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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 30,958.0 $5.4M 4.62% -3K -10.0% $174.40 +26.8%
2 MSFT MICROSOFT CORP Technology 5,973.0 $2.2M 1.89% -3K -31.1% $370.17 +14.9%
3 SCHB SCHWAB STRATEGIC TR 84,982.0 $2.1M 1.82% -3K -3.0% $25.10 +12.4%
4 CASY CASEYS GEN STORES INC Consumer Cyclical 2,816.0 $2.0M 1.75% -248.0 -8.1% $727.86 +16.9%
5 SPGI S&P GLOBAL INC Financial Services 1,936.0 $823K 0.70% -2K -44.2% $425.34 -2.1%
6 CORP PIMCO ETF TR 4,805.0 $465K 0.40% -52.0 -1.1% $96.80 -1.3%

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%