Loading…
CIK 0001906798 • 7 13F filings • Apr 14, 2025 – Oct 9, 2026
Import this data to Google Sheets with:
=jivedata("barden-capital-management-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $1.0M | 0.9%Prev: 2.1% | 4,271 SH | Decreased-1,876 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $659K | 0.6%Prev: 0.6% | 5,253 SH | Decreased+49 SH |
| ALLSTATE CORP | COM | $1.6M | 1.4%Prev: 1.4% | 7,890 SH | Increased+26 SH |
| AMAZON COM INC | COM | $2.8M | 2.4%Prev: 2.4% | 13,272 SH | Increased-721 SH |
| ANGLOGOLD ASHANTI PLC | COM SHS | $1.2M | 1.0% | 11,981 SH | New |
| APPLE INC | COM | $3.2M | 2.8%Prev: 2.7% | 12,722 SH | Increased-1,146 SH |
| BOOKING HOLDINGS INC | COM | $1.1M | 1.0%Prev: 1.1% | 266 SH | Decreased+3 SH |
| BROADCOM INC | COM | $1.3M | 1.1% | 4,228 SH | New |
| CAPITAL ONE FINL CORP | COM | $1.3M | 1.1%Prev: 1.1% | 6,921 SH | Increased+44 SH |
| CARRIER GLOBAL CORPORATION | COM | $1.0M | 0.9%Prev: 1.6% | 18,477 SH | Decreased-9,930 SH |
| CASEYS GEN STORES INC | COM | $2.0M | 1.8%Prev: 1.2% | 2,816 SH | Increased-396 SH |
| CONOCOPHILLIPS | COM | $1.1M | 1.0%Prev: 0.7% | 8,460 SH | Increased+796 SH |
| DBX ETF TR | XTRACKERS MSCI | $477K | 0.4%Prev: 0.3% | 7,999 SH | Increased+261 SH |
| DIAMONDBACK ENERGY INC | COM | $916K | 0.8%Prev: 0.6% | 4,629 SH | Increased+131 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $649K | 0.6% | 2,216 SH | New |
| ELI LILLY & CO | COM | $2.6M | 2.2%Prev: 2.2% | 2,844 SH | Increased-118 SH |
| HCA HEALTHCARE INC | COM | $1.4M | 1.2%Prev: 0.9% | 3,021 SH | Increased+100 SH |
| HDFC BANK LTD | SPONSORED ADS | $932K | 0.8% | 37,441 SH | New |
| INTUIT | COM | $686K | 0.6% | 1,587 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $2.6M | 2.3% | 23,662 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $210K | 0.2% | 2,198 SH | New |
| ISHARES TR | ESG AWARE MSCI | $210K | 0.2% | 4,475 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $822K | 0.7%Prev: 0.7% | 10,333 SH | Increased+805 SH |
| ISHARES TR | JPMORGAN USD EMG | $1.6M | 1.4%Prev: 1.3% | 17,278 SH | Increased+1,433 SH |
| JPMORGAN CHASE & CO | COM | $1.7M | 1.5% | 5,772 SH | New |
| MASTERCARD INCORPORATED | CL A | $2.1M | 1.8%Prev: 2.0% | 4,205 SH | Decreased+190 SH |
| META PLATFORMS INC | CL A | $1.6M | 1.4%Prev: 0.7% | 2,820 SH | Increased+1,369 SH |
| MICROSOFT CORP | COM | $2.2M | 1.9%Prev: 3.1% | 5,973 SH | Decreased-3,191 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $1.4M | 1.2% | 3,326 SH | New |
| NVIDIA CORPORATION | COM | $5.4M | 4.6%Prev: 3.6% | 30,958 SH | Increased-6,450 SH |
| PALO ALTO NETWORKS INC | COM | $1.2M | 1.0%Prev: 1.1% | 7,205 SH | Decreased+42 SH |
| PARKER-HANNIFIN CORP | COM | $1.9M | 1.6%Prev: 1.9% | 2,130 SH | Decreased-1,473 SH |
| PIMCO ETF TR | 0-5 HIGH YIELD | $1.4M | 1.2%Prev: 1.3% | 14,938 SH | Decreased-582 SH |
| PIMCO ETF TR | INV GRD CRP BD | $465K | 0.4%Prev: 0.4% | 4,805 SH | Decreased-370 SH |
| QUANTA SVCS INC | COM | $1.6M | 1.3% | 2,849 SH | New |
| S&P GLOBAL INC | COM | $823K | 0.7%Prev: 1.6% | 1,936 SH | Decreased-1,602 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $2.4M | 2.1%Prev: 2.0% | 97,823 SH | Increased+6,298 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $9.6M | 8.2%Prev: 4.0% | 386,874 SH | Increased+157,081 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.4M | 1.2%Prev: 1.3% | 44,165 SH | Decreased+675 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.1M | 1.8%Prev: 1.6% | 84,982 SH | Increased+138 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $4.1M | 3.5%Prev: 3.1% | 142,232 SH | Increased+2,328 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.9M | 3.3%Prev: 2.8% | 126,613 SH | Increased+7,805 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $7.2M | 6.2%Prev: 5.5% | 281,825 SH | Increased+685 SH |
| SONY GROUP CORP | SPONSORED ADR | $1.9M | 1.6%Prev: 2.0% | 91,672 SH | Decreased+5,140 SH |
| SPDR GOLD TR | GOLD SHS | $366K | 0.3% | 850 SH | New |
| SPDR INDEX SHS FDS | STATE STREET SPD | $5.8M | 5.0% | 76,847 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $11.8M | 10.1% | 269,772 SH | New |
| SYNOPSYS INC | COM | $765K | 0.7%Prev: 0.7% | 1,929 SH | Decreased+35 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $2.8M | 2.4% | 8,357 SH | New |
| TRAVELERS COMPANIES INC | COM | $1.5M | 1.3%Prev: 1.2% | 5,098 SH | Increased-69 SH |
| UBER TECHNOLOGIES INC | COM | $1.1M | 1.0%Prev: 1.0% | 15,498 SH | Decreased+172 SH |
| VALERO ENERGY CORP | COM | $1.2M | 1.0% | 4,784 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.1M | 2.7%Prev: 2.5% | 42,135 SH | Increased+3,179 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $212K | 0.2% | 986 SH | New |
| VISA INC | COM CL A | $2.2M | 1.9%Prev: 2.2% | 7,239 SH | Decreased+82 SH |
| 13F-HR |
| 0001754960-25-000780 |
| $120.3M |
| View |
| Aug 6, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000689 | $108.4M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000493 | $114.1M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000203 | $116.9M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000179 | $112.4M | View |