Hardin Capital Partners, LLC

Other Low signal consumer_discretionary specialist (65%) CIK 2033094
League rank
#1715
in Other · #7240 overall
Long book
$215.5M
Q1 2026
Positions
140
Top-10 weight
62%
concentration
Last quarter
+1.8%
SPY +14.8%
Turnover
14%
of book per quarter

Strategy in plain words

auto-generated from filings

Hardin Capital Partners, LLC is an institutional manager, specialised in consumer_discretionary (65% of the long book), running a $215.5M US long book across 140 positions.

The portfolio is concentrated: the top 10 names carry 62% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: LOWE'S COS INC, BANK OF AMERICA CORP, VANGUARD S&P 500 ETF, BERKSHIRE HATHAWAY INC-CL B, VANGUARD TOTAL STOCK MKT ETF.

Over the last 8 quarters its long book ran on average 1.8pp per quarter behind the S&P 500, beating the index in 4 of 8 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q2 2024
+14.6%
Q3 2024
-4.9%
Q4 2024
-1.1%
Q1 2025
-0.1%
Q2 2025
+10.6%
Q3 2025
+0.0%
Q4 2025
+0.9%
Q1 2026
+1.8%

Sector allocation

Consumer discretionary
68%
Financials
11%
Energy
6%
Utilities
4%
Technology
3%
Healthcare
3%
Consumer staples
2%
Other
1%

Long book by quarter

$153.3M
Q2 2024
$176.6M
Q3 2024
$165.7M
Q4 2024
$163.1M
Q1 2025
$170.3M
Q2 2025
$186.5M
Q3 2025
$211.6M
Q4 2025
$215.5M
Q1 2026

What does Hardin Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
LOW LOWE'S COS INCConsumer discretionary426.7K$100.8M46.8%-0.7%
BAC BANK OF AMERICA CORPFinancials110.9K$5.4M2.5%-1.9%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials9.8K$4.7M2.2%+2.7%
DUK DUKE ENERGY CORPUtilities22.1K$2.9M1.3%+4.4%
TFC TRUIST FINANCIAL CORPFinancials55.1K$2.5M1.2%-0.3%
XOM EXXON MOBIL CORPEnergy14.4K$2.4M1.1%-10.0%
COP CONOCOPHILLIPSEnergy12.0K$1.6M0.7%0.0%
MSFT MICROSOFT CORPTechnology4.1K$1.5M0.7%+2.4%
AAPL APPLE INCTechnology5.8K$1.5M0.7%+2.0%
OXY OCCIDENTAL PETROLEUM CORPEnergy20.8K$1.4M0.6%-10.1%
JPM JPMORGAN CHASE & COFinancials4.2K$1.2M0.6%+0.4%
JNJ JOHNSON & JOHNSONHealthcare4.9K$1.2M0.6%-0.5%
LLY ELI LILLY & COHealthcare1.3K$1.2M0.5%-0.1%
CVX CHEVRON CORPEnergy5.2K$1.1M0.5%+1.3%
WFC WELLS FARGO & COFinancials12.1K$962K0.4%0.0%
CAT CATERPILLAR INCIndustrials1.3K$946K0.4%+1.9%
WM WASTE MANAGEMENT INCUtilities4.0K$913K0.4%Held
KO COCA-COLA CO/THEConsumer staples11.6K$884K0.4%-0.3%
ABBV ABBVIE INCHealthcare3.3K$723K0.3%0.0%
WMT WALMART INCConsumer discretionary5.5K$687K0.3%-1.9%
MO ALTRIA GROUP INCConsumer staples9.5K$626K0.3%+1.0%
AMZN AMAZON.COM INCConsumer discretionary2.9K$606K0.3%+10.2%
D DOMINION ENERGY INCUtilities9.3K$573K0.3%+1.7%
PEP PEPSICO INCConsumer staples3.5K$536K0.2%+4.3%
ENB ENBRIDGE INCEnergy9.9K$535K0.2%-1.3%
VZ VERIZON COMMUNICATIONS INCCommunications10.1K$505K0.2%+5.7%
NVDA NVIDIA CORPTechnology2.7K$479K0.2%+1.3%
PM PHILIP MORRIS INTERNATIONALConsumer staples2.9K$474K0.2%+5.9%
CLX CLOROX COMPANYOther4.4K$460K0.2%+68.5%
T AT&T INCCommunications15.0K$435K0.2%+3.6%
FANG DIAMONDBACK ENERGY INCEnergy2.2K$426K0.2%-0.2%
ROK ROCKWELL AUTOMATION INCOther1.1K$413K0.2%Held
MLM MARTIN MARIETTA MATERIALSMaterials700$412K0.2%Held
NSC NORFOLK SOUTHERN CORPIndustrials1.3K$386K0.2%Held
KKR KKR & CO INCFinancials4.0K$374K0.2%+6.0%
WULF TERAWULF INCFinancials25.0K$361K0.2%+38.9%
EXE EXPAND ENERGY CORPEnergy3.2K$356K0.2%-7.1%
V VISA INC-CLASS A SHARESServices media1.2K$353K0.2%+28.0%
FBNC FIRST BANCORP/NCFinancials6.2K$350K0.2%Held
GOOGL ALPHABET INC-CL ATechnology1.2K$346K0.2%+9.1%
CL COLGATE-PALMOLIVE COOther4.0K$337K0.2%Held
RPM RPM INTERNATIONAL INCOther3.3K$331K0.2%-1.5%
FDX FEDEX CORPIndustrials890$317K0.1%Held
AVGO BROADCOM INCTechnology1.0K$314K0.1%-3.5%
ABT ABBOTT LABORATORIESHealthcare3.0K$310K0.1%+4.1%
PFE PFIZER INCHealthcare10.4K$293K0.1%+2.0%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 8, 2026140$215.5M canonicalSEC ↗
Q4 202513F-HRJan 9, 2026132$211.6M canonicalSEC ↗
Q3 202513F-HROct 7, 2025121$186.5M canonicalSEC ↗
Q2 202513F-HRJul 9, 2025114$170.3M canonicalSEC ↗
Q1 202513F-HRApr 9, 2025116$163.1M canonicalSEC ↗
Q4 202413F-HRFeb 12, 2025113$165.7M canonicalSEC ↗
Q3 202413F-HROct 18, 2024118$176.6M canonicalSEC ↗
Q2 202413F-HRAug 8, 2024116$153.3M canonicalSEC ↗