Barden Capital Management, Inc. Portfolio Stock Holdings
Barden Capital Management, Inc. disclosed 58 stock positions valued at approximately $116.9 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SPDR INDEX SHS FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 58
- Portfolio Value
- $116.9M
Holdings by Sector
Barden Capital Management, Inc. Portfolio Holdings in Q1 2026
58 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHF | Other | 8.19% | 386,874 | +7,418 | +1.95% | $9,575,130 |
| SCHWAB STRATEGIC TR | SCHX | Other | 6.18% | 281,825 | +640 | +0.23% | $7,226,001 |
| SPDR INDEX SHS FDS | SPGM | Other | 4.98% | 76,847 | +1,630 | +2.17% | $5,818,068 |
| NVIDIA CORPORATION | NVDA | Technology | 4.62% | 30,958 | -3,451 | -10.03% | $5,399,151 |
| SPDR SERIES TRUST | SPAB | Other | 4.29% | 195,876 | +8,385 | +4.47% | $5,018,343 |
| SCHWAB STRATEGIC TR | SCHG | Other | 3.54% | 142,232 | +2,900 | +2.08% | $4,143,205 |
| SCHWAB STRATEGIC TR | SCHV | Other | 3.30% | 126,613 | +3,178 | +2.57% | $3,861,686 |
| APPLE INC | AAPL | Technology | 2.76% | 12,722 | +418 | +3.40% | $3,228,716 |
| VANGUARD BD INDEX FDS | BND | Other | 2.65% | 42,135 | +1,389 | +3.41% | $3,102,821 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.42% | 8,357 | +144 | +1.75% | $2,824,248 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.36% | 13,272 | +320 | +2.47% | $2,764,159 |
| ISHARES TR | EFG | Other | 2.25% | 23,662 | +1,230 | +5.48% | $2,635,237 |
| ELI LILLY & CO | LLY | Healthcare | 2.24% | 2,844 | +97 | +3.53% | $2,615,826 |
| SCHWAB STRATEGIC TR | SCHR | Other | 2.08% | 97,823 | +2,025 | +2.11% | $2,436,771 |
| SPDR SERIES TRUST | MDYG | Other | 1.95% | 23,799 | +230 | +0.98% | $2,283,773 |
| SPDR SERIES TRUST | SLYG | Other | 1.94% | 23,495 | +787 | +3.47% | $2,270,088 |
| SPDR SERIES TRUST | MDYV | Other | 1.94% | 26,602 | +612 | +2.35% | $2,265,137 |
| MICROSOFT CORP | MSFT | Technology | 1.89% | 5,973 | -2,692 | -31.07% | $2,211,025 |
| VISA INC | V | Financial Services | 1.87% | 7,239 | +242 | +3.46% | $2,187,915 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.82% | 84,982 | -2,612 | -2.98% | $2,133,048 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.80% | 4,205 | +307 | +7.88% | $2,101,070 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 1.75% | 2,816 | -248 | -8.09% | $2,049,654 |
| PARKER-HANNIFIN CORP | PH | Industrials | 1.63% | 2,130 | +47 | +2.26% | $1,906,861 |
| SONY GROUP CORP | SONY | Technology | 1.62% | 91,672 | +9,733 | +11.88% | $1,897,610 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.45% | 5,772 | - | - | $1,697,892 |
| ALLSTATE CORP | ALL | Financial Services | 1.40% | 7,890 | +255 | +3.34% | $1,635,913 |
| ISHARES TR | EMB | Other | 1.39% | 17,278 | +261 | +1.53% | $1,622,923 |
| META PLATFORMS INC | META | Communication Services | 1.38% | 2,820 | +108 | +3.98% | $1,613,407 |
| QUANTA SVCS INC | PWR | Industrials | 1.34% | 2,849 | +2,849 | +100.00% | $1,564,158 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 1.27% | 5,098 | +163 | +3.30% | $1,486,985 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 1.23% | 3,326 | +83 | +2.56% | $1,443,384 |
| HCA HEALTHCARE INC | HCA | Healthcare | 1.22% | 3,021 | +86 | +2.93% | $1,429,658 |
| PIMCO ETF TR | HYS | Other | 1.19% | 14,938 | +499 | +3.46% | $1,393,267 |
| SCHWAB STRATEGIC TR | SCHQ | Other | 1.19% | 44,165 | +312 | +0.71% | $1,388,106 |
| BROADCOM INC | AVGO | Technology | 1.12% | 4,228 | +153 | +3.75% | $1,308,652 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 1.08% | 6,921 | +291 | +4.39% | $1,262,598 |
| VALERO ENERGY CORP | VLO | Energy | 1.01% | 4,784 | +4,784 | +100.00% | $1,182,031 |
| ANGLOGOLD ASHANTI PLC | AU | Other | 1.00% | 11,981 | +11,981 | +100.00% | $1,166,470 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.99% | 7,205 | +312 | +4.53% | $1,155,106 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.96% | 266 | +10 | +3.91% | $1,119,945 |
| CONOCOPHILLIPS | COP | Energy | 0.96% | 8,460 | +270 | +3.30% | $1,116,720 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.95% | 15,498 | +602 | +4.04% | $1,114,771 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.89% | 18,477 | +578 | +3.23% | $1,040,440 |
| ADOBE INC | ADBE | Technology | 0.89% | 4,271 | +123 | +2.97% | $1,038,195 |
| HDFC BANK LTD | HDB | Financial Services | 0.80% | 37,441 | +37,441 | +100.00% | $931,532 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 0.78% | 4,629 | +122 | +2.71% | $915,570 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.70% | 1,936 | -1,533 | -44.19% | $823,458 |
| ISHARES TR | HYG | Other | 0.70% | 10,333 | +194 | +1.91% | $822,074 |
| SYNOPSYS INC | SNPS | Technology | 0.65% | 1,929 | +61 | +3.27% | $764,810 |
| INTUIT | INTU | Technology | 0.59% | 1,587 | +59 | +3.86% | $686,187 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.56% | 5,253 | +158 | +3.10% | $659,041 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.55% | 2,216 | +226 | +11.36% | $648,734 |
| DBX ETF TR | USSG | Other | 0.41% | 7,999 | +416 | +5.49% | $477,380 |
| PIMCO ETF TR | CORP | Other | 0.40% | 4,805 | -52 | -1.07% | $465,124 |
| SPDR GOLD TR | GLD | Other | 0.31% | 850 | +93 | +12.29% | $365,747 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.18% | 986 | - | - | $212,049 |
| ISHARES TR | ESML | Other | 0.18% | 4,475 | +4,475 | +100.00% | $210,415 |
| ISHARES TR | ESGD | Other | 0.18% | 2,198 | +2,198 | +100.00% | $210,173 |