Barden Capital Management, Inc. Top Holdings and 13F Report (2025) About Barden Capital Management, Inc.Investment ActivityBarden Capital Management, Inc. has $112.39 million in total holdings as of March 31, 2025.Barden Capital Management, Inc. owns shares of 60 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 4.18% of the portfolio was purchased this quarter.About 5.10% of the portfolio was sold this quarter.This quarter, Barden Capital Management, Inc. has purchased 60 new stocks and bought additional shares in 46 stocks.Barden Capital Management, Inc. sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $6,207,571SPDR Portfolio MSCI Global Stock Market ETF $4,592,614Schwab US Small-Cap ETF $4,563,016Schwab International Equity ETF $4,545,306SPDR Portfolio Aggregate Bond ETF $4,424,933 Largest New Holdings this Quarter 46625H100 - JPMorgan Chase & Co. $1,484,310 Holding830566105 - Skechers U.S.A. $899,338 Holding01609W102 - Alibaba Group $688,125 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 6,051 shares (about $1.48M)Skechers U.S.A. 15,839 shares (about $899.34K)Alibaba Group 5,204 shares (about $688.13K)Schwab US Small-Cap ETF 5,513 shares (about $129.17K)Schwab International Equity ETF 6,128 shares (about $121.21K) Largest Sales this Quarter NVIDIA 12,428 shares (about $1.35M)Apple 721 shares (about $160.16K)Eli Lilly and Company 155 shares (about $128.02K)ON 1,880 shares (about $82.57K)Parker-Hannifin 110 shares (about $66.86K) 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 PortfolioSectorSCHXSchwab US Large-Cap ETF$6,207,571$64,032 ▲1.0%281,1405.5%ETFSPGMSPDR Portfolio MSCI Global Stock Market ETF$4,592,614$48,001 ▲1.1%73,5764.1%ETFSCHASchwab US Small-Cap ETF$4,563,016$129,170 ▲2.9%194,7514.1%ETFSCHFSchwab International Equity ETF$4,545,306$121,212 ▲2.7%229,7934.0%ETFSPABSPDR Portfolio Aggregate Bond ETF$4,424,933$83,669 ▲1.9%173,2553.9%ETFNVDANVIDIA$4,054,326$1,346,962 ▼-24.9%37,4083.6%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$3,503,196$7,362 ▼-0.2%139,9043.1%ETFMSFTMicrosoft$3,440,074$14,265 ▲0.4%9,1643.1%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$3,157,917$38,249 ▲1.2%118,8082.8%ETFAAPLApple$3,080,499$160,156 ▼-4.9%13,8682.7%Computer and TechnologyBNDVanguard Total Bond Market ETF$2,861,318$113,994 ▲4.1%38,9562.5%ETFAMZNAmazon.com$2,662,308$25,495 ▲1.0%13,9932.4%Retail/WholesaleVVisa$2,508,242$26,985 ▲1.1%7,1572.2%Business ServicesLLYEli Lilly and Company$2,446,345$128,016 ▼-5.0%2,9622.2%MedicalADBEAdobe$2,357,559$68,268 ▲3.0%6,1472.1%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$2,275,312$59,192 ▲2.7%91,5252.0%ETFMAMastercard$2,200,702$548 ▲0.0%4,0152.0%Business ServicesSONYSony Group$2,197,047$25,644 ▲1.2%86,5322.0%Consumer StaplesPHParker-Hannifin$2,190,084$66,864 ▼-3.0%3,6031.9%IndustrialsMDYVSPDR S&P 400 Mid Cap Value ETF$1,884,797$28,971 ▲1.6%24,4621.7%ETFBRK.BBerkshire Hathaway$1,860,835$18,640 ▲1.0%3,4941.7%FinanceSCHBSchwab US Broad Market ETF$1,826,691$84,441 ▲4.8%84,8441.6%ETFTMUST-Mobile US$1,823,763$6,401 ▲0.4%6,8381.6%Computer and TechnologyCARRCarrier Global$1,801,004$8,305 ▲0.5%28,4071.6%Computer and TechnologySPGIS&P Global$1,797,658$20,324 ▲1.1%3,5381.6%Business ServicesMDYGSPDR S&P 400 Mid Cap Growth ETF$1,778,076$54,986 ▲3.2%22,3771.6%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,764,829$40,587 ▲2.4%21,2631.6%ETFALLAllstate$1,628,398$30,232 ▲1.9%7,8641.4%FinanceJPMJPMorgan Chase & Co.$1,484,310$1,484,310 ▲New Holding6,0511.3%FinanceTSMTaiwan Semiconductor Manufacturing$1,478,728$10,458 ▲0.7%8,9081.3%Computer and TechnologyHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$1,453,603$37,651 ▲2.7%15,5201.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,435,399$38,954 ▲2.8%15,8451.3%ETFSCHQSchwab Long-Term U.S. Treasury ETF$1,424,732$41,212 ▲3.0%43,4901.3%ETFCASYCasey's General Stores$1,394,136$14,757 ▲1.1%3,2121.2%Retail/WholesaleKDPKeurig Dr Pepper$1,386,937$23,749 ▲1.7%40,5301.2%Consumer StaplesTRVTravelers Companies$1,366,465$14,545 ▲1.1%5,1671.2%FinanceONONON$1,253,916$82,570 ▼-6.2%28,5501.1%Retail/WholesaleAXPAmerican Express$1,240,321$6,726 ▼-0.5%4,6101.1%FinanceCOFCapital One Financial$1,233,0460.0%6,8771.1%FinancePANWPalo Alto Networks$1,222,294$15,870 ▲1.3%7,1631.1%Computer and TechnologyBKNGBooking$1,211,617$9,214 ▲0.8%2631.1%Retail/WholesaleUBERUber Technologies$1,116,652$15,811 ▲1.4%15,3261.0%Computer and TechnologySTZConstellation Brands$1,070,839$47,899 ▲4.7%5,8351.0%Consumer StaplesMNSTMonster Beverage$1,065,532$20,658 ▲2.0%18,2080.9%Consumer StaplesHCAHCA Healthcare$1,009,352$14,168 ▲1.4%2,9210.9%MedicalUNPUnion Pacific$1,002,708$21,028 ▲2.1%4,2440.9%TransportationELVElevance Health$968,656$39,581 ▲4.3%2,2270.9%MedicalCMGChipotle Mexican Grill$920,199$24,603 ▲2.7%18,3270.8%Retail/WholesaleSKXSkechers U.S.A.$899,338$899,338 ▲New Holding15,8390.8%Consumer DiscretionaryPHMPulteGroup$858,483$17,168 ▲2.0%8,3510.8%ConstructionMETAMeta Platforms$836,298$8,645 ▲1.0%1,4510.7%Computer and TechnologySNPSSynopsys$812,242$26,589 ▲3.4%1,8940.7%Computer and TechnologyCOPConocoPhillips$804,873$14,283 ▼-1.7%7,6640.7%EnergyHYGiShares iBoxx $ High Yield Corporate Bond ETF$751,702$28,323 ▲3.9%9,5280.7%ETFCNCCentene$741,573$24,284 ▲3.4%12,2150.7%MedicalFANGDiamondback Energy$719,140$18,866 ▲2.7%4,4980.6%EnergyBABAAlibaba Group$688,125$688,125 ▲New Holding5,2040.6%Retail/WholesaleCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$500,785$46,159 ▼-8.4%5,1750.4%ETFUSSGXtrackers MSCI USA ESG Leaders Equity ETF$389,7630.0%7,7380.3%ETFOXYOccidental Petroleum$211,409$1,974 ▲0.9%4,2830.2%EnergyGOOGLAlphabet$0$2,613,883 ▼-100.0%00.0%Computer and TechnologyBLKBlackRock$0$1,050,738 ▼-100.0%00.0%FinanceTSLATesla$0$209,593 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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