Barden Capital Management, Inc.
CIK: 0001906798SEC EDGAR →
Portfolio Value
$121.8M
Holdings
56
As of
Q4 2025
New Positions
6
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 379,456 | $9.1M | 7.49% |
| 2 | SCHWAB STRATEGIC TR | 281,185 | $7.6M | 6.21% |
| 3 | NVIDIA CORPORATION | 34,409 | $6.4M | 5.27% |
| 4 | SPDR INDEX SHS FDS | 75,217 | $5.8M | 4.74% |
| 5 | SPDR SERIES TRUST | 187,491 | $4.8M | 3.96% |
| 6 | SCHWAB STRATEGIC TR | 139,332 | $4.5M | 3.73% |
| 7 | MICROSOFT CORP | 8,665 | $4.2M | 3.44% |
| 8 | SCHWAB STRATEGIC TR | 123,435 | $3.7M | 3.00% |
| 9 | APPLE INC | 12,304 | $3.3M | 2.75% |
| 10 | VANGUARD BD INDEX FDS | 40,746 | $3.0M | 2.48% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $71.3M | 58.6% |
| Technology | 12 | $27.0M | 22.2% |
| Consumer Cyclical | 4 | $6.8M | 5.6% |
| Healthcare | 3 | $5.0M | 4.1% |
| Communication Services | 3 | $3.9M | 3.2% |
| Unknown | 4 | $3.5M | 2.9% |
| Industrials | 2 | $2.8M | 2.3% |
| Energy | 2 | $1.4M | 1.2% |