Barden Capital Management, Inc.

données du 31/12/2025

Capitalisation

$ 121.784 M 1.23 %

Période de détention moyenne

12 ans

Performance

$ 26.742 M 23.79 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Barden Capital Management, Inc.

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/12/31 SCHWAB STRATEGIC TR 7.49% 9.122 M $ 379456 2021/12/31 272.344 K $ 3.26 %
2025/12/31 SCHWAB STRATEGIC TR 6.21% 7.567 M $ 281185 2021/12/31 151.680 K $ 2.16 %
2025/12/31 NVIDIA CORPORATION 5.27% 6.417 M $ 34409 2021/12/31 -2.842 K $ -0.04 %
2025/12/31 SPDR INDEX SHS FDS 4.74% 5.770 M $ 75217 2021/12/31 129.085 K $ 2.42 %
2025/12/31 SPDR SERIES TRUST 3.96% 4.828 M $ 187491 2022/12/31 -16.721 K $ -0.39 %
2025/12/31 SCHWAB STRATEGIC TR 3.73% 4.545 M $ 139332 2021/12/31 94.439 K $ 2.23 %
2025/12/31 MICROSOFT CORP 3.44% 4.191 M $ 8665 2021/12/31 -305.983 K $ -6.63 %
2025/12/31 SCHWAB STRATEGIC TR 3.00% 3.655 M $ 123435 2021/12/31 57.578 K $ 1.72 %
2025/12/31 APPLE INC 2.75% 3.345 M $ 12304 2021/12/31 220.526 K $ 6.77 %
2025/12/31 VANGUARD BD INDEX FDS 2.48% 3.018 M $ 40746 2022/12/31 -10.768 K $ -0.40 %
2025/12/31 AMAZON COM INC 2.45% 2.990 M $ 12952 2021/12/31 150.817 K $ 5.12 %
2025/12/31 ELI LILLY & CO 2.42% 2.952 M $ 2747 2022/09/30 871.768 K $ 40.85 %
2025/12/31 ISHARES TR 2.10% 2.555 M $ 22432 2025/06/30 858.000 $ 0.04 %
2025/12/31 TAIWAN SEMICONDUCTOR MFG LTD 2.05% 2.496 M $ 8213 2024/03/31 209.862 K $ 8.81 %
2025/12/31 VISA INC 2.02% 2.454 M $ 6997 2021/12/31 64.283 K $ 2.73 %
2025/12/31 SCHWAB STRATEGIC TR 1.97% 2.403 M $ 95798 2021/12/31 -4.228 K $ -0.20 %
2025/12/31 SCHWAB STRATEGIC TR 1.89% 2.298 M $ 87594 2023/06/30 43.428 K $ 2.02 %
2025/12/31 MASTERCARD INCORPORATED 1.83% 2.225 M $ 3898 2021/12/31 8.101 K $ 0.36 %
2025/12/31 SPDR SERIES TRUST 1.81% 2.200 M $ 25990 2021/12/31 29.774 K $ 1.49 %
2025/12/31 SPDR SERIES TRUST 1.79% 2.178 M $ 23569 2021/12/31 19.272 K $ 0.95 %
2025/12/31 SPDR SERIES TRUST 1.76% 2.139 M $ 22708 2021/12/31 -2.505 K $ -0.13 %
2025/12/31 SONY GROUP CORP 1.72% 2.098 M $ 81939 2021/12/31 -263.618 K $ -11.08 %
2025/12/31 JPM JPMORGAN CHASE & CO. 1.53% 1.860 M $ 5772 2025/03/31 39.728 K $ 2.15 %
2025/12/31 PARKER-HANNIFIN CORP 1.50% 1.831 M $ 2083 2021/12/31 378.618 K $ 15.93 %
2025/12/31 S&P GLOBAL INC 1.49% 1.813 M $ 3469 2024/06/30 124.288 K $ 7.37 %
2025/12/31 META PLATFORMS INC 1.47% 1.790 M $ 2712 2024/12/31 -177.701 K $ -10.12 %
2025/12/31 AMERICAN EXPRESS CO 1.42% 1.734 M $ 4687 2021/12/31 174.514 K $ 11.38 %
2025/12/31 CASEYS GEN STORES INC 1.39% 1.694 M $ 3064 2024/03/31 -38.725 K $ -2.23 %
2025/12/31 ISHARES TR 1.35% 1.638 M $ 17017 2022/12/31 16.260 K $ 1.15 %
2025/12/31 CAPITAL ONE FINL CORP 1.32% 1.607 M $ 6630 2021/12/31 200.717 K $ 14.01 %
2025/12/31 ALLSTATE CORP 1.31% 1.589 M $ 7635 2024/12/31 -49.562 K $ -3.03 %
2025/12/31 ADOBE INC 1.19% 1.452 M $ 4148 2021/12/31 -10.035 K $ -0.78 %
2025/12/31 TRAVELERS COMPANIES INC 1.18% 1.431 M $ 4935 2024/12/31 54.091 K $ 3.88 %
2025/12/31 BROADCOM INC 1.16% 1.410 M $ 4075 2025/09/30 67.819 K $ 4.91 %
2025/12/31 SCHWAB STRATEGIC TR 1.14% 1.390 M $ 43853 2023/03/31 -24.953 K $ -1.89 %
2025/12/31 BOOKING HOLDINGS INC 1.13% 1.371 M $ 256 2023/09/30 -11.204 K $ -0.81 %
2025/12/31 HCA HEALTHCARE INC 1.13% 1.370 M $ 2935 2021/12/31 116.653 K $ 9.54 %
2025/12/31 PIMCO ETF TR 1.12% 1.369 M $ 14439 2021/12/31 -12.409 K $ -0.90 %
2025/12/31 T-MOBILE US INC 1.10% 1.335 M $ 6574 2021/12/31 -241.733 K $ -15.18 %
2025/12/31 PALO ALTO NETWORKS INC 1.04% 1.270 M $ 6893 2021/12/31 -135.376 K $ -9.54 %
2025/12/31 MOTOROLA SOLUTIONS INC 1.02% 1.243 M $ 3243 2025/09/30 -236.482 K $ -16.18 %
2025/12/31 UBER TECHNOLOGIES INC 1.00% 1.217 M $ 14896 2024/09/30 -241.672 K $ -16.60 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 0.91% 1.113 M $ 2214 2022/12/31 -205.000 $ -0.02 %
2025/12/31 INTUIT 0.83% 1.012 M $ 1528 2025/06/30 -23.829 K $ -3.00 %
2025/12/31 CARRIER GLOBAL CORPORATION 0.78% 945.783 K $ 17899 2021/12/31 -189.233 K $ -11.49 %
2025/12/31 SYNOPSYS INC 0.72% 877.437 K $ 1868 2024/03/31 -43.671 K $ -4.80 %
2025/12/31 ISHARES TR 0.67% 817.467 K $ 10139 2021/12/31 -5.183 K $ -0.69 %
2025/12/31 NETFLIX INC 0.65% 796.397 K $ 8494 2025/12/31 0.000 $ 0.00 %
2025/12/31 CONOCOPHILLIPS 0.63% 766.666 K $ 8190 2022/03/31 -7.633 K $ -1.04 %
2025/12/31 ALIBABA GROUP HLDG LTD 0.61% 746.825 K $ 5095 2025/03/31 -162.389 K $ -17.99 %
2025/12/31 ELEVANCE HEALTH INC FORMERLY 0.57% 697.595 K $ 1990 2021/12/31 53.653 K $ 8.49 %
2025/12/31 DIAMONDBACK ENERGY INC 0.56% 677.537 K $ 4507 2021/12/31 32.498 K $ 5.05 %
2025/12/31 DBX ETF TR 0.40% 481.558 K $ 7583 2021/12/31 16.471 K $ 3.50 %
2025/12/31 PIMCO ETF TR 0.39% 475.257 K $ 4857 2021/12/31 -3.775 K $ -0.78 %
2025/12/31 SPDR GOLD TR 0.25% 300.007 K $ 757 2025/09/30 25.484 K $ 11.49 %
2025/12/31 VANGUARD SPECIALIZED FUNDS 0.18% 216.703 K $ 986 2025/09/30 3.934 K $ 1.85 %
2025/12/31 CMG CHIPOTLE MEXICAN GRILL INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/12/31 ONON ON HLDG AG 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/12/31 KDP KEURIG DR PEPPER INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/12/31 TSLA TESLA INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %