Data as of Q4 2025 (Dec 31, 2025)

Barden Capital Management, Inc.

CIK: 1906798Filing: 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

NFLX
NETFLIX INC
NEW
0.7% of portfolio
SPAB
SPDR SERIES TRUST
+12.1%
4.0% of portfolio
SCHF
SCHWAB STRATEGIC TR
+5.9%
7.5% of portfolio
SCHX
SCHWAB STRATEGIC TR
+5.7%
6.2% of portfolio
BND
VANGUARD BD INDEX FDS
+13.5%
2.5% of portfolio

📉 Biggest Sells

PH
PARKER-HANNIFIN CORP
-33.5%
1.5% of portfolio
CARR
CARRIER GLOBAL CORPORATION
-35.1%
0.8% of portfolio
NVDA
NVIDIA CORPORATION
-3.1%
5.3% of portfolio
AAPL
APPLE INC
-3.9%
2.7% of portfolio
MSFT
MICROSOFT CORP
-2.8%
3.4% of portfolio

Sector Breakdown

Other65.5%
Technology16.1%
Financial9.0%
Consumer4.6%
Healthcare2.4%
Communication1.7%
Energy0.6%

🚪 Exited Positionssold since Q3 2025

ONON
ON HLDG AG
SOLD
$1.2M
KDP
KEURIG DR PEPPER INC
SOLD
$999.2K
CMG
CHIPOTLE MEXICAN GRILL INC
SOLD
$697.1K
TSLA
TESLA INC
SOLD
$230.8K

Changes from Q3 2025

NEW1 new position
34 increased
20 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023