StockDriftsStockDriftsTop 50 Hardin Capital Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | 43.57% | 426.4K | $93.8M | -0.08%(-332) | $239.01(-7.13%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.97% | 9.3K | $6.4M | +9.95%(+842) | $540.28(+31.61%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 2.83% | 106.9K | $6.1M | -3.67%(-4.07K) | $40.37(+58.84%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.4% | 14.0K | $5.2M | +0.76%(+106) | $275.23(+38.80%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.33% | 10.0K | $5.0M | +2.14%(+210) | $430.36(+21.61%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.5% | 54.3K | $3.2M | +3.98%(+2.08K) | $44.86(+34.65%) | 2026-06-30 | |
| DUK | DUKE ENERGY CORP NEW | 1.29% | 21.8K | $2.8M | -1.01%(-223) | $100.89(+20.48%) | 2026-06-30 | |
| TFC | TRUIST FINL CORP | 1.28% | 55.0K | $2.7M | -0.18%(-100) | $38.94(+33.77%) | 2026-06-30 | |
| XLE | SELECT SECTOR SPDR TR | 1.26% | 50.9K | $2.7M | -2.55%(-1.33K) | $46.33(+30.17%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 1.24% | 27.4K | $2.7M | +6.63%(+1.71K) | $86.81(+11.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.56% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.65% |
Hardin Capital Partners, LLC reports $215.36M in US-listed equity holdings across 141 positions in its most recent 13F filing. Its largest disclosed positions are LOW (43.6%), VOO (3.0%) and BAC (2.8%). The top 20 holdings account for 69.31% of reported assets. Its disclosed equity book has returned +8.56% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hardin Capital Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2033094). View Hardin Capital Partners, LLC’s 13F filings on SEC