Bard Financial Services, Inc. Portfolio Holdings

Bard Financial Services, Inc.

  • $801 Million
  • Q1 2025

Bard Financial Services, Inc. has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $801 Million distributed in 209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $106M, Microsoft Corp with a value of $57.9M, Walmart Inc. with a value of $27.4M, Home Depot, Inc. with a value of $22.8M, and Berkshire Hathaway Inc Class B with a value of $22.4M.

Examining the 13F form we can see an decrease of $18.5M in the current position value, from $819M to 801M.

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

Portfolio value $801 Million
Technology: $220 Million
Consumer Defensive: $115 Million
Financial Services: $113 Million
Healthcare: $108 Million
Consumer Cyclical: $73.9 Million
Communication Services: $50 Million
Energy: $48.1 Million
Industrials: $45.9 Million
Other: $27.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2T
$106 Million 13.19% of portfolio
475,728
Q1 2025 Reduced 2.66%
$3.25T
$57.9 Million 7.23% of portfolio
154,284
Q1 2025 Reduced 1.64%
$270B
$27.4 Million 3.42% of portfolio
312,195
Q1 2025 Added 0.01%
$370B
$22.8 Million 2.85% of portfolio
62,260
Q1 2025 Reduced 0.97%
$694B
$22.4 Million 2.8% of portfolio
42,690
Q1 2025 Reduced 3.12%
$232B
$17.8 Million 2.22% of portfolio
56,836
Q1 2025 Reduced 0.04%
$405B
$16.6 Million 2.08% of portfolio
100,317
Q1 2025 Added 0.29%
$347B
$14.3 Million 1.78% of portfolio
68,220
Q1 2025 Reduced 1.32%
$0
$13.6 Million 1.7% of portfolio
443,834
Q1 2025 Reduced 4.63%
$134B
$12.9 Million 1.61% of portfolio
508,511
Q1 2025 Reduced 1.9%
$310B
$12.9 Million 1.61% of portfolio
179,522
Q1 2025 Reduced 0.76%
$183B
$12.4 Million 1.55% of portfolio
274,330
Q1 2025 Added 2.04%
$124B
$12.1 Million 1.51% of portfolio
26,994
Q1 2025 Reduced 1.37%
$376B
$11.9 Million 1.48% of portfolio
69,786
Q1 2025 Reduced 0.61%
$741B
$11.2 Million 1.4% of portfolio
45,685
Q1 2025 Reduced 4.28%
$182B
$11.1 Million 1.38% of portfolio
73,871
Q1 2025 Added 4.23%
$430B
$10.2 Million 1.27% of portfolio
85,720
Q1 2025 Added 0.37%
$1.9T
$9.97 Million 1.24% of portfolio
52,415
Q1 2025 Reduced 5.88%
$244B
$9.39 Million 1.17% of portfolio
152,110
Q1 2025 Reduced 0.21%
$210B
$9.32 Million 1.16% of portfolio
103,863
Q1 2025 Reduced 0.28%
$330B
$9.02 Million 1.13% of portfolio
216,095
Q1 2025 Reduced 4.52%
$284B
$8.88 Million 1.11% of portfolio
81,950
Q1 2025 Reduced 0.06%
$957B
$8.85 Million 1.11% of portfolio
57,355
Q1 2025 Reduced 2.94%
$63.9B
$8.67 Million 1.08% of portfolio
2,268,805
Q1 2025 Reduced 6.49%
$88.1B
$8.46 Million 1.06% of portfolio
124,828
Q1 2025 Reduced 12.0%
$150B
$8.45 Million 1.05% of portfolio
27,110
Q1 2025 Reduced 0.73%
$268B
$8.17 Million 1.02% of portfolio
51,467
Q1 2025 Added 1.16%
$133B
$8.14 Million 1.02% of portfolio
56,065
Q1 2025 Reduced 2.12%
$107B
$8.08 Million 1.01% of portfolio
134,552
Q1 2025 Reduced 4.04%
$96.4B
$7.92 Million 0.99% of portfolio
34,220
Q1 2025 Reduced 0.75%
$191B
$7.71 Million 0.96% of portfolio
14,105
Q1 2025 Reduced 0.07%
$232B
$7.26 Million 0.91% of portfolio
54,735
Q1 2025 Reduced 0.73%
$97.4B
$6.88 Million 0.86% of portfolio
70,104
Q1 2025 Reduced 2.77%
$1.01T
$6.81 Million 0.85% of portfolio
43,590
Q1 2025 Reduced 4.08%
$152B
$6.69 Million 0.83% of portfolio
181,215
Q1 2025 Added 8.9%
$196B
$6.51 Million 0.81% of portfolio
230,080
Q1 2025 Reduced 0.9%
$32.7B
$6.49 Million 0.81% of portfolio
108,575
Q1 2025 Added 0.72%
$3.35B
$6.34 Million 0.79% of portfolio
296,725
Q1 2025 Added 5.42%
$449B
$6.25 Million 0.78% of portfolio
6,605
Q1 2025 Reduced 13.21%
$35.8B
$6.08 Million 0.76% of portfolio
81,035
Q1 2025 Reduced 0.61%
$261B
$5.82 Million 0.73% of portfolio
138,900
Q1 2025 Added 25.3%
$65.3B
$5.7 Million 0.71% of portfolio
166,950
Q1 2025 Added 4.7%
$156B
$5.68 Million 0.71% of portfolio
81,765
Q1 2025 Reduced 4.25%
$94.3B
$5.49 Million 0.69% of portfolio
123,850
Q1 2025 Reduced 0.35%
$1.25T
$5.31 Million 0.66% of portfolio
9,200
Q1 2025 Reduced 2.65%
$42.1B
$5.3 Million 0.66% of portfolio
109,855
Q1 2025 Added 27.47%
$280B
$5.21 Million 0.65% of portfolio
72,515
Q1 2025 Reduced 4.37%
$233B
$4.84 Million 0.6% of portfolio
66,100
Q1 2025 Added 0.76%
$98.1B
$4.43 Million 0.55% of portfolio
107,150
Q1 2025 Reduced 0.45%

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $801 Million
  • Prior Value $819 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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