Institutional Manager · CIK 0002033094
Hardin Capital Partners, LLC
GREENVILLE, SC · File #028-24279
Latest AUM
$211.6M
Positions
132
Top-10 Concentration
73.8%
Filings
7
Portfolio Value Over Time
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | LOWES COS INC | 548661107 | +84,588 | +$20.4M | -$3.5M |
| ADD | SELECT SECTOR SPDR TR | 81369Y506 | +26,687 | +$1.2M | -$1.1M |
| REDUCE | BANK AMERICA CORP | 060505104 | -18,418 | -$1.0M | +$448,473 |
| NEW | NVIDIA CORPORATION | NVDA | +2,712 | +$505,788 | $0 |
| ADD | APPLE INC | AAPL | +1,713 | +$465,731 | +$68,136 |
| ADD | ISHARES TR | 464287200 | +608 | +$416,467 | +$30,239 |
| ADD | MICROSOFT CORP | MSFT | +811 | +$392,184 | -$109,740 |
| NEW | BROADCOM INC | AVGO | +1,053 | +$364,443 | $0 |
| NEW | ALPHABET INC | GOOG | +1,104 | +$345,552 | $0 |
| ADD | BERKSHIRE HATHAWAY INC DEL | BRK-A | +643 | +$323,204 | -$802 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025132 pos · $211.6M
- 13F HOLDINGS REPORTQ/E Sep 2025121 pos · $186.5M
- 13F HOLDINGS REPORTQ/E Jun 2025114 pos · $170.3M
- 13F HOLDINGS REPORTQ/E Mar 2025116 pos · $163.1M
- 13F HOLDINGS REPORTQ/E Dec 2024113 pos · $165.7M
- 13F HOLDINGS REPORTQ/E Sep 2024118 pos · $176.6M
- 13F HOLDINGS REPORTQ/E Jun 2024116 pos · $153.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | LOWES COS INC | 548661107 | 429,902 | $103.7M | 56.37% |
| 2 | BANK AMERICA CORP | 060505104 | 113,100 | $6.2M | 3.38% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,561 | $4.8M | 2.61% |
| 4 | VANGUARD INDEX FDS | 922908363 | 6,847 | $4.3M | 2.33% |
| 5 | VANGUARD INDEX FDS | 922908769 | 12,795 | $4.3M | 2.33% |
| 6 | TRUIST FINL CORP | 89832Q109 | 55,265 | $2.7M | 1.48% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 49,819 | $2.7M | 1.46% |
| 8 | DUKE ENERGY CORP NEW | DUKB | 21,143 | $2.5M | 1.35% |
| 9 | SELECT SECTOR SPDR TR | 81369Y506 | 52,399 | $2.3M | 1.27% |
| 10 | VANGUARD INDEX FDS | 922908553 | 25,748 | $2.3M | 1.24% |
| 11 | VANGUARD STAR FDS | 921909768 | 26,099 | $2.0M | 1.07% |
| 12 | MICROSOFT CORP | MSFT | 4,009 | $1.9M | 1.05% |
| 13 | EXXON MOBIL CORP | XOM | 16,004 | $1.9M | 1.05% |
| 14 | ISHARES TR | 464287200 | 2,541 | $1.7M | 0.95% |
| 15 | AMERICAN CENTY ETF TR | 025072877 | 16,228 | $1.7M | 0.90% |
| 16 | AMERICAN CENTY ETF TR | 025072885 | 14,683 | $1.6M | 0.89% |
| 17 | SPDR GOLD TR | GLD | 3,904 | $1.5M | 0.84% |
| 18 | APPLE INC | AAPL | 5,669 | $1.5M | 0.84% |
| 19 | BP PLC | BPPFF | 43,932 | $1.5M | 0.83% |
| 20 | SPDR SERIES TRUST | 78464A672 | 50,293 | $1.5M | 0.79% |