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Disclosery

13F-HR filed by Barden Capital Management, Inc.

Barden Capital Management, Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-14, with 60 holding rows worth $112,387,593.

Accession
0001754960-25-000179
Filer
CIK 1906798
Filed
2025-04-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 60 entries on the cover page, a total value of $112,387,593 stated on the cover page (in dollars after the unit check, H1), rows summing to $112,387,593 with VALUE read as dollars as filed, 13F file number 028-21608. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Schwab U.S. Large-Cap ETF808524201SHS281,140$6,207,571dollars as filed
SPDR INDEX SHS FDS78463X475ST STR MSCI GLB73,576$4,592,614dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS194,751$4,563,016dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF229,793$4,545,306dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF173,255$4,424,933dollars as filed
NVIDIA Corp67066G104COM37,408$4,054,326dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS139,904$3,503,196dollars as filed
Microsoft Corp594918104COM9,164$3,440,074dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF118,808$3,157,917dollars as filed
Apple Inc037833100COM13,868$3,080,499dollars as filed
Vanguard Total Bond Market ETF921937835SHS38,956$2,861,318dollars as filed
Amazon.com, Inc023135106COM13,993$2,662,308dollars as filed
Visa Inc92826C839COM7,157$2,508,242dollars as filed
Eli Lilly and Company532457108COM2,962$2,446,345dollars as filed
Adobe Inc00724F101COM6,147$2,357,559dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS91,525$2,275,312dollars as filed
MasterCard, Inc57636Q104COM4,015$2,200,702dollars as filed
SONY GROUP CORP SPONSORED ADR835699307ADR86,532$2,197,047dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock3,603$2,190,084dollars as filed
SPDR SERIES TRUST78464A839ST STR SP400VAL24,462$1,884,797dollars as filed
Berkshire Hathaway Inc084670702COM3,494$1,860,835dollars as filed
Schwab U.S. Broad Market ETF808524102SHS84,844$1,826,691dollars as filed
T-Mobile US,Inc.872590104COM6,838$1,823,763dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock28,407$1,801,004dollars as filed
S&P Global,Inc.78409V104COM3,538$1,797,658dollars as filed
SPDR SER TR78464A821S&P 400 MDCP GRW22,377$1,778,076dollars as filed
SPDR SERIES TRUST78464a201ST STR SP600GRWO21,263$1,764,829dollars as filed
ALLSTATE CORP COM020002101Stock7,864$1,628,398dollars as filed
JPMorgan Chase & Co46625H100COM6,051$1,484,310dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS8,908$1,478,728dollars as filed
PIMCO ETF TR72201R7830-5 HIGH YIELD15,520$1,453,603dollars as filed
ISHARES TR464288281JPMORGAN USD EMG15,845$1,435,399dollars as filed
SCHWAB LONG-TERM U.S. TREASURY ETF808524680ETF43,490$1,424,732dollars as filed
CASEYS GEN STORES INC147528103COM3,212$1,394,136dollars as filed
KEURIG DR PEPPER INC COM49271V100Stock40,530$1,386,937dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock5,167$1,366,465dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock28,550$1,253,916dollars as filed
American Express Company025816109COM4,610$1,240,321dollars as filed
CAPITAL ONE FINL CORP14040H105COM6,877$1,233,046dollars as filed
PALO ALTO NETWORKS INC697435105COM7,163$1,222,294dollars as filed
Booking Holdings Inc.09857L108COM263$1,211,617dollars as filed
Uber Technologies90353T100COM15,326$1,116,652dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock5,835$1,070,839dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock18,208$1,065,532dollars as filed
HCA Healthcare Inc40412C101COM2,921$1,009,352dollars as filed
Union Pacific Corporation907818108COM4,244$1,002,708dollars as filed
Elevance Health, Inc.036752103COM2,227$968,656dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK18,327$920,199dollars as filed
SKECHERS U S A INC830566105CL A15,839$899,338dollars as filed
PULTE GROUP INC COM745867101Stock8,351$858,483dollars as filed
META PLATFORMS INC CL A30303M102COM1,451$836,298dollars as filed
SYNOPSYS INC COM871607107Stock1,894$812,242dollars as filed
ConocoPhillips20825C104COM7,664$804,873dollars as filed
ISHARES TR464288513IBOXX HI YD ETF9,528$751,702dollars as filed
CENTENE CORP DEL COM15135B101Stock12,215$741,573dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock4,498$719,140dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS5,204$688,125dollars as filed
PIMCO Investment Grade Co72201R817INV GRD CRP BD5,175$500,785dollars as filed
DBX ETF TR233051150XTRACKERS MSCI7,738$389,763dollars as filed
OCCIDENTAL PETE CORP674599105COM4,283$211,409dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-25-000179this filing2025-04-14acceptance time not in the bulk data set