Filed: 11/13/2025ACC: 0001754960-25-000780
📋 What this filing means
BARDEN CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $120.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$120.30M
Total AUM (reported)
1.89M
Total Shares
Allocation by class
COM$50.24M41.8%
INTL EQTY ETF$8.34M6.9%
US LRG CAP ETF$7.01M5.8%
PORTFLI MSCI GBL$5.34M4.4%
PORTFOLIO AGRGTE$4.32M3.6%
US LCAP GR ETF$4.24M3.5%
CL A$3.98M3.3%
Portfolio Concentration
Top 3$21.98M18.3%
4–10$28.08M23.3%
11–25$32.84M27.3%
Rest$37.40M31.1%
Top 3 weight
18.3%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 1.89M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.89M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings59
Rows:
SCHWAB STRATEGIC TR
SOLEShares358.35K
TypeSH
Market value$8.34M
6.93%
Sole
0.00
Shared
0.00
None
358.35K
SCHWAB STRATEGIC TR
SOLEShares266.11K
TypeSH
Market value$7.01M
5.83%
Sole
0.00
Shared
0.00
None
266.11K
NVIDIA CORPORATION
SOLEShares35.53K
TypeSH
Market value$6.63M
5.51%
Sole
0.00
Shared
0.00
None
35.53K
SPDR INDEX SHS FDS
SOLEShares71.32K
TypeSH
Market value$5.34M
4.44%
Sole
0.00
Shared
0.00
None
71.32K
MICROSOFT CORP
SOLEShares8.91K
TypeSH
Market value$4.62M
3.84%
Sole
0.00
Shared
0.00
None
8.91K
SPDR SERIES TRUST
SOLEShares167.22K
TypeSH
Market value$4.32M
3.59%
Sole
0.00
Shared
0.00
None
167.22K
SCHWAB STRATEGIC TR
SOLEShares133.01K
TypeSH
Market value$4.24M
3.53%
Sole
0.00
Shared
0.00
None
133.01K
SCHWAB STRATEGIC TR
SOLEShares115.16K
TypeSH
Market value$3.35M
2.79%
Sole
0.00
Shared
0.00
None
115.16K
APPLE INC
SOLEShares12.80K
TypeSH
Market value$3.26M
2.71%
Sole
0.00
Shared
0.00
None
12.80K
AMAZON COM INC
SOLEShares13.41K
TypeSH
Market value$2.94M
2.45%
Sole
0.00
Shared
0.00
None
13.41K
VANGUARD BD INDEX FDS
SOLEShares35.90K
TypeSH
Market value$2.67M
2.22%
Sole
0.00
Shared
0.00
None
35.90K
ISHARES TR
SOLEShares21.47K
TypeSH
Market value$2.44M
2.03%
Sole
0.00
Shared
0.00
None
21.47K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares8.53K
TypeSH
Market value$2.38M
1.98%
Sole
0.00
Shared
0.00
None
8.53K
SONY GROUP CORP
SOLEShares82.64K
TypeSH
Market value$2.38M
1.98%
Sole
0.00
Shared
0.00
None
82.64K
PARKER-HANNIFIN CORP
SOLEShares3.13K
TypeSH
Market value$2.38M
1.98%
Sole
0.00
Shared
0.00
None
3.13K
VISA INC
SOLEShares6.89K
TypeSH
Market value$2.35M
1.96%
Sole
0.00
Shared
0.00
None
6.89K
MASTERCARD INCORPORATED
SOLEShares3.91K
TypeSH
Market value$2.23M
1.85%
Sole
0.00
Shared
0.00
None
3.91K
SCHWAB STRATEGIC TR
SOLEShares83.52K
TypeSH
Market value$2.15M
1.78%
Sole
0.00
Shared
0.00
None
83.52K
ELI LILLY & CO
SOLEShares2.80K
TypeSH
Market value$2.13M
1.77%
Sole
0.00
Shared
0.00
None
2.80K
SCHWAB STRATEGIC TR
SOLEShares84.57K
TypeSH
Market value$2.13M
1.77%
Sole
0.00
Shared
0.00
None
84.57K
SPDR SERIES TRUST
SOLEShares22.15K
TypeSH
Market value$2.03M
1.69%
Sole
0.00
Shared
0.00
None
22.15K
SPDR SERIES TRUST
SOLEShares24.01K
TypeSH
Market value$2.00M
1.66%
Sole
0.00
Shared
0.00
None
24.01K
SPDR SERIES TRUST
SOLEShares20.88K
TypeSH
Market value$1.97M
1.64%
Sole
0.00
Shared
0.00
None
20.88K
JPMORGAN CHASE & CO.
SOLEShares5.85K
TypeSH
Market value$1.85M
1.53%
Sole
0.00
Shared
0.00
None
5.85K
META PLATFORMS INC
SOLEShares2.39K
TypeSH
Market value$1.76M
1.46%
Sole
0.00
Shared
0.00
None
2.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 358.35K | SH | $8.34M 6.93% | 0.00 | 0.00 | 358.35K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 266.11K | SH | $7.01M 5.83% | 0.00 | 0.00 | 266.11K |
NVIDIA CORPORATIONSOLE | COM | 35.53K | SH | $6.63M 5.51% | 0.00 | 0.00 | 35.53K |
SPDR INDEX SHS FDSSOLE | PORTFLI MSCI GBL | 71.32K | SH | $5.34M 4.44% | 0.00 | 0.00 | 71.32K |
MICROSOFT CORPSOLE | COM | 8.91K | SH | $4.62M 3.84% | 0.00 | 0.00 | 8.91K |
SPDR SERIES TRUSTSOLE | PORTFOLIO AGRGTE | 167.22K | SH | $4.32M 3.59% | 0.00 | 0.00 | 167.22K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 133.01K | SH | $4.24M 3.53% | 0.00 | 0.00 | 133.01K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 115.16K | SH | $3.35M 2.79% | 0.00 | 0.00 | 115.16K |
APPLE INCSOLE | COM | 12.80K | SH | $3.26M 2.71% | 0.00 | 0.00 | 12.80K |
AMAZON COM INCSOLE | COM | 13.41K | SH | $2.94M 2.45% | 0.00 | 0.00 | 13.41K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 35.90K | SH | $2.67M 2.22% | 0.00 | 0.00 | 35.90K |
ISHARES TRSOLE | EAFE GRWTH ETF | 21.47K | SH | $2.44M 2.03% | 0.00 | 0.00 | 21.47K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 8.53K | SH | $2.38M 1.98% | 0.00 | 0.00 | 8.53K |
SONY GROUP CORPSOLE | SPONSORED ADR | 82.64K | SH | $2.38M 1.98% | 0.00 | 0.00 | 82.64K |
PARKER-HANNIFIN CORPSOLE | COM | 3.13K | SH | $2.38M 1.98% | 0.00 | 0.00 | 3.13K |
VISA INCSOLE | COM CL A | 6.89K | SH | $2.35M 1.96% | 0.00 | 0.00 | 6.89K |
MASTERCARD INCORPORATEDSOLE | CL A | 3.91K | SH | $2.23M 1.85% | 0.00 | 0.00 | 3.91K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 83.52K | SH | $2.15M 1.78% | 0.00 | 0.00 | 83.52K |
ELI LILLY & COSOLE | COM | 2.80K | SH | $2.13M 1.77% | 0.00 | 0.00 | 2.80K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 84.57K | SH | $2.13M 1.77% | 0.00 | 0.00 | 84.57K |
SPDR SERIES TRUSTSOLE | S&P 400 MDCP GRW | 22.15K | SH | $2.03M 1.69% | 0.00 | 0.00 | 22.15K |
SPDR SERIES TRUSTSOLE | S&P 400 MDCP VAL | 24.01K | SH | $2.00M 1.66% | 0.00 | 0.00 | 24.01K |
SPDR SERIES TRUSTSOLE | S&P 600 SMCP GRW | 20.88K | SH | $1.97M 1.64% | 0.00 | 0.00 | 20.88K |
JPMORGAN CHASE & CO.SOLE | COM | 5.85K | SH | $1.85M 1.53% | 0.00 | 0.00 | 5.85K |
META PLATFORMS INCSOLE | CL A | 2.39K | SH | $1.76M 1.46% | 0.00 | 0.00 | 2.39K |
Page 1 of 3