Hardin Capital Partners 13F annual report
Hardin Capital Partners is an investment fund managing more than $153 billion ran by Andrew Hardin. There are currently 114 companies in Mr. Hardin’s portfolio. The largest investments include Lowes Companies Inc and Bank Of America, together worth $79.6 billion.
$153 billion Assets Under Management (AUM)
As of 1st August 2024, Hardin Capital Partners’s top holding is 339,121 shares of Lowes Companies Inc currently worth over $74.8 billion and making up 48.8% of the portfolio value.
In addition, the fund holds 122,581 shares of Bank Of America worth $4.88 billion, whose value grew 11.5% in the past six months.
The third-largest holding is Berkshire Hathaway worth $3.34 billion and the next is Vanguard Total Stock Market Etf worth $2.73 billion, with 10,193 shares owned.
Currently, Hardin Capital Partners's portfolio is worth at least $153 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Hardin Capital Partners
The Hardin Capital Partners office and employees reside in Greenville, South Carolina. According to the last 13-F report filed with the SEC, Andrew Hardin serves as the CEO at Hardin Capital Partners.
Recent trades
In the most recent 13F filing, Hardin Capital Partners revealed that it had opened a new position in Lowes Companies Inc and bought 339,121 shares worth $74.8 billion.
One of the smallest hedge funds
The two most similar investment funds to Hardin Capital Partners are Intrepid Capital Management Inc and Sunpointe. They manage $153 billion and $153 billion respectively.
Andrew Hardin investment strategy
Hardin Capital Partners’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Finance — making up 5.6% of
the total portfolio value.
The fund focuses on investments in the United States as
27.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
24% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $300 billion.
The complete list of Hardin Capital Partners trades based on 13F SEC filings
These positions were updated on August 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Lowes Companies Inc |
Opened
339,121
|
$74,762,616,000 | 48.77% |
| Bank Of America Corp. |
Opened
122,581
|
$4,875,035,000 | 3.18% |
| Berkshire Hathaway Inc. |
Opened
8,218
|
$3,343,082,000 | 2.18% |
| Vanguard Total Stock Market Etf |
Opened
10,193
|
$2,726,784,000 | 1.78% |
| Energy Select Sector Spdr Etf |
Opened
27,204
|
$2,479,678,000 | 1.62% |
| Truist Finl Corp |
Opened
58,362
|
$2,267,362,000 | 1.48% |
| Vanguard Sp 500 Etf |
Opened
4,345
|
$2,173,191,000 | 1.42% |
| Exxon Mobil Corp. |
Opened
17,157
|
$1,975,128,000 | 1.29% |
| Vanguard Ftse Emerging Markets Etf |
Opened
44,927
|
$1,966,009,000 | 1.28% |
| Duke Energy Corp. |
Opened
19,356
|
$1,940,046,000 | 1.27% |
| Microsoft Corporation |
Opened
3,902
|
$1,744,028,000 | 1.14% |
| Bp Plc Fsponsored Adr 1 Adr Reps 6 Ord Shs |
Opened
46,030
|
$1,661,694,000 | 1.08% |
| Vanguard Real Estate Etf |
Opened
19,432
|
$1,627,615,000 | 1.06% |
| Waste Management, Inc. |
Opened
17,108
|
$1,585,660,000 | 1.03% |
| Conocophillips |
Opened
12,770
|
$1,460,606,000 | 0.95% |
| J P Morgan Chase Co |
Opened
6,813
|
$1,377,997,000 | 0.90% |
| Eastgroup Properties Reit |
Opened
7,755
|
$1,319,126,000 | 0.86% |
| Eli Lilly And Co |
Opened
1,286
|
$1,164,319,000 | 0.76% |
| Vanguard Total Interntl Stock Etf Iv |
Opened
18,881
|
$1,138,536,000 | 0.74% |
| Ishares Core Sp 500 Etf |
Opened
2,077
|
$1,136,544,000 | 0.74% |
| Apple Inc |
Opened
5,144
|
$1,083,382,000 | 0.71% |
| Spdr Sp 600 Small Cap Value Etf |
Opened
12,201
|
$955,496,000 | 0.62% |
| Spdr Port Inter Trm Trsry Etf |
Opened
33,305
|
$933,206,000 | 0.61% |
| Schwab Us Large Cap Etf |
Opened
14,419
|
$926,414,000 | 0.60% |
| Vanguard Total Bond Market Etf |
Opened
12,463
|
$897,970,000 | 0.59% |
| Vanguard Ftse Developed Markets Etf |
Opened
17,375
|
$858,697,000 | 0.56% |
| Abbott Laboratories |
Opened
6,108
|
$853,843,000 | 0.56% |
| Spdr Gold Shares Etf |
Opened
3,923
|
$843,484,000 | 0.55% |
| Chevron Corp. |
Opened
5,281
|
$826,054,000 | 0.54% |
| Ishares Core Sp Small Cap Etf |
Opened
7,670
|
$818,096,000 | 0.53% |
| Vanguard Short Term Treasury Etf |
Opened
13,599
|
$788,586,000 | 0.51% |
| Johnson Johnson |
Opened
5,326
|
$778,417,000 | 0.51% |
| Schwab International Equity Etf |
Opened
19,303
|
$741,609,000 | 0.48% |
| Coca-Cola Co |
Opened
11,015
|
$701,121,000 | 0.46% |
| Occidental Petrol Co |
Opened
10,765
|
$678,527,000 | 0.44% |
| Ishares Msci Eafe Value Etf |
Opened
12,504
|
$663,203,000 | 0.43% |
| Invsc S P 500 Pure Valueetf |
Opened
7,825
|
$652,796,000 | 0.43% |
| Avantis Us Small Cap Value Etf |
Opened
6,914
|
$620,333,000 | 0.40% |
| Shell Plc Fsponsored Adr 1 Adr Reps 2 Ord Shs |
Opened
8,582
|
$619,449,000 | 0.40% |
| Pepsico Inc |
Opened
3,678
|
$606,557,000 | 0.40% |
| Schwab Fundtl Intrnl Smleqt Etf |
Opened
16,395
|
$569,880,000 | 0.37% |
| Ishares Tips Bond Etf |
Opened
5,243
|
$559,811,000 | 0.37% |
| Schwab Intermediate Termus Trs Etf |
Opened
11,008
|
$536,869,000 | 0.35% |
| Avantis Us Equity Etf |
Opened
5,788
|
$522,049,000 | 0.34% |
| Caterpillar Inc. |
Opened
1,483
|
$493,987,000 | 0.32% |
| Ishares Msci Eafe Etf |
Opened
6,028
|
$472,157,000 | 0.31% |
| Walmart Inc |
Opened
6,928
|
$469,095,000 | 0.31% |
| Amazon.com Inc. |
Opened
2,387
|
$461,278,000 | 0.30% |
| Schwab Internatnal Smallcap Eqy Etf |
Opened
12,835
|
$456,664,000 | 0.30% |
| Sprott Physical Gld Slvr |
Opened
20,701
|
$456,457,000 | 0.30% |
| Diamondback Energy Inc |
Opened
2,245
|
$449,460,000 | 0.29% |
| Altria Group Inc. |
Opened
9,593
|
$436,967,000 | 0.29% |
| Schwab Us Aggregate Bondetf |
Opened
9,576
|
$436,489,000 | 0.28% |
| Vanguard Short Inflationprot Etf Iv |
Opened
8,967
|
$435,234,000 | 0.28% |
| Avantis Internatnl Sml Cp Vl Etf |
Opened
6,653
|
$432,138,000 | 0.28% |
| Avantis Emerging Marketseq Etf |
Opened
7,004
|
$427,866,000 | 0.28% |
| Vanguard Small Cap Valueetf |
Opened
2,336
|
$426,455,000 | 0.28% |
| Dominion Energy Inc |
Opened
8,599
|
$421,351,000 | 0.27% |
| Kkr Co Inc |
Opened
3,800
|
$399,912,000 | 0.26% |
| Southwestern Energy Company |
Opened
58,626
|
$394,553,000 | 0.26% |
| Schwab Us Broad Market Etf |
Opened
6,086
|
$382,597,000 | 0.25% |
| Martin Marietta Material |
Opened
700
|
$379,260,000 | 0.25% |
| Colgate-Palmolive Co. |
Opened
3,852
|
$373,798,000 | 0.24% |
| Charles Schwab Us Reit Etf |
Opened
18,305
|
$365,547,000 | 0.24% |
| Rpm Interntnl |
Opened
3,375
|
$363,420,000 | 0.24% |
| Schwab Short Term Us Treasury Etf |
Opened
7,509
|
$361,402,000 | 0.24% |
| Vanguard Mid Cap Etf |
Opened
1,479
|
$358,185,000 | 0.23% |
| Avantis International Equity Etf |
Opened
5,693
|
$354,441,000 | 0.23% |
| Ishares Msci Emerging Markets Etf |
Opened
8,257
|
$351,651,000 | 0.23% |
| Ishares Core Us Aggregate Bond Etf |
Opened
3,503
|
$339,998,000 | 0.22% |
| Verizon Communicatn |
Opened
8,184
|
$337,523,000 | 0.22% |
| Ishares Total Us Stock Market Etf |
Opened
2,808
|
$333,534,000 | 0.22% |
| First Bancorp N C |
Opened
10,442
|
$333,309,000 | 0.22% |
| Vanguard Small Cap Etf |
Opened
1,518
|
$331,038,000 | 0.22% |
| Schwab Us Small Cap Etf |
Opened
6,971
|
$330,753,000 | 0.22% |
| Rockwell Automation Inc |
Opened
1,170
|
$322,078,000 | 0.21% |
| Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord Shs |
Opened
4,440
|
$319,680,000 | 0.21% |
| Norfolk Southern Corp. |
Opened
1,475
|
$316,668,000 | 0.21% |
| Blackstone Inc |
Opened
2,552
|
$315,938,000 | 0.21% |
| Schwab Emerging Markets Equity Etf |
Opened
11,835
|
$314,338,000 | 0.21% |
| Range Resources Corp |
Opened
9,350
|
$313,506,000 | 0.20% |
| Invesco Qlty Mun Incm Trsbi |
Opened
31,000
|
$307,520,000 | 0.20% |
| A T T Inc |
Opened
15,897
|
$303,792,000 | 0.20% |
| Vanguard Health Care Etf |
Opened
1,136
|
$302,300,000 | 0.20% |
| NVIDIA Corp |
Opened
2,428
|
$299,955,000 | 0.20% |
| Spdr Sp Dividend Etf |
Opened
2,308
|
$293,502,000 | 0.19% |
| Schwab Us Large Cap Value Etf |
Opened
3,894
|
$288,489,000 | 0.19% |
| Vanguard Total Internatlbnd Etf Iv |
Opened
5,878
|
$286,099,000 | 0.19% |
| Philip Morris Intl |
Opened
2,799
|
$283,623,000 | 0.19% |
| Halliburton Co Hldg |
Opened
8,240
|
$278,347,000 | 0.18% |
| Procter Gamble |
Opened
1,672
|
$275,818,000 | 0.18% |
| Alphabet Inc |
Opened
1,495
|
$272,314,000 | 0.18% |
| Freeport-McMoRan Inc |
Opened
5,513
|
$267,932,000 | 0.17% |
| Ishares Silver Trust Etf |
Opened
10,079
|
$267,799,000 | 0.17% |
| Schwab Us Tips Etf |
Opened
5,034
|
$261,831,000 | 0.17% |
| Pfizer Inc. |
Opened
9,100
|
$254,618,000 | 0.17% |
| Vanguard Sp Small Cap 600 Value Etf |
Opened
2,993
|
$250,396,000 | 0.16% |
| Wisdomtree Intl Smallcp Dividend Etf |
Opened
3,892
|
$246,902,000 | 0.16% |
| Ishares Core Msci Emerging Etf |
Opened
4,485
|
$240,089,000 | 0.16% |
| Medtronic Plc F |
Opened
2,929
|
$230,542,000 | 0.15% |
| Spdr Nuven Blm Sht Tm Mpl Bnd Etf |
Opened
4,846
|
$228,683,000 | 0.15% |
| Permian Resources Corp |
Opened
14,080
|
$227,392,000 | 0.15% |
| Vaneck Intermediate Munietf |
Opened
4,952
|
$227,000,000 | 0.15% |
| Vanguard Sp 500 Value Etf |
Opened
1,280
|
$225,010,000 | 0.15% |
| Fedex Corp |
Opened
750
|
$224,776,000 | 0.15% |
| Ishares Sp Small Cap 600 Etf |
Opened
2,303
|
$224,013,000 | 0.15% |
| Phillips 66 |
Opened
1,571
|
$221,778,000 | 0.14% |
| 3M Co. |
Opened
2,146
|
$219,300,000 | 0.14% |
| Enbridge Inc F |
Opened
6,000
|
$213,540,000 | 0.14% |
| Spdr Sp Emerging Mrkt Sml Cp Etf |
Opened
3,684
|
$213,357,000 | 0.14% |
| Ibm Corp |
Opened
1,215
|
$210,134,000 | 0.14% |
| Vanguard Energy Etf |
Opened
1,637
|
$208,795,000 | 0.14% |
| Surmodics, Inc. |
Opened
4,900
|
$205,996,000 | 0.13% |
| Ishares Msci Japan Etf |
Opened
2,954
|
$201,581,000 | 0.13% |
| No transactions found | |||
| Showing first 500 out of 114 holdings | |||
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