StockDriftsStockDriftsTop 50 Barden Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 8.9% | 356.1K | $9.8M | +0.28%(+1.01K) | $19.90(+35.19%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 7.67% | 281.1K | $8.4M | -0.64%(-1.81K) | $18.39(+63.85%) | 2026-09-30 | |
| SPGM | SPDR INDEX SHS FDS | 6.03% | 76.7K | $6.6M | -1.01%(-783) | $56.98(+50.89%) | 2026-09-30 | |
| SPAB | SPDR SERIES TRUST | 4.79% | 216.4K | $5.3M | +4.81%(+9.93K) | $25.19(-2.73%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.65% | 142.2K | $5.1M | -1.11%(-1.59K) | $20.10(+76.99%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.42% | 21.3K | $4.9M | -1.37%(-296) | $28.39(+664.57%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.83% | 126.4K | $4.2M | -1.38%(-1.77K) | $24.02(+41.54%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 2.87% | 45.0K | $3.2M | +3.27%(+1.43K) | $72.23(-2.26%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.76% | 9.1K | $3.0M | -0.03%(-3) | $178.37(+92.26%) | 2026-09-30 | |
| MDYG | SPDR SERIES TRUST | 2.3% | 24.2K | $2.5M | +0.57%(+138) | $78.20(+32.31%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.55% | +62.41% | — | — | +38.56% |
| Top 20 Holdings Unweighted | +17.41% | +61.84% | — | — | +37.87% |
Barden Capital Management INC reports $109.97M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are SCHF (8.9%), SCHX (7.7%) and SPGM (6.0%). The top 20 holdings account for 68.62% of reported assets. Its disclosed equity book has returned +62.41% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Barden Capital Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906798). View Barden Capital Management INC’s 13F filings on SEC