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
$22.1B
$434,000 0.05% of portfolio
2,625
Q2 2024 Reduced 2.78%
$86.6B
$436,000 0.05% of portfolio
2,870
Q2 2025 Reduced 8.01%
$21.3B
$448,000 0.05% of portfolio
8,700
Q2 2025 Reduced 5.43%
$221B
$318,000 0.04% of portfolio
55
Q1 2025 Reduced 62.07%
$137B
$315,000 0.04% of portfolio
1,595
Q3 2024 Added 45.66%
$3.23B
$326,000 0.04% of portfolio
5,190
Q3 2024 New
$16.4B
$332,000 0.04% of portfolio
4,525
Q2 2025 Reduced 18.1%
$57.2B
$310,000 0.04% of portfolio
3,075
Q3 2024 Added 43.02%
$49.3B
$309,000 0.04% of portfolio
9,150
Q2 2025 Added 15.09%
$68.5B
$319,000 0.04% of portfolio
2,050
Q2 2025 Reduced 5.75%
$16.2B
$292,000 0.04% of portfolio
6,250
Q3 2024 New
$57.5B
$289,000 0.04% of portfolio
3,745
Q2 2025 Reduced 6.26%
$60.2B
$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%
$39.2B
$315,000 0.04% of portfolio
2,935
Q1 2025 New
$18.3B
$265,000 0.03% of portfolio
4,545
Q4 2024 Reduced 81.03%
$19.9B
$263,000 0.03% of portfolio
1,400
Q2 2025 Reduced 9.39%
$32.9B
$205,000 0.03% of portfolio
1,675
Q2 2025 New
$11.1B
$205,000 0.03% of portfolio
5,000
Q2 2025 New
$336B
$238,000 0.03% of portfolio
1,750
Q2 2025 New
$252B
$244,000 0.03% of portfolio
2,461
Q1 2025 Reduced 1.36%
$57.6B
$254,000 0.03% of portfolio
1,165
Q4 2024 Reduced 24.35%
$40.7B
$254,000 0.03% of portfolio
3,130
Q1 2025 Reduced 46.77%
$65.2B
$255,000 0.03% of portfolio
5,885
Q1 2025 Reduced 12.3%
$101B
$256,000 0.03% of portfolio
350
Q1 2025 New
$37.3B
$273,000 0.03% of portfolio
2,765
Q2 2025 Reduced 9.34%
$7.95B
$274,000 0.03% of portfolio
5,000
Q3 2024 New
$270B
$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
$21.1B
$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
$2.05B
$21,000 0.0% of portfolio
20,000
Q3 2024 New
$1.1B
$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
$10.8B
$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
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