Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Barden Capital Management, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Barden Capital Management, Inc. (CIK 1906798) reported $108.4M across 53 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHF ($9.8M, 9.07%), SCHX ($8.3M, 7.68%), SPGM ($6.6M, 6.12%), SPAB ($5.3M, 4.86%), SCHG ($4.9M, 4.49%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SCHFSCHWAB STRATEGIC TR$9.8M9.07%355,117Trimmed
2SCHXSCHWAB STRATEGIC TR$8.3M7.68%282,948Added
3SPGMSPDR INDEX SHS FDS$6.6M6.12%77,495Added
4SPABSPDR SERIES TRUST$5.3M4.86%206,472Added
5SCHGSCHWAB STRATEGIC TR$4.9M4.49%143,768Added
6SCHVSCHWAB STRATEGIC TR$4.5M4.12%128,202Added
7NVDANVIDIA CORPORATION$4.3M3.98%21,564Trimmed
8BNDVANGUARD BD INDEX FDS$3.2M2.95%43,576Added
9SLYGSPDR SERIES TRUST$2.8M2.60%23,686Added
10MDYGSPDR SERIES TRUST$2.7M2.49%24,094Added
11TSMTAIWAN SEMICONDUCTOR MANUFAC$2.7M2.48%5,633Trimmed
12AAPLAPPLE INC$2.6M2.43%9,116Trimmed
13MDYVSPDR SERIES TRUST$2.6M2.36%27,020Added
14EFGISHARES TR$2.5M2.28%19,828Trimmed
15SCHBSCHWAB STRATEGIC TR$2.5M2.28%85,313Added
16LLYELI LILLY & CO$2.4M2.25%2,030Trimmed
17SCHRSCHWAB STRATEGIC TR$2.4M2.21%97,034Trimmed
18AMZNAMAZON COM INC$2.2M2.00%9,091Trimmed
19SCHASCHWAB STRATEGIC TR$2.1M1.90%56,987New
20VVISA INC$1.8M1.63%5,137Trimmed
21PANWPALO ALTO NETWORKS INC$1.7M1.61%5,116Trimmed
22EMBISHARES TR$1.7M1.53%17,218Trimmed
23MSFTMICROSOFT CORP$1.6M1.50%4,351Trimmed
24PWRQUANTA SVCS INC$1.5M1.34%2,015Trimmed
25CASYCASEYS GEN STORES INC$1.4M1.32%1,798Trimmed

Source: SEC Form 13F filings · as of 2026-06-30