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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.82B
$5.76 Million 0.71% of portfolio
296,675
Q2 2025 Reduced 0.02%
$4.44B
$2.29 Million 0.28% of portfolio
35,960
Q3 2024 Added 62.49%
$8.42B
$1.85 Million 0.23% of portfolio
29,515
Q2 2025 New
$2.79B
$1.8 Million 0.22% of portfolio
44,220
Q2 2025 Added 14.8%
$7.29B
$841,000 0.1% of portfolio
28,100
Q1 2025 Added 5.05%
$4.76B
$381,000 0.05% of portfolio
32,440
Q2 2025 Reduced 11.82%
$3.06B
$326,000 0.04% of portfolio
5,190
Q3 2024 New
$9.27B
$205,000 0.03% of portfolio
5,000
Q2 2025 New
$8.88B
$274,000 0.03% of portfolio
5,000
Q3 2024 New
$2.37B
$21,000 0.0% of portfolio
20,000
Q3 2024 New
$6.97B
$35,000 0.0% of portfolio
10,250
Q2 2025 Reduced 10.87%

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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