Barden Capital Management, Inc. Portfolio Holdings

Barden Capital Management, Inc.

  • $117 Million
  • Q4 2024

Barden Capital Management, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $117 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.69M, Schwab Strategic Tr Us Large C with a value of $6.45M, Schwab Strategic Tr Us Small C with a value of $4.89M, Spdr Index Shs Fds S Spdr Port with a value of $4.61M, and Spdr Portfolio Aggregate Bond with a value of $4.25M.

Examining the 13F form we can see an increase of $4.01M in the current position value, from $113M to 117M.

Below you can find more details about Barden Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $117 Million
ETFs: $49.5 Million
Technology: $23.5 Million
Financial Services: $14 Million
Consumer Cyclical: $9.44 Million
Industrials: $5.24 Million
Communication Services: $4.96 Million
Healthcare: $4.77 Million
Consumer Defensive: $3.45 Million
Other: $1.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $117 Million
  • Prior Value $113 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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