B

Barden Capital Management, Inc.

RIA/Wealth

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.

PresidentEric David Barden
Portfolio Value
$120.3M
Positions
59
Top Holding
SCHF at 6.93%
Last Reported
Q3 2025
Address

Top Holdings

Largest long holdings in Barden Capital Management, Inc.'s portfolio (41.6% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$8.3M
6.93%
-$137.2K
Sold
358.3K shares
ETF
ETF
$7.0M
5.83%
-$210.7K
Sold
266.1K shares
3
Nvidia logo
Nvidia
NVDA
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
9
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$3.3M
2.71%
+$58.6K
Bought
0.00%
12.8K shares
10
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$2.9M
2.45%
-$10.8K
Sold
0.00%
13.4K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Barden Capital Management, Inc.'s latest filing

See all changes
Market Value
$120.3M
Prior: $114.1M
Q/Q Change
+5.41%
+$6.2M
Net Flows % of MV
-1.38%
Turnover Ratio
4.2%
New Purchases
3 stocks
$1.8M
Added To
15 stocks
+$636.8K
Sold Out Of
3 stocks
$1.7M
Reduced Holdings
34 stocks
-$2.5M

Increased Positions

PositionShares Δ
New
New
New
+26.43%
5
Intuit logo
Intuit
INTU
+11.19%

Decreased Positions

PositionShares Δ
Sold
Sold
3
Inuvo logo
Inuvo
INUV
Sold
4
Adobe logo
Adobe
ADBE
-37.53%
-10.28%

Analytics

Portfolio insights and performance metrics for Barden Capital Management, Inc.

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Sector Allocation

ETF: 44.70%ETFTechnology: 21.30%TechnologyFinancial Services: 12.70%Financial ServicesConsumer Cyclical: 6.80%Industrials: 3.30%Healthcare: 3.30%Communication Services: 2.80%Energy: 1.10%Consumer Defensive: 0.80%
ETF
44.70%
Technology
21.30%
Financial Services
12.70%
Consumer Cyclical
6.80%
Industrials
3.30%
Healthcare
3.30%
Communication Services
2.80%
Energy
1.10%
Consumer Defensive
0.80%

Market Cap Distribution

Mega Cap (> $200B): 29.18%Mega Cap (> $200B)Large Cap ($10B - $200B): 21.00%Large Cap ($10B - $200B)N/A (ETF or Unknown): 49.81%N/A (ETF or Unknown)
Mega Cap (> $200B)
29.18%
Large Cap ($10B - $200B)
21.00%
N/A (ETF or Unknown)
49.81%

Portfolio Concentration

Top 10 Holdings %
41.61%
Top 20 Holdings %
60.93%
Top 50 Holdings %
96.4%
Top 100 Holdings %
100.0%

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