AI Portfolio Summary
In 2026 Q1, Hardin Capital Partners, LLC maintained a portfolio of 146 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 23.6%. The fund also reduced its exposure to SPDR GOLD TR by 15.4%.
Total Positions
146
Quarter
2026 Q1
Top Holding
LOW (46.8%)
Top 10 Concentration
62.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 146
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
LOW
LOWES COS INC
|
Consumer Cyclical | 46.78% | 48.99% |
#1
Prev: #1
|
6.5 | -3,200 | -0.7% |
P
S
|
426,702 | $100,821,149 |
$218.59
+5.7%
|
2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | ||
|
BAC
BANK AMERICA CO...
|
Financial Services | 2.51% | 2.94% |
#2
Prev: #2
|
3.0 | -2,162 | -1.9% |
P
S
|
110,938 | $5,408,231 |
$40.22
+22.8%
|
2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.35% | 2.03% |
#3
1
Prev: #4
|
4.4 | 1,619 | 23.6% |
P
S
|
8,466 | $5,058,636 |
$537.04
+12.3%
|
2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | ||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.18% | 2.27% |
#4
1
Prev: #3
|
1.9 | 255 | 2.7% |
P
S
|
9,816 | $4,703,827 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.06% | 2.03% |
#5
Prev: #5
|
3.3 | 1,068 | 8.3% |
P
S
|
13,863 | $4,447,538 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 1.48% | 1.11% |
#6
3
Prev: #9
|
1.1 | -195 | -0.4% |
P
S
|
52,204 | $3,198,004 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 1.34% | 1.17% |
#7
1
Prev: #8
|
1.0 | 929 | 4.4% |
P
S
|
22,072 | $2,890,067 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.31% | 1.27% |
#8
1
Prev: #7
|
1.0 | 2,376 | 4.8% |
P
S
|
52,195 | $2,821,146 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
TFC
TRUIST FINL COR...
|
Financial Services | 1.18% | 1.29% |
#9
3
Prev: #6
|
1.0 | -175 | -0.3% |
P
S
|
55,090 | $2,532,487 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.13% | 0.91% |
#10
3
Prev: #13
|
1.0 | -1,604 | -10.0% |
P
S
|
14,400 | $2,443,061 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 1.06% | 1.08% |
#11
1
Prev: #10
|
0.9 | -14 | -0.1% |
P
S
|
25,734 | $2,282,563 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.99% | 0.93% |
#12
1
Prev: #11
|
2.4 | 1,610 | 6.2% |
P
S
|
27,709 | $2,136,619 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
BP
BP PLC
|
Energy | 0.94% | 0.72% |
#13
6
Prev: #19
|
0.9 | -998 | -2.3% |
P
S
|
42,934 | $2,017,915 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.89% | 0.78% |
#14
1
Prev: #15
|
2.4 | 1,138 | 7.0% |
P
S
|
17,366 | $1,918,395 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 0.81% | 0.78% |
#15
1
Prev: #16
|
2.3 | 964 | 6.6% |
P
S
|
15,647 | $1,739,686 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IVV
ISHARES TR
|
ETF | 0.76% | 0.82% |
#16
2
Prev: #14
|
0.8 | -33 | -1.3% |
P
S
|
2,508 | $1,638,388 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.74% | 0.53% |
#17
15
Prev: #32
|
0.8 | 1 | 0.0% |
P
S
|
12,009 | $1,585,157 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.71% | 0.92% |
#18
6
Prev: #12
|
0.8 | 96 | 2.4% |
P
S
|
4,105 | $1,519,429 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IJR
ISHARES TR
|
ETF | 0.70% | 0.67% |
#19
2
Prev: #21
|
0.8 | 305 | 2.6% |
P
S
|
12,125 | $1,507,277 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AAPL
APPLE INC
|
Technology | 0.68% | 0.73% |
#20
2
Prev: #18
|
0.8 | 115 | 2.0% |
P
S
|
5,784 | $1,468,031 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SPTI
SPDR SERIES TRU...
|
ETF | 0.67% | 0.69% |
#21
1
Prev: #20
|
0.8 | -153 | -0.3% |
P
S
|
50,140 | $1,437,002 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
EGP
EASTGROUP PPTYS...
|
Real Estate | 0.67% | 0.65% |
#22
Prev: #22
|
1.3 | no change | no change |
P
S
|
7,755 | $1,435,373 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.66% | 0.60% |
#23
3
Prev: #26
|
2.3 | 2,076 | 10.3% |
P
S
|
22,316 | $1,430,026 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.66% | 0.73% |
#24
7
Prev: #17
|
0.8 | -600 | -15.4% |
P
S
|
3,304 | $1,421,678 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
RPV
INVESCO EXCHANG...
|
Unknown | 0.63% | 0.62% |
#25
Prev: #25
|
0.8 | -47 | -0.4% |
P
S
|
12,714 | $1,365,388 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
OXY
OCCIDENTAL PETE...
|
Energy | 0.63% | 0.45% |
#26
13
Prev: #39
|
0.8 | -2,346 | -10.1% |
P
S
|
20,778 | $1,350,539 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.60% | 0.57% |
#27
1
Prev: #28
|
0.7 | 145 | 1.1% |
P
S
|
12,882 | $1,286,385 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
FNDC
SCHWAB STRATEGI...
|
Bond/Debt | 0.58% | 0.57% |
#28
1
Prev: #27
|
0.7 | 134 | 0.5% |
P
S
|
27,014 | $1,252,353 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.57% | 0.54% |
#29
1
Prev: #30
|
2.2 | 2,573 | 5.4% |
P
S
|
50,012 | $1,237,801 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.57% | 0.54% |
#30
1
Prev: #29
|
2.2 | 5,736 | 13.5% |
P
S
|
48,179 | $1,235,315 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.57% | 0.63% |
#31
7
Prev: #24
|
0.7 | 15 | 0.4% |
P
S
|
4,176 | $1,228,422 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.56% | 0.48% |
#32
5
Prev: #37
|
0.7 | -26 | -0.5% |
P
S
|
4,921 | $1,202,925 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.54% | 0.64% |
#33
10
Prev: #23
|
0.7 | -1 | -0.1% |
P
S
|
1,264 | $1,162,589 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.53% | 0.50% |
#34
2
Prev: #36
|
0.7 | 531 | 3.9% |
P
S
|
14,244 | $1,147,796 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.53% | 0.53% |
#35
2
Prev: #33
|
0.7 | 484 | 2.5% |
P
S
|
19,586 | $1,146,581 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 0.53% | 0.51% |
#36
2
Prev: #34
|
0.7 | 132 | 1.1% |
P
S
|
12,005 | $1,135,461 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.51% | 0.50% |
#37
2
Prev: #35
|
0.7 | 80 | 0.6% |
P
S
|
12,997 | $1,102,642 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.50% | 0.37% |
#38
8
Prev: #46
|
0.7 | 67 | 1.3% |
P
S
|
5,212 | $1,078,400 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.48% | 0.44% |
#39
1
Prev: #40
|
2.2 | 945 | 5.1% |
P
S
|
19,495 | $1,028,936 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.45% | 0.53% |
#40
9
Prev: #31
|
0.7 | 2 | 0.0% |
P
S
|
12,090 | $962,485 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
CEF
SPROTT ASSET MA...
|
Unknown | 0.44% | 0.43% |
#41
1
Prev: #42
|
0.7 | 55 | 0.3% |
P
S
|
20,044 | $956,500 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
EFV
ISHARES TR
|
ETF | 0.44% | 0.44% |
#42
1
Prev: #41
|
0.7 | -177 | -1.4% |
P
S
|
12,735 | $946,826 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.44% | 0.35% |
#43
5
Prev: #48
|
0.7 | 25 | 1.9% |
P
S
|
1,335 | $945,872 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.42% | 0.41% |
#44
Prev: #44
|
1.2 | no change | no change |
P
S
|
3,973 | $912,956 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.42% | 0.43% |
#45
2
Prev: #43
|
0.7 | 17 | 0.1% |
P
S
|
12,181 | $897,045 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.41% | 0.39% |
#46
1
Prev: #45
|
0.7 | -37 | -0.3% |
P
S
|
11,627 | $884,212 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 0.40% | 0.46% |
#47
9
Prev: #38
|
0.7 | 169 | 2.5% |
P
S
|
6,841 | $858,272 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.34% | 0.36% |
#48
1
Prev: #47
|
0.6 | 1 | 0.0% |
P
S
|
3,322 | $722,546 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.32% | 0.30% |
#49
2
Prev: #51
|
0.6 | -108 | -1.9% |
P
S
|
5,526 | $686,771 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.29% | 0.26% |
#50
5
Prev: #55
|
0.6 | 93 | 1.0% |
P
S
|
9,492 | $626,386 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 |
Showing 1-50 of 146 holdings