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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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