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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$112B
$4.83 Million 0.59% of portfolio
69,970
Q2 2025 Reduced 14.43%
$258B
$4.58 Million 0.56% of portfolio
65,100
Q2 2025 Reduced 1.51%
$146B
$4.2 Million 0.51% of portfolio
18,044
Q2 2025 Added 1.83%
$123B
$4.2 Million 0.51% of portfolio
28,075
Q2 2025 Reduced 2.77%
$127B
$3.97 Million 0.49% of portfolio
14,400
Q2 2025 Reduced 2.54%
$229B
$3.8 Million 0.46% of portfolio
25,990
Q2 2025 Added 5.27%
$173B
$3.69 Million 0.45% of portfolio
23,190
Q2 2025 Reduced 2.32%
$306B
$3.62 Million 0.44% of portfolio
14,050
Q2 2025 Reduced 2.16%
$35.6B
$3.53 Million 0.43% of portfolio
61,260
Q2 2025 Reduced 4.82%
$210B
$3.46 Million 0.42% of portfolio
11,730
Q2 2025 Reduced 5.4%
$86.2B
$3.35 Million 0.41% of portfolio
11,500
Q2 2025 Reduced 2.5%
$1.03B
$3.31 Million 0.4% of portfolio
153,475
Q3 2024 Reduced 19.35%
$122B
$3.25 Million 0.4% of portfolio
37,260
Q2 2025 Added 8.84%
$55.6B
$3.14 Million 0.38% of portfolio
59,650
Q2 2025 Added 6.28%
$150B
$3.08 Million 0.38% of portfolio
27,825
Q2 2025 Reduced 3.54%
$52.5B
$3.02 Million 0.37% of portfolio
14,760
Q1 2025 Reduced 6.05%
$1.08T
$2.92 Million 0.36% of portfolio
9,190
Q2 2025 Reduced 24.73%
$179B
$2.81 Million 0.34% of portfolio
30,775
Q2 2025 Reduced 1.6%
$64.2B
$2.67 Million 0.33% of portfolio
9,475
Q2 2025 Reduced 2.32%
$33.5B
$2.69 Million 0.33% of portfolio
104,225
Q2 2025 Added 24.48%
$68B
$2.64 Million 0.32% of portfolio
58,369
Q2 2025 Reduced 3.27%
$2.16B
$2.54 Million 0.31% of portfolio
554,665
Q2 2025 Reduced 2.31%
$551B
$2.46 Million 0.3% of portfolio
6,915
Q2 2025 Reduced 30.29%
$0
$2.26 Million 0.28% of portfolio
89,220
Q1 2025 New
$4.97B
$2.29 Million 0.28% of portfolio
35,960
Q3 2024 Added 62.49%
$67.4B
$2.3 Million 0.28% of portfolio
124,340
Q3 2024 Added 14.7%
$608B
$2.19 Million 0.27% of portfolio
2,815
Q2 2025 Added 1.44%
$155B
$2.07 Million 0.25% of portfolio
33,800
Q1 2025 Reduced 1.89%
$99B
$1.91 Million 0.23% of portfolio
41,310
Q2 2025 Added 0.6%
$152B
$1.86 Million 0.23% of portfolio
8,375
Q2 2025 Reduced 11.84%
$9.13B
$1.85 Million 0.23% of portfolio
29,515
Q2 2025 New
$10.7B
$1.88 Million 0.23% of portfolio
7,805
Q2 2025 Reduced 0.57%
$84.1B
$1.8 Million 0.22% of portfolio
26,700
Q1 2025 Added 2.48%
$3.21B
$1.8 Million 0.22% of portfolio
44,220
Q2 2025 Added 14.8%
$55.9B
$1.82 Million 0.22% of portfolio
9,025
Q2 2025 Reduced 4.24%
$32.7B
$1.79 Million 0.22% of portfolio
20,675
Q4 2024 Reduced 2.36%
$232B
$1.69 Million 0.21% of portfolio
6,200
Q2 2025 Reduced 1.98%
$250B
$1.72 Million 0.21% of portfolio
12,180
Q4 2024 Reduced 2.01%
$548B
$1.62 Million 0.2% of portfolio
2,890
Q2 2025 Reduced 21.15%
$10.2B
$1.59 Million 0.19% of portfolio
29,050
Q2 2025 Reduced 14.68%
$102B
$1.57 Million 0.19% of portfolio
8,575
Q3 2024 Added 51.77%
$141B
$1.55 Million 0.19% of portfolio
22,285
Q3 2024 Added 31.79%
$207B
$1.51 Million 0.18% of portfolio
12,175
Q2 2025 Reduced 9.04%
$33B
$1.43 Million 0.17% of portfolio
7,360
Q2 2025 Reduced 13.46%
$8.95B
$1.33 Million 0.16% of portfolio
19,800
Q2 2025 Reduced 7.04%
$13.4B
$1.28 Million 0.16% of portfolio
43,250
Q2 2025 Reduced 8.47%
$182B
$1.29 Million 0.16% of portfolio
13,875
Q2 2025 Reduced 2.8%
$38.4B
$1.26 Million 0.15% of portfolio
2,300
Q2 2025 Reduced 9.8%
$218B
$1.2 Million 0.15% of portfolio
3,090
Q2 2025 Added 144.27%

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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