Barden Capital Management

Barden Capital Management as of March 31, 2023

Portfolio Holdings for Barden Capital Management

Barden Capital Management holds 72 positions in its portfolio as reported in the March 2023 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 $6.5M 135k 48.37
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 4.6 $4.8M 97k 49.87
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.6 $4.8M 137k 34.80
Spdr Ser Tr Portfolio Agrgte (SPAB) 4.1 $4.3M 166k 25.79
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.8 $4.0M 61k 65.17
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.1 $3.3M 50k 65.58
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.5 $2.6M 62k 41.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.5 $2.6M 35k 73.83
Adobe Systems Incorporated (ADBE) 2.2 $2.3M 6.0k 385.38
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.1 $2.2M 43k 50.43
Apple (AAPL) 2.1 $2.1M 13k 164.90
Microsoft Corporation (MSFT) 2.0 $2.1M 7.3k 288.28
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 2.0 $2.1M 32k 66.08
NVIDIA Corporation (NVDA) 2.0 $2.1M 7.5k 277.77
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.0 $2.1M 27k 76.18
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 1.9 $2.0M 30k 68.44
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.8 $1.9M 26k 73.75
Anthem (ELV) 1.8 $1.9M 4.2k 459.81
Select Sector Spdr Tr Energy (XLE) 1.7 $1.8M 22k 82.83
Visa Com Cl A (V) 1.6 $1.7M 7.4k 225.46
American Express Company (AXP) 1.6 $1.6M 10k 164.95
Mastercard Incorporated Cl A (MA) 1.5 $1.6M 4.3k 363.41
Centene Corporation (CNC) 1.5 $1.6M 25k 63.21
Carrier Global Corporation (CARR) 1.4 $1.5M 32k 45.75
Parker-Hannifin Corporation (PH) 1.4 $1.5M 4.4k 336.11
Pimco Etf Tr 0-5 High Yield (HYS) 1.4 $1.5M 16k 91.31
Schwab Strategic Tr Long Term Us (SCHQ) 1.4 $1.4M 38k 37.46
Palo Alto Networks (PANW) 1.3 $1.4M 6.9k 199.74
Sony Group Corporation Sponsored Adr (SONY) 1.3 $1.4M 15k 90.65
Capital One Financial (COF) 1.3 $1.3M 14k 96.16
United Parcel Service CL B (UPS) 1.3 $1.3M 6.7k 193.99
Diamondback Energy (FANG) 1.2 $1.3M 9.6k 135.17
BP Sponsored Adr (BP) 1.2 $1.3M 33k 37.94
Ishares Tr Jpmorgan Usd Emg (EMB) 1.2 $1.3M 15k 86.28
Danaher Corporation (DHR) 1.2 $1.2M 4.9k 252.04
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $1.2M 15k 83.04
Constellation Brands Cl A (STZ) 1.2 $1.2M 5.3k 225.89
CRH Adr 1.1 $1.2M 23k 50.87
Metropcs Communications (TMUS) 1.1 $1.1M 7.8k 144.85
Brunswick Corporation (BC) 1.1 $1.1M 13k 82.00
ConocoPhillips (COP) 1.0 $1.0M 11k 99.21
Hca Holdings (HCA) 1.0 $1.0M 3.9k 263.68
Occidental Petroleum Corporation (OXY) 1.0 $997k 16k 62.43
Alphabet Cap Stk Cl A (GOOGL) 0.9 $971k 9.4k 103.73
Monster Beverage Corp (MNST) 0.9 $951k 18k 54.01
Eli Lilly & Co. (LLY) 0.9 $926k 2.7k 343.42
Amazon (AMZN) 0.9 $915k 8.9k 103.29
Kroger (KR) 0.9 $897k 18k 49.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $896k 2.9k 308.79
Lear Corp Com New (LEA) 0.8 $871k 6.2k 139.49
Union Pacific Corporation (UNP) 0.8 $862k 4.3k 201.26
National Grid Sponsored Adr Ne (NGG) 0.8 $826k 12k 67.99
Regions Financial Corporation (RF) 0.8 $810k 44k 18.56
JPMorgan Chase & Co. (JPM) 0.7 $784k 6.0k 130.31
Ally Financial (ALLY) 0.7 $759k 30k 25.49
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.7 $720k 7.5k 96.20
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $710k 9.4k 75.55
Nextera Energy (NEE) 0.7 $703k 9.1k 77.08
Merck & Co (MRK) 0.6 $655k 6.2k 106.39
Diageo Spon Adr New (DEO) 0.6 $640k 3.5k 181.18
Dollar Tree (DLTR) 0.6 $596k 4.2k 143.55
Tesla Motors (TSLA) 0.4 $449k 2.2k 207.46
Bank of America Corporation (BAC) 0.4 $406k 14k 28.60
Vanguard Index Fds Small Cp Etf (VB) 0.3 $334k 1.6k 208.76
salesforce (CRM) 0.3 $324k 1.6k 199.78
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $316k 6.7k 46.91
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.3 $274k 7.3k 37.58
Meta Platforms Cl A (META) 0.2 $241k 1.1k 211.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $228k 5.7k 40.40
Yeti Hldgs (YETI) 0.2 $221k 5.5k 40.30
Asml Holding N V N Y Registry Shs (ASML) 0.2 $215k 316.00 680.71
Inuvo Com New 0.0 $21k 73k 0.29