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CIK: 0002033094
Total reported value
$215.4M
$215.4M
116 檔
49.2%
According to the latest 13F quarterly dataset, Hardin Capital Partners, LLC managed an equity portfolio of $215.4M at the end of Q3 2024, spanning 116 distinct U.S. exchange-listed positions.
In Q3 2024, Hardin Capital Partners, LLC displayed an active expansion posture, initiating 7 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 52.27% | -3.21% | -0.42% | |
| 2 | BAC | Bank Of America CORP | Stock-Financials | 2.66% | +0.32% | -4.04% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.04% | +0.15% | -3.65% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.66% | +0.34% | +1.75% | |
| 5 | TFC | Truist Financial CORP | Stock-Financials | 1.39% | +0.10% | -0.42% | |
| 6 | XLE | Ss Energy Select Sector | ETF-Other | 1.31% | -0.22% | -6.84% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | +0.62% | -1.20% | |
| 8 | DUK | Duke Energy CORP | Stock-Utilities | 1.22% | -0.05% | +0.34% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.21% | +0.19% | -1.23% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.15% | +0.18% | +10.60% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | -0.25% | -3.46% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.13% | — | |
| 13 | WFC | Wells Fargo & Co | Stock-Financials | 0.86% | +0.02% | -2.69% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | +0.03% | -2.61% | |
| 15 | BP | Bp Plc-spons Adr | Stock-Energy | 0.79% | -0.24% | -5.40% | |
| 16 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.78% | +0.06% | — | |
| 17 | COP | Conocophillips | Stock-Energy | 0.76% | -0.16% | -5.22% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.71% | +0.13% | +3.64% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.08% | +0.23% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.15% | -2.17% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.66% | -0.16% | -0.16% | |
| 22 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.63% | -0.02% | +15.94% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | +0.15% | +19.40% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.59% | — | +0.95% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.55% | +0.24% | -0.72% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.54% | -0.09% | +0.69% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.04% | +0.25% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.53% | — | +17.89% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.53% | +0.13% | +3.53% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.52% | -0.01% | -1.33% | |
| 31 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.50% | -0.16% | +50.59% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.01% | +0.26% | |
| 33 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 0.48% | +0.08% | +24.06% | |
| 34 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.47% | — | +27.45% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.11% | -0.53% | |
| 36 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.44% | +0.06% | +26.07% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | +0.01% | +0.50% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.43% | +0.14% | -2.68% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.42% | +0.03% | +4.36% | |
| 40 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.41% | +0.16% | +32.07% | |
| 41 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.35% | +0.01% | +35.14% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.35% | -0.03% | -1.58% | |
| 43 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.34% | -0.09% | +24.93% | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.34% | +0.14% | +31.67% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.32% | -0.01% | -0.38% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | +0.19% | -1.08% | |
| 47 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.31% | -0.02% | — | |
| 48 | SHEL | Shell Plc-adr | Stock-Energy | 0.31% | -0.06% | -7.19% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.04% | -3.35% | |
| 50 | AVDE | Avantis International Equity | ETF-Other | 0.30% | +0.05% | +41.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos Inc | +3.5% | -0.42% | Trim |
| 2 | EXE | Expand Energy CORP | +0.2% | NEW | New buy |
| 3 | DFIV | Dimensional International Va | +0.2% | NEW | New buy |
| 4 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +24.93% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 6 | SO | Southern Co/the | +0.1% | NEW | New buy |
| 7 | BBEU | Jpmorgan Betabuilders Europe | +0.1% | NEW | New buy |
| 8 | DWX | State Street Spdr S&p Intern | +0.1% | NEW | New buy |
| 9 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 10 | VNQ | Vanguard Real Estate ETF | +0.1% | +10.60% | Add |
| 11 | AVSC | Avantis US Small Cap Equity | +0.1% | +27.45% | Add |
| 12 | AVUS | Avantis U.s. Equity ETF | +0.1% | +32.07% | Add |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | +0.1% | +26.07% | Add |
| 14 | AVDS | Avantis Intl Sm Cap Eq ETF | +0.1% | +35.14% | Add |
| 15 | AVDE | Avantis International Equity | +0.1% | +41.84% | Add |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | +19.40% | Add |
| 17 | OXY | Occidental Petroleum CORP | +0.1% | +50.59% | Add |
| 18 | AVEM | Avantis Emerging Markets Eq | +0.1% | +31.67% | Add |
| 19 | RPV | Invesco S&p 500 Pure Value E | +0.1% | +24.06% | Add |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | 0% | +15.94% | Add |
| 21 | VGSH | Vanguard Short-term Treasury | 0% | +17.89% | Add |
| 22 | KKR | Kkr & Co Inc | 0% | — | Unchanged |
| 23 | FBNC | First Bancorp/nc | 0% | -4.79% | Trim |
| 24 | RPM | Rpm International Inc | 0% | — | Unchanged |
| 25 | VTIP | Vanguard Short-term Tips | 0% | +16.06% | Add |
| 26 | CAT | Caterpillar Inc | — | -1.08% | Trim |
| 27 | GLD | Spdr Gold Shares | 0% | +0.69% | Add |
| 28 | ABBV | Abbvie Inc | 0% | +0.25% | Add |
| 29 | VXUS | Vanguard Total Intl Stock | 0% | +3.64% | Add |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +0.95% | Add |
| 31 | JNJ | Johnson & Johnson | 0% | +0.26% | Add |
| 32 | VEA | Vanguard Ftse Developed ETF | 0% | +3.53% | Add |
| 33 | DUK | Duke Energy CORP | -0.1% | +0.34% | Add |
| 34 | AAPL | Apple Inc | -0.1% | -0.16% | Trim |
| 35 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -1.23% | Trim |
| 36 | TFC | Truist Financial CORP | -0.1% | -0.42% | Trim |
| 37 | SHEL | Shell Plc-adr | -0.1% | -7.19% | Trim |
| 38 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +1.75% | Add |
| 39 | SU6 | Surmodics Inc | -0.1% | EXIT | Sold out |
| 40 | EWJ | Ishares Msci Japan ETF | -0.1% | EXIT | Sold out |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.65% | Trim |
| 42 | VOO | Vanguard S&p 500 ETF | -0.1% | -1.20% | Trim |
| 43 | FDX | Fedex CORP | -0.2% | EXIT | Sold out |
| 44 | IEMG | Ishares Core Msci Emerging | -0.2% | EXIT | Sold out |
| 45 | COP | Conocophillips | -0.2% | -5.22% | Trim |
| 46 | MSFT | Microsoft CORP | -0.2% | — | Unchanged |
| 47 | SWN1EUR | Southwestern Energy Co | -0.3% | EXIT | Sold out |
| 48 | BP | Bp Plc-spons Adr | -0.3% | -5.40% | Trim |
| 49 | XLE | Ss Energy Select Sector | -0.3% | -6.84% | Trim |
| 50 | BAC | Bank Of America CORP | -0.5% | -4.04% | Trim |
According to official SEC Form 13F filings, Hardin Capital Partners, LLC reported a total U.S. public equity portfolio value of $215.4M across 116 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LOW, BAC, BRK-B) accounted for 49.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
EXE
市值: $424.8K
Top Position Liquidated / Trimmed
SWN1EUR
前期市值: $394.6K
During Q3 2024, Hardin Capital Partners, LLC's top holdings by market value included LOW (52.3%)、BAC (2.7%)、BRK-B (2.0%). The largest single position, LOW, represented 52.3% of total portfolio value.
In Q3 2024, Hardin Capital Partners, LLC made 47 total portfolio adjustments, initiating 7 new buys, adding to 22 positions, trimming 13 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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