AJH
Andrew J Hardin Portfolio
Invests via Hardin Capital Partners, LLC | Managed by Andrew J. Hardin
Invests via Hardin Capital Partners, LLC
Managed by Andrew J. Hardin
Automatically Tracked
Andrew J Hardin Profile
Veteran investment executive focused on middle-market buyouts, growth equity and operational value creation across technology and industrials. Andrew J Hardin brings experience in deal origination, portfolio management and capital raising, advising boards and leading go-to-market strategies for portfolio companies with emphasis on EBITDA improvement and exit readiness.
Veteran investment executive focused on middle-market buyouts, growth equity and operational value creation across technology and industrials. Andrew J Hardin brings experience in deal origination, portfolio management and capital raising, advising boards and leading go-to-market strategies for portfolio companies with emphasis on EBITDA improvement and exit readiness.
Investment Philosophy & Strategy
Seasoned middle-market investor prioritizing operationally driven buyouts and growth equity in technology and industrials. Focuses on sourcing differentiated deals via direct origination and board-level engagement, then deploying capital to accelerate EBITDA through go-to-market optimization, cost discipline and selective add-on M&A. Prefers control or meaningful influence positions with multi-year horizons, rigorous downside protection and clear exit pathways. Allocates capital with emphasis on value creation playbooks, management alignment and measurable operational KPIs.
Seasoned middle-market investor prioritizing operationally driven buyouts and growth equity in technology and industrials. Focuses on sourcing differentiated deals via direct origination and board-level engagement, then deploying capital to accelerate EBITDA through go-to-market optimization, cost discipline and selective add-on M&A. Prefers control or meaningful influence positions with multi-year horizons, rigorous downside protection and clear exit pathways. Allocates capital with emphasis on value creation playbooks, management alignment and measurable operational KPIs.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.94%
Gain
Monthly
0.08%
Yearly
0.94%
Drawdown
23.58%
$214.27M
Equity
Holdings
$214.27M
Investment
$194.63M
$22.61M
Profit +$2.24M
Realized
$2.97M
Unrealized
$19.64M
Dividends
$8.14M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$2.24M
Win %
79%
This Week
Compared To Last Week
Gain
1.04%
Profit
$2.21M
Win %
79%
This Month
Compared to last month
Gain
-0.34%
Profit
-$725,862.02
Win %
79%
This Year
Compared to last year
Gain
-0.32%
Profit
-$683,353.56
Win %
79%
ABT Abbott Laboratories
+10.47%
+$32,352.39 
EGP EastGroup Properties Inc.
+4.45%
+$73,594.95 
PM Philip Morris International Inc.
+3.7%
+$19,160.16 
WM Waste Management, Inc.
+3.63%
+$33,611.58 
ABBV AbbVie Inc.
+3.56%
+$28,579.5 
NSC Norfolk Southern Corporation
+2.91%
+$12,851.46 
T AT&T Inc.
+2.89%
+$9,086.89 
PSX Phillips 66
+2.88%
+$8,884 
FBNC First Bancorp, Inc.
+2.79%
+$11,187 
VZ Verizon Communications Inc.
+2.63%
+$10,329.75 
KO The Coca-Cola Company
+2.58%
+$23,589.75 
CL Colgate-Palmolive Company
+2.58%
+$9,562.72 
PEP PepsiCo, Inc.
+2.58%
+$11,904.39 
MO Altria Group, Inc.
+2.55%
+$17,087.4 
VLO Valero Energy Corporation
+2.5%
+$7,330 
RPM RPM International Inc.
+2.4%
+$8,212.75 
LOW Lowe's Companies Inc.
+2.29%
+$2.05M 
SCHH Schwab U.S. REIT ETF
+2.08%
+$10,291 
V Visa Inc. Class A
+2.03%
+$7,729.12 
WMT Walmart Inc.
+1.99%
+$11,952.78 
SCHD Schwab U.S. Dividend Equity ETF
+1.9%
+$9,265.59 
VNQ Vanguard Real Estate ETF
+1.86%
+$49,942.62 
SDY SPDR S&P Dividend ETF
+1.8%
+$7,798.07 
PG Procter & Gamble Co
+1.76%
+$4,718.88 
TFC Truist Financial Corporation
+1.74%
+$50,590.8 
AAPL Apple Inc.
+1.68%
+$21,416.49 
MSFT Microsoft Corp.
+1.63%
+$21,181.16 
CLX The Clorox Company
+1.61%
+$11,946.48 
NVO Novo Nordisk A/S Sponsored ADR
+1.55%
+$5,118.2 
VHT Vanguard Health Care ETF
+1.49%
+$4,071.74 
MKL Markel Group Inc.
+1.36%
+$2,730 
JNJ Johnson & Johnson
+1.32%
+$15,053.98 
IJS iShares S&P Small-Cap 600 Value ETF
+1.31%
+$4,615.54 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.25%
+$9,718.57 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.24%
+$16,239.15 
CVX Chevron Corporation
+1.23%
+$11,391.85 
FDX FedEx Corporation
+1.23%
+$3,417.59 
HD The Home Depot, Inc.
+1.22%
+$3,195.5 
SO The Southern Company
+1.14%
+$3,049.92 
ET Energy Transfer L.P.
+1.1%
+$2,609.2 
DUK Duke Energy Corporation
+1.09%
+$29,496.15 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.02%
+$5,694.98 
PFE Pfizer Inc.
+0.99%
+$2,321.62 
ROK Rockwell Automation, Inc.
+0.98%
+$5,232.49 
AVUV Avantis U.S. Small Cap Value ETF
+0.98%
+$22,479.72 
LLY Eli Lilly and Company
+0.92%
+$11,745.72 
XLE Energy Select Sector SPDR Fund
+0.9%
+$25,944.72 
XOM Exxon Mobil Corporation
+0.9%
+$17,995.18 
KKR KKR & Co. Inc.
+0.86%
+$3,397.72 
COP ConocoPhillips
+0.85%
+$11,314.5 
MMM 3M Company
+0.77%
+$2,129.08 
EXE Expand Energy Corporation
+0.75%
+$2,143.02 
RPV Invesco S&P 500 Pure Value ETF
+0.72%
+$11,269.76 
MLM Martin Marietta Materials, Inc.
+0.69%
+$2,764.99 
WMB The Williams Companies, Inc.
+0.69%
+$1,426.98 
BX Blackstone Inc.
+0.64%
+$1,944 
VOOV Vanguard S&P 500 Value ETF
+0.63%
+$2,318.4 
VONV Vanguard Russell 1000 Value Index Fund
+0.6%
+$2,018.25 
D Dominion Energy, Inc.
+0.56%
+$3,545.91 
PR Permian Resources Corporation
+0.54%
+$1,207.5 
IJR iShares Core S&P Small-Cap ETF
+0.52%
+$9,365.48 
WFC Wells Fargo & Company
+0.51%
+$5,441.85 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.47%
+$1,393.83 
SHEL Shell plc
+0.44%
+$1,795.87 
BRK-B Berkshire Hathaway Inc.
+0.42%
+$20,753.82 
VTV Vanguard Value ETF
+0.32%
+$869.39 
VYM Vanguard High Dividend Yield ETF
+0.24%
+$545.61 
BABA Alibaba Group Holding Limited SP ADR
+0.23%
+$1,875.15 
FANG Diamondback Energy Inc
+0.22%
+$839.7 
DWX SPDR S&P International Dividend ETF
+0.05%
+$117.76 
VB Vanguard Small-Cap ETF
+0.03%
+$145.89 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$182.06 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$97.34 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
GLW Corning Incorporated
-10.01%
-$17,460 
WULF TeraWulf Inc.
-6.92%
-$18,760 
INTC Intel Corporation
-6.71%
-$10,547.1 
GOOGL Alphabet Inc
-4.42%
-$13,480.8 
CAT Caterpillar Inc.
-4.17%
-$48,641.25 
FCX Freeport-McMoRan Inc.
-4.16%
-$9,810.45 
B BARRICK MINING CORP Common Stock (ABR0)
-3.08%
-$6,961.5 
MTRN Materion Corporation
-3%
-$8,272 
CEF Sprott Physical Gold and Silver Trust
-2.7%
-$20,913.12 
EEM iShares MSCI Emerging Markets ETF
-2.34%
-$12,742.03 
HCC Warrior Met Coal Inc.
-2.24%
-$4,745.19 
IEMG iShares Core MSCI Emerging Markets ETF
-2.17%
-$6,144.45 
GLD SPDR Gold Shares
-1.99%
-$24,515.68 
AVEM Avantis Emerging Markets Equity ETF
-1.9%
-$26,068.56 
ARHS Arhaus, Inc.
-1.68%
-$10,774.89 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.53%
-$3,491.4 
SCHE Schwab Emerging Markets Equity ETF
-1.33%
-$6,527.13 
AMZN Amazon.com Inc
-1.32%
-$7,184.27 
SCHF Schwab International Equity ETF
-1.31%
-$19,898.05 
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$40,976.87 
RIG Transocean Ltd.
-1.25%
-$715 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.25%
-$21,110.79 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.25%
-$29,761.62 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.22%
-$5,331.68 
TD The Toronto-Dominion Bank
-1.14%
-$2,502.04 
SCHC Schwab International Small-Cap Equity ETF
-1.12%
-$6,230.44 
AVDV Avantis International Small Cap Value ETF
-1.1%
-$15,376.65 
SCHA Schwab U.S. Small-Cap ETF
-1.07%
-$5,908.16 
JPM JPMorgan Chase & Co.
-1.06%
-$14,632.16 
AVDE Avantis International Equity ETF
-1.02%
-$12,576.36 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.97%
-$2,357.22 
EFA iShares MSCI EAFE ETF
-0.93%
-$5,849.1 
BP BP p.l.c. Sponsored ADR
-0.92%
-$15,439.4 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$2,838.2 
AVDS Avantis International Small Cap Equity ETF
-0.83%
-$1,958.67 
VOO Vanguard S&P 500 ETF
-0.75%
-$48,494.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.75%
-$2,735.44 
IVV iShares Core S&P 500 ETF
-0.75%
-$9,962.74 
SCHB Schwab U.S. Broad Market ETF
-0.72%
-$3,889.41 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$36,878.16 
DFIV Dimensional International Value ETF
-0.69%
-$8,370.57 
SCHX Schwab U.S. Large-Cap ETF
-0.69%
-$12,189.92 
VXF Vanguard Extended Market ETF
-0.66%
-$1,584.45 
EFV iShares MSCI EAFE Value ETF
-0.56%
-$5,899.81 
AVUS Avantis U.S. Equity ETF
-0.49%
-$10,319.39 
FNDC Schwab Fundamental International Small Company Index ETF
-0.43%
-$5,923.89 
VYMI Vanguard International High Dividend Yield Index Fund
-0.41%
-$950.04 
IQI Invesco Quality Municipal Income Trust
-0.39%
-$1,300 
ANGX Angel Studios, Inc.
-0.36%
-$453.24 
HAL Halliburton Company
-0.35%
-$837.62 
DLS WisdomTree International SmallCap Dividend Fund
-0.3%
-$1,323.28 
OXY Occidental Petroleum Corporation
-0.27%
-$3,016.43 
BNDX Vanguard Total International Bond ETF
-0.18%
-$500.82 
SCHV Schwab U.S. Large-Cap Value ETF
-0.13%
-$462.42 
VO Vanguard Mid-Cap ETF
-0.13%
-$723.03 
ITM VanEck Intermediate Muni ETF
-0.13%
-$276.6 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$499.77 
TIP iShares TIPS Bond ETF
-0.1%
-$526.57 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.08%
-$374.12 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$204.92 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$85.48 
BAC Bank of America Corporation
-0.04%
-$2,671.72 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$359.25 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.02%
-$42.57 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$246.44 
AGG iShares Core U.S. Aggregate Bond ETF
0%
-$10.7 Events
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Dividends
Dividend Analysis
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| Trades 907 | Longs Won 686/907 75% | Profit Factor 4.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $146,607.83 |
| Average Win $41,548.33 | Best Trade (Jul 15) $1.48M | Sharpe Ratio -14.74 |
| Average Loss -$26,672.14 | Worst Trade (Jul 15) -$4.24M | Z-Score 18.32 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4w | Expectancy $24,925.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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