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
+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 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
$22.91
5.14%
Add 213.36%
267,171
60,637
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+2.39%
●
23.16 ($25.16) 26.42
$26.70
6.12%
Add 310.25%
138,156
26,120
SCHF 		Schwab International Equity ETF2024-09-30Add
+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 ETF2024-09-30Add
+1.79%
●
24.48 ($25.69) 26.79
$26.70
3.93%
Add 211.82%
111,633
25,278
JPM 		JPMorgan Chase & Co2024-09-30Sold Out
-1.15%
●
194.9 ($210.63) 224.8
$224.41
6.54%
Sold Out
0
-6,015
PANW 		Palo Alto Networks Inc2024-09-30Reduce
-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 ETF2024-09-30Add
+1.05%
●
19.98 ($21.35) 22.17
$22.43
5.06%
Add 213.1%
79,374
18,008
TRV 		The Travelers Companies Inc2024-09-30New Buy
+1.05%
●
201.87 ($220.47) 242.26
$250.09
13.43%
New holding
5,089
5,089
PHM 		PulteGroup Inc2024-09-30New 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 ETF2024-09-30Add
+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)

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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