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
$18.5B
$434,000 0.05% of portfolio
2,625
Q2 2024 Reduced 2.78%
$87.9B
$436,000 0.05% of portfolio
2,870
Q2 2025 Reduced 8.01%
$19.6B
$448,000 0.05% of portfolio
8,700
Q2 2025 Reduced 5.43%
$226B
$318,000 0.04% of portfolio
55
Q1 2025 Reduced 62.07%
$142B
$315,000 0.04% of portfolio
1,595
Q3 2024 Added 45.66%
$3B
$326,000 0.04% of portfolio
5,190
Q3 2024 New
$19.1B
$332,000 0.04% of portfolio
4,525
Q2 2025 Reduced 18.1%
$58.7B
$310,000 0.04% of portfolio
3,075
Q3 2024 Added 43.02%
$49.2B
$309,000 0.04% of portfolio
9,150
Q2 2025 Added 15.09%
$70.2B
$319,000 0.04% of portfolio
2,050
Q2 2025 Reduced 5.75%
$18.1B
$292,000 0.04% of portfolio
6,250
Q3 2024 New
$61.4B
$289,000 0.04% of portfolio
3,745
Q2 2025 Reduced 6.26%
$53.3B
$287,000 0.04% of portfolio
1,790
Q2 2025 Reduced 12.25%
$173B
$309,000 0.04% of portfolio
4,505
Q1 2025 Reduced 21.72%
$38.4B
$315,000 0.04% of portfolio
2,935
Q1 2025 New
$21.6B
$265,000 0.03% of portfolio
4,545
Q4 2024 Reduced 81.03%
$19B
$263,000 0.03% of portfolio
1,400
Q2 2025 Reduced 9.39%
$32.1B
$205,000 0.03% of portfolio
1,675
Q2 2025 New
$9.27B
$205,000 0.03% of portfolio
5,000
Q2 2025 New
$302B
$238,000 0.03% of portfolio
1,750
Q2 2025 New
$275B
$244,000 0.03% of portfolio
2,461
Q1 2025 Reduced 1.36%
$59B
$254,000 0.03% of portfolio
1,165
Q4 2024 Reduced 24.35%
$49.1B
$254,000 0.03% of portfolio
3,130
Q1 2025 Reduced 46.77%
$63.5B
$255,000 0.03% of portfolio
5,885
Q1 2025 Reduced 12.3%
$102B
$256,000 0.03% of portfolio
350
Q1 2025 New
$42.1B
$273,000 0.03% of portfolio
2,765
Q2 2025 Reduced 9.34%
$8.8B
$274,000 0.03% of portfolio
5,000
Q3 2024 New
$233B
$279,000 0.03% of portfolio
1,625
Q1 2024 Added 8.33%
$0
$136,000 0.02% of portfolio
21,500
Q3 2024 New
$0
$182,000 0.02% of portfolio
14,950
Q3 2024 New
$21.2B
$139,000 0.02% of portfolio
16,480
Q4 2020 New
$0
$72,000 0.01% of portfolio
21,540
Q3 2024 New
Encorium Group Inc Com New
-
$0 0.0% of portfolio
-
Q2 2021 New
$2.37B
$21,000 0.0% of portfolio
20,000
Q3 2024 New
$1.13B
$39,000 0.0% of portfolio
15,000
Q1 2024 Reduced 22.08%
Canary Res Inc Com
-
$0 0.0% of portfolio
-
Q1 2025 New
Cim Real Estate Finance Trust Inc
-
$0 0.0% of portfolio
-
Q4 2020 New
Panasonic Hldgs Corp Adr
-
$0 0.0% of portfolio
-
Q2 2024 New
$7.35B
$35,000 0.0% of portfolio
10,250
Q2 2025 Reduced 10.87%
$17.5B
$0 0.0% of portfolio
-
Q4 2022 New
$0
$2,000 0.0% of portfolio
25,000
Q3 2024 New
Highlands Reit Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Linde PLC New Shs Isin#Ie000 S9 Ys762
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.32%
Lam Resh Corp Com New
-
$0 0.0% of portfolio
-
Q4 2024 New
Roche Holding Ag Basel Akt
-
$0 0.0% of portfolio
-
Q3 2024 New
Ge Healthcare Technologies Inc Com
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.1%
Kenvue Inc Com
-
$0 0.0% of portfolio
-
Q2 2025 Added 4.54%
Barrick Mining Corp Registered Shs
-
$0 0.0% of portfolio
-
Q2 2025 New
Blackrock Inc New Com
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.9%

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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