Bard Associates Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $234 Million distributed in 179 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ensign Group, Inc with a value of $11.5M, Willdan Group, Inc. with a value of $5.48M, Archrock, Inc. with a value of $5.39M, Usa Compression Partners, LP with a value of $5.23M, and Oil Dri Corp Of America with a value of $5.23M.
Examining the 13F form we can see an decrease of $16.8M in the current position value, from $250M to 234M.
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
$234 Million
Technology: $32.8 Million
Basic Materials: $30.6 Million
Real Estate: $29 Million
Financial Services: $27.7 Million
Healthcare: $25.4 Million
ETFs: $16.3 Million
Energy: $14.6 Million
Industrials: $13.9 Million
Other: $38.2 Million
Stock Holdings Table Market Cap. of Under $50 Millions
