Barden Capital Management

Barden Capital Management as of March 31, 2025

Portfolio Holdings for Barden Capital Management

Barden Capital Management holds 60 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.5 $6.2M 281k 22.08
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 4.1 $4.6M 74k 62.42
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.1 $4.6M 195k 23.43
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.0 $4.5M 230k 19.78
Spdr Ser Tr Portfolio Agrgte (SPAB) 3.9 $4.4M 173k 25.54
NVIDIA Corporation (NVDA) 3.6 $4.1M 37k 108.38
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.1 $3.5M 140k 25.04
Microsoft Corporation (MSFT) 3.1 $3.4M 9.2k 375.39
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.8 $3.2M 119k 26.58
Apple (AAPL) 2.7 $3.1M 14k 222.13
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.5 $2.9M 39k 73.45
Amazon (AMZN) 2.4 $2.7M 14k 190.26
Visa Com Cl A (V) 2.2 $2.5M 7.2k 350.46
Eli Lilly & Co. (LLY) 2.2 $2.4M 3.0k 825.91
Adobe Systems Incorporated (ADBE) 2.1 $2.4M 6.1k 383.53
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.0 $2.3M 92k 24.86
Mastercard Incorporated Cl A (MA) 2.0 $2.2M 4.0k 548.12
Sony Group Corp Sponsored Adr (SONY) 2.0 $2.2M 87k 25.39
Parker-Hannifin Corporation (PH) 1.9 $2.2M 3.6k 607.85
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 1.7 $1.9M 25k 77.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $1.9M 3.5k 532.58
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.6 $1.8M 85k 21.53
Metropcs Communications (TMUS) 1.6 $1.8M 6.8k 266.71
Carrier Global Corporation (CARR) 1.6 $1.8M 28k 63.40
S&p Global (SPGI) 1.6 $1.8M 3.5k 508.10
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 1.6 $1.8M 22k 79.46
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.6 $1.8M 21k 83.00
Allstate Corporation (ALL) 1.4 $1.6M 7.9k 207.07
JPMorgan Chase & Co. (JPM) 1.3 $1.5M 6.1k 245.30
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.3 $1.5M 8.9k 166.00
Pimco Etf Tr 0-5 High Yield (HYS) 1.3 $1.5M 16k 93.66
Ishares Tr Jpmorgan Usd Emg (EMB) 1.3 $1.4M 16k 90.59
Schwab Strategic Tr Long Term Us (SCHQ) 1.3 $1.4M 44k 32.76
Casey's General Stores (CASY) 1.2 $1.4M 3.2k 434.04
Keurig Dr Pepper (KDP) 1.2 $1.4M 41k 34.22
Travelers Companies (TRV) 1.2 $1.4M 5.2k 264.46
On Hldg Namen Akt A (ONON) 1.1 $1.3M 29k 43.92
American Express Company (AXP) 1.1 $1.2M 4.6k 269.05
Capital One Financial (COF) 1.1 $1.2M 6.9k 179.30
Palo Alto Networks (PANW) 1.1 $1.2M 7.2k 170.64
Booking Holdings (BKNG) 1.1 $1.2M 263.00 4606.91
Uber Technologies (UBER) 1.0 $1.1M 15k 72.86
Constellation Brands Cl A (STZ) 1.0 $1.1M 5.8k 183.52
Monster Beverage Corp (MNST) 0.9 $1.1M 18k 58.52
Hca Holdings (HCA) 0.9 $1.0M 2.9k 345.55
Union Pacific Corporation (UNP) 0.9 $1.0M 4.2k 236.26
Anthem (ELV) 0.9 $969k 2.2k 434.96
Chipotle Mexican Grill (CMG) 0.8 $920k 18k 50.21
Skechers U S A Cl A 0.8 $899k 16k 56.78
Pulte (PHM) 0.8 $859k 8.4k 102.80
Meta Platforms Cl A (META) 0.7 $836k 1.5k 576.36
Synopsys (SNPS) 0.7 $812k 1.9k 428.85
ConocoPhillips (COP) 0.7 $805k 7.7k 105.02
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $752k 9.5k 78.89
Centene Corporation (CNC) 0.7 $742k 12k 60.71
Diamondback Energy (FANG) 0.6 $719k 4.5k 159.88
Alibaba Group Hldg Sponsored Ads (BABA) 0.6 $688k 5.2k 132.23
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.4 $501k 5.2k 96.77
Dbx Etf Tr Xtrackers Msci (USSG) 0.3 $390k 7.7k 50.37
Occidental Petroleum Corporation (OXY) 0.2 $211k 4.3k 49.36