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