Bard Associates Inc has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $267 Million distributed in 177 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ensign Group, Inc with a value of $13.3M, Ftai Infrastructure LLC with a value of $10.9M, Willdan Group, Inc. with a value of $5.54M, Legacy Housing Corp with a value of $5.4M, and Tortoise Pipeline & Energy Fund, Inc. with a value of $5.12M.
Examining the 13F form we can see an increase of $26.8M in the current position value, from $240M to 267M.
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
$267 Million
Financial Services: $38.9 Million
Real Estate: $36.2 Million
Technology: $31.9 Million
Healthcare: $31.5 Million
Basic Materials: $30.9 Million
Industrials: $18 Million
Energy: $15.1 Million
ETFs: $14.9 Million
Other: $38.8 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
