Barden Capital Management, Inc. Top Holdings and 13F Report (2026) About Barden Capital Management, Inc.Investment ActivityBarden Capital Management, Inc. has $116.93 million in total holdings as of March 31, 2026.Barden Capital Management, Inc. owns shares of 58 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 6.93% of the portfolio was purchased this quarter.About 6.40% of the portfolio was sold this quarter.This quarter, Barden Capital Management, Inc. has purchased 56 new stocks and bought additional shares in 44 stocks.Barden Capital Management, Inc. sold shares of 6 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab International Equity ETF $9,575,130Schwab US Large-Cap ETF $7,226,001SPDR Portfolio MSCI Global Stock Market ETF $5,818,068NVIDIA $5,399,151SPDR Portfolio Aggregate Bond ETF $5,018,343 Largest New Holdings this Quarter 74762E102 - Quanta Services $1,564,158 Holding91913Y100 - Valero Energy $1,182,031 HoldingG0378L100 - ANGLOGOLD ASHANTI PLC $1,166,470 Holding40415F101 - HDFC Bank $931,532 Holding46435U663 - iShares ESG Aware MSCI USA Small-Cap ETF $210,415 Holding Largest Purchases this Quarter Quanta Services 2,849 shares (about $1.56M)Valero Energy 4,784 shares (about $1.18M)ANGLOGOLD ASHANTI PLC 11,981 shares (about $1.17M)HDFC Bank 37,441 shares (about $931.53K)SPDR Portfolio Aggregate Bond ETF 8,385 shares (about $214.82K) Largest Sales this Quarter Microsoft 2,692 shares (about $996.50K)S&P Global 1,533 shares (about $652.05K)NVIDIA 3,451 shares (about $601.86K)Casey's General Stores 248 shares (about $180.51K)Schwab US Broad Market ETF 2,612 shares (about $65.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBarden Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHFSchwab International Equity ETF$9,575,130$183,595 ▲2.0%386,8748.2%ETFSCHXSchwab US Large-Cap ETF$7,226,001$16,410 ▲0.2%281,8256.2%ETFSPGMSPDR Portfolio MSCI Global Stock Market ETF$5,818,068$123,407 ▲2.2%76,8475.0%ETFNVDANVIDIA$5,399,151$601,863 ▼-10.0%30,9584.6%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$5,018,343$214,824 ▲4.5%195,8764.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,143,205$84,477 ▲2.1%142,2323.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$3,861,686$96,929 ▲2.6%126,6133.3%ETFAAPLApple$3,228,716$106,084 ▲3.4%12,7222.8%Computer and TechnologyBNDVanguard Total Bond Market ETF$3,102,821$102,286 ▲3.4%42,1352.7%ETFTSMTaiwan Semiconductor Manufacturing$2,824,248$48,665 ▲1.8%8,3572.4%Computer and TechnologyAMZNAmazon.com$2,764,159$66,646 ▲2.5%13,2722.4%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$2,635,237$136,985 ▲5.5%23,6622.3%ETFLLYEli Lilly and Company$2,615,826$89,218 ▲3.5%2,8442.2%MedicalSCHRSchwab Intermediate-Term U.S. Treasury ETF$2,436,771$50,443 ▲2.1%97,8232.1%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$2,283,773$22,071 ▲1.0%23,7992.0%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$2,270,088$76,040 ▲3.5%23,4951.9%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$2,265,137$52,111 ▲2.4%26,6021.9%ETFMSFTMicrosoft$2,211,025$996,497 ▼-31.1%5,9731.9%Computer and TechnologyVVisa$2,187,915$73,142 ▲3.5%7,2391.9%Business ServicesSCHBSchwab US Broad Market ETF$2,133,048$65,561 ▼-3.0%84,9821.8%ETFMAMastercard$2,101,070$153,396 ▲7.9%4,2051.8%Business ServicesCASYCasey's General Stores$2,049,654$180,509 ▼-8.1%2,8161.8%Retail/WholesalePHParker-Hannifin$1,906,861$42,076 ▲2.3%2,1301.6%IndustrialsSONYSony$1,897,610$201,473 ▲11.9%91,6721.6%Consumer DiscretionaryJPMJPMorgan Chase & Co.$1,697,8920.0%5,7721.5%FinanceALLAllstate$1,635,913$52,872 ▲3.3%7,8901.4%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,622,923$24,516 ▲1.5%17,2781.4%ETFMETAMeta Platforms$1,613,407$61,790 ▲4.0%2,8201.4%Computer and TechnologyPWRQuanta Services$1,564,158$1,564,158 ▲New Holding2,8491.3%ConstructionTRVTravelers Companies$1,486,985$47,544 ▲3.3%5,0981.3%FinanceMSIMotorola Solutions$1,443,384$36,020 ▲2.6%3,3261.2%Computer and TechnologyHCAHCA Healthcare$1,429,658$40,699 ▲2.9%3,0211.2%MedicalHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$1,393,267$46,542 ▲3.5%14,9381.2%ETFSCHQSchwab Long-Term U.S. Treasury ETF$1,388,106$9,806 ▲0.7%44,1651.2%ETFAVGOBroadcom$1,308,652$47,357 ▲3.8%4,2281.1%Computer and TechnologyCOFCapital One Financial$1,262,598$53,087 ▲4.4%6,9211.1%FinanceVLOValero Energy$1,182,031$1,182,031 ▲New Holding4,7841.0%EnergyANGLOGOLD ASHANTI PLC$1,166,470$1,166,470 ▲New Holding11,9811.0%COM SHSPANWPalo Alto Networks$1,155,106$50,020 ▲4.5%7,2051.0%Computer and TechnologyBKNGBooking$1,119,945$42,103 ▲3.9%2661.0%Retail/WholesaleCOPConocoPhillips$1,116,720$35,640 ▲3.3%8,4601.0%EnergyUBERUber Technologies$1,114,771$43,302 ▲4.0%15,4981.0%Computer and TechnologyCARRCarrier Global$1,040,440$32,547 ▲3.2%18,4770.9%ConstructionADBEAdobe$1,038,195$29,899 ▲3.0%4,2710.9%Computer and TechnologyHDBHDFC Bank$931,532$931,532 ▲New Holding37,4410.8%FinanceFANGDiamondback Energy$915,570$24,130 ▲2.7%4,6290.8%EnergySPGIS&P Global$823,458$652,046 ▼-44.2%1,9360.7%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$822,074$15,434 ▲1.9%10,3330.7%ETFSNPSSynopsys$764,810$24,185 ▲3.3%1,9290.7%Computer and TechnologyINTUIntuit$686,187$25,510 ▲3.9%1,5870.6%Computer and TechnologyBABAAlibaba Group$659,041$19,823 ▲3.1%5,2530.6%Retail/WholesaleELVElevance Health$648,734$66,162 ▲11.4%2,2160.6%MedicalUSSGXtrackers MSCI USA Selection Equity ETF$477,380$24,827 ▲5.5%7,9990.4%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$465,124$5,034 ▼-1.1%4,8050.4%ETFGLDSPDR Gold Shares$365,747$40,017 ▲12.3%8500.3%FinanceVIGVanguard Dividend Appreciation ETF$212,0490.0%9860.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$210,415$210,415 ▲New Holding4,4750.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$210,173$210,173 ▲New Holding2,1980.2%ManufacturingAXPAmerican Express$0$1,733,956 ▼-100.0%00.0%FinanceTMUST-Mobile US$0$1,334,785 ▼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$1,112,867 ▼-100.0%00.0%FinanceNFLXNetflix$0$796,397 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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