Bard Associates Inc has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $327 Million distributed in 160 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares Pfd And with a value of $14.8M, Flaherty & Crumrine Preferred & Income Securities Fund Inc with a value of $14.4M, Vaneck Vectors ETF Tr Bdc Inco with a value of $9.99M, Ensign Group, Inc with a value of $9.24M, and Janus Detroit Str Tr Janus Hen with a value of $8.81M.
Examining the 13F form we can see an increase of $60.9M in the current position value, from $266M to 327M.
Bard Associates Inc is based out at Chicago, IL
Below you can find more details about Bard Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$327 Million
ETFs: $74 Million
Technology: $47.9 Million
Financial Services: $39 Million
Basic Materials: $36.3 Million
Industrials: $29.1 Million
Healthcare: $25.3 Million
Consumer Cyclical: $15 Million
Real Estate: $13.2 Million
Other: $37.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
