StockDriftsStockDriftsTop 50 Hardin Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | 38.1% | 423.2K | $78.0M | -0.74%(-3.15K) | $239.01(-18.03%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.41% | 10.0K | $7.0M | +7.07%(+658) | $550.42(+28.01%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.69% | 14.7K | $5.5M | +5.17%(+722) | $280.00(+34.12%) | 2026-09-30 | |
| BAC | BANK OF AMER CORP | 2.64% | 99.4K | $5.4M | -7.02%(-7.51K) | $40.37(+24.81%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.53% | 10.4K | $5.2M | +3.72%(+373) | $432.83(+22.97%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.55% | 53.4K | $3.2M | -1.54%(-838) | $44.86(+29.36%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 1.44% | 34.7K | $2.9M | +23.45%(+6.58K) | $67.46(+23.47%) | 2026-09-30 | |
| XLE | SELECT SECTOR SPDR TR | 1.43% | 47.4K | $2.9M | -6.75%(-3.43K) | $46.33(+46.36%) | 2026-09-30 | |
| DUK | DUKE ENERGY CORP NEW | 1.25% | 22.4K | $2.6M | +2.68%(+585) | $101.40(+17.63%) | 2026-09-30 | |
| TFC | TRUIST FINL CORP | 1.24% | 54.9K | $2.5M | -0.21%(-113) | $38.94(+18.96%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -2.87% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.14% |
Hardin Capital Partners LLC reports $204.71M in US-listed equity holdings across 147 positions in its most recent 13F filing. Its largest disclosed positions are LOW (38.1%), VOO (3.4%) and VTI (2.7%). The top 20 holdings account for 65.71% of reported assets. Its disclosed equity book has returned -2.87% cumulatively over 9 quarters. Figures reflect the Q3 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