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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 1 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHF SCHWAB STRATEGIC TR 379,456.0 $9.1M 7.49% NEW $24.04 +11.0%
2 SCHX SCHWAB STRATEGIC TR 281,185.0 $7.6M 6.21% NEW $26.91 +7.1%
3 NVDA NVIDIA CORPORATION Technology 34,409.0 $6.4M 5.27% NEW $186.50 +19.2%
4 SPGM SPDR INDEX SHS FDS 75,217.0 $5.8M 4.74% NEW $76.71 +8.9%
5 SPAB SPDR SERIES TRUST 187,491.0 $4.8M 3.96% NEW $25.75 -2.2%
6 SCHG SCHWAB STRATEGIC TR 139,332.0 $4.5M 3.73% NEW $32.62 +3.9%
7 MSFT MICROSOFT CORP Technology 8,665.0 $4.2M 3.44% NEW $483.62 -12.4%
8 SCHV SCHWAB STRATEGIC TR 123,435.0 $3.7M 3.00% NEW $29.61 +9.9%
9 AAPL APPLE INC Technology 12,304.0 $3.3M 2.75% NEW $271.86 +10.0%
10 BND VANGUARD BD INDEX FDS 40,746.0 $3.0M 2.48% NEW $74.07 -2.2%
11 AMZN AMAZON COM INC Consumer Cyclical 12,952.0 $3.0M 2.46% NEW $230.82 +12.4%
12 LLY ELI LILLY & CO Healthcare 2,747.0 $3.0M 2.42% NEW $1074.68 -8.1%
13 EFG ISHARES TR 22,432.0 $2.6M 2.10% NEW $113.92 +3.6%
14 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 8,213.0 $2.5M 2.05% NEW $303.89 +30.3%
15 V VISA INC Financial Services 6,997.0 $2.5M 2.02% NEW $350.71 -5.2%
16 SCHR SCHWAB STRATEGIC TR 95,798.0 $2.4M 1.97% NEW $25.08 -2.5%
17 SCHB SCHWAB STRATEGIC TR 87,594.0 $2.3M 1.89% NEW $26.23 +7.5%
18 MA MASTERCARD INCORPORATED Financial Services 3,898.0 $2.2M 1.83% NEW $570.88 -11.4%
19 MDYV SPDR SERIES TRUST 25,990.0 $2.2M 1.81% NEW $84.65 +4.3%
20 MDYG SPDR SERIES TRUST 23,569.0 $2.2M 1.79% NEW $92.43 +12.0%
Page 1 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%