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 | $773K | 0.7%Prev: 1.1% | 3,220 SH | Decreased-416 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $399K | 0.4%Prev: 0.8% | 3,714 SH | Decreased-1,337 SH |
| ALLSTATE CORP | COM | $1.2M | 1.1%Prev: 1.4% | 5,283 SH | Decreased-2,342 SH |
| AMAZON COM INC | COM | $2.3M | 2.1%Prev: 2.4% | 9,072 SH | Decreased-4,334 SH |
| ANGLOGOLD ASHANTI PLC | COM SHS | $800K | 0.7% | 8,515 SH | New |
| APPLE INC | COM | $3.0M | 2.8%Prev: 2.7% | 9,113 SH | Decreased-3,686 SH |
| BOOKING HOLDINGS INC | COM | $764K | 0.7%Prev: 1.1% | 4,692 SH | Decreased+4,437 SH |
| BROADCOM INC | COM | $999K | 0.9%Prev: 1.1% | 2,845 SH | Decreased-1,344 SH |
| CAPITAL ONE FINL CORP | COM | $985K | 0.9%Prev: 1.2% | 5,101 SH | Decreased-1,639 SH |
| CARRIER GLOBAL CORPORATION | COM | $664K | 0.6%Prev: 1.4% | 12,112 SH | Decreased-15,473 SH |
| CASEYS GEN STORES INC | COM | $1.0M | 0.9%Prev: 1.4% | 1,713 SH | Decreased-1,358 SH |
| CENCORA INC | COM | $861K | 0.8% | 2,867 SH | New |
| COLGATE PALMOLIVE CO | COM | $1.1M | 1.0% | 12,857 SH | New |
| CONOCOPHILLIPS | COM | $799K | 0.7%Prev: 0.6% | 6,385 SH | Increased-1,404 SH |
| DBX ETF TR | XTRACKERS MSCI | $314K | 0.3%Prev: 0.4% | 4,404 SH | Decreased-3,257 SH |
| DIAMONDBACK ENERGY INC | COM | $606K | 0.6%Prev: 0.5% | 3,298 SH | Decreased-1,197 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $626K | 0.6%Prev: 0.5% | 1,610 SH | Decreased-346 SH |
| ELI LILLY & CO | COM | $2.4M | 2.1%Prev: 1.8% | 2,034 SH | Increased-763 SH |
| HCA HEALTHCARE INC | COM | $898K | 0.8%Prev: 1.0% | 2,105 SH | Decreased-764 SH |
| HDFC BANK LTD | SPONSORED ADS | $595K | 0.5% | 26,648 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $2.0M | 1.8% | 13,381 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $2.4M | 2.2%Prev: 2.0% | 20,041 SH | Decreased-1,426 SH |
| ISHARES TR | IBOXX HI YD ETF | $807K | 0.7%Prev: 0.6% | 10,446 SH | Increased+1,189 SH |
| ISHARES TR | JPMORGAN USD EMG | $1.6M | 1.5%Prev: 1.2% | 17,714 SH | Increased+2,796 SH |
| MASTEC INC | COM | $361K | 0.3% | 1,688 SH | New |
| MASTERCARD INCORPORATED | CL A | $1.1M | 1.0%Prev: 1.9% | 1,973 SH | Decreased-1,941 SH |
| META PLATFORMS INC | CL A | $698K | 0.6%Prev: 1.5% | 962 SH | Decreased-1,430 SH |
| MICRON TECHNOLOGY INC | COM | $692K | 0.6% | 650 SH | New |
| MICROSOFT CORP | COM | $2.2M | 2.0%Prev: 3.8% | 4,327 SH | Decreased-4,586 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $1.0M | 0.9%Prev: 1.2% | 2,317 SH | Decreased-880 SH |
| NVIDIA CORPORATION | COM | $4.9M | 4.4%Prev: 5.5% | 21,268 SH | Decreased-14,259 SH |
| PALO ALTO NETWORKS INC | COM | $1.9M | 1.7%Prev: 1.2% | 4,775 SH | Increased-2,196 SH |
| PARKER-HANNIFIN CORP | COM | $1.4M | 1.3%Prev: 2.0% | 1,453 SH | Decreased-1,681 SH |
| PIMCO ETF TR | 0-5 HIGH YIELD | $1.4M | 1.3%Prev: 1.1% | 15,660 SH | Increased+1,230 SH |
| QUANTA SVCS INC | COM | $1.3M | 1.2% | 2,007 SH | New |
| REDDIT INC | CL A | $548K | 0.5% | 3,847 SH | New |
| S&P GLOBAL INC | COM | $554K | 0.5%Prev: 1.4% | 1,405 SH | Decreased-2,059 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $2.4M | 2.2%Prev: 1.8% | 100,625 SH | Increased+16,059 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $9.8M | 8.9%Prev: 6.9% | 356,123 SH | Increased-2,225 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $1.3M | 1.2%Prev: 1.1% | 44,671 SH | Decreased+3,763 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.3M | 2.1%Prev: 1.8% | 77,947 SH | Increased-5,570 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $5.1M | 4.6%Prev: 3.5% | 142,174 SH | Increased+9,161 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $4.2M | 3.8%Prev: 2.8% | 126,433 SH | Increased+11,276 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $8.4M | 7.7%Prev: 5.8% | 281,139 SH | Increased+15,032 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.9M | 1.7% | 57,190 SH | New |
| SPDR GOLD TR | GOLD SHS | $331K | 0.3%Prev: 0.2% | 870 SH | Increased+246 SH |
| SPDR INDEX SHS FDS | ST STR MSCI GLB | $6.6M | 6.0% | 76,712 SH | New |
| SPDR SERIES TRUST | ST STR AGGRE ETF | $5.3M | 4.8% | 216,403 SH | New |
| SPDR SERIES TRUST | ST STR SP400GRW | $2.5M | 2.3% | 24,232 SH | New |
| SPDR SERIES TRUST | ST STR SP400VAL | $2.4M | 2.2% | 26,842 SH | New |
| SPDR SERIES TRUST | ST STR SP600GRWO | $461K | 0.4% | 4,308 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $2.2M | 2.0% | 4,863 SH | New |
| TAPESTRY INC | COM | $600K | 0.5% | 5,215 SH | New |
| TRAVELERS COMPANIES INC | COM | $1.2M | 1.1%Prev: 1.2% | 3,394 SH | Decreased-1,596 SH |
| UBER TECHNOLOGIES INC | COM | $749K | 0.7%Prev: 1.2% | 10,933 SH | Decreased-3,930 SH |
| VALERO ENERGY CORP | COM | $1.3M | 1.2% | 3,380 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.2M | 2.9%Prev: 2.2% | 45,001 SH | Increased+9,106 SH |
| VISA INC | COM CL A | $1.8M | 1.7%Prev: 2.0% | 5,115 SH | Decreased-1,775 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 |