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Barden Capital Management, Inc.

Portfolio Manager
Barden Capital Management, Inc.
Performance
-4.32% (2026 Q1)
AUM (13F)
$116.93M
# of Holdings
58
Performance Rank
Allocation (Top 20)
63.27%

Barden Capital Management, Inc. Holdings Map

Top 50 Barden Capital Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHF
SCHWAB STRATEGIC TR
8.19%386.9K$9.6M
+1.95%(+7.42K)
2025-Q1: 229.8K shares2025-Q2: 364.2K shares2025-Q3: 358.3K shares2025-Q4: 379.5K shares2026-Q1: 386.9K shares
$19.88(+34.03%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR
6.18%281.8K$7.2M
+0.23%(+640)
2025-Q1: 281.1K shares2025-Q2: 274.1K shares2025-Q3: 266.1K shares2025-Q4: 281.2K shares2026-Q1: 281.8K shares
$18.56(+53.56%)
2026-03-31
SPGM
SPDR INDEX SHS FDS
4.98%76.8K$5.8M
+2.17%(+1.63K)
2025-Q1: 73.6K shares2025-Q2: 73.1K shares2025-Q3: 71.3K shares2025-Q4: 75.2K shares2026-Q1: 76.8K shares
$56.79(+46.62%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.62%31.0K$5.4M
-10.03%(-3.45K)
2025-Q1: 37.4K shares2025-Q2: 36.4K shares2025-Q3: 35.5K shares2025-Q4: 34.4K shares2026-Q1: 31.0K shares
$28.39(+592.06%)
2026-03-31
SPAB
SPDR SERIES TRUST
4.29%195.9K$5.0M
+4.47%(+8.38K)
2025-Q1: 173.3K shares2025-Q2: 168.4K shares2025-Q3: 167.2K shares2025-Q4: 187.5K shares2026-Q1: 195.9K shares
$25.18(+1.14%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
3.54%142.2K$4.1M
+2.08%(+2.90K)
2025-Q1: 139.9K shares2025-Q2: 136.8K shares2025-Q3: 133.0K shares2025-Q4: 139.3K shares2026-Q1: 142.2K shares
$19.99(+66.22%)
2026-03-31
SCHV
SCHWAB STRATEGIC TR
3.3%126.6K$3.9M
+2.57%(+3.18K)
2025-Q1: 118.8K shares2025-Q2: 116.7K shares2025-Q3: 115.2K shares2025-Q4: 123.4K shares2026-Q1: 126.6K shares
$23.92(+36.10%)
2026-03-31
AAPL
APPLE INC
2.76%12.7K$3.2M
+3.40%(+418)
2025-Q1: 13.9K shares2025-Q2: 12.6K shares2025-Q3: 12.8K shares2025-Q4: 12.3K shares2026-Q1: 12.7K shares
$179.44(+58.37%)
2026-03-31
BND
VANGUARD BD INDEX FDS
2.65%42.1K$3.1M
+3.41%(+1.39K)
2025-Q1: 39.0K shares2025-Q2: 37.1K shares2025-Q3: 35.9K shares2025-Q4: 40.7K shares2026-Q1: 42.1K shares
$72.21(+1.43%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
2.42%8.4K$2.8M
+1.75%(+144)
2025-Q1: 8.9K shares2025-Q2: 8.6K shares2025-Q3: 8.5K shares2025-Q4: 8.2K shares2026-Q1: 8.4K shares
$124.19(+217.58%)
2026-03-31

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