BC

Barden Capital Management, Inc.

13F
Barden Capital Management, Inc.
Last update 2024-10-21 59 Stocks (3 new)
Value $114.00 Mil Turnover 19 %
Countries:
Top Holdings: NVDA(5.50%)SCHX(5.31%)ACIM(3.95%)SCHF(3.77%)SPAB(3.72%)
Portfolio Report
Summary Stock Picks Current Portfolio
Barden Capital Management, Inc... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
51,552
6260.530
-0.04%
5.500
0%
0.000
-4.56%
-1.88%
3226802.400
Semiconductors
SCHX 		Schwab U.S. Large-Cap ETF
267,171
6042.520
+213.36%
5.310
+3.62%
0.010
+0.51%
-0.35%
51348.990
 
ACIM 		ACIM
69,394
4494.650
+4.29%
3.950
+0.16%
-
-1.68%
-0.88%
0.000
 
SCHF 		Schwab International Equity ETF
208,662
4290.090
+109.30%
3.770
+1.97%
0.010
-7.20%
-0.27%
39918.420
 
SPAB 		SPDR Portfolio Aggregate Bond ETF
161,912
4232.380
+11.14%
3.720
+0.37%
0.050
-2.69%
-1.04%
8190.604
 
MSFT 		Microsoft Corp
8,864
3814.180
+3.85%
3.350
+0.12%
0.000
-0.63%
-1.38%
3090456.892
Software
SCHG 		Schwab U.S. Large-Cap Growth ETF
138,156
3598.270
+310.25%
3.160
+2.39%
0.010
+3.34%
-1.29%
36977.567
 
CALF 		Pacer US Small Cap Cash Cows 100 ETF
70,655
3286.870
+6.30%
2.890
+0.17%
0.040
-4.60%
+0.86%
7983.542
 
AAPL 		Apple Inc
13,927
3244.990
-0.34%
2.850
-0.01%
0.000
+0.97%
-6.84%
3508035.247
Hardware
ADBE 		Adobe Inc
5,909
3059.560
+2.46%
2.690
+0.06%
0.000
-19.02%
-7.19%
179652.663
Software

Barden Capital Management, Inc.'s Historical Top Holdings Breakdowns

Barden Capital Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+3.62%
●
20.37 ($21.79) 22.62
$23.10
6.01%
Add 213.36%
267,171
60,637
CALF 		Pacer US Small Cap Cash Cows 100 ETF2024-03-31Add
+2.80%
●
45.67 ($47.55) 49.16
$44.39
-6.65%
Add 1119.03%
64,121
58,861
AAPL 		Apple Inc2024-03-31Reduce
-2.67%
●
169 ($181.83) 195.18
$233.28
28.30%
Reduce -57.57%
13,848
-18,788
AAPL 		Apple Inc2023-12-31Add
+2.65%
●
166.89 ($184.64) 198.11
$233.28
26.34%
Add 132.77%
32,636
18,615
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+2.39%
●
23.16 ($25.16) 26.42
$27.51
9.34%
Add 310.25%
138,156
26,120
AXP 		American Express Co2024-03-31Reduce
-2.26%
●
179.79 ($207.36) 229.12
$300.36
44.85%
Reduce -77.26%
5,312
-18,048
ELV 		Elevance Health Inc2024-03-31Reduce
-2.07%
●
464.61 ($497.33) 519.96
$393.16
-20.95%
Reduce -58.31%
4,128
-5,774
ELV 		Elevance Health Inc2023-12-31Add
+2.03%
●
433.51 ($462.41) 488.06
$393.16
-14.98%
Add 133.32%
9,902
5,658
SCHF 		Schwab International Equity ETF2024-09-30Add
+1.97%
●
18.49 ($19.77) 20.77
$18.45
-6.68%
Add 109.3%
208,662
54,484
SCHX 		Schwab U.S. Large-Cap ETF2024-03-31Reduce
-1.86%
●
55.41 ($59.06) 62.08
$23.10
-60.89%
Reduce -34.42%
86,034
-45,165

Barden Capital Management, Inc. Total Holding History ($B)

To

Barden Capital Management, Inc.'s Asset Allocation

To

Barden Capital Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Barden Capital Management, Inc.'s Hypothetical Growth since 2024-09-30

Barden Capital Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Barden Capital Management, Inc.'s Holdings Heat Map

Size field:

Barden Capital Management, Inc.'s Holdings Bubble Chart

Barden Capital Management, Inc. News

  • 1

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