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CIK: 0002033094
Total reported value
$215.4M
$215.4M
113 檔
45.0%
In Q4 2024, Hardin Capital Partners, LLC's U.S. equity holdings reached a combined market value of $215.4M, distributed across 113 disclosed stock positions.
Hardin Capital Partners, LLC executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 5 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 50.27% | -3.21% | -0.05% | |
| 2 | BAC | Bank Of America CORP | Stock-Financials | 2.79% | +0.32% | -10.43% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.17% | +0.15% | +0.18% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.80% | +0.34% | -0.50% | |
| 5 | TFC | Truist Financial CORP | Stock-Financials | 1.47% | +0.10% | -3.44% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.62% | +0.23% | |
| 7 | DUK | Duke Energy CORP | Stock-Utilities | 1.36% | -0.05% | +7.90% | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 1.31% | -0.22% | +0.18% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.20% | +0.18% | +3.98% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.19% | +0.19% | +0.65% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -0.25% | -3.12% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.13% | +0.41% | |
| 13 | WFC | Wells Fargo & Co | Stock-Financials | 1.00% | +0.02% | -0.59% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | +0.03% | -3.77% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.79% | -0.16% | +1.60% | |
| 16 | BP | Bp Plc-spons Adr | Stock-Energy | 0.78% | -0.24% | -0.14% | |
| 17 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.75% | +0.06% | — | |
| 18 | COP | Conocophillips | Stock-Energy | 0.73% | -0.16% | +0.12% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | -0.15% | — | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.71% | -0.02% | +9.18% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.70% | +0.13% | +1.09% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.69% | +0.15% | +7.84% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.65% | — | -0.12% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | +0.24% | +198.62% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.60% | — | +5.94% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.08% | -1.47% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | -0.09% | -0.63% | |
| 28 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 0.57% | +0.08% | +6.97% | |
| 29 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.55% | — | +7.27% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.04% | — | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | -0.01% | +0.01% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.52% | +0.13% | +0.10% | |
| 33 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.49% | -0.16% | +2.37% | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.49% | +0.16% | +8.90% | |
| 35 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.46% | +0.06% | +8.81% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.11% | -1.01% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.01% | -5.96% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.42% | +0.14% | +98.46% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | +0.01% | +0.03% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.41% | +0.03% | +0.28% | |
| 41 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.39% | +0.01% | +11.22% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.37% | +0.14% | +11.85% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | -0.04% | +1.40% | |
| 44 | KKR | Kkr & Co Inc | Stock-Financials | 0.34% | — | +0.34% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.34% | -0.01% | — | |
| 46 | AVDE | Avantis International Equity | ETF-Other | 0.34% | +0.05% | +12.19% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.33% | -0.01% | +9.45% | |
| 48 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.32% | -0.02% | +100.00% | |
| 49 | SHEL | Shell Plc-adr | Stock-Energy | 0.30% | -0.06% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.04% | -17.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 2 | WFC | Wells Fargo & Co | +0.1% | -0.59% | Trim |
| 3 | DUK | Duke Energy CORP | +0.1% | +7.90% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.50% | Trim |
| 5 | FDX | Fedex CORP | +0.1% | NEW | New buy |
| 6 | AAPL | Apple Inc | +0.1% | +1.60% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.1% | -3.77% | Trim |
| 8 | BAC | Bank Of America CORP | +0.1% | -10.43% | Trim |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.23% | Add |
| 10 | ENB | Enbridge Inc | +0.1% | +54.71% | Add |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.1% | +7.84% | Add |
| 12 | RPV | Invesco S&p 500 Pure Value E | +0.1% | +6.97% | Add |
| 13 | AVUS | Avantis U.s. Equity ETF | +0.1% | +8.90% | Add |
| 14 | AVSC | Avantis US Small Cap Equity | +0.1% | +7.27% | Add |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +9.18% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +1.40% | Add |
| 17 | VGSH | Vanguard Short-term Treasury | +0.1% | +5.94% | Add |
| 18 | KKR | Kkr & Co Inc | +0.1% | +0.34% | Add |
| 19 | EXE | Expand Energy CORP | +0.1% | -1.05% | Trim |
| 20 | BX | Blackstone Inc | +0.1% | — | Unchanged |
| 21 | AVGO | Broadcom Inc | 0% | -1.15% | Trim |
| 22 | XLE | Ss Energy Select Sector | — | +0.18% | Add |
| 23 | ABBV | Abbvie Inc | — | — | Unchanged |
| 24 | BP | Bp Plc-spons Adr | 0% | -0.14% | Trim |
| 25 | VXUS | Vanguard Total Intl Stock | 0% | +1.09% | Add |
| 26 | KO | Coca-cola Co/the | 0% | +0.03% | Add |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | +0.10% | Add |
| 28 | SCHF | Schwab Intl Equity ETF | 0% | +98.46% | Add |
| 29 | OXY | Occidental Petroleum CORP | 0% | +2.37% | Add |
| 30 | EFV | Ishares Msci Eafe Value ETF | 0% | +0.28% | Add |
| 31 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 32 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.65% | Add |
| 33 | FCX | Freeport-mcmoran Inc | 0% | -0.67% | Trim |
| 34 | COP | Conocophillips | 0% | +0.12% | Add |
| 35 | EGP | Eastgroup Properties Inc | 0% | — | Unchanged |
| 36 | CAT | Caterpillar Inc | 0% | -8.18% | Trim |
| 37 | FANG | Diamondback Energy Inc | 0% | — | Unchanged |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -9.68% | Trim |
| 39 | JNJ | Johnson & Johnson | 0% | -5.96% | Trim |
| 40 | BABA | Alibaba Group Holding-sp Adr | 0% | +4.45% | Add |
| 41 | PEP | Pepsico Inc | -0.1% | -10.08% | Trim |
| 42 | FBNC | First Bancorp/nc | -0.1% | -36.36% | Trim |
| 43 | LLY | Eli Lilly & Co | -0.1% | -1.47% | Trim |
| 44 | XOM | Exxon Mobil CORP | -0.1% | -3.12% | Trim |
| 45 | SO | Southern Co/the | -0.1% | EXIT | Sold out |
| 46 | BBEU | Jpmorgan Betabuilders Europe | -0.1% | EXIT | Sold out |
| 47 | DWX | State Street Spdr S&p Intern | -0.1% | EXIT | Sold out |
| 48 | VDE | Vanguard Energy ETF | -0.1% | EXIT | Sold out |
| 49 | PSX | Phillips 66 | -0.1% | EXIT | Sold out |
| 50 | LOW | Lowe's Cos Inc | -2% | -0.05% | 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 113 disclosed positions in Q4 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 45.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
V
市值: $227.6K
Top Position Liquidated / Trimmed
SO
前期市值: $218.3K
During Q4 2024, Hardin Capital Partners, LLC's top holdings by market value included LOW (50.3%)、BAC (2.8%)、BRK-B (2.2%). The largest single position, LOW, represented 50.3% of total portfolio value.
In Q4 2024, Hardin Capital Partners, LLC made 45 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 16 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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