Managers / Q1 2026 · view latest →
Hardin Capital Partners, LLC
CIK 0002033094 · 1207 E WASHINGTON ST, GREENVILLE, SC, 29601 · 8642524200
Summary
Hardin Capital Partners, LLC reported $216M in U.S.-listed holdings across 140 positions for Q1 2026.
The portfolio is heavily concentrated: LOW alone accounts for 46.8% of reported value.
Compared with Q4 2025, the fund opened 14 new positions and exited 6.
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 · 69.5% · $150M
- ETP · 27.4% · $59M
- ADR · 1.7% · $4M
- REIT · 0.7% · $1M
- Closed-End Fund · 0.6% · $1M
- Other · 0.1% · $301,828
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | NEW | +9.6K | 9.6K | +$293,039 | $293,039 |
| SOSOUTHERN CO | NEW | +2.8K | 2.8K | +$272,537 | $272,537 |
| VLOVALERO ENERGY CORP | NEW | +1.0K | 1.0K | +$247,080 | $247,080 |
| VTVVANGUARD INDEX FDS | NEW | +1.2K | 1.2K | +$243,619 | $243,619 |
| NVONOVO-NORDISK A S | NEW | +6.4K | 6.4K | +$235,347 | $235,347 |
| SPDR SERIES TRUST | NEW | +1.2K | 1.2K | +$225,106 | $225,106 |
| NEENEXTERA ENERGY INC | NEW | +2.3K | 2.3K | +$217,432 | $217,432 |
| VDEVANGUARD WORLD FD | NEW | +1.2K | 1.2K | +$208,575 | $208,575 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | LOWLOWES COS INChistory → | COM | 46.78% | $101M | 426.7K |
| 2 | VANGUARD INDEX FDS | S&P 500 ETF SHS · TOTAL STK MKT · REAL ESTATE ETF | 5.47% | $12M | 48.1K |
| 3 | AMERICAN CENTY ETF TR | US SML CP VALU · US EQT ETF · INTL SMCP VLU · AVANTIS EMGMKT · INTL EQT ETF | 3.34% | $7M | 73.1K |
| 4 | BACBANK AMERICA CORPhistory → | COM | 2.51% | $5M | 110.9K |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DELhistory → | CL B NEW | 2.18% | $5M | 9.8K |
| 6 | ISHARES TR | CORE S&P500 ETF · CORE S&P SCP ETF · EAFE VALUE ETF | 1.90% | $4M | 27.4K |
| 7 | SCHWAB STRATEGIC TR | FUNDAMENTAL INTL · INTL EQTY ETF · US LRG CAP ETF | 1.73% | $4M | 125.2K |
| 8 | XLESELECT SECTOR SPDR TRhistory → | STATE STREET ENE | 1.48% | $3M | 52.2K |
| 9 | DUKDUKE ENERGY CORP NEWhistory → | COM NEW | 1.34% | $3M | 22.1K |
| 10 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 1.31% | $3M | 52.2K |
| 11 | SPDR SERIES TRUST | STATE STREET SPD | 1.19% | $3M | 62.1K |
| 12 | TFCTRUIST FINL CORPhistory → | COM | 1.18% | $3M | 55.1K |
| 13 | EXMOCEXXON MOBIL CORPhistory → | COM | 1.13% | $2M | 14.4K |
| 14 | VANGUARD STAR FDS | VG TL INTL STK F | 0.99% | $2M | 27.7K |
| 15 | BPBP PLC | SPONSORED ADR | 0.94% | $2M | 42.9K |
| 16 | COPCONOCOPHILLIPS | COM | 0.74% | $2M | 12.0K |
| 17 | MSFTMICROSOFT CORP | COM | 0.71% | $2M | 4.1K |
| 18 | AAPLAPPLE INC | COM | 0.68% | $1M | 5.8K |
| 19 | EGPEASTGROUP PPTYS INC | COM | 0.67% | $1M | 7.8K |
| 20 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 0.66% | $1M | 22.3K |
| 21 | GQ9SPDR GOLD TR | GOLD SHS | 0.66% | $1M | 3.3K |
| 22 | INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 0.63% | $1M | 12.7K |
| 23 | OXYOCCIDENTAL PETE CORP | COM | 0.63% | $1M | 20.8K |
| 24 | JPMJPMORGAN CHASE & CO | COM | 0.57% | $1M | 4.2K |
| 25 | JNJJOHNSON & JOHNSON | COM | 0.56% | $1M | 4.9K |
| 26 | LLYELI LILLY & CO | COM | 0.54% | $1M | 1.3K |
| 27 | VGSHVANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 0.53% | $1M | 19.6K |
| 28 | CHVCHEVRON CORPORATION | COM | 0.50% | $1M | 5.2K |
| 29 | DFIVDIMENSIONAL ETF TRUST | INTERNATNAL VAL | 0.48% | $1M | 19.5K |
| 30 | WFCWELLS FARGO & CO | COM | 0.45% | $962,485 | 12.1K |
| 31 | SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 0.44% | $956,500 | 20.0K |
| 32 | CATCATERPILLAR INC | COM | 0.44% | $945,872 | 1.3K |
| 33 | WMWASTE MGMT INC DEL | COM | 0.42% | $912,956 | 4.0K |
| 34 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 0.42% | $897,045 | 12.2K |
| 35 | KOCOCA COLA CO | COM | 0.41% | $884,212 | 11.6K |
| 36 | BABAALIBABA GROUP HLDG LTD | SPONSORED ADS | 0.40% | $858,272 | 6.8K |
| 37 | ABBVABBVIE INC | COM | 0.34% | $722,546 | 3.3K |
| 38 | WMTWALMART INC | COM | 0.32% | $686,771 | 5.5K |
| 39 | MOALTRIA GROUP INC | COM | 0.29% | $626,386 | 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 ↗.