Bard Financial Services, Inc. Portfolio Holdings

Bard Financial Services, Inc.

  • $817 Million
  • Q2 2025

Bard Financial Services, Inc. has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $817 Million distributed in 206 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $95.2M, Microsoft Corp with a value of $75.7M, Walmart Inc. with a value of $30.2M, Home Depot, Inc. with a value of $22.7M, and Berkshire Hathaway Inc Class B with a value of $20.6M.

Examining the 13F form we can see an increase of $15.7M in the current position value, from $801M to 817M.

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

Portfolio value $817 Million
Technology: $243 Million
Consumer Defensive: $116 Million
Financial Services: $116 Million
Healthcare: $98.6 Million
Consumer Cyclical: $71.3 Million
Communication Services: $51.4 Million
Industrials: $49.2 Million
Energy: $44 Million
Other: $27.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.73T
$95.2 Million 11.65% of portfolio
463,863
Q2 2025 Reduced 2.49%
$3.78T
$75.7 Million 9.27% of portfolio
152,259
Q2 2025 Reduced 1.31%
$263B
$30.2 Million 3.7% of portfolio
309,095
Q2 2025 Reduced 0.99%
$416B
$22.7 Million 2.78% of portfolio
62,035
Q2 2025 Reduced 0.36%
$621B
$20.6 Million 2.53% of portfolio
42,490
Q2 2025 Reduced 0.47%
$231B
$16.6 Million 2.03% of portfolio
56,661
Q2 2025 Reduced 0.31%
$463B
$15.2 Million 1.87% of portfolio
99,786
Q2 2025 Reduced 0.53%
$0
$14.9 Million 1.83% of portfolio
470,799
Q2 2025 Added 6.08%
$884B
$12.9 Million 1.59% of portfolio
44,660
Q2 2025 Reduced 2.24%
$434B
$12.9 Million 1.59% of portfolio
81,950
Q1 2025 Reduced 0.06%
$298B
$12.6 Million 1.54% of portfolio
178,197
Q2 2025 Reduced 0.74%
$372B
$12.5 Million 1.52% of portfolio
67,095
Q2 2025 Reduced 1.65%
$119B
$12.3 Million 1.51% of portfolio
26,629
Q2 2025 Reduced 1.35%
$139B
$12.2 Million 1.5% of portfolio
504,605
Q2 2025 Reduced 0.77%
$186B
$11.8 Million 1.44% of portfolio
272,280
Q2 2025 Reduced 0.75%
$2.33T
$11.4 Million 1.4% of portfolio
52,090
Q2 2025 Reduced 0.62%
$284B
$10.5 Million 1.28% of portfolio
151,235
Q2 2025 Reduced 0.58%
$138B
$9.93 Million 1.22% of portfolio
54,215
Q2 2025 Reduced 3.3%
$254B
$9.9 Million 1.21% of portfolio
13,990
Q2 2025 Reduced 0.82%
$205B
$9.88 Million 1.21% of portfolio
74,836
Q2 2025 Added 1.31%
$407B
$9.62 Million 1.18% of portfolio
203,345
Q2 2025 Reduced 5.9%
$1.21T
$9.47 Million 1.16% of portfolio
53,755
Q2 2025 Reduced 6.28%
$259B
$9.19 Million 1.12% of portfolio
50,442
Q2 2025 Reduced 1.99%
$476B
$9.1 Million 1.11% of portfolio
84,390
Q2 2025 Reduced 1.55%
$314B
$9.05 Million 1.11% of portfolio
63,175
Q2 2025 Added 0.22%
$72.9B
$8.73 Million 1.07% of portfolio
2,053,105
Q2 2025 Reduced 9.51%
$213B
$8.05 Million 0.99% of portfolio
101,663
Q2 2025 Reduced 2.12%
$96B
$8.03 Million 0.98% of portfolio
116,478
Q2 2025 Reduced 6.69%
$120B
$7.73 Million 0.95% of portfolio
131,902
Q2 2025 Reduced 1.97%
$92.9B
$7.76 Million 0.95% of portfolio
33,925
Q2 2025 Reduced 0.86%
$154B
$7.58 Million 0.93% of portfolio
27,135
Q2 2025 Added 0.09%
$1.3T
$7.46 Million 0.91% of portfolio
42,040
Q2 2025 Reduced 3.56%
$232B
$7.37 Million 0.9% of portfolio
54,160
Q2 2025 Reduced 1.05%
$59B
$6.77 Million 0.83% of portfolio
116,130
Q2 2025 Added 5.71%
$209B
$6.62 Million 0.81% of portfolio
228,830
Q2 2025 Reduced 0.54%
$418B
$6.47 Million 0.79% of portfolio
6,540
Q2 2025 Reduced 0.98%
$1.78T
$6.32 Million 0.77% of portfolio
8,560
Q2 2025 Reduced 6.96%
$150B
$6.33 Million 0.77% of portfolio
177,240
Q2 2025 Reduced 2.19%
$101B
$6.33 Million 0.77% of portfolio
69,069
Q2 2025 Reduced 1.48%
$40.8B
$6.14 Million 0.75% of portfolio
81,035
Q1 2025 Reduced 0.61%
$610B
$6 Million 0.73% of portfolio
27,425
Q2 2025 Added 0.73%
$3.75B
$5.76 Million 0.71% of portfolio
296,675
Q2 2025 Reduced 0.02%
$312B
$5.65 Million 0.69% of portfolio
70,475
Q2 2025 Reduced 2.81%
$29.3B
$5.51 Million 0.68% of portfolio
106,445
Q2 2025 Reduced 1.96%
$97.9B
$5.55 Million 0.68% of portfolio
122,400
Q2 2025 Reduced 1.17%
$245B
$5.58 Million 0.68% of portfolio
136,850
Q2 2025 Reduced 1.48%
$1.2T
$5.48 Million 0.67% of portfolio
24,214
Q2 2025 Added 4.42%
$69.9B
$5.18 Million 0.63% of portfolio
166,950
Q1 2025 Added 4.7%
$128B
$4.97 Million 0.61% of portfolio
104,969
Q2 2025 Reduced 2.04%

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $817 Million
  • Prior Value $801 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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