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Portfolio (Quarterly) Guide ↗

Barden Capital Management, Inc.

· CIK 0001906798
13F Portfolio $117M AUM 58 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 43 Added 6 Reduced 4 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EMB ISHARES TR 17,278.0 $1.6M 1.39% +261.0 +1.5% $93.93 +0.3%
22 META META PLATFORMS INC Communication Services 2,820.0 $1.6M 1.38% +108.0 +4.0% $572.13 +5.5%
23 TRV TRAVELERS COMPANIES INC Financial Services 5,098.0 $1.5M 1.27% +163.0 +3.3% $291.68 +5.1%
24 MSI MOTOROLA SOLUTIONS INC Technology 3,326.0 $1.4M 1.23% +83.0 +2.6% $433.97 -7.5%
25 HCA HCA HEALTHCARE INC Healthcare 3,021.0 $1.4M 1.22% +86.0 +2.9% $473.24 -13.9%
26 HYS PIMCO ETF TR 14,938.0 $1.4M 1.19% +499.0 +3.5% $93.27 -0.5%
27 SCHQ SCHWAB STRATEGIC TR 44,165.0 $1.4M 1.19% +312.0 +0.7% $31.43 -3.9%
28 AVGO BROADCOM INC Technology 4,228.0 $1.3M 1.12% +153.0 +3.8% $309.52 +33.4%
29 COF CAPITAL ONE FINL CORP Financial Services 6,921.0 $1.3M 1.08% +291.0 +4.4% $182.43 +0.3%
30 PANW PALO ALTO NETWORKS INC Technology 7,205.0 $1.2M 0.99% +312.0 +4.5% $160.32 +51.2%
31 BKNG BOOKING HOLDINGS INC Consumer Cyclical 266.0 $1.1M 0.96% +10.0 +3.9% $4210.32 -96.3%
32 COP CONOCOPHILLIPS Energy 8,460.0 $1.1M 0.95% +270.0 +3.3% $132.00 -5.1%
33 UBER UBER TECHNOLOGIES INC Technology 15,498.0 $1.1M 0.95% +602.0 +4.0% $71.93 +3.0%
34 CARR CARRIER GLOBAL CORPORATION Industrials 18,477.0 $1.0M 0.89% +578.0 +3.2% $56.31 +10.6%
35 ADBE ADOBE INC Technology 4,271.0 $1.0M 0.89% +123.0 +3.0% $243.08 +4.4%
36 FANG DIAMONDBACK ENERGY INC Energy 4,629.0 $916K 0.78% +122.0 +2.7% $197.79 +4.9%
37 HYG ISHARES TR 10,333.0 $822K 0.70% +194.0 +1.9% $79.56 -0.2%
38 SNPS SYNOPSYS INC Technology 1,929.0 $765K 0.65% +61.0 +3.3% $396.48 +25.1%
39 INTU INTUIT Technology 1,587.0 $686K 0.59% +59.0 +3.9% $432.38 -7.2%
40 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,253.0 $659K 0.56% +158.0 +3.1% $125.46 +8.3%
Page 2 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.1%
Financial Services 22.2%
Consumer Cyclical 11.7%
Healthcare 8.4%
Industrials 8.0%
Energy 5.7%
Communication Services 2.9%