Barden Capital Management, Inc. Top Holdings and 13F Report (2024) About Barden Capital Management, Inc.Investment ActivityBarden Capital Management, Inc. has $113.76 million in total holdings as of September 30, 2024.Barden Capital Management, Inc. owns shares of 59 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 13.95% of the portfolio was purchased this quarter.About 6.89% of the portfolio was sold this quarter.This quarter, Barden Capital Management, Inc. has purchased 63 new stocks and bought additional shares in 43 stocks.Barden Capital Management, Inc. sold shares of 11 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $6,260,528Schwab US Large-Cap ETF $6,042,517SPDR Portfolio MSCI Global Stock Market ETF $4,494,649Schwab International Equity ETF $4,290,091SPDR Portfolio Aggregate Bond ETF $4,232,380 Largest New Holdings this Quarter S&P Global $1,584,474 HoldingTRAVELERS COMPANIES INC $1,191,437 HoldingPulteGroup $1,166,468 HoldingUber Technologies $1,122,665 Holding Largest Purchases this Quarter NVIDIA 46,364 shares (about $5.63M)S&P Global 3,067 shares (about $1.58M)TRAVELERS COMPANIES INC 5,089 shares (about $1.19M)PulteGroup 8,127 shares (about $1.17M)Uber Technologies 14,937 shares (about $1.12M) Largest Sales this Quarter Palo Alto Networks 3,415 shares (about $1.17M)Occidental Petroleum 6,140 shares (about $316.46K)American Express 653 shares (about $177.09K)ON 3,495 shares (about $175.27K)Parker-Hannifin 255 shares (about $161.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBarden Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$6,260,528$5,630,492 ▲893.7%51,5525.5%Computer and TechnologySCHXSchwab US Large-Cap ETF$6,042,517$205,111 ▲3.5%89,0575.3%ETFSPGMSPDR Portfolio MSCI Global Stock Market ETF$4,494,649$204,867 ▲4.8%69,3944.0%ETFSCHFSchwab International Equity ETF$4,290,091$278,794 ▲7.0%104,3313.8%ETFSPABSPDR Portfolio Aggregate Bond ETF$4,232,380$557,828 ▲15.2%161,9123.7%ETFMSFTMicrosoft$3,814,179$77,454 ▲2.1%8,8643.4%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$3,598,273$67,509 ▲1.9%34,5393.2%ETFCALFPacer US Small Cap Cash Cows 100 ETF$3,286,871$303,962 ▲10.2%70,6552.9%ETFAAPLApple$3,244,991$18,407 ▲0.6%13,9272.9%Computer and TechnologyADBEAdobe$3,059,562$91,647 ▲3.1%5,9092.7%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$2,990,648$199,478 ▲7.1%37,2112.6%ETFLLYEli Lilly and Company$2,719,836$148,838 ▼-5.2%3,0702.4%MedicalBNDVanguard Total Bond Market ETF$2,632,305$358,951 ▲15.8%35,0462.3%ETFAMZNAmazon.com$2,489,741$10,062 ▲0.4%13,3622.2%Retail/WholesalePHParker-Hannifin$2,348,475$161,114 ▼-6.4%3,7172.1%Industrial ProductsCARRCarrier Global$2,298,472$24,469 ▼-1.1%28,5562.0%Computer and TechnologyELVElevance Health$2,210,520$63,960 ▲3.0%4,2511.9%MedicalSCHRSchwab Intermediate-Term U.S. Treasury ETF$2,099,445$298,844 ▲16.6%41,4911.8%ETFMAMastercard$1,960,880$28,640 ▲1.5%3,9711.7%Business ServicesVVisa$1,924,925$88,259 ▲4.8%7,0011.7%Business ServicesSLYGSPDR S&P 600 Small Cap Growth ETF$1,841,623$51,117 ▲2.9%19,7791.6%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$1,827,818$100,914 ▲5.8%23,0031.6%ETFMDYGSPDR S&P 400 Mid CapGrowth ETF$1,804,812$62,997 ▲3.6%20,5701.6%ETFSCHASchwab US Small-Cap ETF$1,768,871$94,863 ▲5.7%34,3471.6%ETFSCHBSchwab US Broad Market ETF$1,759,986$91,199 ▲5.5%26,4581.5%ETFCNCCentene$1,758,541$77,463 ▲4.6%23,3601.5%MedicalSONYSony Group$1,634,351$191,691 ▲13.3%16,9241.4%Consumer DiscretionarySPGIS&P Global$1,584,474$1,584,474 ▲New Holding3,0671.4%Business ServicesBRK.BBerkshire Hathaway$1,559,361$5,983 ▼-0.4%3,3881.4%FinanceTSMTaiwan Semiconductor Manufacturing$1,546,705$47,065 ▼-3.0%8,9061.4%Computer and TechnologyONONON$1,536,997$175,274 ▼-10.2%30,6481.4%Retail/WholesaleKDPKeurig Dr Pepper$1,479,823$56,183 ▲3.9%39,4831.3%Consumer StaplesSTZConstellation Brands$1,417,810$153,841 ▲12.2%5,5021.2%Consumer StaplesTMUST-Mobile US$1,408,201$5,365 ▲0.4%6,8241.2%Computer and TechnologyHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$1,388,570$173,142 ▲14.2%14,5401.2%ETFSCHQSchwab Long-Term U.S. Treasury ETF$1,385,429$220,087 ▲18.9%39,5951.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,350,640$192,307 ▲16.6%14,4331.2%ETFAXPAmerican Express$1,263,521$177,094 ▼-12.3%4,6591.1%FinanceCOPConocoPhillips$1,237,882$142,444 ▲13.0%11,7581.1%Oils/EnergyPANWPalo Alto Networks$1,195,616$1,167,247 ▼-49.4%3,4981.1%Computer and TechnologyTRAVELERS COMPANIES INC$1,191,437$1,191,437 ▲New Holding5,0891.0%COMCASYCasey's General Stores$1,190,249$25,548 ▼-2.1%3,1681.0%Retail/WholesalePHMPulteGroup$1,166,468$1,166,468 ▲New Holding8,1271.0%ConstructionHCAHCA Healthcare$1,163,203$15,444 ▲1.3%2,8621.0%MedicalUBERUber Technologies$1,122,665$1,122,665 ▲New Holding14,9371.0%Computer and TechnologyBKNGBooking$1,099,363$21,061 ▲2.0%2611.0%Retail/WholesaleBPBP$1,039,386$16,354 ▼-1.5%33,1120.9%Oils/EnergyCOFCapital One Financial$1,025,950$46,566 ▲4.8%6,8520.9%FinanceUNPUnion Pacific$1,012,102$72,716 ▲7.7%4,1060.9%TransportationNGGNational Grid$1,005,826$84,649 ▲9.2%14,4370.9%UtilitiesALLYAlly Financial$964,240$44,950 ▲4.9%27,0930.8%FinanceMNSTMonster Beverage$925,548$153,536 ▲19.9%17,7410.8%Consumer StaplesSNPSSynopsys$917,579$66,337 ▲7.8%1,8120.8%Computer and TechnologyFANGDiamondback Energy$744,078$81,200 ▲12.2%4,3160.7%Oils/EnergyHYGiShares iBoxx $ High Yield Corporate Bond ETF$691,064$94,674 ▲15.9%8,6060.6%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$613,905$497 ▲0.1%6,1730.5%ETFOXYOccidental Petroleum$501,175$316,456 ▼-38.7%9,7240.4%Oils/EnergyUSSGXtrackers MSCI USA ESG Leaders Equity ETF$412,240$24,400 ▲6.3%7,7380.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$223,5340.0%4,7040.2%ETFJPMJPMorgan Chase & Co.$0$1,204,805 ▼-100.0%00.0%FinanceBCBrunswick$0$1,114,999 ▼-100.0%00.0%Consumer DiscretionaryUPSUnited Parcel Service$0$861,014 ▼-100.0%00.0%TransportationLEALear$0$827,120 ▼-100.0%00.0%Auto/Tires/TrucksDEODiageo$0$665,314 ▼-100.0%00.0%Consumer StaplesASMLASML$0$306,669 ▼-100.0%00.0%Computer and TechnologyCRH PLC$0$299,322 ▼-100.0%00.0%ORDGOOGLAlphabet$0$295,568 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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