Hardin Capital Partners, LLC Top Holdings and 13F Report (2025)

About Hardin Capital Partners, LLC

Investment Activity

Hardin Capital Partners, LLC has $170.26 million in total holdings as of June 30, 2025.
Hardin Capital Partners, LLC owns shares of 114 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
Approximately 5.46% of the portfolio was purchased this quarter.
About 2.11% of the portfolio was sold this quarter.
This quarter, Hardin Capital Partners, LLC has purchased 116 new stocks and bought additional shares in 59 stocks.
Hardin Capital Partners, LLC sold shares of 32 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Lowe's Companies: $79,233,363
Bank of America: $6,736,691
Berkshire Hathaway: $4,159,237
Vanguard Total Stock Market ETF: $3,679,258
Vanguard S&P 500 ETF: $3,088,643

Largest New Holdings this Quarter

580135101 - McDonald's: $206,756 Holding
78463X772 - SPDR S&P International Dividend ETF: $206,608 Holding
31428X106 - FedEx: $205,050 Holding
922042718 - Vanguard FTSE All-World ex-US Small-Cap ETF: $203,950 Holding
46434G103 - iShares Core MSCI Emerging Markets ETF: $200,288 Holding

Largest Purchases this Quarter

Lowe's Companies: 9,839 shares (about $2.25M)
Bank of America: 39,294 shares (about $1.89M)
Vanguard S&P 500 ETF: 748 shares (about $424.69K)
Vanguard Total Stock Market ETF: 1,185 shares (about $360.15K)
BP: 7,871 shares (about $240.07K)

Largest Sales this Quarter

Microsoft: 935 shares (about $460.08K)
Apple: 1,673 shares (about $347.66K)
Amazon.com: 894 shares (about $197.09K)
Range Resources: 3,500 shares (about $136.36K)
Eli Lilly and Company: 171 shares (about $132.68K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LOW Lowe's Companies	$79,233,363	$2,249,589 ▲	2.9%	346,542	46.5%	Retail/Wholesale
BAC Bank of America	$6,736,691	$1,891,999 ▲	39.1%	139,911	4.0%	Finance
BRK.B Berkshire Hathaway	$4,159,237	$197,802 ▲	5.0%	8,495	2.4%	Finance
VTI Vanguard Total Stock Market ETF	$3,679,258	$360,145 ▲	10.9%	12,106	2.2%	ETF
VOO Vanguard S&P 500 ETF	$3,088,643	$424,688 ▲	15.9%	5,440	1.8%	ETF
DUK Duke Energy	$2,508,126	$16,760 ▼	-0.7%	21,100	1.5%	Utilities
TFC Truist Financial	$2,443,524	$14,763 ▼	-0.6%	55,283	1.4%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$2,316,701	$66,147 ▲	2.9%	46,651	1.4%	ETF
VNQ Vanguard Real Estate ETF	$2,220,027	$173,407 ▲	8.5%	24,747	1.3%	ETF
XLE Energy Select Sector SPDR Fund	$2,187,032	$11,452 ▲	0.5%	25,591	1.3%	ETF
XOM Exxon Mobil	$1,712,160	$47,411 ▼	-2.7%	15,673	1.0%	Energy
VXUS Vanguard Total International Stock ETF	$1,599,207	$147,343 ▲	10.1%	23,140	0.9%	ETF
MSFT Microsoft	$1,503,260	$460,081 ▼	-23.4%	3,055	0.9%	Computer and Technology
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$1,339,988	$115,138 ▲	9.4%	46,820	0.8%	ETF
BP BP	$1,339,081	$240,067 ▲	21.8%	43,904	0.8%	Energy
SCHX Schwab US Large-Cap ETF	$1,324,230	$2,030 ▲	0.2%	54,139	0.8%	ETF
EGP EastGroup Properties	$1,302,452		0.0%	7,755	0.8%	Finance
IJR iShares Core S&P Small-Cap ETF	$1,271,092	$164,338 ▲	14.8%	11,455	0.7%	ETF
GLD SPDR Gold Shares	$1,208,364	$1,230 ▲	0.1%	3,929	0.7%	Finance
IVV iShares Core S&P 500 ETF	$1,204,762	$38,483 ▼	-3.1%	1,941	0.7%	ETF
RPV Invesco S&P 500 Pure Value ETF	$1,167,667	$171,260 ▲	17.2%	12,218	0.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,151,963	$52,924 ▲	4.8%	20,221	0.7%	ETF
JPM JPMorgan Chase & Co.	$1,136,084	$57,501 ▼	-4.8%	3,912	0.7%	Finance
FNDC Schwab Fundamental International Small Equity ETF	$1,122,719	$178,801 ▲	18.9%	26,655	0.7%	ETF
COP ConocoPhillips	$1,114,921	$92 ▲	0.0%	12,120	0.7%	Energy
VGSH Vanguard Short-Term Treasury ETF	$1,094,109	$81,123 ▲	8.0%	18,693	0.6%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$1,087,350	$198,537 ▲	22.3%	11,693	0.6%	ETF
AVUS Avantis U.S. Equity ETF	$1,056,104	$209,986 ▲	24.8%	10,436	0.6%	ETF
WFC Wells Fargo & Company	$984,734	$81 ▲	0.0%	12,084	0.6%	Finance
AVDV Avantis International Small Cap Value ETF	$973,628	$169,623 ▲	21.1%	12,272	0.6%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$956,568	$5,399 ▲	0.6%	11,694	0.6%	ETF
OXY Occidental Petroleum	$948,802	$63,091 ▲	7.1%	22,137	0.6%	Energy
BND Vanguard Total Bond Market ETF	$942,384	$40,336 ▲	4.5%	12,850	0.6%	ETF
AVEM Avantis Emerging Markets Equity ETF	$913,129	$189,655 ▲	26.2%	13,303	0.5%	ETF
SCHF Schwab International Equity ETF	$876,601	$1,346 ▲	0.2%	39,719	0.5%	ETF
LLY Eli Lilly and Company	$856,594	$132,679 ▼	-13.4%	1,104	0.5%	Medical
AVDE Avantis International Equity ETF	$851,720	$181,450 ▲	27.1%	11,519	0.5%	ETF
WM Waste Management	$846,560		0.0%	3,700	0.5%	Business Services
EFV iShares MSCI EAFE Value ETF	$820,856	$1,844 ▼	-0.2%	12,907	0.5%	ETF
AAPL Apple	$759,955	$347,663 ▼	-31.4%	3,657	0.4%	Computer and Technology
KO CocaCola	$751,437	$49,307 ▼	-6.2%	10,485	0.4%	Consumer Staples
BABA Alibaba Group	$726,445	$39,890 ▲	5.8%	6,374	0.4%	Retail/Wholesale
JNJ Johnson & Johnson	$720,774	$51,450 ▼	-6.7%	4,623	0.4%	Medical
CVX Chevron	$709,217	$1,892 ▲	0.3%	4,872	0.4%	Energy
DFIV Dimensional International Value ETF	$646,454	$177,350 ▲	37.8%	15,076	0.4%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$625,270	$51,309 ▲	8.9%	12,552	0.4%	Manufacturing
ABBV AbbVie	$621,895	$35,721 ▲	6.1%	3,273	0.4%	Medical
SPROTT PHYSICAL GOLD & SILVE	$619,301	$7,565 ▲	1.2%	20,466	0.4%	TR UNIT
TIP iShares TIPS Bond ETF	$575,363	$2,959 ▲	0.5%	5,250	0.3%	ETF
CAT Caterpillar	$548,113	$21,502 ▲	4.1%	1,402	0.3%	Industrials
EFA iShares MSCI EAFE ETF	$538,016	$89 ▲	0.0%	6,029	0.3%	Finance
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$533,412	$4,582 ▼	-0.9%	21,422	0.3%	ETF
MO Altria Group	$523,933	$116 ▲	0.0%	9,012	0.3%	Consumer Staples
WMT Walmart	$514,286	$18,862 ▼	-3.5%	5,235	0.3%	Retail/Wholesale
SHEL Shell	$510,219	$33,673 ▼	-6.2%	7,167	0.3%	Energy
KKR KKR & Co. Inc.	$505,032		0.0%	3,813	0.3%	Finance
D Dominion Energy	$487,661	$16,834 ▼	-3.3%	8,459	0.3%	Utilities
PM Philip Morris International	$466,726		0.0%	2,629	0.3%	Consumer Staples
PEP PepsiCo	$465,790	$49,771 ▲	12.0%	3,444	0.3%	Consumer Staples
T AT&T	$456,073		0.0%	15,792	0.3%	Computer and Technology
SCHC Schwab International Small-Cap Equity ETF	$448,176	$85 ▲	0.0%	10,558	0.3%	ETF
CHK Chesapeake Energy	$444,937	$55,367 ▼	-11.1%	4,002	0.3%	Energy
SCHZ Schwab U.S. Aggregate Bond ETF	$442,540	$9,167 ▼	-2.0%	19,116	0.3%	ETF
SCHB Schwab US Broad Market ETF	$440,363	$3,168 ▲	0.7%	18,487	0.3%	ETF
ENB Enbridge	$435,769	$6,648 ▲	1.5%	9,701	0.3%	Energy
VO Vanguard Mid-Cap ETF	$427,780	$12,946 ▲	3.1%	1,520	0.3%	ETF
VBR Vanguard Small-Cap Value ETF	$420,788	$15,291 ▲	3.8%	2,119	0.2%	ETF
SCHA Schwab US Small-Cap ETF	$414,943	$690 ▲	0.2%	16,240	0.2%	ETF
ABT Abbott Laboratories	$394,106		0.0%	2,892	0.2%	Medical
MLM Martin Marietta Materials	$390,376		0.0%	700	0.2%	Construction
ROK Rockwell Automation	$389,402	$6,772 ▼	-1.7%	1,150	0.2%	Computer and Technology
AMZN Amazon.com	$386,235	$197,086 ▼	-33.8%	1,752	0.2%	Retail/Wholesale
DLS WisdomTree International SmallCap Dividend Fund	$382,873	$90,889 ▲	31.1%	5,114	0.2%	Finance
VB Vanguard Small-Cap ETF	$382,115	$19,154 ▲	5.3%	1,596	0.2%	ETF
RPM RPM International	$379,316		0.0%	3,375	0.2%	Basic Materials
EEM iShares MSCI Emerging Markets ETF	$373,678	$11,454 ▲	3.2%	7,732	0.2%	Finance
SCHH Schwab U.S. REIT ETF	$370,617	$915 ▲	0.2%	17,424	0.2%	ETF
VZ Verizon Communications	$367,583	$32,194 ▼	-8.1%	8,415	0.2%	Computer and Technology
BX Blackstone	$366,648		0.0%	2,400	0.2%	Finance
NSC Norfolk Southern	$359,985		0.0%	1,372	0.2%	Transportation
CL Colgate-Palmolive	$359,140		0.0%	3,902	0.2%	Consumer Staples
SCHE Schwab Emerging Markets Equity ETF	$352,728	$1,240 ▲	0.4%	11,660	0.2%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$352,350	$3,915 ▼	-1.1%	2,610	0.2%	ETF
SDY SPDR S&P Dividend ETF	$350,865	$56,613 ▲	19.2%	2,541	0.2%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$344,446	$3,399 ▼	-1.0%	14,186	0.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$330,019	$9,285 ▼	-2.7%	3,341	0.2%	Finance
SLV iShares Silver Trust	$326,875		0.0%	9,987	0.2%	ETF
BNDX Vanguard Total International Bond ETF	$299,535	$1,137 ▲	0.4%	6,057	0.2%	ETF
VOOV Vanguard S&P 500 Value ETF	$290,588	$41,349 ▲	16.6%	1,525	0.2%	ETF
FANG Diamondback Energy	$287,714	$27,061 ▼	-8.6%	2,052	0.2%	Energy
SCHV Schwab U.S. Large-Cap Value ETF	$283,449		0.0%	10,141	0.2%	ETF
FBNC First Bancorp	$283,155	$5,103 ▼	-1.8%	6,215	0.2%	Finance
MMM 3M	$282,549		0.0%	1,837	0.2%	Multi-Sector Conglomerates
VIOV Vanguard S&P Small-Cap 600 Value ETF	$268,917	$2,898 ▲	1.1%	3,062	0.2%	ETF
SCHP Schwab U.S. TIPS ETF	$267,885	$399 ▲	0.1%	10,082	0.2%	ETF
PG Procter & Gamble	$263,522	$31,752 ▼	-10.8%	1,635	0.2%	Consumer Staples
IJS iShares S&P Small-Cap 600 Value ETF	$249,936		0.0%	2,453	0.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$248,930	$2,333 ▲	0.9%	2,988	0.1%	ETF
PFE Pfizer	$242,963	$14,198 ▼	-5.5%	9,703	0.1%	Medical
VHT Vanguard Health Care ETF	$242,515		0.0%	965	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Hardin Capital Partners, LLC Top Holdings and 13F Report (2025)

About Hardin Capital Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Hardin Capital Partners, LLC Top Holdings and 13F Report (2025)

About Hardin Capital Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHardin Capital Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools