Barden Capital Management, Inc. Portfolio Holdings

Barden Capital Management, Inc.

  • $113 Million
  • Q3 2024

Barden Capital Management, Inc. has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $113 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.26M, Schwab Strategic Tr Us Large C with a value of $6.04M, Spdr Index Shs Fds S Spdr Port with a value of $4.49M, Schwab Strategic Tr Intl Eqty with a value of $4.29M, and Spdr Portfolio Aggregate Bond with a value of $4.23M.

Examining the 13F form we can see an increase of $6.52M in the current position value, from $106M to 113M.

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

Portfolio value $113 Million
ETFs: $48.7 Million
Technology: $22.8 Million
Financial Services: $10.3 Million
Healthcare: $7.85 Million
Consumer Cyclical: $7.48 Million
Industrials: $5.66 Million
Consumer Defensive: $3.82 Million
Energy: $3.52 Million
Other: $2.41 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $113 Million
  • Prior Value $106 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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