Fund HoldingsBarden Capital Management, Inc.

Total Portfolio Value
$116.93M
Total Bought
$18.09M
Total Sold
$15.27M
Net Transaction
+$2.82M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS
ST STR MSCI GLB
076,847+76,84705,8184.98%+5,818
QUANTA SVCS INC02,849+2,84901,5641.34%+1,564
VALERO ENERGY CORP(VLO)04,784+4,78401,1821.01%+1,182
ANGLOGOLD ASHANTI PLC(AU)011,981+11,98101,1661.00%+1,166
HDFC BANK LTD(HDB)037,441+37,44109320.80%+932
SCHWAB STRATEGIC TR379,456386,874+7,4189,1229,5758.19%+453
CASEYS GEN STORES INC(CASY)3,0642,816-2481,6942,0501.75%+356
CONOCOPHILLIPS(COP)8,1908,460+2707671,1170.96%+350
TAIWAN SEMICONDUCTOR MANUFAC(TSM)8,2138,357+1442,4962,8242.42%+328
DIAMONDBACK ENERGY INC(FANG)4,5074,629+1226789160.78%+238
ISHARES TR
ESG AWARE MSCI
04,475+4,47502100.18%+210
ISHARES TR
ESG AW MSCI EAFE
02,198+2,19802100.18%+210
SCHWAB STRATEGIC TR123,435126,613+3,1783,6553,8623.30%+207
MOTOROLA SOLUTIONS INC(MSI)3,2433,326+831,2431,4431.23%+200
SPDR SERIES TRUST
ST STR AGGRE ETF
187,491195,876+8,3854,8285,0184.29%+190
SPDR SERIES TRUST
ST STR SP600GRWO
22,70823,495+7872,1392,2701.94%+131
SPDR SERIES TRUST
ST STR SP400GRW
23,56923,799+2302,1782,2841.95%+105
CARRIER GLOBAL CORPORATION(CARR)17,89918,477+5789461,0400.89%+95
VANGUARD BD INDEX FDS40,74642,135+1,3893,0183,1032.65%+85
ISHARES TR22,43223,662+1,2302,5552,6352.25%+80
PARKER-HANNIFIN CORP(PH)2,0832,130+471,8311,9071.63%+76
SPDR GOLD TR(GLD)757850+933003660.31%+66
SPDR SERIES TRUST
ST STR SP400VAL
25,99026,602+6122,2002,2651.94%+65
HCA HEALTHCARE INC(HCA)2,9353,021+861,3701,4301.22%+59
TRAVELERS COMPANIES INC(TRV)4,9355,098+1631,4311,4871.27%+56
ALLSTATE CORP(ALL)7,6357,890+2551,5891,6361.40%+47
SCHWAB STRATEGIC TR95,79897,823+2,0252,4032,4372.08%+34
PIMCO ETF TR
0-5 HIGH YIELD
14,43914,938+4991,3691,3931.19%+24
ISHARES TR10,13910,333+1948178220.70%+5
SCHWAB STRATEGIC TR43,85344,165+3121,3901,3881.19%-2
DBX ETF TR7,5837,999+4164824770.41%-4
VANGUARD SPECIALIZED FUNDS98698602172120.18%-5
PIMCO ETF TR
INV GRD CRP BD
4,8574,805-524754650.40%-10
ISHARES TR17,01717,278+2611,6381,6231.39%-15
ELEVANCE HEALTH INC FORMERLY(ELV)1,9902,216+2266986490.55%-49
ALIBABA GROUP HLDG LTD(BABA)5,0955,253+1587476590.56%-88
BROADCOM INC(AVGO)4,0754,228+1531,4101,3091.12%-102
UBER TECHNOLOGIES INC(UBER)14,89615,498+6021,2171,1150.95%-102
SYNOPSYS INC(SNPS)1,8681,929+618777650.65%-113
PALO ALTO NETWORKS INC(PANW)6,8937,205+3121,2701,1550.99%-115
APPLE INC(AAPL)12,30412,722+4183,3453,2292.76%-116
MASTERCARD INCORPORATED(MA)3,8984,205+3072,2252,1011.80%-124
JPMORGAN CHASE & CO(JPM)5,7725,77201,8601,6981.45%-162
SCHWAB STRATEGIC TR87,59484,982-2,6122,2982,1331.82%-165
META PLATFORMS INC(META)2,7122,820+1081,7901,6131.38%-177
SONY GROUP CORP(SONY)81,93991,672+9,7332,0981,8981.62%-200
AMAZON COM INC(AMZN)12,95213,272+3202,9902,7642.36%-225
BOOKING HOLDINGS INC(BKNG)256266+101,3711,1200.96%-251
VISA INC(V)6,9977,239+2422,4542,1881.87%-266
INTUIT(INTU)1,5281,587+591,0126860.59%-326
ELI LILLY & CO(LLY)2,7472,844+972,9522,6162.24%-336
SCHWAB STRATEGIC TR281,185281,825+6407,5677,2266.18%-341
CAPITAL ONE FINL CORP(COF)6,6306,921+2911,6071,2631.08%-344
SCHWAB STRATEGIC TR139,332142,232+2,9004,5454,1433.54%-402
ADOBE INC(ADBE)4,1484,271+1231,4521,0380.89%-414
NETFLIX INC(NFLX)8,4940-8,4947960-796
S&P GLOBAL INC(SPGI)3,4691,936-1,5331,8138230.70%-989
NVIDIA CORPORATION(NVDA)34,40930,958-3,4516,4175,3994.62%-1,018
BERKSHIRE HATHAWAY INC DEL2,2140-2,2141,1130-1,113
T-MOBILE US INC(TMUS)6,5740-6,5741,3350-1,335
AMERICAN EXPRESS CO(AXP)4,6870-4,6871,7340-1,734
MICROSOFT CORP(MSFT)8,6655,973-2,6924,1912,2111.89%-1,980
SPDR INDEX SHS FDS
ST STR MSCI GLB
75,2170-75,2175,7700-5,770
Page 1 of 1