Barden Capital Management, Inc. 13F Holdings · Q3 2026
Barden Capital Management, Inc. reported 58 securities worth $109.97M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: SCHF (8.90%), SCHX (7.67%), SPGM (6.03%). Among its top 25 positions this quarter: 1 new, 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $9.8M | 8.90% | 356,123 | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $8.4M | 7.67% | 281,139 | Trimmed |
| 3 | SPGM | SPDR INDEX SHS FDS | $6.6M | 6.03% | 76,712 | Trimmed |
| 4 | SPAB | SPDR SERIES TRUST | $5.3M | 4.79% | 216,403 | Added |
| 5 | SCHG | SCHWAB STRATEGIC TR | $5.1M | 4.65% | 142,174 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $4.9M | 4.42% | 21,268 | Trimmed |
| 7 | SCHV | SCHWAB STRATEGIC TR | $4.2M | 3.83% | 126,433 | Trimmed |
| 8 | BND | VANGUARD BD INDEX FDS | $3.2M | 2.87% | 45,001 | Added |
| 9 | AAPL | APPLE INC | $3.0M | 2.76% | 9,113 | Trimmed |
| 10 | MDYG | SPDR SERIES TRUST | $2.5M | 2.30% | 24,232 | Added |
| 11 | EFG | ISHARES TR | $2.4M | 2.18% | 20,041 | Added |
| 12 | SCHR | SCHWAB STRATEGIC TR | $2.4M | 2.17% | 100,625 | Added |
| 13 | MDYV | SPDR SERIES TRUST | $2.4M | 2.16% | 26,842 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $2.4M | 2.14% | 2,034 | Added |
| 15 | SCHB | SCHWAB STRATEGIC TR | $2.3M | 2.08% | 77,947 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $2.3M | 2.06% | 9,072 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $2.2M | 2.02% | 4,327 | Trimmed |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.2M | 2.02% | 4,863 | Trimmed |
| 19 | SPMO | INVESCO EXCH TRADED FD TR II | $2.0M | 1.84% | 13,381 | New |
| 20 | PANW | PALO ALTO NETWORKS INC | $1.9M | 1.73% | 4,775 | Trimmed |
| 21 | SCHA | SCHWAB STRATEGIC TR | $1.9M | 1.70% | 57,190 | Added |
| 22 | V | VISA INC | $1.8M | 1.67% | 5,115 | Trimmed |
| 23 | EMB | ISHARES TR | $1.6M | 1.46% | 17,714 | Added |
| 24 | HYS | PIMCO ETF TR | $1.4M | 1.29% | 15,660 | Added |
| 25 | PH | PARKER-HANNIFIN CORP | $1.4M | 1.26% | 1,453 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR