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:
14.14%
Gain -1.05%
Monthly
0.51%
Yearly
6.29%
Drawdown
19.2%
$213.08M
Equity
Holdings
$213.08M
Investment
$194.63M
$21.16M
Profit -$1.92M
Realized
$2.71M
Unrealized
$18.45M
Dividends
$8.68M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.05%
Profit
-$1.92M
Win %
81%
This Week
Compared To Last Week
Gain
-0.89%
Profit
-$1.92M
Win %
81%
This Month
Compared to last month
Gain
0.42%
Profit
$892,536.28
Win %
81%
This Year
Compared to last year
Gain
-0.87%
Profit
-$1.87M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$77,030.78 
GOOGL Alphabet Inc
+6.73%
+$18,470.34 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$41,183.85 
RIG Transocean Ltd.
+4.72%
+$2,640 
MSFT Microsoft Corp.
+3.02%
+$44,796.15 
CVX Chevron Corporation
+2.35%
+$23,038.44 
BP BP p.l.c. Sponsored ADR
+2.26%
+$40,630 
GLW Corning Incorporated
+2.24%
+$3,030 
OXY Occidental Petroleum Corporation
+2%
+$23,299.36 
HAL Halliburton Company
+1.93%
+$4,087.61 
ROK Rockwell Automation, Inc.
+1.93%
+$10,430.47 
EXE Expand Energy Corporation
+1.74%
+$5,227.67 
SHEL Shell plc
+1.62%
+$7,039.83 
FANG Diamondback Energy Inc
+1.59%
+$6,512.64 
VZ Verizon Communications Inc.
+1.52%
+$6,427.4 
PR Permian Resources Corporation
+1.48%
+$3,565 
MTRN Materion Corporation
+1.31%
+$3,003 
COP ConocoPhillips
+1.22%
+$17,269.51 
WFC Wells Fargo & Company
+1.19%
+$12,334.86 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$2,634.54 
XLE Energy Select Sector SPDR Fund
+1%
+$30,014.48 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$30,393.44 
ARHS Arhaus, Inc.
+0.95%
+$5,586.98 
WMB The Williams Companies, Inc.
+0.89%
+$1,762.74 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$4,171.97 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$4,150.47 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,994.71 
VOO Vanguard S&P 500 ETF
+0.71%
+$45,237.25 
CAT Caterpillar Inc.
+0.7%
+$7,229.24 
IVV iShares Core S&P 500 ETF
+0.69%
+$8,980.48 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$11,297.97 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$1,301.34 
ET Energy Transfer L.P.
+0.59%
+$1,423.2 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$3,148.57 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,117.78 
MO Altria Group, Inc.
+0.57%
+$3,702.27 
AVUS Avantis U.S. Equity ETF
+0.57%
+$11,700.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$27,099.86 
PSX Phillips 66
+0.51%
+$1,696.65 
NSC Norfolk Southern Corporation
+0.46%
+$2,084.78 
KKR KKR & Co. Inc.
+0.45%
+$1,767.6 
PFE Pfizer Inc.
+0.4%
+$947.6 
VLO Valero Energy Corporation
+0.38%
+$1,190 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$1,304.1 
PG Procter & Gamble Co
+0.37%
+$958.24 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$18,648.36 
BAC Bank of America Corporation
+0.36%
+$23,511.18 
JPM JPMorgan Chase & Co.
+0.27%
+$3,722.4 
SO The Southern Company
+0.21%
+$564.8 
JNJ Johnson & Johnson
+0.21%
+$2,454.96 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$903.96 
T AT&T Inc.
+0.17%
+$586.44 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$1,330.4 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$1,804.35 
TD The Toronto-Dominion Bank
+0.13%
+$281.92 
MMM 3M Company
+0.12%
+$360.56 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,344.51 
WM Waste Management, Inc.
+0.1%
+$874.06 
WMT Walmart Inc.
+0.09%
+$534.81 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$311.19 
ABT Abbott Laboratories
+0.09%
+$311.58 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$737.04 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$29,535.59 
AAPL Apple Inc.
-7.35%
-$95,652.52 
MLM Martin Marietta Materials, Inc.
-2.75%
-$10,401.99 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$6,111 
ABBV AbbVie Inc.
-2.51%
-$21,253.95 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$16,653.07 
GLD SPDR Gold Shares
-1.49%
-$18,568.45 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,134.7 
DWX SPDR S&P International Dividend ETF
-1.26%
-$2,968.26 
CLX The Clorox Company
-1.24%
-$9,189.6 
HCC Warrior Met Coal Inc.
-1.23%
-$2,567.07 
IQI Invesco Quality Municipal Income Trust
-1.2%
-$3,900 
LOW Lowe's Companies Inc.
-1.08%
-$967,860.75 
INTC Intel Corporation
-1.02%
-$1,419.18 
KO The Coca-Cola Company
-1.02%
-$9,967.5 
XOM Exxon Mobil Corporation
-0.97%
-$21,260.88 
WULF TeraWulf Inc.
-0.9%
-$2,240 
D Dominion Energy, Inc.
-0.8%
-$5,027.12 
VHT Vanguard Health Care ETF
-0.76%
-$2,141.09 
ANGX Angel Studios, Inc.
-0.73%
-$906.48 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$10,155.24 
RPM RPM International Inc.
-0.7%
-$2,527 
DUK Duke Energy Corporation
-0.67%
-$18,353.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$11,211.28 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,020.41 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,979.8 
PM Philip Morris International Inc.
-0.61%
-$3,379.49 
AVDS Avantis International Small Cap Equity ETF
-0.6%
-$1,430.14 
SCHF Schwab International Equity ETF
-0.58%
-$8,841.12 
VNQ Vanguard Real Estate ETF
-0.54%
-$14,818.14 
LLY Eli Lilly and Company
-0.53%
-$6,779.78 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$5,700.94 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,198.85 
SCHH Schwab U.S. REIT ETF
-0.49%
-$2,469.84 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$6,685.5 
DFIV Dimensional International Value ETF
-0.47%
-$5,795.01 
AVDE Avantis International Equity ETF
-0.46%
-$5,711.58 
PEP PepsiCo, Inc.
-0.46%
-$2,183.04 
HD The Home Depot, Inc.
-0.42%
-$1,070.32 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$2,286.4 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,075.84 
FDX FedEx Corporation
-0.37%
-$1,023.5 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$5,734.91 
CL Colgate-Palmolive Company
-0.33%
-$1,215.6 
TFC Truist Financial Corporation
-0.33%
-$9,348.21 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1,399.37 
VXF Vanguard Extended Market ETF
-0.3%
-$714.26 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,252.24 
EGP EastGroup Properties Inc.
-0.27%
-$4,420.39 
VTV Vanguard Value ETF
-0.27%
-$732.77 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$924.84 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,282.85 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$742.75 
BX Blackstone Inc.
-0.25%
-$768.02 
BNDX Vanguard Total International Bond ETF
-0.23%
-$648.12 
VB Vanguard Small-Cap ETF
-0.22%
-$1,069.83 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$2,957.34 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$5,053.86 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$778.34 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$935.3 
MKL Markel Group Inc.
-0.2%
-$397.29 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,104.48 
FBNC First Bancorp, Inc.
-0.17%
-$683.65 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$722.26 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$680.61 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$274.08 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$305.85 
TIP iShares TIPS Bond ETF
-0.1%
-$526.57 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$584.08 
VO Vanguard Mid-Cap ETF
-0.05%
-$275.44 
ITM VanEck Intermediate Muni ETF
-0.04%
-$92.2 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$150.29 
V Visa Inc. Class A
-0.04%
-$150.07 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$492.8 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$21.95 Events
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Dividends
Dividend Analysis
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| Trades 907 | Longs Won 704/907 77% | Profit Factor 3.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $231,744.51 |
| Average Win $44,470.66 | Best Trade (Aug 13) $1.69M | Sharpe Ratio -14.73 |
| Average Loss -$49,997.76 | Worst Trade (Sep 01) -$5.21M | Z-Score 23.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 1d | Expectancy $23,327.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,255 | 3,830 | 3,404 | 2,979 | 2,553 | 2,128 | 1,702 | 1,277 | 851 | 426 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,901 | $949,238.21 | $1.21M | - | $255,819.7 | 26.95% | -7.354% |
| ABBV AbbVie Inc. | 3,285 | $570,094.58 | $824,337.9 | - | $254,243.32 | 44.6% | -2.513% |
| ABT Abbott Laboratories | 3,462 | $437,292.16 | $365,933.4 | - | -$71,358.76 | -16.32% | +0.085% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,971 | $288,430.74 | $289,286.27 | - | $855.53 | 0.3% | -0.256% |
| AMZN Amazon.com Inc | 2,135 | $448,974.85 | $579,823.28 | - | $130,848.43 | 29.14% | +15.321% |
| ANGX Angel Studios, Inc. | 30,216 | $95,307.53 | $122,676.96 | - | $27,369.43 | 28.72% | -0.733% |
| ARHS Arhaus, Inc. | 79,814 | $594,614.3 | $591,421.74 | - | -$3,192.56 | -0.54% | +0.954% |
| AVDE Avantis International Equity ETF | 13,599 | $926,316.6 | $1.24M | - | $314,048.19 | 33.9% | -0.458% |
| AVDS Avantis International Small Cap Equity ETF | 3,109 | $224,189.77 | $237,496.51 | - | $13,306.74 | 5.94% | -0.599% |
| AVDV Avantis International Small Cap Value ETF | 13,371 | $982,853.1 | $1.4M | - | $416,288.34 | 42.36% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 14,939 | $979,625.05 | $1.34M | - | $357,564.84 | 36.5% | +0.101% |
| AVUS Avantis U.S. Equity ETF | 16,251 | $1.63M | $2.07M | - | $442,498.39 | 27.13% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 18,426 | $1.75M | $2.31M | - | $560,587.01 | 32.07% | +0.032% |
| B BARRICK MINING CORP Common Stock (ABR0) | 6,300 | $206,451 | $231,399 | - | $24,948 | 12.08% | -2.573% |
| BABA Alibaba Group Holding Limited SP ADR | 6,945 | $614,165.87 | $849,026.25 | - | $234,860.38 | 38.24% | +5.098% |
| BAC Bank of America Corporation | 106,869 | $4.58M | $6.62M | - | $2.04M | 44.57% | +0.356% |
| BND Vanguard Total Bond Market Index Fund | 12,015 | $867,396.68 | $867,843.45 | - | $446.77 | 0.05% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 5,892 | $287,052.06 | $281,460.84 | - | -$5,591.22 | -1.95% | -0.23% |
| BP BP p.l.c. Sponsored ADR | 40,630 | $1.42M | $1.84M | - | $414,652.12 | 29.15% | +2.261% |
| BRK-B Berkshire Hathaway Inc. | 10,026 | $4.27M | $5.13M | - | $855,809.32 | 20.03% | +0.365% |
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FAQ
Which stocks have generated the highest profits for Andrew J Hardin?
The largest contributions to the portfolio's profits come from the following stocks: Lowe's Companies Inc - $4.12M, Bank of America Corporation - $785,732.02, TeraWulf Inc - $396,061.97, iShares Silver Trust - $377,986.35, and Truist Financial Corporation - $278,397.78. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: NVIDIA Corporation - $75,175.31, New Fortress Energy Inc - $66,550, Meta Platforms Inc Class A - $48,090.53, Freeport-McMoRan Inc - $46,708.2, and Alpha Metallurgical Resources, Inc - $40,330. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew J Hardin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.68M earned over time. The largest contributors to dividend income include Lowe's Companies Inc - $3.94M, Truist Financial Corporation - $262,051.92, Bank of America Corporation - $254,737.56, Duke Energy Corporation - $175,401.64, and BP p.l.c. Sponsored ADR - $167,912.98. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew J Hardin's monthly returns?
Andrew J Hardin's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Andrew J Hardin's strategy be considered aggressive or moderate?
Andrew J Hardin's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Andrew J Hardin's strategy?
Andrew J Hardin's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
