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CIK: 0001906798
Total reported value
$108.4M
$108.4M
58 檔
30.5%
The Q1 2026 SEC filing reveals that Barden Capital Management, Inc. held a total portfolio value of $108.4M, covering 58 public equity positions.
In Q1 2026, Barden Capital Management, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 44 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.19% | +0.88% | +1.95% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.18% | +1.50% | +0.23% | |
| 3 | SPGM | State Street Spdr Portfolio | ETF-Other | 4.98% | +1.14% | +2.17% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.62% | -0.64% | -10.03% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.29% | +0.57% | +4.47% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.54% | +0.95% | +2.08% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.30% | +0.82% | +2.57% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.76% | -0.33% | +3.40% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 2.65% | +0.30% | +3.41% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.42% | +0.06% | +1.75% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | -0.36% | +2.47% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.25% | +0.03% | +5.48% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.24% | +0.01% | +3.53% | |
| 14 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.08% | +0.13% | +2.11% | |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.95% | +0.54% | +0.98% | |
| 16 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.94% | +0.66% | +3.47% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.94% | +0.42% | +2.35% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.39% | -31.07% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.87% | -0.24% | +3.46% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.82% | +0.46% | -2.98% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.80% | -0.86% | +7.88% | |
| 22 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.75% | -0.43% | -8.09% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 1.63% | -0.32% | +2.26% | |
| 24 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.62% | -1.62% | EXIT | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | -1.45% | EXIT | |
| 26 | ALL | Allstate CORP | Stock-Financials | 1.40% | -0.19% | +3.34% | |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.39% | +0.14% | +1.53% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | -0.36% | +3.98% | |
| 29 | PWR | Quanta Services Inc | Stock-Industrials | 1.34% | — | — | |
| 30 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.27% | -0.18% | +3.30% | |
| 31 | MSI | Motorola Solutions Inc | Stock-Tech | 1.23% | -0.34% | +2.56% | |
| 32 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.22% | -0.46% | +2.93% | |
| 33 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.19% | +0.11% | +3.46% | |
| 34 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 1.19% | +0.06% | +0.71% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | -0.10% | +3.75% | |
| 36 | COF | Capital One Financial CORP | Stock-Financials | 1.08% | -0.14% | +4.39% | |
| 37 | VLO | Valero Energy CORP | Stock-Energy | 1.01% | -0.20% | — | |
| 38 | AU | AngloGold Ashanti plc | Stock-Materials | 1.00% | -0.37% | — | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.99% | +0.62% | +4.53% | |
| 40 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.96% | -0.15% | +3.91% | |
| 41 | COP | Conocophillips | Stock-Energy | 0.96% | -0.35% | +3.30% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.95% | -0.22% | +4.04% | |
| 43 | CARR | Carrier Global CORP | Stock-Industrials | 0.89% | -0.02% | +3.23% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.89% | -0.28% | +2.97% | |
| 45 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.80% | -0.17% | — | |
| 46 | FANG | Diamondback Energy Inc | Stock-Energy | 0.78% | -0.24% | +2.71% | |
| 47 | SPGI | S&p Global Inc | Stock-Financials | 0.70% | -0.14% | -44.19% | |
| 48 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.70% | +0.05% | +1.91% | |
| 49 | SNPS | Synopsys Inc | Stock-Tech | 0.65% | -0.65% | EXIT | |
| 50 | INTU | Intuit Inc | Stock-Tech | 0.59% | -0.59% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +0.7% | +1.95% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +1.75% | Add |
| 3 | CASY | Casey's General Stores Inc | +0.4% | -8.09% | Trim |
| 4 | COP | Conocophillips | +0.3% | +3.30% | Add |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | +0.3% | +4.47% | Add |
| 6 | SCHV | Schwab US Large-cap Value | +0.3% | +2.57% | Add |
| 7 | SPGM | State Street Spdr Portfolio | +0.2% | +2.17% | Add |
| 8 | FANG | Diamondback Energy Inc | +0.2% | +2.71% | Add |
| 9 | MSI | Motorola Solutions Inc | +0.2% | +2.56% | Add |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.2% | +3.47% | Add |
| 11 | BND | Vanguard Total Bond Market | +0.2% | +3.41% | Add |
| 12 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.2% | +0.98% | Add |
| 13 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +5.48% | Add |
| 14 | PH | Parker Hannifin CORP | +0.1% | +2.26% | Add |
| 15 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +2.35% | Add |
| 16 | CARR | Carrier Global CORP | +0.1% | +3.23% | Add |
| 17 | SCHR | Schwab Intermediate-term US | +0.1% | +2.11% | Add |
| 18 | ALL | Allstate CORP | +0.1% | +3.34% | Add |
| 19 | HCA | Hca Healthcare Inc | +0.1% | +2.93% | Add |
| 20 | TRV | Travelers Cos Inc/the | +0.1% | +3.30% | Add |
| 21 | HYS | Pimco 0-5 Year H/y CORP Bond | +0.1% | +3.46% | Add |
| 22 | GLD | Spdr Gold Shares | +0.1% | +12.29% | Add |
| 23 | SCHQ | Schwab Long-term US Treasury | +0.1% | +0.71% | Add |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +1.53% | Add |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +1.91% | Add |
| 26 | AAPL | Apple Inc | 0% | +3.40% | Add |
| 27 | CORP | Pimco Inv Grade CORP Bd ETF | 0% | -1.07% | Trim |
| 28 | USSG | Xtrackers Msci USA Sele Eqty | 0% | +5.49% | Add |
| 29 | VIG | Vanguard Dividend Apprec ETF | — | — | Unchanged |
| 30 | ELV | Elevance Health Inc | 0% | +11.36% | Add |
| 31 | SCHX | Schwab US Large-cap ETF | 0% | +0.23% | Add |
| 32 | MA | Mastercard Inc - A | 0% | +7.88% | Add |
| 33 | AVGO | Broadcom Inc | 0% | +3.75% | Add |
| 34 | PANW | Palo Alto Networks Inc | -0.1% | +4.53% | Add |
| 35 | UBER | Uber Technologies Inc | -0.1% | +4.04% | Add |
| 36 | BABA | Alibaba Group Holding-sp Adr | -0.1% | +3.10% | Add |
| 37 | SCHB | Schwab US Broad Market ETF | -0.1% | -2.98% | Trim |
| 38 | SNPS | Synopsys Inc | -0.1% | +3.27% | Add |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | — | Unchanged |
| 40 | AMZN | Amazon.com Inc | -0.1% | +2.47% | Add |
| 41 | META | Meta Platforms Inc-class A | -0.1% | +3.98% | Add |
| 42 | SONY | Sony Group CORP - Sp Adr | -0.1% | +11.88% | Add |
| 43 | V | Visa Inc-class A Shares | -0.2% | +3.46% | Add |
| 44 | BKNG | Booking Holdings Inc | -0.2% | +3.91% | Add |
| 45 | LLY | Eli Lilly & Co | -0.2% | +3.53% | Add |
| 46 | SCHG | Schwab US Large-cap Growth | -0.2% | +2.08% | Add |
| 47 | COF | Capital One Financial CORP | -0.2% | +4.39% | Add |
| 48 | INTU | Intuit Inc | -0.2% | +3.86% | Add |
| 49 | ADBE | Adobe Inc | -0.3% | +2.97% | Add |
| 50 | NVDA | Nvidia CORP | -0.7% | -10.03% | Trim |
According to official SEC Form 13F filings, Barden Capital Management, Inc. reported a total U.S. public equity portfolio value of $108.4M across 58 disclosed positions in Q1 2026.
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, SPGM) accounted for 30.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
PWR
市值: $1.6M
Top Position Liquidated / Trimmed
AXP
前期市值: $1.7M
During Q1 2026, Barden Capital Management, Inc.'s top holdings by market value included SCHF (8.2%)、SCHX (6.2%)、SPGM (5.0%). The largest single position, SCHF, represented 8.2% of total portfolio value.
In Q1 2026, Barden Capital Management, Inc. made 60 total portfolio adjustments, initiating 6 new buys, adding to 44 positions, trimming 6 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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