Bard Associates Inc has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $250 Million distributed in 180 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ensign Group, Inc with a value of $11.9M, Ftai Infrastructure LLC with a value of $8.17M, Ampli Tech Group, Inc. with a value of $8.16M, Willdan Group, Inc. with a value of $5.13M, and Archrock, Inc. with a value of $5.11M.
Examining the 13F form we can see an decrease of $16.6M in the current position value, from $267M to 250M.
Bard Associates Inc is based out at Chicago, IL
Below you can find more details about Bard Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$250 Million
Technology: $43.5 Million
Healthcare: $28.8 Million
Financial Services: $28.5 Million
Basic Materials: $28.3 Million
Real Estate: $28.1 Million
Energy: $16.7 Million
Industrials: $15.1 Million
ETFs: $14.3 Million
Other: $39 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions