Barden Capital Management, Inc. Portfolio Holdings

Barden Capital Management, Inc.

  • $112 Million
  • Q1 2025

Barden Capital Management, Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $112 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $6.17M, Spdr Index Shs Fds S Spdr Port with a value of $4.59M, Schwab Strategic Tr Intl Eqty with a value of $4.59M, Schwab Strategic Tr Us Small C with a value of $4.57M, and Spdr Portfolio Aggregate Bond with a value of $4.42M.

Examining the 13F form we can see an decrease of $4.31M in the current position value, from $117M to 112M.

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

Portfolio value $112 Million
ETFs: $49.2 Million
Technology: $19.8 Million
Financial Services: $15.3 Million
Consumer Cyclical: $9.89 Million
Healthcare: $5.16 Million
Industrials: $4.99 Million
Consumer Defensive: $3.52 Million
Communication Services: $2.66 Million
Other: $1.73 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.17T
$836,000 0.74% of portfolio
1,451
Q1 2025 Added 1.04%
$64.5B
$812,000 0.72% of portfolio
1,894
Q1 2025 Added 3.38%
$110B
$804,000 0.72% of portfolio
7,664
Q1 2025 Reduced 1.74%
$0
$750,000 0.67% of portfolio
9,528
Q1 2025 Added 3.92%
$35.7B
$741,000 0.66% of portfolio
12,215
Q1 2025 Added 3.39%
$22.7B
$719,000 0.64% of portfolio
4,498
Q1 2025 Added 2.69%
$302B
$688,000 0.61% of portfolio
5,204
Q1 2025 New
$0
$499,000 0.44% of portfolio
5,175
Q1 2025 Reduced 8.44%
$0
$388,000 0.35% of portfolio
7,738
Q3 2024 Added 6.29%
$35.3B
$211,000 0.19% of portfolio
4,283
Q1 2025 Added 0.94%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $112 Million
  • Prior Value $117 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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