Barden Capital Management

Latest statistics and disclosures from Barden Capital Management's latest quarterly 13F-HR filing:

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Positions held by Barden Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Barden Capital Management

Barden Capital Management holds 61 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.3 $5.4M 128k 42.35
Pimco Etf Tr Inv Grd Crp Bd (CORP) 5.6 $4.8M -5% 53k 91.22
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 4.6 $3.9M -3% 92k 42.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $3.7M 131k 28.13
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.8 $3.2M -2% 58k 55.81
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.3 $2.8M -2% 48k 58.51
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 3.1 $2.7M 55k 49.14
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.1 $2.7M 59k 45.32
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.7 $2.3M +2% 61k 37.80
Pimco Etf Tr 0-5 High Yield (HYS) 2.3 $2.0M 23k 87.33
Anthem (ELV) 2.1 $1.8M 4.0k 454.36
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 2.0 $1.8M -3% 30k 57.82
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.0 $1.7M -4% 26k 67.14
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 2.0 $1.7M -2% 28k 60.33

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Apple (AAPL) 2.0 $1.7M +2% 12k 138.20
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 2.0 $1.7M -3% 25k 68.12
Centene Corporation (CNC) 1.9 $1.7M 21k 77.83
Adobe Systems Incorporated (ADBE) 1.8 $1.6M +4% 5.6k 275.27
Microsoft Corporation (MSFT) 1.8 $1.5M +2% 6.5k 232.89
Select Sector Spdr Tr Energy (XLE) 1.7 $1.5M NEW 21k 72.01
Monster Beverage Corp (MNST) 1.4 $1.2M 14k 86.93
Visa Com Cl A (V) 1.4 $1.2M +3% 6.7k 177.66
American Express Company (AXP) 1.4 $1.2M +2% 8.8k 134.96
Danaher Corporation (DHR) 1.3 $1.1M +2% 4.3k 258.24
Capital One Financial (COF) 1.3 $1.1M -4% 12k 92.19
Constellation Brands Cl A (STZ) 1.3 $1.1M 4.8k 229.65
First Republic Bank/san F (FRC) 1.3 $1.1M +2% 8.4k 130.55
Palo Alto Networks (PANW) 1.3 $1.1M +201% 6.7k 163.86
Mastercard Incorporated Cl A (MA) 1.3 $1.1M +2% 3.8k 284.23
Hca Holdings (HCA) 1.3 $1.1M +2% 5.9k 183.81
ConocoPhillips (COP) 1.2 $1.0M +2% 10k 102.33
Diamondback Energy (FANG) 1.2 $1.0M 8.6k 120.44
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 1.2 $1.0M 61k 16.95
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $1.0M +3% 13k 80.19
Amazon (AMZN) 1.2 $1.0M +2% 9.0k 113.04
Carrier Global Corporation (CARR) 1.2 $1.0M +3% 28k 35.58
Occidental Petroleum Corporation (OXY) 1.1 $974k +2% 16k 61.43
Parker-Hannifin Corporation (PH) 1.1 $965k +3% 4.0k 242.40
United Parcel Service CL B (UPS) 1.1 $958k +2% 5.9k 161.50
Sony Group Corporation Sponsored Adr (SONY) 1.1 $934k +3% 15k 64.08
BP Sponsored Adr (BP) 1.1 $916k +20% 32k 28.56
Metropcs Communications (TMUS) 1.0 $892k 6.6k 134.22
salesforce (CRM) 1.0 $879k +3% 6.1k 143.89
Tesla Motors (TSLA) 1.0 $871k +207% 3.3k 265.31
Eli Lilly & Co. (LLY) 1.0 $853k NEW 2.6k 323.47
Regions Financial Corporation (RF) 1.0 $845k +2% 42k 20.07
NVIDIA Corporation (NVDA) 0.9 $764k -47% 6.3k 121.35
Brunswick Corporation (BC) 0.9 $755k +3% 12k 65.43
Union Pacific Corporation (UNP) 0.8 $701k -31% 3.6k 194.78
Nextera Energy (NEE) 0.8 $700k NEW 8.9k 78.39
Bank of America Corporation (BAC) 0.8 $700k +3% 23k 30.18
Ally Financial (ALLY) 0.8 $688k 25k 27.85
CRH Adr (CRH) 0.8 $666k +3% 21k 32.25
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.8 $660k 9.2k 71.44
Lear Corp Com New (LEA) 0.8 $656k +3% 5.5k 119.69
Yeti Hldgs (YETI) 0.7 $635k +4% 22k 28.53
JPMorgan Chase & Co. (JPM) 0.7 $629k NEW 6.0k 104.57
Dollar Tree (DLTR) 0.6 $553k NEW 4.1k 136.14
Jacobs Engineering 0.5 $456k 4.2k 108.57
Vanguard Index Fds Small Cp Etf (VB) 0.3 $296k 1.7k 171.10
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.3 $237k 7.3k 32.55

Past Filings by Barden Capital Management

SEC 13F filings are viewable for Barden Capital Management going back to 2021