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CIK: 0001906798
Total reported value
$108.4M
$108.4M
56 檔
31.1%
In Q4 2025, Barden Capital Management, Inc.'s U.S. equity holdings reached a combined market value of $108.4M, distributed across 56 disclosed stock positions.
In Q4 2025, Barden Capital Management, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.49% | +0.88% | +5.89% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.21% | +1.50% | +5.67% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.27% | -0.64% | -3.15% | |
| 4 | SPGM | State Street Spdr Portfolio | ETF-Other | 4.74% | +1.14% | +5.47% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 3.96% | +0.57% | +12.12% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.73% | +0.95% | +4.75% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.44% | -0.39% | -2.78% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.00% | +0.82% | +7.19% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.75% | -0.33% | -3.87% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.48% | +0.30% | +13.51% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | -0.36% | -3.39% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.42% | +0.01% | -1.79% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.10% | +0.03% | +4.50% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.05% | +0.06% | -3.73% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 2.01% | -0.24% | +1.55% | |
| 16 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.97% | +0.13% | +13.28% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.89% | +0.46% | +4.88% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.83% | -0.86% | -0.41% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.81% | +0.42% | +8.24% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.79% | +0.54% | +6.40% | |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.76% | +0.66% | +8.74% | |
| 22 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.72% | -1.62% | EXIT | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.53% | -1.45% | EXIT | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 1.50% | -0.32% | -33.54% | |
| 25 | SPGI | S&p Global Inc | Stock-Financials | 1.49% | -0.14% | +0.14% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | -0.36% | +13.38% | |
| 27 | AXP | American Express Co | Stock-Financials | 1.42% | — | +1.49% | |
| 28 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.39% | -0.43% | -0.23% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.35% | +0.14% | +14.07% | |
| 30 | COF | Capital One Financial CORP | Stock-Financials | 1.32% | -0.14% | -1.63% | |
| 31 | ALL | Allstate CORP | Stock-Financials | 1.30% | -0.19% | +0.13% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 1.19% | -0.28% | +14.08% | |
| 33 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.18% | -0.18% | -1.10% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | -0.10% | -2.72% | |
| 35 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 1.14% | +0.06% | +7.20% | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.13% | -0.15% | +0.39% | |
| 37 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.13% | -0.46% | +2.30% | |
| 38 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.12% | +0.11% | +0.06% | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.10% | — | -1.17% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.04% | +0.62% | -1.12% | |
| 41 | MSI | Motorola Solutions Inc | Stock-Tech | 1.02% | -0.34% | +1.44% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 1.00% | -0.22% | +0.22% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | — | -3.15% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.83% | -0.59% | EXIT | |
| 45 | CARR | Carrier Global CORP | Stock-Industrials | 0.78% | -0.02% | -35.11% | |
| 46 | SNPS | Synopsys Inc | Stock-Tech | 0.72% | -0.65% | EXIT | |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.67% | +0.05% | +9.53% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.65% | — | — | |
| 49 | COP | Conocophillips | Stock-Energy | 0.63% | -0.35% | +5.15% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.61% | -0.23% | +0.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.7% | -1.79% | Trim |
| 2 | SCHF | Schwab Intl Equity ETF | +0.6% | +5.89% | Add |
| 3 | SCHX | Schwab US Large-cap ETF | +0.4% | +5.67% | Add |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | +0.4% | +12.12% | Add |
| 5 | SPGM | State Street Spdr Portfolio | +0.3% | +5.47% | Add |
| 6 | BND | Vanguard Total Bond Market | +0.3% | +13.51% | Add |
| 7 | SCHV | Schwab US Large-cap Value | +0.2% | +7.19% | Add |
| 8 | SCHG | Schwab US Large-cap Growth | +0.2% | +4.75% | Add |
| 9 | SCHR | Schwab Intermediate-term US | +0.2% | +13.28% | Add |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | +0.2% | +14.07% | Add |
| 11 | INTU | Intuit Inc | +0.2% | +31.38% | Add |
| 12 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.2% | +8.24% | Add |
| 13 | AXP | American Express Co | +0.1% | +1.49% | Add |
| 14 | COF | Capital One Financial CORP | +0.1% | -1.63% | Trim |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +8.74% | Add |
| 16 | ADBE | Adobe Inc | +0.1% | +14.08% | Add |
| 17 | SCHB | Schwab US Broad Market ETF | +0.1% | +4.88% | Add |
| 18 | HCA | Hca Healthcare Inc | +0.1% | +2.30% | Add |
| 19 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +6.40% | Add |
| 20 | SPGI | S&p Global Inc | +0.1% | +0.14% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -3.73% | Trim |
| 22 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +4.50% | Add |
| 23 | GLD | Spdr Gold Shares | +0.1% | +21.31% | Add |
| 24 | V | Visa Inc-class A Shares | +0.1% | +1.55% | Add |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +9.53% | Add |
| 26 | AAPL | Apple Inc | 0% | -3.87% | Trim |
| 27 | SCHQ | Schwab Long-term US Treasury | 0% | +7.20% | Add |
| 28 | ELV | Elevance Health Inc | 0% | +1.74% | Add |
| 29 | FANG | Diamondback Energy Inc | 0% | +0.27% | Add |
| 30 | TRV | Travelers Cos Inc/the | 0% | -1.10% | Trim |
| 31 | META | Meta Platforms Inc-class A | 0% | +13.38% | Add |
| 32 | AMZN | Amazon.com Inc | — | -3.39% | Trim |
| 33 | CASY | Casey's General Stores Inc | -0.1% | -0.23% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.15% | Trim |
| 35 | ALL | Allstate CORP | -0.1% | +0.13% | Add |
| 36 | BABA | Alibaba Group Holding-sp Adr | -0.1% | +0.87% | Add |
| 37 | PANW | Palo Alto Networks Inc | -0.1% | -1.12% | Trim |
| 38 | MSI | Motorola Solutions Inc | -0.2% | +1.44% | Add |
| 39 | UBER | Uber Technologies Inc | -0.2% | +0.22% | Add |
| 40 | TMUS | T-mobile US Inc | -0.2% | -1.17% | Trim |
| 41 | NVDA | Nvidia CORP | -0.2% | -3.15% | Trim |
| 42 | SONY | Sony Group CORP - Sp Adr | -0.3% | -0.85% | Trim |
| 43 | MSFT | Microsoft CORP | -0.4% | -2.78% | Trim |
| 44 | PH | Parker Hannifin CORP | -0.5% | -33.54% | Trim |
| 45 | CARR | Carrier Global CORP | -0.6% | -35.11% | Trim |
| 46 | ✓ | On Holding AG | — | EXIT | Sold out |
| 47 | KDP | Keurig Dr Pepper Inc | — | EXIT | Sold out |
| 48 | NFLX | Netflix Inc | — | NEW | New buy |
| 49 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 50 | TSLA | Tesla Inc | — | 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 56 disclosed positions in Q4 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 SCHF, SCHX, NVDA) accounted for 31.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
NFLX
市值: $796.4K
Top Position Liquidated / Trimmed
ON HOLDING AG
前期市值: $1.2M
During Q4 2025, Barden Capital Management, Inc.'s top holdings by market value included SCHF (7.5%)、SCHX (6.2%)、NVDA (5.3%). The largest single position, SCHF, represented 7.5% of total portfolio value.
In Q4 2025, Barden Capital Management, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 15 holdings, and fully liquidating 4 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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