Barden Capital Management, Inc. - Portfolio overview

Barden Capital Management, Inc. has 65 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHF - SCHWAB STRATEGIC TR, 7.70%
2. SCHX - SCHWAB STRATEGIC TR, 5.81%
3. SPGM - SPDR INDEX SHS FDS, 4.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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