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
$25.6B
$1.37 Million 0.15% of portfolio
19,205
Q1 2025 Reduced 8.81%
$421B
$1.35 Million 0.15% of portfolio
1,390
Q2 2025 Added 4.12%
$12.1B
$1.25 Million 0.14% of portfolio
19,050
Q3 2025 Reduced 5.58%
$6.62B
$1.28 Million 0.14% of portfolio
28,580
Q3 2025 Added 44.34%
$52B
$1.21 Million 0.14% of portfolio
70,750
Q3 2025 Added 3.66%
$191B
$1.24 Million 0.14% of portfolio
12,675
Q3 2025 Reduced 8.65%
$89.8B
$1.19 Million 0.13% of portfolio
1,950
Q3 2025 Added 2.63%
$13.9B
$1.11 Million 0.13% of portfolio
9,025
Q3 2025 Added 21.96%
$117B
$1.12 Million 0.13% of portfolio
2,285
Q1 2025 Added 2.93%
$102B
$1.19 Million 0.13% of portfolio
12,520
Q3 2024 Added 161.11%
$25.2B
$1.18 Million 0.13% of portfolio
2,750
Q3 2024 Reduced 64.52%
$63B
$1.05 Million 0.12% of portfolio
3,775
Q3 2024 Added 291.19%
$149B
$1.09 Million 0.12% of portfolio
13,670
Q3 2025 Reduced 1.8%
$44.4B
$856,000 0.1% of portfolio
10,625
Q3 2024 New
$42.2B
$909,000 0.1% of portfolio
7,175
Q1 2025 Reduced 5.22%
$29.9B
$854,000 0.1% of portfolio
11,715
Q3 2025 Reduced 6.02%
$21.3B
$799,000 0.09% of portfolio
22,800
Q3 2025 Reduced 15.24%
$82.5B
$761,000 0.09% of portfolio
5,805
Q2 2025 Reduced 5.38%
$39.3B
$775,000 0.09% of portfolio
5,105
Q3 2024 New
$23.1B
$692,000 0.08% of portfolio
6,750
Q3 2025 Added 67.7%
$61.8B
$734,000 0.08% of portfolio
6,530
Q4 2024 Reduced 8.74%
$127B
$695,000 0.08% of portfolio
14,725
Q2 2025 Reduced 1.01%
$51B
$699,000 0.08% of portfolio
3,735
Q3 2025 Reduced 18.54%
$70.3B
$724,000 0.08% of portfolio
8,675
Q3 2025 Added 15.28%
$0
$740,000 0.08% of portfolio
65,000
Q3 2024 Reduced 8.77%
$135B
$728,000 0.08% of portfolio
3,080
Q1 2025 Reduced 0.96%
$15.3B
$664,000 0.07% of portfolio
8,150
Q3 2025 New
$5.59B
$623,000 0.07% of portfolio
24,200
Q3 2025 Reduced 13.88%
$19B
$581,000 0.07% of portfolio
7,590
Q3 2024 Added 50.0%
$73.8B
$632,000 0.07% of portfolio
3,150
Q1 2025 Reduced 13.7%
$222B
$654,000 0.07% of portfolio
1,350
Q2 2025 Reduced 1.82%
$95.7B
$576,000 0.07% of portfolio
4,655
Q2 2025 Reduced 4.12%
$28.5B
$578,000 0.07% of portfolio
2,625
Q2 2024 Reduced 2.78%
$65.8B
$516,000 0.06% of portfolio
2,250
Q4 2020 New
$83.3B
$509,000 0.06% of portfolio
2,650
Q3 2025 Reduced 1.85%
$498B
$539,000 0.06% of portfolio
450
Q1 2025 Reduced 52.63%
$58.9B
$530,000 0.06% of portfolio
18,750
Q3 2024 New
$40.9B
$551,000 0.06% of portfolio
1,850
Q3 2025 Reduced 3.9%
$196B
$539,000 0.06% of portfolio
5,320
Q3 2025 Reduced 2.3%
$5.45B
$482,000 0.05% of portfolio
33,440
Q3 2025 Added 3.08%
$26.6B
$413,000 0.05% of portfolio
3,650
Q3 2025 Reduced 14.12%
$51.1B
$481,000 0.05% of portfolio
14,000
Q3 2025 Added 53.01%
$43.1B
$443,000 0.05% of portfolio
2,525
Q4 2020 New
$17.1B
$422,000 0.05% of portfolio
5,000
Q4 2020 New
$35.2B
$465,000 0.05% of portfolio
4,060
Q3 2024 Added 16.0%
$34.5B
$472,000 0.05% of portfolio
4,700
Q3 2024 New
$49B
$465,000 0.05% of portfolio
2,690
Q3 2025 Reduced 8.5%
$49.7B
$444,000 0.05% of portfolio
7,445
Q2 2025 Reduced 8.31%
$92B
$414,000 0.05% of portfolio
2,670
Q3 2025 Reduced 6.97%

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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