Bard Financial Services, Inc. Portfolio Holdings

Bard Financial Services, Inc.

  • $959 Million
  • Q2 2024

Bard Financial Services, Inc. has filed its 13F form on July 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $959 Million distributed in 225 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $118M, Microsoft Corp with a value of $86.1M, Walmart Inc. with a value of $41.7M, Berkshire Hathaway Inc Class B with a value of $32.6M, and Home Depot, Inc. with a value of $29.9M.

Examining the 13F form we can see an increase of $25.2M in the current position value, from $934M to 959M.

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

Portfolio value $959 Million
Technology: $302 Million
Financial Services: $136 Million
Healthcare: $128 Million
Consumer Defensive: $124 Million
Consumer Cyclical: $78.7 Million
Communication Services: $57.7 Million
Industrials: $54.6 Million
Energy: $49.4 Million
Other: $27.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.5T
$118 Million 12.32% of portfolio
561,182
Q2 2024 Reduced 1.27%
$3.17T
$86.1 Million 8.97% of portfolio
192,558
Q2 2024 Reduced 0.81%
$189B
$41.7 Million 4.34% of portfolio
615,355
Q2 2024 Added 0.46%
$569B
$32.6 Million 3.4% of portfolio
80,065
Q2 2024 Reduced 0.09%
$368B
$29.9 Million 3.12% of portfolio
86,865
Q2 2024 Added 0.06%
$282B
$21.7 Million 2.27% of portfolio
175,925
Q2 2024 Added 896.18%
$420B
$16.2 Million 1.69% of portfolio
111,046
Q2 2024 Reduced 0.68%
$0
$15.8 Million 1.65% of portfolio
511,293
Q2 2024 Reduced 1.06%
$179B
$15.7 Million 1.63% of portfolio
50,090
Q2 2024 Reduced 0.1%
$185B
$15.3 Million 1.59% of portfolio
59,910
Q2 2024 Reduced 0.54%
$178B
$15.3 Million 1.59% of portfolio
64,680
Q2 2024 Reduced 1.22%
$173B
$14.4 Million 1.51% of portfolio
516,363
Q2 2024 Added 8.06%
$286B
$13.9 Million 1.45% of portfolio
97,165
Q2 2024 Added 2.38%
$317B
$13.1 Million 1.37% of portfolio
106,078
Q1 2024 Reduced 0.42%
$327B
$12.8 Million 1.34% of portfolio
74,755
Q2 2024 Reduced 0.47%
$138B
$12.8 Million 1.34% of portfolio
27,479
Q2 2024 Added 1.35%
$997B
$11.8 Million 1.23% of portfolio
64,870
Q2 2024 Reduced 0.46%
$238B
$11.8 Million 1.23% of portfolio
71,468
Q2 2024 Reduced 0.35%
$489B
$11.7 Million 1.22% of portfolio
101,765
Q2 2024 Added 6.76%
$623B
$11.6 Million 1.21% of portfolio
57,190
Q2 2024 Reduced 1.34%
$290B
$11.6 Million 1.21% of portfolio
181,841
Q2 2024 Reduced 0.12%
$168B
$11.5 Million 1.2% of portfolio
279,105
Q2 2024 Added 1.04%
$309B
$11.4 Million 1.19% of portfolio
72,770
Q2 2024 Added 3.85%
$80.8B
$11.3 Million 1.18% of portfolio
53,160
Q2 2024 Reduced 0.56%
$1.86T
$11.3 Million 1.18% of portfolio
58,395
Q2 2024 Reduced 1.73%
$334B
$9.86 Million 1.03% of portfolio
247,870
Q2 2024 Reduced 0.72%
$197B
$9.82 Million 1.02% of portfolio
206,600
Q2 2024 Added 0.54%
$80.1B
$9.65 Million 1.01% of portfolio
163,425
Q2 2024 Added 2.68%
$1.03T
$9.55 Million 1.0% of portfolio
52,045
Q2 2024 Reduced 3.03%
$375B
$9.26 Million 0.97% of portfolio
65,580
Q1 2023 Reduced 1.5%
$394B
$9.18 Million 0.96% of portfolio
15
Q4 2020 New
$90.4B
$8.04 Million 0.84% of portfolio
176,492
Q2 2024 Added 1.02%
$176B
$7.71 Million 0.8% of portfolio
76,072
Q2 2024 Reduced 1.46%
$52.1B
$7.02 Million 0.73% of portfolio
2,572,305
Q2 2024 Added 1.4%
$202B
$6.93 Million 0.72% of portfolio
34,805
Q1 2024 Added 0.04%
$39.4B
$6.82 Million 0.71% of portfolio
107,775
Q2 2024 Added 0.91%
$175B
$6.65 Million 0.69% of portfolio
169,845
Q2 2024 Added 5.02%
$170B
$6.65 Million 0.69% of portfolio
14,695
Q2 2024 Reduced 0.84%
$362B
$6.57 Million 0.69% of portfolio
7,735
Q1 2024 Reduced 2.09%
$36.9B
$6.49 Million 0.68% of portfolio
90,960
Q2 2024 Added 0.41%
$184B
$6.44 Million 0.67% of portfolio
61,935
Q2 2024 Reduced 0.56%
$85B
$6.17 Million 0.64% of portfolio
79,238
Q2 2024 Reduced 1.04%
$229B
$5.95 Million 0.62% of portfolio
100,160
Q2 2024 Reduced 3.79%
$3.76B
$5.54 Million 0.58% of portfolio
294,350
Q2 2024 Added 1.26%
$65.1B
$5.42 Million 0.57% of portfolio
187,125
Q2 2024 Added 4.18%
$135B
$5.35 Million 0.56% of portfolio
279,945
Q2 2024 Reduced 1.63%
$172B
$5.34 Million 0.56% of portfolio
30,860
Q1 2024 Added 0.49%
$765B
$5.09 Million 0.53% of portfolio
5,620
Q2 2024 Reduced 2.18%
$257B
$5.1 Million 0.53% of portfolio
70,650
Q2 2024 Added 0.18%

Summary

  • Portfolio
  • No. of Stocks 225
  • Current Value $959 Million
  • Prior Value $934 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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