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Home > Institutional Investor > Barden Capital Management, Inc. > Profile

Instuitional Investor - Barden Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Barden Capital Management, Inc.
Portfolio Value $122,782,064
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 131,199 $6,638,678 5.4%
2.
Apple Inc.
 AAPL 32,636 $5,691,058 4.63%
3.
Spdr Index Shs Fds
 91,425 $4,616,057 3.75%
4.
Schwab Strategic Trust
 FNDF 129,757 $4,406,562 3.58%
5.
Elevance Health Inc.
 ELV 9,902 $4,359,930 3.55%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)