 0.05% 30,216 $111K Add +19.8%
RIG Transocean Ltd. 0.03% 11,000 $54K New

Portfolio Sells Q1 2026 → Q2 2026
LOW Lowe's Cos Inc. Reduce -0.1% 43.57% −3.22
XOM Exxon Mobil Corp. Reduce -3.5% 0.88% −0.25
BP BP PLC-Spons ADR Reduce -5.4% 0.70% −0.24
XLE SS Energy Select Sector Reduce -2.5% 1.26% −0.22
NVDA Nvidia Corp. Sold out 0.00% −0.22
AAPL Apple Inc. Reduce -32.6% 0.52% −0.16
COP Conocophillips Reduce -0.8% 0.58% −0.16
IVV iShares Core S&P 500 ETF Reduce -30.1% 0.61% −0.15
AVGO Broadcom Inc. Sold out 0.00% −0.15
MSFT Microsoft Corp. Reduce -19.9% 0.57% −0.14
MCD McDonald's Corp. Sold out 0.00% −0.13
META Meta Platforms Inc. Class A Sold out 0.00% −0.13
BBEU JPMorgan Betabuilders Europe Sold out 0.00% −0.12
CVX Chevron Corp. Reduce -2.2% 0.39% −0.11
RRC Range Resources Corp. Sold out 0.00% −0.11
XOP SS SPDR S&P Og Exp & Prod Sold out 0.00% −0.10
NEE Nextera Energy Inc. Sold out 0.00% −0.10
VDE Vanguard Energy ETF Sold out 0.00% −0.10
AMR Alpha Metallurgical Resource Sold out 0.00% −0.10
CEF Sprott Physical Gold and Sil Reduce -3.4% 0.36% −0.08
T AT&T Inc. Reduce -2.3% 0.14% −0.06
SHEL Shell PLC-ADR Reduce -9.7% 0.17% −0.06
VZ Verizon Communications Inc. Reduce -8.7% 0.18% −0.05
DUK Duke Energy Corp. Reduce -1.0% 1.29% −0.05
AMZN Amazon.com Inc. Reduce -26.7% 0.24% −0.04
WMT Walmart Inc. Reduce -3.2% 0.28% −0.04
TRANSOCEAN INTERNTNL LTD (RIG 4.625 09/30/29 *) Sold out 0.00% −0.03
PEP Pepsico Inc. Reduce -1.2% 0.22% −0.03
PFE Pfizer Inc. Reduce -9.3% 0.11% −0.03
HAL Halliburton Co. Reduce -10.7% 0.11% −0.03
FANG Diamondback Energy Inc. Reduce -4.9% 0.17% −0.03
GOOGL Alphabet Inc. Class A Reduce -31.7% 0.14% −0.02
SPTI SS SPDR P Int Term TSY ETF Reduce -1.7% 0.65% −0.02
AGG iShares Core U.S. Aggregate Reduce -9.7% 0.14% −0.01
SCHR Schwab Intermediate-Term US Reduce -5.1% 0.21% −0.01
FCX Freeport-McMoran Inc. Reduce -14.3% 0.11% −0.01
TIP iShares Tips Bond ETF Reduce -3.0% 0.24% −0.01
JNJ Johnson & Johnson Reduce -5.9% 0.55% −0.01
PG The Procter & Gamble Co. Reduce -7.1% 0.12% −0.01
VTIP Vanguard Short-Term Tips Reduce -3.0% 0.28% −0.01
WULF Terawulf Inc. Reduce -44.0% 0.16% −0.01
BND Vanguard Total Bond Market Reduce -1.4% 0.41% −0.01
KKR KKR & Co. Inc. Reduce -2.8% 0.17% −0.01
VGSH Vanguard Short-Term Treasury Reduce -0.6% 0.53% −0.01
PBK Powerbank Corp. Sold out 0.00% −0.00
BNDX Vanguard Total Intl Bond ETF Reduce -2.7% 0.13% −0.00
SCHP Schwab U.S. Tips ETF Reduce -1.0% 0.13% −0.00
MMM 3M Co. Reduce -6.5% 0.13% +0.00
V Visa Inc. Class A Reduce -8.1% 0.17% +0.01
ITOT iShares Core S&P Total U.S. Reduce -9.3% 0.17% +0.01

Portfolio Buys Q1 2026 → Q2 2026
VOO Vanguard S&P 500 ETF Add +9.9% 2.97% +0.62
VTI VG Morningstar TS MKT ETF-US Add +0.8% 2.40% +0.34
ARHS Arhaus Inc. New 0.31% +0.31
SCHX Schwab US Large-Cap ETF Add +23.4% 0.81% +0.24
VWO Vanguard Ftse Emerging Marke Add +4.0% 1.50% +0.20
VIOV Vanguard S&P Small-Cap 600 V Add +74.7% 0.36% +0.18
AVUV Avantis US Small Cap Value Add +6.1% 1.07% +0.18
VNQ Vanguard Real Estate ETF Add +6.6% 1.24% +0.18
AVUS Avantis U.S. Equity ETF Add +3.9% 0.97% +0.16
VONV Vanguard Russell 1000 Value New 0.15% +0.15
MTRN Materion Corp. New 0.15% +0.15
IJR iShares Core S&P Small-Cap E Add +1.6% 0.85% +0.15
BRK.B Berkshire Hathaway Inc. Class B Add +2.1% 2.33% +0.14
VIOO Vanguard S&P Small-Cap 600 E New 0.14% +0.14
AVEM Avantis Emerging Markets Eq Add +4.9% 0.67% +0.14
SCHF Schwab Intl Equity ETF Add +10.5% 0.71% +0.14
HD Home Depot Inc. New 0.13% +0.13
VEA Vanguard Ftse Developed ETF Add +6.9% 0.79% +0.13
VXUS Vanguard Total Intl Stock Add +1.3% 1.12% +0.12
CLX Clorox Company Add +72.5% 0.33% +0.12
GLW Corning Inc. New 0.12% +0.12
VXF Vanguard Extended Market ETF New 0.12% +0.12
SCHG Schwab US Large-Cap Growth New 0.11% +0.11
VYMI Vanguard Int High DVD YLD Inc. New 0.10% +0.10
INTC Intel Corp. New 0.10% +0.10
TD Toronto-Dominion Bank New 0.10% +0.10
MKL Markel Group Inc. New 0.09% +0.09
SCHD Schwab US DVD Equity ETF Add +57.7% 0.22% +0.09
VSS Vanguard Ftse All Wo X-US SC Add +63.7% 0.20% +0.09
SLYV SS SPDR S&P 600 SC Val ETF Add +0.2% 0.61% +0.08
RPV Invesco S&P 500 Pure Value E Add +4.9% 0.71% +0.07
SCHA Schwab US Small-Cap ETF Add +8.8% 0.27% +0.07
DFIV Dimensional International Va Add +10.1% 0.54% +0.06
EEM iShares MSCI Emerging Market Add +5.7% 0.26% +0.06
FNDC Schwab Fndmnt Intl SM Eq ETF Add +4.4% 0.64% +0.05
AVDE Avantis International Equity Add +4.6% 0.56% +0.05
AVDV Avantis Intl S/C Value ETF Add +3.8% 0.64% +0.04
VB Vanguard Most SM-Cap ETF-Usd Add +4.5% 0.23% +0.04
SCHH Schwab US REIT ETF Add +7.5% 0.23% +0.04
NVO Novo-Nordisk A/S-Spons ADR Add +1.8% 0.15% +0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +3.6% 0.26% +0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Add +2.0% 0.26% +0.03
EFV iShares MSCI Eafe Value ETF Add +4.1% 0.47% +0.03
SCHE Schwab Emrg Mrkts Eqty ETF Add +5.3% 0.23% +0.03
MO Altria Group Inc. Add +0.0% 0.32% +0.03
RIG Transocean Ltd. New 0.03% +0.03
VOOV Vanguard S&P 500 Value ETF Add +8.5% 0.17% +0.02
WFC Wells Fargo & Co. Add +0.0% 0.47% +0.02
SCHC Schwab Intl Small-Cap Equity Add +4.3% 0.26% +0.02
CL Colgate-Palmolive Co. Add +2.5% 0.17% +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