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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.2B
$1.22 Million 0.15% of portfolio
2,550
Q1 2025 Reduced 5.56%
$36.1B
$1.24 Million 0.15% of portfolio
12,465
Q3 2024 Added 88.58%
$33.9B
$1.24 Million 0.15% of portfolio
63,625
Q1 2025 Added 22.06%
$56.9B
$1.11 Million 0.14% of portfolio
7,175
Q1 2025 Reduced 5.22%
$11.1B
$1.11 Million 0.14% of portfolio
20,675
Q1 2025 Reduced 0.6%
$98B
$1.15 Million 0.14% of portfolio
12,520
Q3 2024 Added 161.11%
$19.8B
$1.08 Million 0.13% of portfolio
28,750
Q1 2025 Added 39.23%
$16.3B
$1.07 Million 0.13% of portfolio
7,275
Q1 2025 Reduced 1.02%
$167B
$1.04 Million 0.13% of portfolio
14,275
Q1 2025 Added 9.39%
$46.8B
$1.03 Million 0.13% of portfolio
4,900
Q1 2025 Reduced 6.67%
$64.6B
$998,000 0.12% of portfolio
3,775
Q3 2024 Added 291.19%
$74.6B
$985,000 0.12% of portfolio
1,925
Q3 2024 Added 309.57%
$15.4B
$961,000 0.12% of portfolio
28,090
Q1 2025 New
$43.5B
$922,000 0.12% of portfolio
8,850
Q1 2025 Reduced 7.62%
$71.2B
$896,000 0.11% of portfolio
8,150
Q1 2025 Added 137.96%
$6.42B
$851,000 0.11% of portfolio
28,100
Q1 2025 Added 5.05%
$48.5B
$906,000 0.11% of portfolio
6,375
Q1 2025 Added 2.0%
$293B
$884,000 0.11% of portfolio
1,335
Q1 2025 Added 6.8%
$101B
$805,000 0.1% of portfolio
2,285
Q1 2025 Added 2.93%
$124B
$824,000 0.1% of portfolio
14,875
Q1 2025 Reduced 2.14%
$788M
$833,000 0.1% of portfolio
89,700
Q1 2025 Reduced 52.69%
$41B
$803,000 0.1% of portfolio
5,105
Q3 2024 New
$158B
$684,000 0.09% of portfolio
1,375
Q1 2025 Reduced 5.17%
$38.3B
$752,000 0.09% of portfolio
10,625
Q3 2024 New
$53.2B
$713,000 0.09% of portfolio
6,530
Q4 2024 Reduced 8.74%
$136B
$727,000 0.09% of portfolio
3,080
Q1 2025 Reduced 0.96%
$0
$728,000 0.09% of portfolio
65,000
Q3 2024 Reduced 8.77%
$70.6B
$672,000 0.08% of portfolio
6,135
Q4 2022 Added 12.16%
$99.9B
$603,000 0.08% of portfolio
2,775
Q4 2024 Reduced 4.31%
$0
$631,000 0.08% of portfolio
57,500
Q1 2025 Added 283.33%
$282B
$652,000 0.08% of portfolio
1,245
Q1 2025 Reduced 38.06%
$70.2B
$553,000 0.07% of portfolio
3,150
Q1 2025 Reduced 13.7%
$21.2B
$542,000 0.07% of portfolio
9,200
Q4 2024 Reduced 18.58%
$81.3B
$544,000 0.07% of portfolio
2,250
Q4 2020 New
$19.9B
$540,000 0.07% of portfolio
7,590
Q3 2024 Added 50.0%
$63B
$534,000 0.07% of portfolio
18,750
Q3 2024 New
$18.3B
$531,000 0.07% of portfolio
10,205
Q3 2024 New
$4.84B
$570,000 0.07% of portfolio
36,790
Q1 2025 Reduced 60.27%
$90.6B
$592,000 0.07% of portfolio
4,855
Q3 2024 Added 60.23%
$59.5B
$514,000 0.06% of portfolio
8,120
Q3 2024 Added 91.51%
$37.1B
$519,000 0.06% of portfolio
4,700
Q3 2024 New
$33.9B
$442,000 0.06% of portfolio
4,060
Q3 2024 Added 16.0%
$39.3B
$445,000 0.06% of portfolio
1,925
Q1 2025 Reduced 16.3%
$82B
$458,000 0.06% of portfolio
3,120
Q4 2024 Reduced 10.73%
$50.7B
$492,000 0.06% of portfolio
2,525
Q4 2020 New
$41.9B
$459,000 0.06% of portfolio
6,000
Q3 2024 Reduced 41.06%
$19.5B
$474,000 0.06% of portfolio
13,595
Q1 2025 Reduced 3.0%
$49.3B
$492,000 0.06% of portfolio
3,440
Q3 2024 Added 32.82%
$184B
$417,000 0.05% of portfolio
1,265
Q1 2025 Reduced 6.99%

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $801 Million
  • Prior Value $819 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
Track This Portfolio

Track Bard Financial Services, Inc. Portfolio

Follow Bard Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bard Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bard Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email