Barden Capital Management, Inc. is a RIA/Wealth led by Eric David Barden, reporting $134.7M in AUM as of Q3 2025 with 45% ETF concentration.
Largest long holdings in Barden Capital Management, Inc.'s portfolio (41.6% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $8.3M | 6.93% | -$137.2K Sold | — 358.3K shares | |
ETF ETF | $7.0M | 5.83% | -$210.7K Sold | — 266.1K shares | |
Semiconductors Technology | $6.6M | 5.51% | -$158.0K Sold | 0.00% 35.5K shares | |
ETF ETF | $5.3M | 4.44% | -$132.3K Sold | — 71.3K shares | |
Software - Infrastructure Technology | $4.6M | 3.84% | +$35.2K Bought | 0.00% 8.9K shares | |
ETF ETF | $4.3M | 3.59% | -$31.8K Sold | — 167.2K shares | |
ETF ETF | $4.2M | 3.53% | -$120.7K Sold | — 133.0K shares | |
ETF ETF | $3.4M | 2.79% | -$43.7K Sold | — 115.2K shares | |
Consumer Electronics Technology | $3.3M | 2.71% | +$58.6K Bought | 0.00% 12.8K shares | |
Specialty Retail Consumer Cyclical | $2.9M | 2.45% | -$10.8K Sold | 0.00% 13.4K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Barden Capital Management, Inc.'s latest filing
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+26.43% | |
+11.19% |
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-37.53% | |
-10.28% |
Portfolio insights and performance metrics for Barden Capital Management, Inc.
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