Hardin Capital Partners, LLC
Net seller this quarter
$215M
75
-$2.13M
54.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LOW | $93.8M | 43.57% | 0.08% | -0.1% | Q2 2024 |
 BAC | $6.1M | 2.83% | 0.00% | -3.7% | Q2 2024 |
 BRK.B | $5.01M | 2.33% | Not reported | +2.1% | Q2 2024 |
| DUK | $2.79M | 1.29% | 0.00% | -1.0% | Q2 2024 |
 TFC | $2.75M | 1.28% | 0.00% | -0.2% | Q2 2024 |
 XOM | $1.9M | 0.88% | 0.00% | -3.5% | Q2 2024 |
 EGP | $1.58M | 0.73% | 0.01% | Not reported | Q2 2024 |
 BP | $1.5M | 0.70% | Not reported | -5.4% | Q2 2024 |
 CAT | $1.37M | 0.63% | 0.00% | -4.5% | Q2 2024 |
 LLY | $1.34M | 0.62% | 0.00% | -12.5% | Q2 2024 |
 JPM | $1.3M | 0.60% | 0.00% | -5.2% | Q2 2024 |
 COP | $1.24M | 0.58% | 0.00% | -0.8% | Q2 2024 |
 MSFT | $1.22M | 0.57% | 0.00% | -19.9% | Q2 2024 |
 GLD | $1.22M | 0.57% | 0.00% | Not reported | Q2 2024 |
 JNJ | $1.18M | 0.55% | 0.00% | -5.9% | Q2 2024 |
 AAPL | $1.12M | 0.52% | 0.00% | -32.6% | Q2 2024 |
 OXY | $1.02M | 0.47% | 0.00% | +0.1% | Q2 2024 |
 WFC | $1M | 0.47% | 0.00% | 0.0% | Q2 2024 |
 KO | $902K | 0.42% | 0.00% | -4.8% | Q2 2024 |
 WM | $885K | 0.41% | 0.00% | Not reported | Q1 2025 |
 CVX | $849K | 0.39% | 0.00% | -2.2% | Q2 2024 |
 ABBV | $826K | 0.38% | 0.00% | -1.1% | Q2 2024 |
 CEF | $781K | 0.36% | 0.01% | -3.4% | Q2 2024 |
 CLX | $720K | 0.33% | 0.01% | +72.5% | Q4 2025 |
 MO | $690K | 0.32% | 0.00% | 0.0% | Q2 2024 |
 ARHS | $672K | 0.31% | 0.06% | New | Q2 2026 |
 BABA | $670K | 0.31% | 0.00% | +1.5% | Q2 2024 |
 D | $619K | 0.29% | 0.00% | -3.2% | Q2 2024 |
 WMT | $608K | 0.28% | 0.00% | -3.2% | Q2 2024 |
 ROK | $572K | 0.27% | 0.00% | Not reported | Q2 2024 |
 ENB | $543K | 0.25% | 0.00% | +0.6% | Q2 2024 |
 PM | $523K | 0.24% | 0.00% | Not reported | Q2 2024 |
 AMZN | $510K | 0.24% | 0.00% | -26.7% | Q2 2024 |
 PEP | $464K | 0.22% | 0.00% | -1.2% | Q2 2024 |
 NSC | $425K | 0.20% | 0.00% | Not reported | Q2 2024 |
 MLM | $406K | 0.19% | 0.00% | Not reported | Q2 2024 |
 FBNC | $399K | 0.19% | 0.02% | Not reported | Q2 2024 |
 VZ | $392K | 0.18% | 0.00% | -8.7% | Q2 2024 |
 SHEL | $372K | 0.17% | 0.00% | -9.7% | Q2 2024 |
 CL | $371K | 0.17% | 0.00% | +2.5% | Q2 2024 |
 RPM | $370K | 0.17% | 0.00% | Not reported | Q2 2024 |
 V | $369K | 0.17% | 0.00% | -8.1% | Q4 2024 |
 FANG | $365K | 0.17% | 0.00% | -4.9% | Q2 2024 |
 KKR | $361K | 0.17% | 0.00% | -2.8% | Q2 2024 |
 WULF | $347K | 0.16% | 0.00% | -44.0% | Q1 2025 |
 IQI | $329K | 0.15% | Not reported | Not reported | Q2 2024 |
 MTRN | $327K | 0.15% | 0.01% | New | Q2 2026 |
 ABT | $315K | 0.15% | 0.00% | +14.6% | Q1 2025 |
 NVO | $314K | 0.15% | Not reported | +1.8% | Q1 2026 |
 T | $304K | 0.14% | 0.00% | -2.3% | Q2 2024 |
| Q1 2026 | |||||
| LOW | $101M | 46.78% | 0.08% | -0.7% | Q2 2024 |
| BAC | $5.41M | 2.51% | 0.00% | -1.9% | Q2 2024 |
| BRK.B | $4.7M | 2.18% | Not reported | +2.7% | Q2 2024 |
| DUK | $2.89M | 1.34% | 0.00% | +4.4% | Q2 2024 |
| TFC | $2.53M | 1.18% | 0.00% | -0.3% | Q2 2024 |
| XOM | $2.44M | 1.13% | 0.00% | -10.0% | Q2 2024 |
| BP | $2.02M | 0.94% | Not reported | -2.3% | Q2 2024 |
| COP | $1.59M | 0.74% | 0.00% | 0.0% | Q2 2024 |
| MSFT | $1.52M | 0.71% | 0.00% | +2.4% | Q2 2024 |
| AAPL | $1.47M | 0.68% | 0.00% | +2.0% | Q2 2024 |
| EGP | $1.44M | 0.67% | 0.01% | Not reported | Q2 2024 |
| GLD | $1.42M | 0.66% | 0.00% | -15.4% | Q2 2024 |
| OXY | $1.35M | 0.63% | 0.00% | -10.2% | Q2 2024 |
| JPM | $1.23M | 0.57% | 0.00% | +0.4% | Q2 2024 |
| JNJ | $1.2M | 0.56% | 0.00% | -0.5% | Q2 2024 |
| LLY | $1.16M | 0.54% | 0.00% | -0.1% | Q2 2024 |
| CVX | $1.08M | 0.50% | 0.00% | +1.3% | Q2 2024 |
| WFC | $962K | 0.45% | 0.00% | 0.0% | Q2 2024 |
| CEF | $957K | 0.44% | 0.01% | +0.3% | Q2 2024 |
| CAT | $946K | 0.44% | 0.00% | +1.9% | Q2 2024 |
| WM | $913K | 0.42% | 0.00% | Not reported | Q1 2025 |
| KO | $884K | 0.41% | 0.00% | -0.3% | Q2 2024 |
| BABA | $858K | 0.40% | 0.00% | +2.5% | Q2 2024 |
| ABBV | $723K | 0.34% | 0.00% | 0.0% | Q2 2024 |
| WMT | $687K | 0.32% | 0.00% | -1.9% | Q2 2024 |
| MO | $626K | 0.29% | 0.00% | +1.0% | Q2 2024 |
| AMZN | $606K | 0.28% | 0.00% | +10.2% | Q2 2024 |
| D | $573K | 0.27% | 0.00% | +1.7% | Q2 2024 |
| PEP | $536K | 0.25% | 0.00% | +4.3% | Q2 2024 |
| ENB | $535K | 0.25% | 0.00% | -1.3% | Q2 2024 |
| VZ | $505K | 0.23% | 0.00% | +5.7% | Q2 2024 |
| SHEL | $493K | 0.23% | 0.00% | -5.4% | Q2 2024 |
 NVDA | $479K | 0.22% | 0.00% | +1.3% | Q2 2024 |
| PM | $474K | 0.22% | 0.00% | +5.9% | Q2 2024 |
| CLX | $460K | 0.21% | 0.00% | +68.5% | Q4 2025 |
| T | $435K | 0.20% | 0.00% | +3.6% | Q2 2024 |
| FANG | $426K | 0.20% | 0.00% | -0.2% | Q2 2024 |
| ROK | $413K | 0.19% | 0.00% | Not reported | Q2 2024 |
| MLM | $412K | 0.19% | 0.00% | Not reported | Q2 2024 |
| NSC | $386K | 0.18% | 0.00% | Not reported | Q2 2024 |
| KKR | $374K | 0.17% | 0.00% | +6.0% | Q2 2024 |
| WULF | $361K | 0.17% | 0.01% | +38.9% | Q1 2025 |
 EXE | $356K | 0.17% | 0.00% | -7.1% | Q3 2024 |
| V | $353K | 0.16% | 0.00% | +28.0% | Q4 2024 |
| FBNC | $350K | 0.16% | 0.02% | Not reported | Q2 2024 |
 GOOGL | $346K | 0.16% | 0.00% | +9.1% | Q2 2024 |
| CL | $337K | 0.16% | 0.00% | Not reported | Q2 2024 |
| RPM | $331K | 0.15% | 0.00% | -1.5% | Q2 2024 |
 FDX | $317K | 0.15% | 0.00% | Not reported | Q2 2024 |
 AVGO | $314K | 0.15% | 0.00% | -3.5% | Q3 2024 |
| Q4 2025 | |||||
| LOW | $104M | 48.99% | 0.08% | +24.5% | Q2 2024 |
| BAC | $6.22M | 2.94% | 0.00% | -14.0% | Q2 2024 |
| BRK.B | $4.81M | 2.27% | Not reported | +7.2% | Q2 2024 |
| TFC | $2.72M | 1.29% | 0.00% | +0.3% | Q2 2024 |
| DUK | $2.48M | 1.17% | 0.00% | +1.0% | Q2 2024 |
| MSFT | $1.94M | 0.92% | 0.00% | +25.4% | Q2 2024 |
| XOM | $1.93M | 0.91% | 0.00% | +2.3% | Q2 2024 |
| GLD | $1.55M | 0.73% | 0.00% | -3.4% | Q2 2024 |
| AAPL | $1.54M | 0.73% | 0.00% | +43.3% | Q2 2024 |
| BP | $1.53M | 0.72% | Not reported | +0.1% | Q2 2024 |
| EGP | $1.38M | 0.65% | 0.01% | Not reported | Q2 2024 |
| LLY | $1.36M | 0.64% | 0.00% | +11.8% | Q2 2024 |
| JPM | $1.34M | 0.63% | 0.00% | +5.4% | Q2 2024 |
| WFC | $1.13M | 0.53% | 0.00% | 0.0% | Q2 2024 |
| COP | $1.12M | 0.53% | 0.00% | -0.9% | Q2 2024 |
| JNJ | $1.02M | 0.48% | 0.00% | +6.7% | Q2 2024 |
| BABA | $978K | 0.46% | 0.00% | +1.3% | Q2 2024 |
| OXY | $951K | 0.45% | 0.00% | +4.2% | Q2 2024 |
| CEF | $915K | 0.43% | 0.01% | -9.8% | Q2 2024 |
| WM | $873K | 0.41% | 0.00% | +7.4% | Q1 2025 |
| KO | $815K | 0.39% | 0.00% | +11.2% | Q2 2024 |
| CVX | $784K | 0.37% | 0.00% | +6.0% | Q2 2024 |
| ABBV | $759K | 0.36% | 0.00% | +1.4% | Q2 2024 |
| CAT | $751K | 0.35% | 0.00% | +0.6% | Q2 2024 |
 SLV | $643K | 0.30% | 0.00% | Not reported | Q2 2024 |
| WMT | $628K | 0.30% | 0.00% | +7.6% | Q2 2024 |
| AMZN | $610K | 0.29% | 0.00% | +50.7% | Q2 2024 |
| MO | $542K | 0.26% | 0.00% | +2.0% | Q2 2024 |
| D | $534K | 0.25% | 0.00% | +8.8% | Q2 2024 |
| NVDA | $506K | 0.24% | 0.00% | Not reported | Q2 2024 |
| KKR | $486K | 0.23% | 0.00% | Not reported | Q2 2024 |
| ENB | $479K | 0.23% | 0.00% | +5.8% | Q2 2024 |
| PEP | $475K | 0.22% | 0.00% | -5.8% | Q2 2024 |
| ROK | $447K | 0.21% | 0.00% | Not reported | Q2 2024 |
| MLM | $436K | 0.21% | 0.00% | Not reported | Q2 2024 |
| PM | $434K | 0.20% | 0.00% | +4.9% | Q2 2024 |
| SHEL | $412K | 0.19% | 0.00% | +1.4% | Q2 2024 |
| NSC | $388K | 0.18% | 0.00% | Not reported | Q2 2024 |
| VZ | $387K | 0.18% | 0.00% | +13.6% | Q2 2024 |
| EXE | $385K | 0.18% | 0.00% | -12.8% | Q3 2024 |
 BX | $370K | 0.17% | 0.00% | Not reported | Q2 2024 |
| AVGO | $364K | 0.17% | 0.00% | Not reported | Q3 2024 |
| ABT | $363K | 0.17% | 0.00% | Not reported | Q1 2025 |
| T | $360K | 0.17% | 0.00% | -7.5% | Q2 2024 |
| RPM | $351K | 0.17% | 0.00% | Not reported | Q2 2024 |
| GOOGL | $346K | 0.16% | 0.00% | Not reported | Q2 2024 |
| FANG | $325K | 0.15% | 0.00% | +5.2% | Q2 2024 |
| IQI | $324K | 0.15% | Not reported | Not reported | Q2 2024 |
 META | $320K | 0.15% | Not reported | Not reported | Q3 2024 |
| V | $319K | 0.15% | 0.00% | +33.0% | Q4 2024 |
| Q3 2025 | |||||
| LOW | $86.8M | 46.54% | 0.06% | -0.4% | Q2 2024 |
| BAC | $6.79M | 3.64% | 0.00% | -6.0% | Q2 2024 |
| BRK.B | $4.48M | 2.40% | Not reported | +5.0% | Q2 2024 |
| DUK | $2.59M | 1.39% | 0.00% | -0.8% | Q2 2024 |
| TFC | $2.52M | 1.35% | 0.00% | -0.3% | Q2 2024 |
| XOM | $1.76M | 0.95% | 0.00% | -0.2% | Q2 2024 |
| MSFT | $1.66M | 0.89% | 0.00% | +4.7% | Q2 2024 |
| BP | $1.51M | 0.81% | Not reported | Not reported | Q2 2024 |
| GLD | $1.44M | 0.77% | 0.00% | +2.9% | Q2 2024 |
| EGP | $1.31M | 0.70% | 0.01% | Not reported | Q2 2024 |
| JPM | $1.25M | 0.67% | 0.00% | +1.0% | Q2 2024 |
| BABA | $1.18M | 0.63% | 0.00% | +3.4% | Q2 2024 |
| COP | $1.15M | 0.61% | 0.00% | 0.0% | Q2 2024 |
| OXY | $1.05M | 0.56% | 0.00% | +0.2% | Q2 2024 |
| WFC | $1.01M | 0.54% | 0.00% | 0.0% | Q2 2024 |
| AAPL | $1.01M | 0.54% | 0.00% | +8.2% | Q2 2024 |
| LLY | $864K | 0.46% | 0.00% | +2.5% | Q2 2024 |
| JNJ | $860K | 0.46% | 0.00% | +0.3% | Q2 2024 |
| WM | $817K | 0.44% | 0.00% | Not reported | Q1 2025 |
| CEF | $813K | 0.44% | 0.01% | +8.3% | Q2 2024 |
| ABBV | $758K | 0.41% | 0.00% | +0.1% | Q2 2024 |
| CVX | $753K | 0.40% | 0.00% | -0.4% | Q2 2024 |
| KO | $696K | 0.37% | 0.00% | 0.0% | Q2 2024 |
| CAT | $621K | 0.33% | 0.00% | -7.1% | Q2 2024 |
| MO | $609K | 0.33% | 0.00% | +2.2% | Q2 2024 |
| WMT | $540K | 0.29% | 0.00% | Not reported | Q2 2024 |
| D | $513K | 0.28% | 0.00% | -0.9% | Q2 2024 |
| KKR | $495K | 0.27% | 0.00% | Not reported | Q2 2024 |
| PEP | $494K | 0.26% | 0.00% | +2.1% | Q2 2024 |
| ENB | $477K | 0.26% | 0.00% | -2.5% | Q2 2024 |
| T | $442K | 0.24% | 0.00% | -0.8% | Q2 2024 |
| MLM | $441K | 0.24% | 0.00% | Not reported | Q2 2024 |
| EXE | $425K | 0.23% | 0.00% | +0.1% | Q3 2024 |
| SLV | $423K | 0.23% | 0.00% | Not reported | Q2 2024 |
| PM | $418K | 0.22% | 0.00% | -1.9% | Q2 2024 |
| BX | $410K | 0.22% | 0.00% | Not reported | Q2 2024 |
| NSC | $404K | 0.22% | 0.00% | -2.0% | Q2 2024 |
| ROK | $402K | 0.22% | 0.00% | Not reported | Q2 2024 |
| RPM | $398K | 0.21% | 0.00% | Not reported | Q2 2024 |
| SHEL | $395K | 0.21% | 0.00% | -22.9% | Q2 2024 |
| ABT | $388K | 0.21% | 0.00% | +0.3% | Q1 2025 |
| AMZN | $385K | 0.21% | 0.00% | Not reported | Q2 2024 |
| VZ | $368K | 0.20% | 0.00% | -0.5% | Q2 2024 |
| FBNC | $329K | 0.18% | 0.02% | Not reported | Q2 2024 |
| IQI | $320K | 0.17% | Not reported | +30.0% | Q2 2024 |
| CL | $312K | 0.17% | 0.00% | Not reported | Q2 2024 |
| FANG | $294K | 0.16% | 0.00% | Not reported | Q2 2024 |
 MMM | $285K | 0.15% | 0.00% | Not reported | Q2 2024 |
 PG | $251K | 0.13% | 0.00% | +0.1% | Q2 2024 |
 PFE | $247K | 0.13% | 0.00% | Not reported | Q2 2024 |