Barden Capital Management
Latest statistics and disclosures from Barden Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHF, SCHX, NVDA, SPGM, MSFT, and represent 26.55% of Barden Capital Management's stock portfolio.
- Added to shares of these 10 stocks: JPM, MSI, AVGO, META, TSLA, GLD, VIG, INTU, AAPL, MSFT.
- Started 6 new stock positions in GLD, TSLA, MSI, AVGO, VIG, JPM.
- Reduced shares in these 10 stocks: STZ, ADBE, , PH, SCHX, NVDA, SCHF, SCHB, SPGM, SCHG.
- Sold out of its positions in CNC, STZ, Inuvo.
- Barden Capital Management was a net buyer of stock by $1.9M.
- Barden Capital Management has $120M in assets under management (AUM), dropping by 5.41%.
- Central Index Key (CIK): 0001906798
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Portfolio Holdings for Barden Capital Management
Barden Capital Management holds 59 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 6.9 | $8.3M | 358k | 23.28 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 5.8 | $7.0M | -2% | 266k | 26.34 |
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| NVIDIA Corporation (NVDA) | 5.5 | $6.6M | -2% | 36k | 186.58 |
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| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 4.4 | $5.3M | -2% | 71k | 74.90 |
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| Microsoft Corporation (MSFT) | 3.8 | $4.6M | 8.9k | 517.95 |
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| Spdr Series Trust Portfolio Agrgte (SPAB) | 3.6 | $4.3M | 167k | 25.85 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.5 | $4.2M | -2% | 133k | 31.91 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 2.8 | $3.4M | 115k | 29.11 |
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| Apple (AAPL) | 2.7 | $3.3M | 13k | 254.63 |
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| Amazon (AMZN) | 2.4 | $2.9M | 13k | 219.57 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.2 | $2.7M | -3% | 36k | 74.37 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 2.0 | $2.4M | 22k | 113.88 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.0 | $2.4M | 8.5k | 279.29 |
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| Sony Group Corp Sponsored Adr (SONY) | 2.0 | $2.4M | 83k | 28.79 |
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| Parker-Hannifin Corporation (PH) | 2.0 | $2.4M | -8% | 3.1k | 758.15 |
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| Visa Com Cl A (V) | 2.0 | $2.4M | 6.9k | 341.38 |
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| Mastercard Incorporated Cl A (MA) | 1.9 | $2.2M | 3.9k | 568.81 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.8 | $2.1M | -5% | 84k | 25.71 |
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| Eli Lilly & Co. (LLY) | 1.8 | $2.1M | 2.8k | 763.00 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.8 | $2.1M | -3% | 85k | 25.13 |
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| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 1.7 | $2.0M | 22k | 91.56 |
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| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 1.7 | $2.0M | 24k | 83.41 |
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| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 1.6 | $2.0M | 21k | 94.31 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $1.8M | NEW | 5.9k | 315.43 |
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| Meta Platforms Cl A (META) | 1.5 | $1.8M | +26% | 2.4k | 734.38 |
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| Casey's General Stores (CASY) | 1.4 | $1.7M | 3.1k | 565.32 |
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| S&p Global (SPGI) | 1.4 | $1.7M | 3.5k | 486.71 |
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| Carrier Global Corporation (CARR) | 1.4 | $1.6M | 28k | 59.70 |
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| Allstate Corporation (ALL) | 1.4 | $1.6M | 7.6k | 214.65 |
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| Metropcs Communications (TMUS) | 1.3 | $1.6M | 6.7k | 239.38 |
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| American Express Company (AXP) | 1.3 | $1.5M | 4.6k | 332.16 |
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| Motorola Solutions Com New (MSI) | 1.2 | $1.5M | NEW | 3.2k | 457.29 |
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| Uber Technologies (UBER) | 1.2 | $1.5M | 15k | 97.97 |
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| Capital One Financial (COF) | 1.2 | $1.4M | 6.7k | 212.58 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.2 | $1.4M | -2% | 15k | 95.19 |
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| Palo Alto Networks (PANW) | 1.2 | $1.4M | 7.0k | 203.62 |
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| Travelers Companies (TRV) | 1.2 | $1.4M | 5.0k | 279.22 |
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| Broadcom (AVGO) | 1.1 | $1.4M | NEW | 4.2k | 329.91 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 1.1 | $1.4M | 14k | 95.68 |
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| Booking Holdings (BKNG) | 1.1 | $1.4M | 255.00 | 5399.27 |
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| Schwab Strategic Tr Long Term Us (SCHQ) | 1.1 | $1.3M | -3% | 41k | 32.31 |
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| Adobe Systems Incorporated (ADBE) | 1.1 | $1.3M | -37% | 3.6k | 352.75 |
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| Hca Holdings (HCA) | 1.0 | $1.2M | 2.9k | 426.20 |
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| On Hldg Namen Akt A (ONON) | 1.0 | $1.2M | 28k | 42.35 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $1.1M | 2.3k | 502.74 |
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| Keurig Dr Pepper (KDP) | 0.8 | $999k | 39k | 25.51 |
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| Synopsys (SNPS) | 0.8 | $910k | 1.8k | 493.39 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $903k | 5.1k | 178.73 |
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| Intuit (INTU) | 0.7 | $794k | +11% | 1.2k | 682.91 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $752k | 9.3k | 81.19 |
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| ConocoPhillips (COP) | 0.6 | $737k | +2% | 7.8k | 94.59 |
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| Chipotle Mexican Grill (CMG) | 0.6 | $697k | 18k | 39.19 |
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| Diamondback Energy (FANG) | 0.5 | $643k | 4.5k | 143.10 |
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| Anthem (ELV) | 0.5 | $632k | -10% | 2.0k | 323.12 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.4 | $484k | 4.9k | 98.62 |
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| Dbx Etf Tr Xtrackers Msci (USSG) | 0.4 | $470k | 7.7k | 61.34 |
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| Tesla Motors (TSLA) | 0.2 | $231k | NEW | 519.00 | 444.72 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $222k | NEW | 624.00 | 355.47 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $213k | NEW | 986.00 | 215.79 |
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Past Filings by Barden Capital Management
SEC 13F filings are viewable for Barden Capital Management going back to 2021
- Barden Capital Management 2025 Q3 filed Nov. 13, 2025
- Barden Capital Management 2025 Q2 filed July 29, 2025
- Barden Capital Management 2025 Q1 filed April 14, 2025
- Barden Capital Management 2024 Q4 filed Feb. 7, 2025
- Barden Capital Management 2024 Q3 filed Oct. 21, 2024
- Barden Capital Management 2024 Q2 filed Aug. 12, 2024
- Barden Capital Management 2024 Q1 filed May 9, 2024
- Barden Capital Management 2023 Q3 filed Nov. 15, 2023
- Barden Capital Management 2023 Q2 filed Aug. 9, 2023
- Barden Capital Management 2023 Q1 filed May 9, 2023
- Barden Capital Management 2022 Q4 filed Jan. 26, 2023
- Barden Capital Management 2022 Q3 filed Nov. 9, 2022
- Barden Capital Management 2022 Q2 restated filed Oct. 11, 2022
- Barden Capital Management 2022 Q2 filed Aug. 2, 2022
- Barden Capital Management 2022 Q1 filed May 6, 2022
- Barden Capital Management 2021 Q4 filed Feb. 4, 2022