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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.7B
$1.22 Million 0.15% of portfolio
19,205
Q1 2025 Reduced 8.81%
$39.1B
$1.23 Million 0.15% of portfolio
4,700
Q2 2025 Reduced 9.62%
$54.1B
$1.24 Million 0.15% of portfolio
68,250
Q1 2025 Added 22.42%
$53.9B
$1.24 Million 0.15% of portfolio
4,950
Q2 2025 Added 1.02%
$100B
$1.15 Million 0.14% of portfolio
12,520
Q3 2024 Added 161.11%
$15.3B
$1.1 Million 0.14% of portfolio
20,175
Q2 2025 Reduced 2.42%
$344B
$1.11 Million 0.14% of portfolio
1,390
Q2 2025 Added 4.12%
$23.5B
$1.12 Million 0.14% of portfolio
2,750
Q3 2024 Reduced 64.52%
$95.6B
$1.16 Million 0.14% of portfolio
2,285
Q1 2025 Added 2.93%
$141B
$1.02 Million 0.13% of portfolio
13,920
Q2 2025 Reduced 32.25%
$47.6B
$1.04 Million 0.13% of portfolio
7,175
Q1 2025 Reduced 5.22%
$64.8B
$1.01 Million 0.12% of portfolio
3,775
Q3 2024 Added 291.19%
$88.4B
$949,000 0.12% of portfolio
1,900
Q2 2025 Reduced 1.3%
$32.4B
$1.02 Million 0.12% of portfolio
12,465
Q3 2024 Added 88.58%
$15.2B
$888,000 0.11% of portfolio
7,400
Q2 2025 Added 1.72%
$42.3B
$821,000 0.1% of portfolio
6,375
Q1 2025 Added 2.0%
$22.1B
$855,000 0.1% of portfolio
26,900
Q2 2025 Reduced 6.43%
$53B
$789,000 0.1% of portfolio
4,585
Q2 2025 New
$61.3B
$759,000 0.09% of portfolio
7,525
Q2 2025 Reduced 7.67%
$42.4B
$756,000 0.09% of portfolio
5,105
Q3 2024 New
$40B
$723,000 0.09% of portfolio
10,625
Q3 2024 New
$117B
$711,000 0.09% of portfolio
14,725
Q2 2025 Reduced 1.01%
$133B
$708,000 0.09% of portfolio
3,080
Q1 2025 Reduced 0.96%
$80.2B
$773,000 0.09% of portfolio
5,805
Q2 2025 Reduced 5.38%
$0
$709,000 0.09% of portfolio
65,000
Q3 2024 Reduced 8.77%
$56.1B
$677,000 0.08% of portfolio
6,530
Q4 2024 Reduced 8.74%
$72.1B
$554,000 0.07% of portfolio
2,250
Q4 2020 New
$38.8B
$554,000 0.07% of portfolio
1,925
Q1 2025 Reduced 16.3%
$61.5B
$551,000 0.07% of portfolio
18,750
Q3 2024 New
$94.2B
$549,000 0.07% of portfolio
4,655
Q2 2025 Reduced 4.12%
$186B
$547,000 0.07% of portfolio
1,350
Q2 2025 Reduced 1.82%
$40.5B
$547,000 0.07% of portfolio
5,325
Q2 2025 Reduced 39.83%
$51.2B
$544,000 0.07% of portfolio
7,445
Q2 2025 Reduced 8.31%
$19.3B
$557,000 0.07% of portfolio
7,590
Q3 2024 Added 50.0%
$81.8B
$587,000 0.07% of portfolio
3,150
Q1 2025 Reduced 13.7%
$89.6B
$596,000 0.07% of portfolio
2,700
Q2 2025 Reduced 2.7%
$535B
$602,000 0.07% of portfolio
450
Q1 2025 Reduced 52.63%
$193B
$463,000 0.06% of portfolio
5,445
Q2 2025 Reduced 12.11%
$35.5B
$468,000 0.06% of portfolio
6,000
Q3 2024 Reduced 41.06%
$45.2B
$471,000 0.06% of portfolio
2,525
Q4 2020 New
$34.4B
$471,000 0.06% of portfolio
4,700
Q3 2024 New
$50.3B
$512,000 0.06% of portfolio
2,940
Q2 2025 Reduced 14.53%
$35B
$423,000 0.05% of portfolio
4,060
Q3 2024 Added 16.0%
$17.4B
$401,000 0.05% of portfolio
5,000
Q4 2020 New
$23.5B
$388,000 0.05% of portfolio
4,025
Q2 2025 Reduced 4.73%
$5.71B
$381,000 0.05% of portfolio
32,440
Q2 2025 Reduced 11.82%
$26.7B
$373,000 0.05% of portfolio
4,250
Q2 2025 Reduced 8.11%
$0
$419,000 0.05% of portfolio
40,000
Q2 2025 Reduced 30.43%
$68.5B
$372,000 0.05% of portfolio
4,100
Q3 2024 New

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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