Managers / Q2 2026
Hardin Capital Partners, LLC
CIK 0002033094 · 1207 E WASHINGTON ST, GREENVILLE, SC, 29601 · 8642524200
Summary
Hardin Capital Partners, LLC reported $215M in U.S.-listed holdings across 141 positions for Q2 2026.
The portfolio is heavily concentrated: LOW alone accounts for 43.6% of reported value.
Compared with Q1 2026, the fund opened 13 new positions and exited 12.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 66.2% · $143M
- ETP · 31.1% · $67M
- ADR · 1.3% · $3M
- REIT · 0.7% · $2M
- Closed-End Fund · 0.5% · $1M
- Other · 0.1% · $281,349
Quarter-over-Quarter Changes full breakdown →
vs Q1 2026 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| ARHSARHAUS INC | NEW | +79.8K | 79.8K | +$672,433 | $672,433 |
| VANGUARD SCOTTSDALE FDS | NEW | +3.1K | 3.1K | +$330,651 | $330,651 |
| MTRNMATERION CORP | NEW | +1.1K | 1.1K | +$326,689 | $326,689 |
| VANGUARD ADMIRAL FDS INC | NEW | +2.2K | 2.2K | +$302,142 | $302,142 |
| HDHOME DEPOT INC | NEW | +770 | 770 | +$271,686 | $271,686 |
| GLWCORNING INC | NEW | +1.0K | 1.0K | +$253,393 | $253,393 |
| VANGUARD INDEX FDS | NEW | +1.0K | 1.0K | +$247,813 | $247,813 |
| SCHWAB STRATEGIC TR | NEW | +6.9K | 6.9K | +$234,732 | $234,732 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q2 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | LOWLOWES COS INChistory → | COM | 43.57% | $94M | 426.4K |
| 2 | VANGUARD INDEX FDS | S&P 500 ETF SHS · TOTAL STK MKT · REAL ESTATE ETF | 6.61% | $14M | 50.7K |
| 3 | AMERICAN CENTY ETF TR | US SML CP VALU · US EQT ETF · AVANTIS EMGMKT · INTL SMCP VLU · INTL EQT ETF | 3.91% | $8M | 76.6K |
| 4 | BACBANK OF AMER CORPhistory → | COM | 2.83% | $6M | 106.9K |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DELhistory → | CL B NEW | 2.33% | $5M | 10.0K |
| 6 | SCHWAB STRATEGIC TR | US LRG CAP ETF · INTL EQTY ETF · FUNDAMENTAL INTL | 2.16% | $5M | 142.9K |
| 7 | ISHARES TR | CORE S&P SCP ETF · CORE S&P500 ETF · EAFE VALUE ETF | 1.93% | $4M | 27.3K |
| 8 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 1.50% | $3M | 54.3K |
| 9 | DUKDUKE ENERGY CORP NEWhistory → | COM NEW | 1.29% | $3M | 21.8K |
| 10 | TFCTRUIST FINL CORPhistory → | COM | 1.28% | $3M | 55.0K |
| 11 | XLESELECT SECTOR SPDR TRhistory → | ST STR ENERG ETF | 1.26% | $3M | 50.9K |
| 12 | SPDR SERIES TRUST | ST INTER ETF · ST STR SP600SM C | 1.26% | $3M | 61.3K |
| 13 | VANGUARD STAR FDS | VG TL INTL STK F | 1.12% | $2M | 28.1K |
| 14 | EXMOCEXXON MOBIL CORP | COM | 0.88% | $2M | 13.9K |
| 15 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 0.79% | $2M | 23.9K |
| 16 | EGPEASTGROUP PPTYS INC | COM | 0.73% | $2M | 7.8K |
| 17 | INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 0.71% | $2M | 13.3K |
| 18 | BPBP PLC | SPONSORED ADR | 0.70% | $2M | 40.6K |
| 19 | CATCATERPILLAR INC | COM | 0.63% | $1M | 1.3K |
| 20 | LLYELI LILLY & CO | COM | 0.62% | $1M | 1.1K |
| 21 | JPMJPMORGAN CHASE & CO | COM | 0.60% | $1M | 4.0K |
| 22 | COPCONOCOPHILLIPS | COM | 0.58% | $1M | 11.9K |
| 23 | MSFTMICROSOFT CORP | COM | 0.57% | $1M | 3.3K |
| 24 | GQ9SPDR GOLD TR | GOLD SHS | 0.57% | $1M | 3.3K |
| 25 | JNJJOHNSON & JOHNSON | COM | 0.55% | $1M | 4.6K |
| 26 | DFIVDIMENSIONAL ETF TRUST | INTERNATNAL VAL | 0.54% | $1M | 21.5K |
| 27 | VGSHVANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 0.53% | $1M | 19.5K |
| 28 | AAPLAPPLE INC | COM | 0.52% | $1M | 3.9K |
| 29 | OXYOCCIDENTAL PETE CORP | COM | 0.47% | $1M | 20.8K |
| 30 | WFCWELLS FARGO & CO | COM | 0.47% | $1M | 12.1K |
| 31 | KOCOCA COLA CO | COM | 0.42% | $902,030 | 11.1K |
| 32 | WMWASTE MGMT INC DEL | COM | 0.41% | $885,009 | 4.0K |
| 33 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 0.41% | $882,649 | 12.0K |
| 34 | CHVCHEVRON CORPORATION | COM | 0.39% | $849,095 | 5.1K |
| 35 | ABBVABBVIE INC | COM | 0.38% | $825,992 | 3.3K |
| 36 | VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 0.36% | $781,561 | 6.7K |
| 37 | SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 0.36% | $781,337 | 19.4K |
| 38 | CLXCLOROX CO DEL | COM | 0.33% | $719,985 | 7.7K |
| 39 | MOALTRIA GROUP INC | COM | 0.32% | $689,605 | 9.5K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $215M | 141 | Jul 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $216M | 140 | Apr 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $212M | 132 | Jan 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $186M | 121 | Oct 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $170M | 114 | Jul 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $163M | 116 | Apr 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $166M | 113 | Feb 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $177M | 118 | Oct 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $153M | 116 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.