Barden Capital Management, Inc. Top Holdings and 13F Report (2025) About Barden Capital Management, Inc.Investment ActivityBarden Capital Management, Inc. has $114.12 million in total holdings as of June 30, 2025.Barden Capital Management, Inc. owns shares of 56 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 5.84% of the portfolio was purchased this quarter.About 12.03% of the portfolio was sold this quarter.This quarter, Barden Capital Management, Inc. has purchased 60 new stocks and bought additional shares in 3 stocks.Barden Capital Management, Inc. sold shares of 50 stocks and completely divested from 7 stocks this quarter.Largest Holdings Schwab International Equity ETF $8,049,726Schwab US Large-Cap ETF $6,699,180NVIDIA $5,746,797SPDR Portfolio MSCI Global Stock Market ETF $5,042,841Microsoft $4,399,591 Largest New Holdings this Quarter 464288885 - iShares MSCI EAFE Growth ETF $2,382,240 Holding461202103 - Intuit $823,861 Holding46122W204 - Inuvo $71,815 Holding Largest Purchases this Quarter Schwab International Equity ETF 134,448 shares (about $2.97M)iShares MSCI EAFE Growth ETF 21,270 shares (about $2.38M)Intuit 1,046 shares (about $823.86K)Meta Platforms 441 shares (about $325.50K)Schwab US Broad Market ETF 3,929 shares (about $93.63K) Largest Sales this Quarter Berkshire Hathaway 1,204 shares (about $584.87K)Apple 1,299 shares (about $266.52K)Schwab US Large-Cap ETF 7,033 shares (about $171.89K)NVIDIA 1,034 shares (about $163.36K)Microsoft 319 shares (about $158.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBarden Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHFSchwab International Equity ETF$8,049,726$2,971,301 ▲58.5%364,2417.1%ETFSCHXSchwab US Large-Cap ETF$6,699,180$171,887 ▼-2.5%274,1075.9%ETFNVDANVIDIA$5,746,797$163,364 ▼-2.8%36,3745.0%Computer and TechnologySPGMSPDR Portfolio MSCI Global Stock Market ETF$5,042,841$33,879 ▼-0.7%73,0854.4%ETFMSFTMicrosoft$4,399,591$158,674 ▼-3.5%8,8453.9%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$4,312,294$123,034 ▼-2.8%168,4493.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,995,761$90,843 ▼-2.2%136,7943.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$3,227,924$59,490 ▼-1.8%116,6582.8%ETFAMZNAmazon.com$2,951,892$118,032 ▼-3.8%13,4552.6%Retail/WholesaleBNDVanguard Total Bond Market ETF$2,731,305$137,025 ▼-4.8%37,0952.4%ETFAAPLApple$2,578,782$266,516 ▼-9.4%12,5692.3%Computer and TechnologyVVisa$2,441,324$99,769 ▼-3.9%6,8762.1%Business ServicesPHParker-Hannifin$2,402,737$113,851 ▼-4.5%3,4402.1%IndustrialsEFGiShares MSCI EAFE Growth ETF$2,382,240$2,382,240 ▲New Holding21,2702.1%ETFADBEAdobe$2,251,642$126,510 ▼-5.3%5,8202.0%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$2,200,988$89,883 ▼-3.9%87,9341.9%ETFMAMastercard$2,199,433$56,756 ▼-2.5%3,9141.9%Business ServicesLLYEli Lilly and Company$2,181,904$127,063 ▼-5.5%2,7991.9%MedicalSONYSony$2,153,462$98,966 ▼-4.4%82,7301.9%Consumer DiscretionarySCHBSchwab US Broad Market ETF$2,115,461$93,628 ▲4.6%88,7731.9%ETFCARRCarrier Global$2,009,724$69,384 ▼-3.3%27,4591.8%ConstructionTSMTaiwan Semiconductor Manufacturing$1,944,870$72,703 ▼-3.6%8,5871.7%Computer and TechnologyMDYVSPDR S&P 400 Mid Cap Value ETF$1,942,807$238 ▼0.0%24,4591.7%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$1,934,848$9,034 ▼-0.5%22,2731.7%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,878,096$8,964 ▼-0.5%21,1621.6%ETFSPGIS&P Global$1,819,151$46,402 ▼-2.5%3,4501.6%FinanceTMUST-Mobile US$1,584,191$45,031 ▼-2.8%6,6491.4%Computer and TechnologyCASYCasey's General Stores$1,575,714$63,273 ▼-3.9%3,0881.4%Retail/WholesaleALLAllstate$1,531,365$51,737 ▼-3.3%7,6071.3%FinanceBKNGBooking$1,476,256$46,314 ▼-3.0%2551.3%Retail/WholesaleAXPAmerican Express$1,466,670$3,828 ▼-0.3%4,5981.3%FinanceONONON$1,444,648$41,380 ▼-2.8%27,7551.3%Retail/WholesaleCOFCapital One Financial$1,435,066$28,084 ▼-1.9%6,7451.3%FinancePANWPalo Alto Networks$1,432,480$33,356 ▼-2.3%7,0001.3%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,411,251$56,313 ▼-3.8%15,2371.2%ETFMETAMeta Platforms$1,396,466$325,498 ▲30.4%1,8921.2%Computer and TechnologyUBERUber Technologies$1,389,517$40,399 ▼-2.8%14,8931.2%Computer and TechnologyHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$1,386,861$87,694 ▼-5.9%14,5971.2%ETFSCHQSchwab Long-Term U.S. Treasury ETF$1,348,277$38,619 ▼-2.8%42,2791.2%ETFTRVTravelers Companies$1,341,981$40,399 ▼-2.9%5,0161.2%FinanceKDPKeurig Dr Pepper$1,288,646$51,276 ▼-3.8%38,9791.1%Consumer StaplesBRK.BBerkshire Hathaway$1,112,413$584,867 ▼-34.5%2,2901.0%FinanceHCAHCA Healthcare$1,099,114$19,921 ▼-1.8%2,8691.0%MedicalCMGChipotle Mexican Grill$998,796$30,265 ▼-2.9%17,7880.9%Retail/WholesaleSNPSSynopsys$948,458$22,558 ▼-2.3%1,8500.8%Computer and TechnologySTZConstellation Brands$932,644$16,593 ▼-1.7%5,7330.8%Consumer StaplesELVElevance Health$847,933$18,281 ▼-2.1%2,1800.7%MedicalINTUIntuit$823,861$823,861 ▲New Holding1,0460.7%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$759,020$9,436 ▼-1.2%9,4110.7%ETFCOPConocoPhillips$678,793$8,974 ▼-1.3%7,5640.6%EnergyCNCCentene$647,778$15,253 ▼-2.3%11,9340.6%MedicalFANGDiamondback Energy$609,506$8,519 ▼-1.4%4,4360.5%EnergyBABAAlibaba Group$574,195$15,991 ▼-2.7%5,0630.5%Retail/WholesaleCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$477,403$26,176 ▼-5.2%4,9060.4%ETFUSSGXtrackers MSCI USA Selection Equity ETF$438,033$2,105 ▼-0.5%7,7010.4%ETFINUVInuvo$71,815$71,815 ▲New Holding15,6120.1%Computer and TechnologySCHASchwab US Small-Cap ETF$0$4,563,016 ▼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$1,484,310 ▼-100.0%00.0%FinanceMNSTMonster Beverage$0$1,065,532 ▼-100.0%00.0%Consumer StaplesUNPUnion Pacific$0$1,002,708 ▼-100.0%00.0%TransportationSKXSkechers U.S.A.$0$899,338 ▼-100.0%00.0%Consumer DiscretionaryPHMPulteGroup$0$858,483 ▼-100.0%00.0%ConstructionOXYOccidental Petroleum$0$211,409 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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