BC
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Barden Capital Management, Inc.13F | |
| Barden Capital Management, Inc. | |
| Last update 2025-04-14 | 60 Stocks (3 new) |
| Value $112.00 Mil | Turnover 4 % |
Barden Capital Management, Inc... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 281,140 | 6,207.6 | +1.04% | 5.520 | +0.06% | 0.010 | +19.07% | +9.01% | 57,603.9 | ||
ACIM | ACIM | 73,576 | 4,592.6 | +1.06% | 4.090 | +0.04% | - | +17.82% | +11.19% | 0 | ||
SCHA | Schwab U.S. Small-Cap ETF | 194,751 | 4,563.0 | +2.91% | 4.060 | +0.11% | 0.030 | +19.63% | +3.16% | 18,057.6 | ||
SCHF | Schwab International Equity ETF | 229,793 | 4,545.3 | +2.74% | 4.040 | +0.11% | 0.010 | +13.75% | +23.46% | 50,258.3 | ||
SPAB | SPDR Portfolio Aggregate Bond ETF | 173,255 | 4,424.9 | +1.93% | 3.940 | +0.07% | 0.050 | +1.68% | +3.56% | 8,519.3 | ||
NVDA | NVIDIA Corp | 37,408 | 4,054.3 | -24.94% | 3.610 | -1.43% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 139,904 | 3,503.2 | -0.21% | 3.120 | -0.01% | 0.010 | +23.74% | +7.64% | 45,727.4 | ||
MSFT | Microsoft Corp | 9,164 | 3,440.1 | +0.42% | 3.060 | +0.01% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
SCHV | Schwab U.S. Large-Cap Value ETF | 118,808 | 3,157.9 | +1.23% | 2.810 | +0.03% | 0.030 | +12.94% | +10.09% | 13,001.5 | ||
AAPL | Apple Inc | 13,868 | 3,080.5 | -4.94% | 2.740 | -0.15% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL | Alphabet Inc | 2025-03-31 | Sold Out Sold Out | -2.24% | 154.33 ($181.36) 206.38 | $190.23 | 4.89% | Sold Out | 0 | -13,808 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.43% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Reduce -24.94% | 37,408 | -12,428 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | New Buy New Buy | +1.32% | 225.19 ($254.94) 279.95 | $296.76 | 16.40% | New holding | 6,051 | 6,051 | |
BLK | BlackRock Inc | 2025-03-31 | Sold Out Sold Out | -0.90% | 900.46 ($980.1) 1075.5 | $1,120.37 | 14.31% | Sold Out | 0 | -1,025 | |
SKX | Skechers USA Inc | 2025-03-31 | New Buy New Buy | +0.80% | 54.98 ($65.05) 78.24 | $63.23 | -2.80% | New holding | 15,839 | 15,839 | |
BABA | Alibaba Group Holding Ltd | 2025-03-31 | New Buy New Buy | +0.61% | 80.53 ($115.31) 147.57 | $122.58 | 6.30% | New holding | 5,204 | 5,204 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.18% | 222.15 ($333.26) 428.22 | $332.56 | -0.21% | Sold Out | 0 | -519 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.15% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Reduce -4.94% | 13,868 | -721 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Add Add | +0.11% | 23.16 ($25.49) 27.04 | $26.53 | 4.08% | Add 2.91% | 194,751 | 5,513 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Add Add | +0.11% | 18.36 ($19.62) 20.51 | $22.69 | 15.65% | Add 2.74% | 229,793 | 6,128 |
Barden Capital Management, Inc. Total Holding History ($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 2025-03-31
Barden Capital Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
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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