Barden Capital Management, Inc. Portfolio Holdings

Barden Capital Management, Inc.

  • $114 Million
  • Q2 2025

Barden Capital Management, Inc. has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $114 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $8.05M, Schwab Strategic Tr Us Large C with a value of $6.7M, Nvidia Corp with a value of $5.75M, Spdr Index Shs Fds S Spdr Port with a value of $5.04M, and Microsoft Corp with a value of $4.4M.

Examining the 13F form we can see an increase of $1.78M in the current position value, from $112M to 114M.

Below you can find more details about Barden Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $114 Million
ETFs: $52.3 Million
Technology: $23.7 Million
Financial Services: $13.3 Million
Consumer Cyclical: $9.02 Million
Healthcare: $4.77 Million
Industrials: $4.41 Million
Communication Services: $2.98 Million
Consumer Defensive: $2.22 Million
Other: $1.29 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.05 Million 7.06% of portfolio
364,241
Q2 2025 Added 58.51%
$0
$6.7 Million 5.88% of portfolio
274,107
Q2 2025 Reduced 2.5%
$456B
$5.75 Million 5.04% of portfolio
36,374
Q2 2025 Reduced 2.76%
$0
$5.04 Million 4.42% of portfolio
73,085
Q2 2025 Reduced 0.67%
$3.95T
$4.4 Million 3.86% of portfolio
8,845
Q2 2025 Reduced 3.48%
$0
$4.31 Million 3.78% of portfolio
168,449
Q2 2025 Reduced 2.77%
$0
$4 Million 3.5% of portfolio
136,794
Q2 2025 Reduced 2.22%
$0
$3.23 Million 2.83% of portfolio
116,658
Q2 2025 Reduced 1.81%
$2.26T
$2.95 Million 2.59% of portfolio
13,455
Q2 2025 Reduced 3.84%
$0
$2.73 Million 2.4% of portfolio
37,095
Q2 2025 Reduced 4.78%
$3.69T
$2.58 Million 2.26% of portfolio
12,569
Q2 2025 Reduced 9.37%
$551B
$2.44 Million 2.14% of portfolio
6,876
Q2 2025 Reduced 3.93%
$96.6B
$2.4 Million 2.11% of portfolio
3,440
Q2 2025 Reduced 4.52%
$0
$2.38 Million 2.09% of portfolio
21,270
Q2 2025 New
$157B
$2.25 Million 1.97% of portfolio
5,820
Q2 2025 Reduced 5.32%
$0
$2.2 Million 1.93% of portfolio
87,934
Q2 2025 Reduced 3.92%
$608B
$2.18 Million 1.91% of portfolio
2,799
Q2 2025 Reduced 5.5%
$33.7B
$2.15 Million 1.89% of portfolio
82,730
Q2 2025 Reduced 4.39%
$0
$2.12 Million 1.85% of portfolio
88,773
Q2 2025 Added 4.63%
$55B
$2.01 Million 1.76% of portfolio
27,459
Q2 2025 Reduced 3.34%
$1.27T
$1.94 Million 1.7% of portfolio
8,587
Q2 2025 Reduced 3.6%
$0
$1.93 Million 1.7% of portfolio
22,273
Q2 2025 Reduced 0.46%
$0
$1.94 Million 1.7% of portfolio
24,459
Q2 2025 Reduced 0.01%
$0
$1.88 Million 1.65% of portfolio
21,162
Q2 2025 Reduced 0.48%
$182B
$1.82 Million 1.6% of portfolio
3,450
Q2 2025 Reduced 2.49%
$314B
$1.58 Million 1.39% of portfolio
6,649
Q2 2025 Reduced 2.76%
$19.4B
$1.58 Million 1.38% of portfolio
3,088
Q2 2025 Reduced 3.86%
$55.9B
$1.53 Million 1.34% of portfolio
7,607
Q2 2025 Reduced 3.27%
$217B
$1.48 Million 1.29% of portfolio
255
Q2 2025 Reduced 3.04%
$227B
$1.47 Million 1.29% of portfolio
4,598
Q2 2025 Reduced 0.26%
$14B
$1.44 Million 1.27% of portfolio
27,755
Q2 2025 Reduced 2.78%
$83.2B
$1.44 Million 1.26% of portfolio
6,745
Q2 2025 Reduced 1.92%
$52.5B
$1.43 Million 1.26% of portfolio
7,000
Q2 2025 Reduced 2.28%
$0
$1.41 Million 1.24% of portfolio
15,237
Q2 2025 Reduced 3.84%
$1.78T
$1.4 Million 1.22% of portfolio
1,892
Q2 2025 Added 30.39%
$182B
$1.39 Million 1.22% of portfolio
14,893
Q2 2025 Reduced 2.83%
$0
$1.39 Million 1.22% of portfolio
14,597
Q2 2025 Reduced 5.95%
$61.9B
$1.34 Million 1.18% of portfolio
5,016
Q2 2025 Reduced 2.92%
$0
$1.35 Million 1.18% of portfolio
42,279
Q2 2025 Reduced 2.78%
$49.3B
$1.29 Million 1.13% of portfolio
38,979
Q2 2025 Reduced 3.83%
$621B
$1.11 Million 0.98% of portfolio
2,290
Q2 2025 Reduced 34.46%
$112B
$1.1 Million 0.96% of portfolio
2,869
Q2 2025 Reduced 1.78%
$1.19B
$998,000 0.88% of portfolio
17,788
Q2 2025 Reduced 2.94%
$95.7B
$948,000 0.83% of portfolio
1,850
Q2 2025 Reduced 2.32%
$27.4B
$932,000 0.82% of portfolio
5,733
Q2 2025 Reduced 1.75%
$70.7B
$847,000 0.74% of portfolio
2,180
Q2 2025 Reduced 2.11%
$201B
$823,000 0.72% of portfolio
1,046
Q2 2025 New
$0
$758,000 0.66% of portfolio
9,411
Q2 2025 Reduced 1.23%
$120B
$678,000 0.59% of portfolio
7,564
Q2 2025 Reduced 1.3%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $114 Million
  • Prior Value $112 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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