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Barden Capital Management, Inc. Portfolio
$110M across 58 positions as of 2026-09-30, with 48% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+7.6%
-6.9% a year vs the S&P 500
3 years
+14.1%
-7.2% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 19
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -5.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +3.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.8% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SCHFSchwab International Equity ETF | $9.8M | 8.9% | 356,123 |
| SCHXSchwab U.S. Large-Cap ETF | $8.4M | 7.7% | 281,139 |
| SPDR INDEX SHS FDS | $6.6M | 6.0% | 76,712 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $5.3M | 4.8% | 216,403 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $5.1M | 4.6% | 142,174 |
| NVDANVIDIA Corp | $4.9M | 4.4% | 21,268 |
| SCHVSchwab U.S. Large-Cap Value ETF | $4.2M | 3.8% | 126,433 |
| BNDVanguard Total Bond Market ETF | $3.2M | 2.9% | 45,001 |
| AAPLApple Inc | $3M | 2.8% | 9,113 |
| SPDR SERIES TRUST | $2.5M | 2.3% | 24,232 |
| EFGiShares MSCI EAFE Growth ETF | $2.4M | 2.2% | 20,041 |
| SCHRSchwab Intermediate-Term U.S. Treasury ETF | $2.4M | 2.2% | 100,625 |
| SPDR SERIES TRUST | $2.4M | 2.2% | 26,842 |
| LLYEli Lilly and Co | $2.4M | 2.1% | 2,034 |
| SCHBSchwab U.S. Broad Market ETF | $2.3M | 2.1% | 77,947 |
| AMZNAmazon.com Inc | $2.3M | 2.1% | 9,072 |
| MSFTMicrosoft Corp | $2.2M | 2.0% | 4,327 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $2.2M | 2.0% | 4,863 |
| SPMOInvesco S&P 500 Momentum ETF | $2M | 1.8% | 13,381 |
| PANWPalo Alto Networks Inc | $1.9M | 1.7% | 4,775 |
| SCHASchwab U.S. Small-Cap ETF | $1.9M | 1.7% | 57,190 |
| VVisa Inc | $1.8M | 1.7% | 5,115 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $1.6M | 1.5% | 17,714 |
| PIMCO ETF TR | $1.4M | 1.3% | 15,660 |
| PHParker-Hannifin Corp | $1.4M | 1.3% | 1,453 |
| VLOValero Energy Corp | $1.3M | 1.2% | 3,380 |
| PWRQuanta Services Inc | $1.3M | 1.2% | 2,007 |
| SCHWAB STRATEGIC TR | $1.3M | 1.2% | 44,671 |
| TRVTravelers Companies Inc | $1.2M | 1.1% | 3,394 |
| ALLAllstate Corp | $1.2M | 1.1% | 5,283 |
| CLColgate-Palmolive Co | $1.1M | 1.0% | 12,857 |
| MAMastercard Inc | $1.1M | 1.0% | 1,973 |
| CASYCaseys General Stores Inc | $1M | 0.9% | 1,713 |
| MSIMotorola Solutions Inc | $1M | 0.9% | 2,317 |
| AVGOBroadcom Inc | $999.1K | 0.9% | 2,845 |
| COFCapital One Financial Corp | $984.9K | 0.9% | 5,101 |
| HCAHCA Healthcare Inc | $898.3K | 0.8% | 2,105 |
| CORCencora Inc | $860.8K | 0.8% | 2,867 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $806.5K | 0.7% | 10,446 |
| ANGLOGOLD ASHANTI PLC | $800K | 0.7% | 8,515 |
| COPConocoPhillips | $799.1K | 0.7% | 6,385 |
| ADBEAdobe Inc | $772.6K | 0.7% | 3,220 |
| BKNGBooking Holdings Inc | $764.4K | 0.7% | 4,692 |
| UBERUber Technologies Inc | $749K | 0.7% | 10,933 |
| METAMeta Platforms Inc | $697.6K | 0.6% | 962 |
| MUMicron Technology Inc | $692.3K | 0.6% | 650 |
| CARRCarrier Global Corp | $664.5K | 0.6% | 12,112 |
| ELVElevance Health Inc | $626K | 0.6% | 1,610 |
| FANGDiamondback Energy Inc | $606.2K | 0.6% | 3,298 |
| TPRTapestry Inc | $599.9K | 0.5% | 5,215 |
| HDBHDFC Bank Ltd | $595.3K | 0.5% | 26,648 |
| SPGIS&P Global Inc | $554.2K | 0.5% | 1,405 |
| RDDTReddit Inc | $548K | 0.5% | 3,847 |
| SLYGState Street SPDR S&P 600 Small Cap Growth ETF | $460.8K | 0.4% | 4,308 |
| BABAAlibaba Group Holding Ltd | $399.4K | 0.4% | 3,714 |
| MTZMasTec Inc | $360.6K | 0.3% | 1,688 |
| GLDSPDR Gold Shares | $331.3K | 0.3% | 870 |
| DBX ETF TR | $314K | 0.3% | 4,404 |
Quarter ending 2026-09-30.
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