Barden Capital Management
Latest statistics and disclosures from Barden Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHF, SCHX, SPGM, NVDA, SPAB, and represent 28.25% of Barden Capital Management's stock portfolio.
- Added to shares of these 10 stocks: PWR, VLO, AU, HDB, SPAB, ESML, ESGD, SONY, SCHF, MA.
- Started 6 new stock positions in ESGD, AU, PWR, ESML, VLO, HDB.
- Reduced shares in these 10 stocks: AXP, TMUS, BRK.B, MSFT, NFLX, SPGI, NVDA, CASY, SCHB, CORP.
- Sold out of its positions in AXP, BRK.B, NFLX, TMUS.
- Barden Capital Management was a net buyer of stock by $619k.
- Barden Capital Management has $117M in assets under management (AUM), dropping by -3.99%.
- Central Index Key (CIK): 0001906798
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Portfolio Holdings for Barden Capital Management
Barden Capital Management holds 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 8.2 | $9.6M | 387k | 24.75 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 6.2 | $7.2M | 282k | 25.64 |
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| Spdr Index Shs Fds State Street Spd (SPGM) | 5.0 | $5.8M | +2% | 77k | 75.71 |
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| NVIDIA Corporation (NVDA) | 4.6 | $5.4M | -10% | 31k | 174.40 |
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| Spdr Series Trust State Street Spd (SPAB) | 4.3 | $5.0M | +4% | 196k | 25.62 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.5 | $4.1M | +2% | 142k | 29.13 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 3.3 | $3.9M | +2% | 127k | 30.50 |
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| Apple (AAPL) | 2.8 | $3.2M | +3% | 13k | 253.79 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.7 | $3.1M | +3% | 42k | 73.64 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.4 | $2.8M | 8.4k | 337.95 |
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| Amazon (AMZN) | 2.4 | $2.8M | +2% | 13k | 208.27 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 2.3 | $2.6M | +5% | 24k | 111.37 |
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| Eli Lilly & Co. (LLY) | 2.2 | $2.6M | +3% | 2.8k | 919.77 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 2.1 | $2.4M | +2% | 98k | 24.91 |
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| Spdr Series Trust State Street Spd (MDYG) | 2.0 | $2.3M | 24k | 95.96 |
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| Spdr Series Trust State Street Spd (SLYG) | 1.9 | $2.3M | +3% | 24k | 96.62 |
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| Spdr Series Trust State Street Spd (MDYV) | 1.9 | $2.3M | +2% | 27k | 85.15 |
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| Microsoft Corporation (MSFT) | 1.9 | $2.2M | -31% | 6.0k | 370.17 |
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| Visa Com Cl A (V) | 1.9 | $2.2M | +3% | 7.2k | 302.24 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.8 | $2.1M | -2% | 85k | 25.10 |
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| Mastercard Incorporated Cl A (MA) | 1.8 | $2.1M | +7% | 4.2k | 499.66 |
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| Casey's General Stores (CASY) | 1.8 | $2.0M | -8% | 2.8k | 727.86 |
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| Parker-Hannifin Corporation (PH) | 1.6 | $1.9M | +2% | 2.1k | 895.24 |
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| Sony Group Corp Sponsored Adr (SONY) | 1.6 | $1.9M | +11% | 92k | 20.70 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $1.7M | 5.8k | 294.16 |
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| Allstate Corporation (ALL) | 1.4 | $1.6M | +3% | 7.9k | 207.34 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.4 | $1.6M | 17k | 93.93 |
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| Meta Platforms Cl A (META) | 1.4 | $1.6M | +3% | 2.8k | 572.13 |
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| Quanta Services (PWR) | 1.3 | $1.6M | NEW | 2.8k | 549.02 |
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| Travelers Companies (TRV) | 1.3 | $1.5M | +3% | 5.1k | 291.68 |
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| Motorola Solutions Com New (MSI) | 1.2 | $1.4M | +2% | 3.3k | 433.97 |
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| Hca Holdings (HCA) | 1.2 | $1.4M | +2% | 3.0k | 473.24 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 1.2 | $1.4M | +3% | 15k | 93.27 |
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| Schwab Strategic Tr Long Term Us (SCHQ) | 1.2 | $1.4M | 44k | 31.43 |
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| Broadcom (AVGO) | 1.1 | $1.3M | +3% | 4.2k | 309.52 |
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| Capital One Financial (COF) | 1.1 | $1.3M | +4% | 6.9k | 182.43 |
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| Valero Energy Corporation (VLO) | 1.0 | $1.2M | NEW | 4.8k | 247.08 |
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| Anglogold Ashanti Com Shs (AU) | 1.0 | $1.2M | NEW | 12k | 97.36 |
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| Palo Alto Networks (PANW) | 1.0 | $1.2M | +4% | 7.2k | 160.32 |
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| Booking Holdings (BKNG) | 1.0 | $1.1M | +3% | 266.00 | 4210.32 |
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| ConocoPhillips (COP) | 1.0 | $1.1M | +3% | 8.5k | 132.00 |
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| Uber Technologies (UBER) | 1.0 | $1.1M | +4% | 16k | 71.93 |
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| Carrier Global Corporation (CARR) | 0.9 | $1.0M | +3% | 19k | 56.31 |
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| Adobe Systems Incorporated (ADBE) | 0.9 | $1.0M | +2% | 4.3k | 243.08 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.8 | $932k | NEW | 37k | 24.88 |
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| Diamondback Energy (FANG) | 0.8 | $916k | +2% | 4.6k | 197.79 |
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| S&p Global (SPGI) | 0.7 | $824k | -44% | 1.9k | 425.34 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.7 | $822k | 10k | 79.56 |
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| Synopsys (SNPS) | 0.7 | $765k | +3% | 1.9k | 396.48 |
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| Intuit (INTU) | 0.6 | $686k | +3% | 1.6k | 432.38 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $659k | +3% | 5.3k | 125.46 |
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| Anthem (ELV) | 0.6 | $649k | +11% | 2.2k | 292.75 |
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| Dbx Etf Tr Xtrackers Msci (USSG) | 0.4 | $477k | +5% | 8.0k | 59.68 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.4 | $465k | 4.8k | 96.80 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $366k | +12% | 850.00 | 430.29 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $212k | 986.00 | 215.06 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $210k | NEW | 4.5k | 47.02 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $210k | NEW | 2.2k | 95.62 |
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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 2026 Q1 filed April 7, 2026
- Barden Capital Management 2025 Q4 filed Jan. 6, 2026
- 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