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CIK: 0001906798
Total reported value
$108.4M
$108.4M
60 檔
22.4%
In Q1 2025, Barden Capital Management, Inc.'s U.S. equity holdings reached a combined market value of $108.4M, distributed across 60 disclosed stock positions.
In Q1 2025, Barden Capital Management, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.52% | +1.50% | +1.04% | |
| 2 | SPGM | State Street Spdr Portfolio | ETF-Other | 4.09% | +1.14% | +1.06% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.06% | +1.90% | NEW | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.04% | +0.88% | +2.74% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.94% | +0.57% | +1.93% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.61% | -0.64% | -24.94% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.12% | +0.95% | -0.21% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.39% | +0.42% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.81% | +0.82% | +1.23% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.74% | -0.33% | -4.94% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.55% | +0.30% | +4.15% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.37% | -0.36% | +0.97% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.23% | -0.24% | +1.09% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.18% | +0.01% | -4.97% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 2.10% | -0.28% | +2.98% | |
| 16 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.02% | +0.13% | +2.67% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.96% | -0.86% | +0.02% | |
| 18 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.95% | -1.62% | EXIT | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 1.95% | -0.32% | -2.96% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.68% | +0.42% | +1.56% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.66% | — | +1.01% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.63% | +0.46% | +4.85% | |
| 23 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.62% | — | +0.35% | |
| 24 | CARR | Carrier Global CORP | Stock-Industrials | 1.60% | -0.02% | +0.46% | |
| 25 | SPGI | S&p Global Inc | Stock-Financials | 1.60% | -0.14% | +1.14% | |
| 26 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.58% | +0.54% | +3.19% | |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.57% | +0.66% | +2.35% | |
| 28 | ALL | Allstate CORP | Stock-Financials | 1.45% | -0.19% | +1.89% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | -1.45% | EXIT | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.32% | +0.06% | +0.71% | |
| 31 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.29% | +0.11% | +2.66% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.28% | +0.14% | +2.79% | |
| 33 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 1.27% | +0.06% | +2.98% | |
| 34 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.24% | -0.43% | +1.07% | |
| 35 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 1.23% | — | +1.74% | |
| 36 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.22% | -0.18% | +1.08% | |
| 37 | ✓ | On Holding AG | Stock-Other | 1.12% | — | -6.18% | |
| 38 | AXP | American Express Co | Stock-Financials | 1.10% | — | -0.54% | |
| 39 | COF | Capital One Financial CORP | Stock-Financials | 1.10% | -0.14% | — | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.09% | +0.62% | +1.32% | |
| 41 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.08% | -0.15% | +0.77% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.99% | -0.22% | +1.44% | |
| 43 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.95% | — | +4.68% | |
| 44 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.95% | — | +1.98% | |
| 45 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.90% | -0.46% | +1.42% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.89% | — | +2.14% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.86% | +0.02% | +4.26% | |
| 48 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.82% | — | +2.75% | |
| 49 | SKAA | Skechers USA Inc-cl A | Stock-Other | 0.80% | — | — | |
| 50 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.76% | — | +2.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +1.3% | NEW | New buy |
| 2 | SKAA | Skechers USA Inc-cl A | +0.8% | NEW | New buy |
| 3 | BABA | Alibaba Group Holding-sp Adr | +0.6% | NEW | New buy |
| 4 | SCHF | Schwab Intl Equity ETF | +0.5% | +2.74% | Add |
| 5 | SONY | Sony Group CORP - Sp Adr | +0.4% | +1.18% | Add |
| 6 | TMUS | T-mobile US Inc | +0.3% | +0.35% | Add |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +1.01% | Add |
| 8 | V | Visa Inc-class A Shares | +0.3% | +1.09% | Add |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | +0.3% | +1.93% | Add |
| 10 | BND | Vanguard Total Bond Market | +0.2% | +4.15% | Add |
| 11 | UBER | Uber Technologies Inc | +0.2% | +1.44% | Add |
| 12 | SCHV | Schwab US Large-cap Value | +0.2% | +1.23% | Add |
| 13 | ELV | Elevance Health Inc | +0.2% | +4.26% | Add |
| 14 | ALL | Allstate CORP | +0.2% | +1.89% | Add |
| 15 | HCA | Hca Healthcare Inc | +0.2% | +1.42% | Add |
| 16 | TRV | Travelers Cos Inc/the | +0.2% | +1.08% | Add |
| 17 | CASY | Casey's General Stores Inc | +0.2% | +1.07% | Add |
| 18 | SCHR | Schwab Intermediate-term US | +0.2% | +2.67% | Add |
| 19 | MA | Mastercard Inc - A | +0.2% | +0.02% | Add |
| 20 | MNST | Monster Beverage CORP | +0.1% | +1.98% | Add |
| 21 | KDP | Keurig Dr Pepper Inc | +0.1% | +1.74% | Add |
| 22 | SCHQ | Schwab Long-term US Treasury | +0.1% | +2.98% | Add |
| 23 | LLY | Eli Lilly & Co | +0.1% | -4.97% | Trim |
| 24 | SPGI | S&p Global Inc | +0.1% | +1.14% | Add |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +2.79% | Add |
| 26 | UNP | Union Pacific CORP | +0.1% | +2.14% | Add |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | 0% | +1.56% | Add |
| 28 | SCHX | Schwab US Large-cap ETF | 0% | +1.04% | Add |
| 29 | PANW | Palo Alto Networks Inc | 0% | +1.32% | Add |
| 30 | BKNG | Booking Holdings Inc | 0% | +0.77% | Add |
| 31 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +2.35% | Add |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | +3.19% | Add |
| 33 | SNPS | Synopsys Inc | 0% | +3.38% | Add |
| 34 | CARR | Carrier Global CORP | -0.1% | +0.46% | Add |
| 35 | PH | Parker Hannifin CORP | -0.1% | -2.96% | Trim |
| 36 | AXP | American Express Co | -0.1% | -0.54% | Trim |
| 37 | CMG | Chipotle Mexican Grill Inc | -0.1% | +2.75% | Add |
| 38 | STZ | Constellation Brands Inc-a | -0.1% | +4.68% | Add |
| 39 | SCHA | Schwab US Small-cap ETF | -0.1% | +2.91% | Add |
| 40 | ADBE | Adobe Inc | -0.2% | +2.98% | Add |
| 41 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | +0.71% | Add |
| 42 | TSLA | Tesla Inc | -0.2% | EXIT | Sold out |
| 43 | SCHG | Schwab US Large-cap Growth | -0.2% | -0.21% | Trim |
| 44 | MSFT | Microsoft CORP | -0.2% | +0.42% | Add |
| 45 | AMZN | Amazon.com Inc | -0.2% | +0.97% | Add |
| 46 | ✓ | On Holding AG | -0.3% | -6.18% | Trim |
| 47 | AAPL | Apple Inc | -0.4% | -4.94% | Trim |
| 48 | BLKCHF | Blackrock Inc | -0.9% | EXIT | Sold out |
| 49 | NVDA | Nvidia CORP | -2.1% | -24.94% | Trim |
| 50 | GOOGL | Alphabet Inc-cl A | -2.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Barden Capital Management, Inc. reported a total U.S. public equity portfolio value of $108.4M across 60 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SPGM, SCHA) accounted for 22.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
JPM
市值: $1.5M
Top Position Liquidated / Trimmed
GOOGL
前期市值: $2.6M
During Q1 2025, Barden Capital Management, Inc.'s top holdings by market value included SCHX (5.5%)、SPGM (4.1%)、SCHA (4.1%). The largest single position, SCHX, represented 5.5% of total portfolio value.
In Q1 2025, Barden Capital Management, Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 37 positions, trimming 7 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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