Bard Associates Inc Portfolio Holdings
Bard Associates Inc
- $266 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 173
- Current Value $266 Million
- Prior Value $234 Million
- Filing
- Period Q2 2025
- Filing Date August 05, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 11 stocks
- Additional Purchases 17 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks