Bard Associates Inc has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $266 Million distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ensign Group, Inc with a value of $13.1M, Vaneck Vectors ETF Tr Bdc Inco with a value of $8.17M, Willdan Group, Inc. with a value of $8.17M, Flaherty & Crumrine Preferred & Income Securities Fund Inc with a value of $7.26M, and Ishares Trust Ishares Pfd And with a value of $6.78M.
Examining the 13F form we can see an increase of $32.5M in the current position value, from $234M to 266M.
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
$266 Million
Technology: $38 Million
ETFs: $34.5 Million
Financial Services: $30.4 Million
Basic Materials: $28.6 Million
Healthcare: $27.9 Million
Real Estate: $24.6 Million
Industrials: $23.1 Million
Consumer Cyclical: $14.5 Million
Other: $35.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
