Barden Capital Management

Barden Capital Management as of Dec. 31, 2025

Portfolio Holdings for Barden Capital Management

Barden Capital Management holds 56 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.5 $9.1M 380k 24.04
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.2 $7.6M 281k 26.91
NVIDIA Corporation (NVDA) 5.3 $6.4M 34k 186.50
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 4.7 $5.8M 75k 76.71
Spdr Series Trust State Street Spd (SPAB) 4.0 $4.8M 188k 25.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.7 $4.5M 139k 32.62
Microsoft Corporation (MSFT) 3.4 $4.2M 8.7k 483.62
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.0 $3.7M 123k 29.61
Apple (AAPL) 2.7 $3.3M 12k 271.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.5 $3.0M 41k 74.07
Amazon (AMZN) 2.5 $3.0M 13k 230.82
Eli Lilly & Co. (LLY) 2.4 $3.0M 2.7k 1074.68
Ishares Tr Eafe Grwth Etf (EFG) 2.1 $2.6M 22k 113.92
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.0 $2.5M 8.2k 303.89
Visa Com Cl A (V) 2.0 $2.5M 7.0k 350.71
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.0 $2.4M 96k 25.08
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.9 $2.3M 88k 26.23
Mastercard Incorporated Cl A (MA) 1.8 $2.2M 3.9k 570.88
Spdr Series Trust State Street Spd (MDYV) 1.8 $2.2M 26k 84.65
Spdr Series Trust State Street Spd (MDYG) 1.8 $2.2M 24k 92.43
Spdr Series Trust State Street Spd (SLYG) 1.8 $2.1M 23k 94.19
Sony Group Corp Sponsored Adr (SONY) 1.7 $2.1M 82k 25.60
JPMorgan Chase & Co. (JPM) 1.5 $1.9M 5.8k 322.22
Parker-Hannifin Corporation (PH) 1.5 $1.8M 2.1k 878.96
S&p Global (SPGI) 1.5 $1.8M 3.5k 522.59
Meta Platforms Cl A (META) 1.5 $1.8M 2.7k 660.09
American Express Company (AXP) 1.4 $1.7M 4.7k 369.95
Casey's General Stores (CASY) 1.4 $1.7M 3.1k 552.71
Ishares Tr Jpmorgan Usd Emg (EMB) 1.3 $1.6M 17k 96.28
Capital One Financial (COF) 1.3 $1.6M 6.6k 242.36
Allstate Corporation (ALL) 1.3 $1.6M 7.6k 208.15
Adobe Systems Incorporated (ADBE) 1.2 $1.5M 4.1k 349.99
Travelers Companies (TRV) 1.2 $1.4M 4.9k 290.06
Broadcom (AVGO) 1.2 $1.4M 4.1k 346.10
Schwab Strategic Tr Long Term Us (SCHQ) 1.1 $1.4M 44k 31.70
Booking Holdings (BKNG) 1.1 $1.4M 256.00 5355.33
Hca Holdings (HCA) 1.1 $1.4M 2.9k 466.86
Pimco Etf Tr 0-5 High Yield (HYS) 1.1 $1.4M 14k 94.82
Metropcs Communications (TMUS) 1.1 $1.3M 6.6k 203.04
Palo Alto Networks (PANW) 1.0 $1.3M 6.9k 184.20
Motorola Solutions Com New (MSI) 1.0 $1.2M 3.2k 383.32
Uber Technologies (UBER) 1.0 $1.2M 15k 81.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.1M 2.2k 502.65
Intuit (INTU) 0.8 $1.0M 1.5k 662.42
Carrier Global Corporation (CARR) 0.8 $946k 18k 52.84
Synopsys (SNPS) 0.7 $877k 1.9k 469.72
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $818k 10k 80.63
Netflix (NFLX) 0.7 $796k 8.5k 93.76
ConocoPhillips (COP) 0.6 $767k 8.2k 93.61
Alibaba Group Hldg Sponsored Ads (BABA) 0.6 $747k 5.1k 146.58
Anthem (ELV) 0.6 $698k 2.0k 350.55
Diamondback Energy (FANG) 0.6 $678k 4.5k 150.33
Dbx Etf Tr Xtrackers Msci (USSG) 0.4 $482k 7.6k 63.50
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.4 $475k 4.9k 97.85
Spdr Gold Tr Gold Shs (GLD) 0.2 $300k 757.00 396.31
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $217k 986.00 219.78