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The Analysis of Barden Capital Management, Inc.'s Holdings & P&L

Currently, Barden Capital Management, Inc. holds 58 types of securities in its portfolio with a total value $116.9M. In the most recent quarter, they have increased their positions in PWR (+2.8K shares, valued at $1.6M), VLO (+4.8K shares, valued at $1.2M), N/A (+12.0K shares, valued at $1.2M); decreased their positions in MSFT (-2.7K shares, valued at $996.5K), SPGI (-1.5K shares, valued at $652.0K), NVDA (-3.5K shares, valued at $601.9K); initiated new positions in PWR (+2.8K shares, valued at $1.6M), VLO (+4.8K shares, valued at $1.2M), N/A (+12.0K shares, valued at $1.2M).

1M P&L

+3.8M+3.15%

3M P&L

+5.0M+4.17%

HY P&L

+8.5M+7.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A59.9M

52.4%

2Semiconductors8.2M

7.2%

3Credit Services5.6M

4.9%

Top Industries by Stock Count

1N/A23 stocks

41.1%

2Software - Application3 stocks

5.4%

3Credit Services3 stocks

5.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB STRATEGIC TR386.9K shares1.95%2026-03-312026-04-07

SCHX SCHWAB STRATEGIC TR281.8K shares0.23%2026-03-312026-04-07

SPGM SPDR INDEX SHS FDS76.8K shares2.17%2026-03-312026-04-07

NVDA NVIDIA CORPORATION31.0K shares-10.03%2026-03-312026-04-07

SPAB SPDR SERIES TRUST195.9K shares4.47%2026-03-312026-04-07

SCHG SCHWAB STRATEGIC TR142.2K shares2.08%2026-03-312026-04-07

SCHV SCHWAB STRATEGIC TR126.6K shares2.57%2026-03-312026-04-07

AAPL APPLE INC12.7K shares3.40%2026-03-312026-04-07

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BND VANGUARD BD INDEX FDS42.1K shares3.41%2026-03-312026-04-07

TSM TAIWAN SEMICONDUCTOR MANUFAC8.4K shares1.75%2026-03-312026-04-07

AMZN AMAZON COM INC13.3K shares2.47%2026-03-312026-04-07

EFG ISHARES TR23.7K shares5.48%2026-03-312026-04-07

LLY ELI LILLY & CO2.8K shares3.53%2026-03-312026-04-07

SCHR SCHWAB STRATEGIC TR97.8K shares2.11%2026-03-312026-04-07

MDYG SPDR SERIES TRUST23.8K shares0.98%2026-03-312026-04-07

SLYG SPDR SERIES TRUST23.5K shares3.47%2026-03-312026-04-07

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MDYV SPDR SERIES TRUST26.6K shares2.35%2026-03-312026-04-07

MSFT MICROSOFT CORP6.0K shares-31.07%2026-03-312026-04-07

V VISA INC7.2K shares3.46%2026-03-312026-04-07

SCHB SCHWAB STRATEGIC TR85.0K shares-2.98%2026-03-312026-04-07

MA MASTERCARD INCORPORATED4.2K shares7.88%2026-03-312026-04-07

CASY CASEYS GEN STORES INC2.8K shares-8.09%2026-03-312026-04-07

PH PARKER-HANNIFIN CORP2.1K shares2.26%2026-03-312026-04-07

SONY SONY GROUP CORP91.7K shares11.88%2026-03-312026-04-07

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JPM JPMORGAN CHASE & CO5.8K shares0.00%2026-03-312026-04-07

ALL ALLSTATE CORP7.9K shares3.34%2026-03-312026-04-07

EMB ISHARES TR17.3K shares1.53%2026-03-312026-04-07

META META PLATFORMS INC2.8K shares3.98%2026-03-312026-04-07

PWR QUANTA SVCS INC2.8K sharesnew addition2026-03-312026-04-07

TRV TRAVELERS COMPANIES INC5.1K shares3.30%2026-03-312026-04-07

MSI MOTOROLA SOLUTIONS INC3.3K shares2.56%2026-03-312026-04-07

HCA HCA HEALTHCARE INC3.0K shares2.93%2026-03-312026-04-07

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HYS PIMCO ETF TR14.9K shares3.46%2026-03-312026-04-07

SCHQ SCHWAB STRATEGIC TR44.2K shares0.71%2026-03-312026-04-07

BROADCOM INC BROADCOM INC4.2K shares3.75%2026-03-312026-04-07

COF CAPITAL ONE FINL CORP6.9K shares4.39%2026-03-312026-04-07

VLO VALERO ENERGY CORP4.8K sharesnew addition2026-03-312026-04-07

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC12.0K sharesnew addition2026-03-312026-04-07

PANW PALO ALTO NETWORKS INC7.2K shares4.53%2026-03-312026-04-07

BKNG BOOKING HOLDINGS INC266 shares3.91%2026-03-312026-04-07

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COP CONOCOPHILLIPS8.5K shares3.30%2026-03-312026-04-07

UBER UBER TECHNOLOGIES INC15.5K shares4.04%2026-03-312026-04-07

CARR CARRIER GLOBAL CORPORATION18.5K shares3.23%2026-03-312026-04-07

ADBE ADOBE INC4.3K shares2.97%2026-03-312026-04-07

HDB HDFC BANK LTD37.4K sharesnew addition2026-03-312026-04-07

FANG DIAMONDBACK ENERGY INC4.6K shares2.71%2026-03-312026-04-07

SPGI S&P GLOBAL INC1.9K shares-44.19%2026-03-312026-04-07

HYG ISHARES TR10.3K shares1.91%2026-03-312026-04-07

Sponsored

SNPS SYNOPSYS INC1.9K shares3.27%2026-03-312026-04-07

INTU INTUIT1.6K shares3.86%2026-03-312026-04-07

BABA ALIBABA GROUP HLDG LTD5.3K shares3.10%2026-03-312026-04-07

ELV ELEVANCE HEALTH INC FORMERLY2.2K shares11.36%2026-03-312026-04-07

USSG DBX ETF TR8.0K shares5.49%2026-03-312026-04-07

CORP PIMCO ETF TR4.8K shares-1.07%2026-03-312026-04-07

GLD SPDR GOLD TR850 shares12.29%2026-03-312026-04-07

VIG VANGUARD SPECIALIZED FUNDS986 shares0.00%2026-03-312026-04-07

Sponsored

ESML ISHARES TR4.5K sharesnew addition2026-03-312026-04-07

ESGD ISHARES TR2.2K sharesnew addition2026-03-312026-04-07

SCHF

SCHWAB STRATEGIC TR

1.95%

Shares386.9K

Event2026-03-31

Filed2026-04-07

SCHX

SCHWAB STRATEGIC TR

0.23%

Shares281.8K

Event2026-03-31

Filed2026-04-07

SPGM

SPDR INDEX SHS FDS

2.17%

Shares76.8K

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORPORATION

-10.03%

Shares31.0K

Event2026-03-31

Filed2026-04-07

SPAB

SPDR SERIES TRUST

4.47%

Shares195.9K

Event2026-03-31

Filed2026-04-07

SCHG

SCHWAB STRATEGIC TR

2.08%

Shares142.2K

Event2026-03-31

Filed2026-04-07

SCHV

SCHWAB STRATEGIC TR

2.57%

Shares126.6K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

3.40%

Shares12.7K

Event2026-03-31

Filed2026-04-07

BND

VANGUARD BD INDEX FDS

3.41%

Shares42.1K

Event2026-03-31

Filed2026-04-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.75%

Shares8.4K

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC

2.47%

Shares13.3K

Event2026-03-31

Filed2026-04-07

EFG

ISHARES TR

5.48%

Shares23.7K

Event2026-03-31

Filed2026-04-07

LLY

ELI LILLY & CO

3.53%

Shares2.8K

Event2026-03-31

Filed2026-04-07

SCHR

SCHWAB STRATEGIC TR

2.11%

Shares97.8K

Event2026-03-31

Filed2026-04-07

MDYG

SPDR SERIES TRUST

0.98%

Shares23.8K

Event2026-03-31

Filed2026-04-07

SLYG

SPDR SERIES TRUST

3.47%

Shares23.5K

Event2026-03-31

Filed2026-04-07

MDYV

SPDR SERIES TRUST

2.35%

Shares26.6K

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

-31.07%

Shares6.0K

Event2026-03-31

Filed2026-04-07

VISA INC

3.46%

Shares7.2K

Event2026-03-31

Filed2026-04-07

SCHB

SCHWAB STRATEGIC TR

-2.98%

Shares85.0K

Event2026-03-31

Filed2026-04-07

MASTERCARD INCORPORATED

7.88%

Shares4.2K

Event2026-03-31

Filed2026-04-07

CASY

CASEYS GEN STORES INC

-8.09%

Shares2.8K

Event2026-03-31

Filed2026-04-07

PARKER-HANNIFIN CORP

2.26%

Shares2.1K

Event2026-03-31

Filed2026-04-07

SONY

SONY GROUP CORP

11.88%

Shares91.7K

Event2026-03-31

Filed2026-04-07

JPM

JPMORGAN CHASE & CO

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-07

ALL

ALLSTATE CORP

3.34%

Shares7.9K

Event2026-03-31

Filed2026-04-07

EMB

ISHARES TR

1.53%

Shares17.3K

Event2026-03-31

Filed2026-04-07