Barden Capital Management, Inc.
•CIK: 1906798•Filing: Q4 2025
Barden Capital Management, Inc. manages $122M across a diversified portfolio of 56 holdings. The strategy shows a notable allocation to broad market ETFs, with SCHF ($9.1M) and SCHX ($7.6M) leading the top positions. Significant single-stock exposure includes NVDA ($6.4M) and SPGM ($5.8M), suggesting a blend of core index tracking and targeted growth bets. The remaining top holdings—including SCHG ($4.5M) and MSFT ($4.2M)—further indicate a focus on technology and sector-specific opportunities.
Total AUM
$121.8M
QoQ Performance
+1.2%
Positions
44
Top 10 Concentration
43.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHF
SCHX
NVDA
SCHF7.5%
SCHX6.2%
NVDA5.3%
SPGM4.7%
SPAB4.0%
SCHG3.7%
MSFT3.4%
SCHV3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.5%
Technology16.1%
Financial9.0%
Consumer4.6%
Healthcare2.4%
Communication1.7%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑34 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023