Barden Capital Management, Inc.

CIK 0001906798 · AUSTIN, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Barden Capital Management, Inc. reported 53 positions worth $108.4M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SCHF (9.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$108.4M
2026 Q2
Positions
53
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.4%
Est. Net Flow (Q)
2026 Q2
10 / 53 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHFSCHWAB STRATEGIC TRSH$9.8M9.07%355,117
2SCHXSCHWAB STRATEGIC TRSH$8.3M7.68%282,948
3SPGMSPDR INDEX SHS FDSSH$6.6M6.12%77,495
4SPABSPDR SERIES TRUSTSH$5.3M4.86%206,472
5SCHGSCHWAB STRATEGIC TRSH$4.9M4.49%143,768
6SCHVSCHWAB STRATEGIC TRSH$4.5M4.12%128,202
7NVDANVIDIA CORPORATIONSH$4.3M3.98%21,564
8BNDVANGUARD BD INDEX FDSSH$3.2M2.95%43,576
9SLYGSPDR SERIES TRUSTSH$2.8M2.60%23,686
10MDYGSPDR SERIES TRUSTSH$2.7M2.49%24,094

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Barden Capital Management, Inc. hold as of Q2 2026?

Barden Capital Management, Inc. reported 53 positions worth $108.4M in its Q2 2026 13F filing. Largest positions: SCHF (9.1%), SCHX (7.7%), SPGM (6.1%), SPAB (4.9%) and SCHG (4.5%).

What did Barden Capital Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Barden Capital Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.