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Portfolio (Quarterly) Guide ↗

Barden Capital Management, Inc.

· CIK 0001906798
13F Portfolio $122M AUM Filed Jan 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLYG SPDR SERIES TRUST 22,708.0 $2.1M 1.76% NEW $94.19 +12.2%
22 SONY SONY GROUP CORP Technology 81,939.0 $2.1M 1.72% NEW $25.60 -12.0%
23 JPM JPMORGAN CHASE & CO. Financial Services 5,772.0 $1.9M 1.53% NEW $322.22 -8.8%
24 PH PARKER-HANNIFIN CORP Industrials 2,083.0 $1.8M 1.50% NEW $878.96 -2.9%
25 SPGI S&P GLOBAL INC Financial Services 3,469.0 $1.8M 1.49% NEW $522.59 -22.5%
26 META META PLATFORMS INC Communication Services 2,712.0 $1.8M 1.47% NEW $660.09 -9.0%
27 AXP AMERICAN EXPRESS CO Financial Services 4,687.0 $1.7M 1.42% NEW $369.95 -18.0%
28 CASY CASEYS GEN STORES INC Consumer Cyclical 3,064.0 $1.7M 1.39% NEW $552.71 +55.5%
29 EMB ISHARES TR 17,017.0 $1.6M 1.34% NEW $96.28 -2.1%
30 COF CAPITAL ONE FINL CORP Financial Services 6,630.0 $1.6M 1.32% NEW $242.36 -25.6%
31 ALL ALLSTATE CORP Financial Services 7,635.0 $1.6M 1.30% NEW $208.15 +6.6%
32 ADBE ADOBE INC Technology 4,148.0 $1.5M 1.19% NEW $349.99 -29.5%
33 TRV TRAVELERS COMPANIES INC Financial Services 4,935.0 $1.4M 1.18% NEW $290.06 +4.6%
34 AVGO BROADCOM INC Technology 4,075.0 $1.4M 1.16% NEW $346.10 +20.4%
35 SCHQ SCHWAB STRATEGIC TR 43,853.0 $1.4M 1.14% NEW $31.70 -4.6%
36 BKNG BOOKING HOLDINGS INC Consumer Cyclical 256.0 $1.4M 1.13% NEW $5355.33 -97.2%
37 HCA HCA HEALTHCARE INC Healthcare 2,935.0 $1.4M 1.12% NEW $466.86 -15.1%
38 HYS PIMCO ETF TR 14,439.0 $1.4M 1.12% NEW $94.82 -2.0%
39 TMUS T-MOBILE US INC Communication Services 6,574.0 $1.3M 1.10% NEW $203.04 -4.9%
40 PANW PALO ALTO NETWORKS INC Technology 6,893.0 $1.3M 1.04% NEW $184.20 +31.7%
Page 2 of 3  ·  56 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 43.6%
Financial Services 24.2%
Consumer Cyclical 11.0%
Healthcare 8.1%
Communication Services 6.3%
Industrials 4.5%
Energy 2.3%