Barden Capital Management, Inc. holds a focused book of 53 stocks worth $108.4M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Schwab US Small-Cap ETF and trimmed Schwab Intl Equity ETF. Their largest long position is Schwab Intl Equity ETF at 9% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
39% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Barden Capital Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 77 / 53 | $753.3B |
| MORGAN STANLEY | 77 / 53 | $462.7B |
| JPMORGAN CHASE & CO | 77 / 53 | $425.2B |
| BANK OF AMERICA CORP /DE/ | 77 / 53 | $269.5B |
| ROYAL BANK OF CANADA | 77 / 53 | $126.0B |
| AMERIPRISE FINANCIAL INC | 77 / 53 | $109.1B |
| WELLS FARGO & COMPANY/MN | 77 / 53 | $108.7B |
| RAYMOND JAMES FINANCIAL INC | 77 / 53 | $61.3B |
Ranked by how many of Barden Capital Management, Inc.'s top 53 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR INTL EQTY ETF | $9.8M | 355.1K | 9.1% | ▼−8.2% Reduced · −32K sh | |
| 2 | Schwab Strategic TR US LRG CAP ETF | $8.3M | 282.9K | 7.7% | ▲+0.4% Added · +1K sh | |
| 3 | SPDR Index SHS FDS ST STR MSCI GLB | $6.6M | 77.5K | 6.1% | ▲+0.8% Added · +648 sh | |
| 4 | SPDR Series Trust ST STR AGGRE ETF | $5.3M | 206.5K | 4.9% | ▲+5.4% Added · +11K sh | |
| 5 | Schwab Strategic TR US LCAP GR ETF | $4.9M | 143.8K | 4.5% | ▲+1.1% Added · +2K sh | |
| 6 | Schwab Strategic TR US LCAP VA ETF | $4.5M | 128.2K | 4.1% | ▲+1.3% Added · +2K sh | |
| 7 | Nvidia Corporation COM | $4.3M | 21.6K | 4.0% | ▼−30% Reduced · −9K sh | |
| 8 | Vanguard BD Index FDS TOTAL BND MRKT | $3.2M | 43.6K | 3.0% | ▲+3.4% Added · +1K sh | |
| 9 | SPDR Series Trust ST STR SP600GRWO | $2.8M | 23.7K | 2.6% | ▲+0.8% Added · +191 sh | |
| 10 | SPDR Series Trust ST STR SP400GRW | $2.7M | 24.1K | 2.5% | ▲+1.2% Added · +295 sh | |
| 11 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.7M | 5.6K | 2.5% | ▼−33% Reduced · −3K sh | |
| 12 | Apple Inc COM | $2.6M | 9.1K | 2.4% | ▼−28% Reduced · −4K sh | |
| 13 | SPDR Series Trust ST STR SP400VAL | $2.6M | 27.0K | 2.4% | ▲+1.6% Added · +418 sh | |
| 14 | Schwab Strategic TR US BRD MKT ETF | $2.5M | 85.3K | 2.3% | ▲+0.4% Added · +331 sh | |
| 15 | Ishares TR EAFE GRWTH ETF | $2.5M | 19.8K | 2.3% | ▼−16% Reduced · −4K sh | |
| 16 | Eli Lilly & Co COM | $2.4M | 2.0K | 2.2% | ▼−29% Reduced · −814 sh | |
| 17 | Schwab Strategic TR INT-TRM U.S TRES | $2.4M | 97.0K | 2.2% | ▼−0.8% Reduced · −789 sh | |
| 18 | Amazon Com Inc COM | $2.2M | 9.1K | 2.0% | ▼−32% Reduced · −4K sh | |
| 19 | Schwab Strategic TR US SML CAP ETF | $2.1M | 57.0K | 1.9% | ▲New New position | |
| 20 | Visa Inc COM CL A | $1.8M | 5.1K | 1.6% | ▼−29% Reduced · −2K sh | |
| 21 | Palo Alto Networks Inc COM | $1.7M | 5.1K | 1.6% | ▼−29% Reduced · −2K sh | |
| 22 | Ishares TR JPMORGAN USD EMG | $1.7M | 17.2K | 1.5% | ▼−0.3% Reduced · −60 sh | |
| 23 | Microsoft Corp COM | $1.6M | 4.4K | 1.5% | ▼−27% Reduced · −2K sh | |
| 24 | Quanta Svcs Inc COM | $1.5M | 2.0K | 1.3% | ▼−29% Reduced · −834 sh | |
| 25 | Caseys Gen Stores Inc COM | $1.4M | 1.8K | 1.3% | ▼−36% Reduced · −1K sh | |
| 26 | Parker-Hannifin Corp COM | $1.4M | 1.5K | 1.3% | ▼−32% Reduced · −679 sh | |
| 27 | Pimco ETF TR 0-5 HIGH YIELD | $1.4M | 15.1K | 1.3% | ▲+1.2% Added · +178 sh | |
| 28 | Schwab Strategic TR LONG TERM US | $1.4M | 43.4K | 1.3% | ▼−1.7% Reduced · −751 sh | |
| 29 | Allstate Corp COM | $1.3M | 5.5K | 1.2% | ▼−30% Reduced · −2K sh | |
| 30 | Travelers Companies Inc COM | $1.2M | 3.6K | 1.1% | ▼−30% Reduced · −2K sh | |
| 31 | Colgate Palmolive Co COM | $1.2M | 12.8K | 1.1% | ▲New New position | |
| 32 | Broadcom Inc COM | $1.1M | 2.9K | 1.0% | ▼−31% Reduced · −1K sh | |
| 33 | Meta Platforms Inc CL A | $1.1M | 2.0K | 1.0% | ▼−30% Reduced · −854 sh | |
| 34 | Capital One Finl Corp COM | $1.0M | 5.1K | 0.9% | ▼−26% Reduced · −2K sh | |
| 35 | Mastercard Incorporated CL A | $1.0M | 2.0K | 0.9% | ▼−53% Reduced · −2K sh | |
| 36 | Motorola Solutions Inc COM NEW | $961K | 2.3K | 0.9% | ▼−30% Reduced · −1K sh | |
| 37 | Carrier Global Corporation COM | $940K | 12.8K | 0.9% | ▼−31% Reduced · −6K sh | |
| 38 | Valero Energy Corp COM | $880K | 3.4K | 0.8% | ▼−29% Reduced · −1K sh | |
| 39 | Booking Holdings Inc COM | $876K | 4.9K | 0.8% | ▲18× Added · +5K sh | |
| 40 | Hca Healthcare Inc COM | $822K | 2.1K | 0.8% | ▼−30% Reduced · −913 sh | |
| 41 | Ishares TR IBOXX HI YD ETF | $809K | 10.1K | 0.7% | ▼−2.1% Reduced · −213 sh | |
| 42 | Uber Technologies Inc COM | $787K | 10.9K | 0.7% | ▼−30% Reduced · −5K sh | |
| 43 | Micron Technology Inc COM | $748K | 648 | 0.7% | ▲New New position | |
| 44 | Anglogold Ashanti PLC COM SHS | $686K | 8.5K | 0.6% | ▼−29% Reduced · −4K sh | |
| 45 | HDFC Bank Ltd SPONSORED ADS | $684K | 26.5K | 0.6% | ▼−29% Reduced · −11K sh | |
| 46 | ConocoPhillips COM | $663K | 6.4K | 0.6% | ▼−25% Reduced · −2K sh | |
| 47 | Adobe Inc COM | $657K | 3.2K | 0.6% | ▼−25% Reduced · −1K sh | |
| 48 | Elevance Health Inc Formerly COM | $622K | 1.6K | 0.6% | ▼−27% Reduced · −607 sh | |
| 49 | S&P Global Inc COM | $610K | 1.5K | 0.6% | ▼−23% Reduced · −438 sh | |
| 50 | Diamondback Energy Inc COM | $582K | 3.3K | 0.5% | ▼−28% Reduced · −1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1906798/holdings"
Use Arkolith to show Barden Capital Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 53 | $108.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 7, 2026 | 58 | $116.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 56 | $121.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 59 | $120.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 56 | $114.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 60 | $112.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 60 | $116.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 59 | $113.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.