$90.9 Million is the total value of Barden Capital Management, Inc.'s 65 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INUV | Exit | INUVO INC | $0 | – | -72,828 | -100.0% | -0.02% | – |
| YETI | Exit | YETI HLDGS INC | $0 | – | -5,488 | -100.0% | -0.21% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -5,650 | -100.0% | -0.22% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,136 | -100.0% | -0.23% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -1,622 | -100.0% | -0.31% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,600 | -100.0% | -0.32% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -6,160 | -100.0% | -0.63% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -21,622 | -100.0% | -1.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 6.5% |
| SPDR INDEX SHS FDS | 8 | Q3 2023 | 4.8% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.0% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.4% |
| PIMCO ETF TR | 8 | Q3 2023 | 5.8% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.1% |
| ADOBE SYSTEMS INCORPORATED | 8 | Q3 2023 | 3.2% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.1% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 3.1% |
View Barden Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-11-09 |
| 13F-HR/A | 2022-10-11 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-06 |
View Barden Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.