Bard Financial Services, Inc. Portfolio Holdings

Bard Financial Services, Inc.

  • $885 Million
  • Q3 2025

Bard Financial Services, Inc. has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $885 Million distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $117M, Microsoft Corp with a value of $79.5M, Walmart Inc. with a value of $31.7M, Home Depot, Inc. with a value of $25.1M, and Berkshire Hathaway Inc Class B with a value of $20.9M.

Examining the 13F form we can see an increase of $68.7M in the current position value, from $817M to 885M.

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

Portfolio value $885 Million
Technology: $278 Million
Financial Services: $120 Million
Consumer Defensive: $115 Million
Healthcare: $106 Million
Consumer Cyclical: $76.8 Million
Communication Services: $58 Million
Industrials: $52 Million
Energy: $46.1 Million
Other: $33 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$117 Million 13.22% of portfolio
459,568
Q3 2025 Reduced 0.93%
$3.86T
$79.5 Million 8.99% of portfolio
153,584
Q3 2025 Added 0.87%
$275B
$31.7 Million 3.58% of portfolio
307,170
Q3 2025 Reduced 0.62%
$389B
$25.1 Million 2.83% of portfolio
61,910
Q3 2025 Reduced 0.2%
$621B
$20.9 Million 2.36% of portfolio
41,640
Q3 2025 Reduced 2.0%
$494B
$18.6 Million 2.1% of portfolio
100,395
Q3 2025 Added 0.61%
$220B
$17.2 Million 1.94% of portfolio
56,561
Q3 2025 Reduced 0.18%
$386B
$15.4 Million 1.74% of portfolio
66,720
Q3 2025 Reduced 0.56%
$505B
$15.2 Million 1.72% of portfolio
81,520
Q3 2025 Reduced 0.52%
$0
$15.1 Million 1.71% of portfolio
444,956
Q3 2025 Reduced 5.49%
$913B
$13.9 Million 1.57% of portfolio
44,060
Q3 2025 Reduced 1.34%
$129B
$13.4 Million 1.51% of portfolio
26,779
Q3 2025 Added 0.56%
$138B
$13 Million 1.47% of portfolio
510,321
Q3 2025 Added 1.13%
$1.68T
$12.9 Million 1.46% of portfolio
53,255
Q3 2025 Reduced 0.93%
$167B
$12.1 Million 1.37% of portfolio
276,190
Q3 2025 Added 1.44%
$298B
$11.8 Million 1.34% of portfolio
178,322
Q3 2025 Added 0.07%
$201B
$11.1 Million 1.26% of portfolio
79,231
Q3 2025 Added 5.87%
$201B
$11.1 Million 1.25% of portfolio
53,990
Q3 2025 Reduced 0.42%
$269B
$10.9 Million 1.24% of portfolio
13,740
Q3 2025 Reduced 1.79%
$356B
$10.7 Million 1.2% of portfolio
69,386
Q3 2025 Reduced 0.47%
$429B
$10.4 Million 1.18% of portfolio
202,095
Q3 2025 Reduced 0.61%
$309B
$10.5 Million 1.18% of portfolio
67,450
Q3 2025 Added 6.77%
$300B
$10.3 Million 1.17% of portfolio
150,860
Q3 2025 Reduced 0.25%
$64.3B
$10.2 Million 1.16% of portfolio
121,430
Q3 2025 Added 4.56%
$1.72T
$10.1 Million 1.14% of portfolio
41,465
Q3 2025 Reduced 1.37%
$477B
$9.59 Million 1.08% of portfolio
85,090
Q3 2025 Added 0.83%
$101B
$8.6 Million 0.97% of portfolio
130,252
Q3 2025 Reduced 1.25%
$218B
$8.55 Million 0.97% of portfolio
101,913
Q3 2025 Added 0.25%
$103B
$8.14 Million 0.92% of portfolio
107,988
Q3 2025 Reduced 7.29%
$708B
$8.06 Million 0.91% of portfolio
28,650
Q3 2025 Added 4.47%
$224B
$7.94 Million 0.9% of portfolio
48,967
Q3 2025 Reduced 2.92%
$160B
$7.8 Million 0.88% of portfolio
27,650
Q3 2025 Added 1.9%
$79.4B
$7.49 Million 0.85% of portfolio
1,649,635
Q3 2025 Reduced 19.65%
$82B
$7.46 Million 0.84% of portfolio
33,775
Q3 2025 Reduced 0.44%
$1.56T
$7.25 Million 0.82% of portfolio
25,949
Q3 2025 Added 7.17%
$216B
$7.18 Million 0.81% of portfolio
53,610
Q3 2025 Reduced 1.02%
$37.6B
$6.64 Million 0.75% of portfolio
80,660
Q3 2025 Reduced 0.46%
$176B
$6.5 Million 0.73% of portfolio
230,080
Q3 2025 Added 0.55%
$1.46T
$6.26 Million 0.71% of portfolio
8,530
Q3 2025 Reduced 0.35%
$94.4B
$6.03 Million 0.68% of portfolio
119,575
Q3 2025 Reduced 2.31%
$123B
$5.95 Million 0.67% of portfolio
189,515
Q3 2025 Added 6.93%
$287B
$5.8 Million 0.65% of portfolio
138,650
Q3 2025 Added 1.32%
$92.8B
$5.69 Million 0.64% of portfolio
67,269
Q3 2025 Reduced 2.61%
$27.7B
$5.45 Million 0.62% of portfolio
108,025
Q3 2025 Added 1.48%
$3.36B
$5.43 Million 0.61% of portfolio
297,675
Q3 2025 Added 0.34%
$403B
$5.29 Million 0.6% of portfolio
5,715
Q3 2025 Reduced 12.61%
$67B
$5.26 Million 0.59% of portfolio
168,200
Q3 2025 Added 0.75%
$330B
$5.25 Million 0.59% of portfolio
62,580
Q3 2025 Reduced 11.2%
$75.3B
$4.94 Million 0.56% of portfolio
60,250
Q3 2025 Added 1.01%

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $885 Million
  • Prior Value $817 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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