Hardin Capital Partners, LLC holds a focused book of 141 stocks worth $215.4M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Arhaus Inc and trimmed Lowe's Cos Inc. Their largest long position is Lowe's Cos Inc at 44% of the equity book. Cloning the disclosed picks since 2024 would be -8% (-4.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2033094/holdings"
Use Arkolith to show Hardin Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +2.2%, a 10.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Hardin Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
69% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hardin Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.3T |
| MORGAN STANLEY | 80 / 80 | $369.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $336.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $279.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $123.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $119.1B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $88.7B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $81.4B |
Ranked by how many of Hardin Capital Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lowes Cos Inc COM | $93.8M | 426.4K | 43.6% | ▼−0.1% Reduced · −332 sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $6.4M | 9.3K | 3.0% | ▲+9.9% Added · +842 sh | |
| 3 | Bank Of Amer Corp COM | $6.1M | 106.9K | 2.8% | ▼−3.7% Reduced · −4K sh | |
| 4 | Vanguard Index FDS TOTAL STK MKT | $5.2M | 14.0K | 2.4% | ▲+0.8% Added · +106 sh | |
| 5 | Berkshire Hathaway Inc Del CL B NEW | $5.0M | 10.0K | 2.3% | ▲+2.1% Added · +210 sh | |
| 6 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.2M | 54.3K | 1.5% | ▲+4.0% Added · +2K sh | |
| 7 | Duke Energy Corp New COM NEW | $2.8M | 21.8K | 1.3% | ▼−1.0% Reduced · −223 sh | |
| 8 | Truist Finl Corp COM | $2.7M | 55.0K | 1.3% | ▼−0.2% Reduced · −100 sh | |
| 9 | Select Sector SPDR TR ST STR ENERG ETF | $2.7M | 50.9K | 1.3% | ▼−2.5% Reduced · −1K sh | |
| 10 | Vanguard Index FDS REAL ESTATE ETF | $2.7M | 27.4K | 1.2% | ▲+6.6% Added · +2K sh | |
| 11 | Vanguard Star FDS VG TL INTL STK F | $2.4M | 28.1K | 1.1% | ▲+1.3% Added · +368 sh | |
| 12 | American Centy ETF TR US SML CP VALU | $2.3M | 18.4K | 1.1% | ▲+6.1% Added · +1K sh | |
| 13 | American Centy ETF TR US EQT ETF | $2.1M | 16.3K | 1.0% | ▲+3.9% Added · +604 sh | |
| 14 | Exxon Mobil Corp COM | $1.9M | 13.9K | 0.9% | ▼−3.5% Reduced · −504 sh | |
| 15 | Ishares TR CORE S&P SCP ETF | $1.8M | 12.3K | 0.8% | ▲+1.6% Added · +198 sh | |
| 16 | Schwab Strategic TR US LRG CAP ETF | $1.8M | 59.5K | 0.8% | ▲+23% Added · +11K sh | |
| 17 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.7M | 23.9K | 0.8% | ▲+6.9% Added · +2K sh | |
| 18 | Eastgroup Pptys Inc COM | $1.6M | 7.8K | 0.7% | —Held | |
| 19 | Schwab Strategic TR INTL EQTY ETF | $1.5M | 55.3K | 0.7% | ▲+10% Added · +5K sh | |
| 20 | Invesco Exchange Traded FD T S&P500 PUR VAL | $1.5M | 13.3K | 0.7% | ▲+4.9% Added · +623 sh | |
| 21 | BP PLC SPONSORED ADR | $1.5M | 40.6K | 0.7% | ▼−5.4% Reduced · −2K sh | |
| 22 | American Centy ETF TR AVANTIS EMGMKT | $1.4M | 14.9K | 0.7% | ▲+4.9% Added · +695 sh | |
| 23 | SPDR Series Trust ST INTER ETF | $1.4M | 49.3K | 0.6% | ▼−1.7% Reduced · −851 sh | |
| 24 | American Centy ETF TR INTL SMCP VLU | $1.4M | 13.4K | 0.6% | ▲+3.8% Added · +489 sh | |
| 25 | Schwab Strategic TR FUNDAMENTAL INTL | $1.4M | 28.2K | 0.6% | ▲+4.4% Added · +1K sh | |
| 26 | Caterpillar Inc COM | $1.4M | 1.3K | 0.6% | ▼−4.5% Reduced · −60 sh | |
| 27 | Eli Lilly & Co COM | $1.3M | 1.1K | 0.6% | ▼−13% Reduced · −158 sh | |
| 28 | Ishares TR CORE S&P500 ETF | $1.3M | 1.8K | 0.6% | ▼−30% Reduced · −754 sh | |
| 29 | SPDR Series Trust ST STR SP600SM C | $1.3M | 12.0K | 0.6% | ▲+0.2% Added · +24 sh | |
| 30 | JPMorgan Chase & Co COM | $1.3M | 4.0K | 0.6% | ▼−5.2% Reduced · −216 sh | |
| 31 | ConocoPhillips COM | $1.2M | 11.9K | 0.6% | ▼−0.8% Reduced · −99 sh | |
| 32 | Microsoft Corp COM | $1.2M | 3.3K | 0.6% | ▼−20% Reduced · −816 sh | |
| 33 | SPDR Gold TR GOLD SHS | $1.2M | 3.3K | 0.6% | —Held | |
| 34 | American Centy ETF TR INTL EQT ETF | $1.2M | 13.6K | 0.6% | ▲+4.6% Added · +602 sh | |
| 35 | Johnson & Johnson COM | $1.2M | 4.6K | 0.5% | ▼−5.9% Reduced · −289 sh | |
| 36 | Dimensional ETF Trust INTERNATNAL VAL | $1.2M | 21.5K | 0.5% | ▲+10% Added · +2K sh | |
| 37 | Vanguard Scottsdale FDS SHORT TERM TREAS | $1.1M | 19.5K | 0.5% | ▼−0.6% Reduced · −118 sh | |
| 38 | Apple Inc COM | $1.1M | 3.9K | 0.5% | ▼−33% Reduced · −2K sh | |
| 39 | Occidental Pete Corp COM | $1.0M | 20.8K | 0.5% | ▲+0.1% Added · +25 sh | |
| 40 | Ishares TR EAFE VALUE ETF | $1.0M | 13.3K | 0.5% | ▲+4.1% Added · +523 sh | |
| 41 | Wells Fargo & Co COM | $1.0M | 12.1K | 0.5% | ▲~0% Added · +3 sh | |
| 42 | Coca Cola Co COM | $902K | 11.1K | 0.4% | ▼−4.7% Reduced · −552 sh | |
| 43 | Waste Mgmt Inc Del COM | $885K | 4.0K | 0.4% | —Held | |
| 44 | Vanguard BD Index FDS TOTAL BND MRKT | $883K | 12.0K | 0.4% | ▼−1.4% Reduced · −166 sh | |
| 45 | Chevron Corporation COM | $849K | 5.1K | 0.4% | ▼−2.2% Reduced · −115 sh | |
| 46 | Abbvie Inc COM | $826K | 3.3K | 0.4% | ▼−1.1% Reduced · −37 sh | |
| 47 | Vanguard Admiral FDS Inc SMLCP 600 VAL | $782K | 6.7K | 0.4% | ▲+75% Added · +3K sh | |
| 48 | Sprott Asset Management LP PHYSICAL GOLD AN | $781K | 19.4K | 0.4% | ▼−3.4% Reduced · −680 sh | |
| 49 | Clorox Co Del COM | $720K | 7.7K | 0.3% | ▲+72% Added · +3K sh | |
| 50 | Altria Group Inc COM | $690K | 9.5K | 0.3% | ▲~0% Added · +1 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 141 | $215.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 140 | $215.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 132 | $211.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 121 | $186.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 114 | $170.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 116 | $163.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 113 | $165.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 118 | $176.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.