BC
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Barden Capital Management, Inc.13F | |
Barden Capital Management, Inc. | |
Last update 2024-10-21 | 59 Stocks (3 new) |
Value $114.00 Mil | Turnover 19 % |
Portfolio Report |
Barden Capital Management, Inc... Top Holdings of 2024-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
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NVDA | NVIDIA Corp | 51,552 | 6260.530 | -0.04% | 5.500 | 0% | 0.000 | +34.19% | +181.11% | 3414085.400 | Semiconductors | |
SCHX | Schwab U.S. Large-Cap ETF | 267,171 | 6042.520 | +213.36% | 5.310 | +3.62% | 0.010 | +7.21% | +21.86% | 50153.427 | ||
ACIM | ACIM | 69,394 | 4494.650 | +4.29% | 3.950 | +0.16% | - | +5.56% | +16.68% | 0.000 | ||
SCHF | Schwab International Equity ETF | 208,662 | 4290.090 | +109.30% | 3.770 | +1.97% | 0.010 | +0.92% | +6.39% | 40617.560 | ||
SPAB | SPDR Portfolio Aggregate Bond ETF | 161,912 | 4232.380 | +11.14% | 3.720 | +0.37% | 0.050 | -0.12% | -0.90% | 8273.503 | ||
MSFT | Microsoft Corp | 8,864 | 3814.180 | +3.85% | 3.350 | +0.12% | 0.000 | +2.46% | +15.65% | 3215616.773 | Software | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 138,156 | 3598.270 | +310.25% | 3.160 | +2.39% | 0.010 | +9.70% | +28.74% | 34113.255 | ||
CALF | Pacer US Small Cap Cash Cows 100 ETF | 70,655 | 3286.870 | +6.30% | 2.890 | +0.17% | 0.040 | -6.83% | -6.62% | 8754.720 | ||
AAPL | Apple Inc | 13,927 | 3244.990 | -0.34% | 2.850 | -0.01% | 0.000 | +5.29% | +19.97% | 3498471.924 | Hardware | |
ADBE | Adobe Inc | 5,909 | 3059.560 | +2.46% | 2.690 | +0.06% | 0.000 | -9.62% | -18.39% | 214337.782 | Software |
Barden Capital Management, Inc.'s Historical Top Holdings Breakdowns
Barden Capital Management, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 2024-09-30 | Add | +3.62% | 20.37 ($21.79) 22.62 | $22.91 | 5.14% | Add 213.36% | 267,171 | 60,637 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2024-09-30 | Add | +2.39% | 23.16 ($25.16) 26.42 | $26.70 | 6.12% | Add 310.25% | 138,156 | 26,120 | |
SCHF | Schwab International Equity ETF | 2024-09-30 | Add | +1.97% | 18.49 ($19.77) 20.77 | $19.66 | -0.56% | Add 109.3% | 208,662 | 54,484 | |
SCHV | Schwab U.S. Large-Cap Value ETF | 2024-09-30 | Add | +1.79% | 24.48 ($25.69) 26.79 | $26.70 | 3.93% | Add 211.82% | 111,633 | 25,278 | |
JPM | JPMorgan Chase & Co | 2024-09-30 | Sold Out | -1.15% | 194.9 ($210.63) 224.8 | $224.41 | 6.54% | Sold Out | 0 | -6,015 | |
PANW | Palo Alto Networks Inc | 2024-09-30 | Reduce | -1.09% | 294.18 ($336.63) 368.01 | $359.39 | 6.76% | Reduce -49.32% | 3,498 | -3,404 | |
SCHB | Schwab U.S. Broad Market ETF | 2024-09-30 | Add | +1.05% | 19.98 ($21.35) 22.17 | $22.43 | 5.06% | Add 213.1% | 79,374 | 18,008 | |
TRV | The Travelers Companies Inc | 2024-09-30 | New Buy | +1.05% | 201.87 ($220.47) 242.26 | $250.09 | 13.43% | New holding | 5,089 | 5,089 | |
PHM | PulteGroup Inc | 2024-09-30 | New Buy | +1.03% | 103.95 ($127.14) 144.98 | $130.26 | 2.45% | New holding | 8,127 | 8,127 | |
SCHR | Schwab Intermediate-Term U.S. Treasury ETF | 2024-09-30 | Add | +1.02% | 24.2 ($24.99) 25.45 | $24.63 | -1.44% | Add 122.18% | 82,982 | 22,817 |
Barden Capital Management, Inc. Total Holding History ($B)
Barden Capital Management, Inc.'s Asset Allocation
Barden Capital Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Barden Capital Management, Inc.'s Hypothetical Growth since 2024-09-30
Barden Capital Management, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Barden Capital Management, Inc.'s Holdings Heat Map
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Barden Capital Management, Inc.'s Holdings Bubble Chart
Barden Capital Management, Inc. News
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