Bard Financial Services, Inc. has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $934 Million distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $97.5M, Microsoft Corp with a value of $81.7M, Walmart Inc. with a value of $36.9M, Berkshire Hathaway Inc Class B with a value of $33.7M, and Home Depot, Inc. with a value of $33.3M.

Examining the 13F form we can see an increase of $47M in the current position value, from $887M to 934M.

Below you can find more details about Bard Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $934 Million
Technology: $271 Million
Financial Services: $139 Million
Healthcare: $131 Million
Consumer Defensive: $118 Million
Consumer Cyclical: $86.5 Million
Communication Services: $56.4 Million
Industrials: $55 Million
Energy: $48.4 Million
Other: $29 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $934 Million
  • Prior Value $887 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 06, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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