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:
9.59%
Gain +1.96%
Monthly
0.33%
Yearly
4.07%
Drawdown
21.31%
$211.05M
Equity
Holdings
$211.05M
Investment
$200.07M
$14.17M
Profit +$3.32M
Realized
$3.19M
Unrealized
$10.97M
Dividends
$9.14M
Goals
Avg. 81% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.96%
Profit
$3.32M
Win %
73%
This Week
Compared To Last Week
Gain
1.89%
Profit
$3.91M
Win %
73%
This Month
Compared to last month
Gain
3.25%
Profit
$6.65M
Win %
73%
This Year
Compared to last year
Gain
3.1%
Profit
$6.34M
Win %
73%
LLY Eli Lilly and Company
+3.62%
+$53,463.15 
WMT Walmart Inc.
+3.46%
+$22,201.36 
ABBV AbbVie Inc.
+3.34%
+$29,419.62 
PM Philip Morris International Inc.
+3.16%
+$17,385.56 
CL Colgate-Palmolive Company
+3.15%
+$11,467.16 
PFE Pfizer Inc.
+2.96%
+$8,316.84 
PG Procter & Gamble Co
+2.31%
+$6,855.28 
MO Altria Group, Inc.
+2.23%
+$15,144.52 
VHT Vanguard Health Care ETF
+2.14%
+$6,305.4 
JNJ Johnson & Johnson
+2.13%
+$25,461.2 
VZ Verizon Communications Inc.
+2.04%
+$8,663.26 
CVX Chevron Corporation
+2.02%
+$17,840.96 
KO The Coca-Cola Company
+1.85%
+$19,425.44 
WM Waste Management, Inc.
+1.85%
+$15,574.16 
PSX Phillips 66
+1.56%
+$6,707.76 
PEP PepsiCo, Inc.
+1.55%
+$7,497.82 
SO The Southern Company
+1.44%
+$3,587.75 
MDT Medtronic plc
+1.31%
+$2,919.46 
DUK Duke Energy Corporation
+1.23%
+$32,529.3 
BRK-B Berkshire Hathaway Inc.
+1.2%
+$65,097.74 
JPM JPMorgan Chase & Co.
+1.16%
+$15,804.25 
MCD McDonald's Corporation
+1.06%
+$2,527.49 
MMM 3M Company
+1.04%
+$2,901.75 
COP ConocoPhillips
+1.02%
+$16,308.11 
SCHD Schwab U.S. Dividend Equity ETF
+1.02%
+$8,413.64 
T AT&T Inc.
+1.01%
+$3,176.99 
D Dominion Energy, Inc.
+0.83%
+$4,668.04 
NSC Norfolk Southern Corporation
+0.81%
+$3,483.55 
SDY SPDR S&P Dividend ETF
+0.76%
+$3,275.2 
VLO Valero Energy Corporation
+0.73%
+$3,495.97 
XLE Energy Select Sector SPDR Fund
+0.64%
+$20,399.2 
CLX The Clorox Company
+0.62%
+$4,975.36 
BP BP p.l.c. Sponsored ADR
+0.58%
+$10,241.28 
SHEL Shell plc
+0.57%
+$2,656.18 
HD The Home Depot, Inc.
+0.54%
+$4,485.39 
AAPL Apple Inc.
+0.49%
+$8,576.75 
ABT Abbott Laboratories
+0.35%
+$1,247.04 
BABA Alibaba Group Holding Limited SP ADR
+0.29%
+$2,188.48 
SCHP Schwab U.S. TIPS ETF
+0.28%
+$678.72 
TIP iShares TIPS Bond ETF
+0.25%
+$942.76 
FDX FedEx Corporation
+0.24%
+$614.1 
RPV Invesco S&P 500 Pure Value ETF
+0.24%
+$3,799.6 
VDE Vanguard Energy ETF
+0.22%
+$493.92 
VTV Vanguard Value ETF
+0.21%
+$583.74 
WFC Wells Fargo & Company
+0.2%
+$1,986.11 
NVO Novo Nordisk A/S Sponsored ADR
+0.16%
+$360 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.15%
+$2,011.72 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$257.62 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.1%
+$607.7 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$837.55 
BNDX Vanguard Total International Bond ETF
+0.09%
+$229.76 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.04%
+$200.45 
IEI iShares 3-7 Year Treasury Bond ETF
+0.04%
+$90.1 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.04%
+$182.96 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
WULF TeraWulf Inc.
-12.64%
-$36,740 
QXO Qxo Inc.
-6.26%
-$7,624.5 
MTRN Materion Corporation
-5.91%
-$17,666 
AMD Advanced Micro Devices, Inc.
-5.73%
-$15,341.83 
ANGX Angel Studios, Inc.
-5.36%
-$6,043.2 
AMR Alpha Metallurgical Resources, Inc.
-5.12%
-$14,130 
BAC Bank of America Corporation
-4.76%
-$255,360.34 
HCC Warrior Met Coal Inc.
-4.2%
-$11,398.42 
B BARRICK MINING CORP Common Stock (ABR0)
-4.02%
-$10,269 
FCX Freeport-McMoRan Inc.
-3.87%
-$12,751.2 
PLTR Palantir Technologies Inc.
-3.69%
-$8,262.1 
BX Blackstone Inc.
-3.43%
-$9,048 
CEF Sprott Physical Gold and Silver Trust
-3.27%
-$27,866.64 
META Meta Platforms Inc Class A
-3.27%
-$11,731.21 
NVDA NVIDIA Corporation
-3.16%
-$19,919.98 
ARHS Arhaus, Inc.
-3.12%
-$23,944.2 
AVGO Broadcom Inc.
-3.1%
-$10,783.5 
CAT Caterpillar Inc.
-3.08%
-$29,702.46 
EEM iShares MSCI Emerging Markets ETF
-2.05%
-$11,206.35 
ROK Rockwell Automation, Inc.
-2.05%
-$11,052.02 
VXF Vanguard Extended Market ETF
-2.05%
-$4,803.38 
IEMG iShares Core MSCI Emerging Markets ETF
-1.97%
-$5,627.96 
AVEM Avantis Emerging Markets Equity ETF
-1.94%
-$27,111.6 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.86%
-$5,412.8 
MSFT Microsoft Corp.
-1.8%
-$37,253.96 
KKR KKR & Co. Inc.
-1.79%
-$6,127.68 
SCHA Schwab U.S. Small-Cap ETF
-1.75%
-$9,108.03 
AMZN Amazon.com Inc
-1.74%
-$11,034 
GOOGL Alphabet Inc
-1.74%
-$7,742.53 
GOOG Alphabet Inc
-1.68%
-$4,549.24 
IQI Invesco Quality Municipal Income Trust
-1.66%
-$7,565.35 
VIOO Vanguard S&P Small-Cap 600 ETF
-1.63%
-$4,587.55 
IJR iShares Core S&P Small-Cap ETF
-1.59%
-$27,850.23 
VB Vanguard Small-Cap ETF
-1.51%
-$7,087.22 
EGP EastGroup Properties Inc.
-1.5%
-$22,799.7 
GLD SPDR Gold Shares
-1.49%
-$18,766.75 
IJS iShares S&P Small-Cap 600 Value ETF
-1.48%
-$5,132.16 
KBWB Invesco KBW Bank ETF
-1.48%
-$3,528.96 
SLYV SPDR S&P 600 Small Cap Value ETF
-1.47%
-$18,343.36 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-1.44%
-$10,728 
EXE Expand Energy Corporation
-1.36%
-$3,722.04 
SCHE Schwab Emerging Markets Equity ETF
-1.36%
-$7,081.5 
SCHC Schwab International Small-Cap Equity ETF
-1.36%
-$7,659.44 
VWO Vanguard FTSE Emerging Markets ETF
-1.31%
-$41,680.08 
IBM International Business Machines Corporation
-1.26%
-$2,726 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.25%
-$5,462.4 
AVDV Avantis International Small Cap Value ETF
-1.2%
-$17,708.6 
AVUV Avantis U.S. Small Cap Value ETF
-1.18%
-$27,305.18 
SCHX Schwab U.S. Large-Cap ETF
-1.18%
-$21,303 
SCHB Schwab U.S. Broad Market ETF
-1.17%
-$6,365.8 
V Visa Inc. Class A
-1.17%
-$5,218.02 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.16%
-$65,228.04 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.16%
-$4,290.66 
VO Vanguard Mid-Cap ETF
-1.16%
-$6,484.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$33,275.52 
FNDC Schwab Fundamental International Small Company Index ETF
-1.11%
-$15,947.8 
AVDS Avantis International Small Cap Equity ETF
-1.1%
-$2,665.03 
VOO Vanguard S&P 500 ETF
-1.09%
-$77,436.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.08%
-$18,205.8 
IVV iShares Core S&P 500 ETF
-1.08%
-$21,074.3 
FBNC First Bancorp, Inc.
-1.01%
-$3,639.07 
AVUS Avantis U.S. Equity ETF
-1.01%
-$21,703.44 
SCHF Schwab International Equity ETF
-0.92%
-$14,031.5 
DLS WisdomTree International SmallCap Dividend Fund
-0.88%
-$3,920.84 
VNQ Vanguard Real Estate ETF
-0.87%
-$22,146.07 
AVDE Avantis International Equity ETF
-0.87%
-$11,037.04 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.85%
-$1,936.14 
SCHH Schwab U.S. REIT ETF
-0.85%
-$3,913.81 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.84%
-$5,042.66 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$2,450.91 
TFC Truist Financial Corporation
-0.76%
-$19,206.95 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.7%
-$2,382.9 
EFA iShares MSCI EAFE ETF
-0.7%
-$4,512.24 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$2,305.8 
DWX SPDR S&P International Dividend ETF
-0.59%
-$1,315.17 
DFIV Dimensional International Value ETF
-0.52%
-$6,369.23 
EFV iShares MSCI EAFE Value ETF
-0.51%
-$5,896.4 
RPM RPM International Inc.
-0.5%
-$1,629.25 
OXY Occidental Petroleum Corporation
-0.39%
-$4,132.32 
FANG Diamondback Energy Inc
-0.34%
-$1,451.24 
BBEU JPMorgan BetaBuilders Europe Fund
-0.33%
-$878.75 
ET Energy Transfer L.P.
-0.29%
-$711.6 
MLM Martin Marietta Materials, Inc.
-0.28%
-$910 
TD The Toronto-Dominion Bank
-0.27%
-$563.84 
LOW Lowe's Companies Inc.
-0.2%
-$160,827.45 
SCHV Schwab U.S. Large-Cap Value ETF
-0.18%
-$612.84 
VONV Vanguard Russell 1000 Value Index Fund
-0.13%
-$465.75 
ITM VanEck Intermediate Muni ETF
-0.07%
-$138.3 
VYM Vanguard High Dividend Yield ETF
-0.03%
-$240.35 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$196.21 
VOOV Vanguard S&P 500 Value ETF
-0.01%
-$33.14 Events
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Dividends
Dividend Analysis
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| Trades 1027 | Longs Won 742/1027 72% | Profit Factor 1.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $297,325.94 |
| Average Win $38,902.5 | Best Trade (Oct 16) $1.12M | Sharpe Ratio -14.46 |
| Average Loss -$51,579.49 | Worst Trade (Oct 14) -$10.55M | Z-Score 13.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 5d | Expectancy $13,793.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% |
| Consecutive Losing Trades | 4,098 | 3,689 | 3,279 | 2,869 | 2,459 | 2,049 | 1,639 | 1,230 | 820 | 410 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,075 | $1.34M | $1.74M | - | $400,347.11 | 29.87% | +0.495% |
| ABBV AbbVie Inc. | 3,210 | $557,230.58 | $910,115.22 | - | $352,884.64 | 63.33% | +3.34% |
| ABT Abbott Laboratories | 3,464 | $437,489.83 | $356,688.08 | - | -$80,801.75 | -18.47% | +0.351% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,342 | $227,380.57 | $222,068.44 | - | -$5,312.13 | -2.34% | +0.116% |
| AMD Advanced Micro Devices, Inc. | 442 | $270,398 | $252,302.44 | - | -$18,095.56 | -6.69% | -5.732% |
| AMR Alpha Metallurgical Resources, Inc. | 1,500 | $252,330 | $261,765 | - | $9,435 | 3.74% | -5.122% |
| AMZN Amazon.com Inc | 2,452 | $527,955.43 | $623,004.16 | - | $95,048.73 | 18% | -1.74% |
| ANGX Angel Studios, Inc. | 30,216 | $95,307.53 | $106,662.48 | - | $11,354.95 | 11.91% | -5.362% |
| ARHS Arhaus, Inc. | 79,814 | $594,614.3 | $742,270.2 | - | $147,655.9 | 24.83% | -3.125% |
| AVDE Avantis International Equity ETF | 14,150 | $975,965.56 | $1.26M | - | $287,204.94 | 29.43% | -0.866% |
| AVDS Avantis International Small Cap Equity ETF | 3,117 | $224,814.78 | $239,759.64 | - | $14,944.86 | 6.65% | -1.099% |
| AVDV Avantis International Small Cap Value ETF | 13,622 | $1.01M | $1.46M | - | $451,061.09 | 44.65% | -1.197% |
| AVEM Avantis Emerging Markets Equity ETF | 15,062 | $991,189.52 | $1.37M | - | $379,753.72 | 38.31% | -1.939% |
| AVGO Broadcom Inc. | 975 | $342,410 | $337,593.75 | - | -$4,816.25 | -1.41% | -3.095% |
| AVUS Avantis U.S. Equity ETF | 16,442 | $1.66M | $2.13M | - | $469,534.69 | 28.36% | -1.011% |
| AVUV Avantis U.S. Small Cap Value ETF | 19,229 | $1.84M | $2.29M | - | $449,512.61 | 24.4% | -1.177% |
| B BARRICK MINING CORP Common Stock (ABR0) | 6,300 | $206,451 | $245,007 | - | $38,556 | 18.68% | -4.023% |
| BABA Alibaba Group Holding Limited SP ADR | 6,839 | $606,533.87 | $760,291.63 | - | $153,757.76 | 25.35% | +0.289% |
| BAC Bank of America Corporation | 99,362 | $4.28M | $5.11M | - | $825,314.93 | 19.28% | -4.763% |
| BBEU JPMorgan BetaBuilders Europe Fund | 3,515 | $266,050 | $263,378.95 | - | -$2,671.05 | -1% | -0.333% |
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Option values are updated at end of day.
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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 - $4.01M, Bank of America Corporation - $929,982.23, Exxon Mobil Corporation - $536,268.54, TeraWulf Inc - $396,061.97, and iShares Silver Trust - $377,986.35. 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: Corning Incorporated - $93,423, NVIDIA Corporation - $75,175.31, New Fortress Energy Inc - $66,550, Meta Platforms Inc Class A - $48,090.53, and Markel Group Inc - $47,634.56. 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 $9.14M earned over time. The largest contributors to dividend income include Lowe's Companies Inc - $3.94M, Bank of America Corporation - $288,935.64, Truist Financial Corporation - $262,051.92, Duke Energy Corporation - $199,107.81, and BP p.l.c. Sponsored ADR - $189,024.33. 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 appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Andrew J Hardin's strategy be considered aggressive or moderate?
Andrew J Hardin's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Andrew J Hardin's strategy?
Andrew J Hardin's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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