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

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$117 Million 13.22% of portfolio
459,568
Q3 2025 Reduced 0.93%
$3.78T
$79.5 Million 8.99% of portfolio
153,584
Q3 2025 Added 0.87%
$279B
$31.7 Million 3.58% of portfolio
307,170
Q3 2025 Reduced 0.62%
$367B
$25.1 Million 2.83% of portfolio
61,910
Q3 2025 Reduced 0.2%
$662B
$20.9 Million 2.36% of portfolio
41,640
Q3 2025 Reduced 2.0%
$522B
$18.6 Million 2.1% of portfolio
100,395
Q3 2025 Added 0.61%
$224B
$17.2 Million 1.94% of portfolio
56,561
Q3 2025 Reduced 0.18%
$414B
$15.4 Million 1.74% of portfolio
66,720
Q3 2025 Reduced 0.56%
$465B
$15.2 Million 1.72% of portfolio
81,520
Q3 2025 Reduced 0.52%
$0
$15.1 Million 1.71% of portfolio
444,956
Q3 2025 Reduced 5.49%
$881B
$13.9 Million 1.57% of portfolio
44,060
Q3 2025 Reduced 1.34%
$123B
$13.4 Million 1.51% of portfolio
26,779
Q3 2025 Added 0.56%
$141B
$13 Million 1.47% of portfolio
510,321
Q3 2025 Added 1.13%
$1.65T
$12.9 Million 1.46% of portfolio
53,255
Q3 2025 Reduced 0.93%
$172B
$12.1 Million 1.37% of portfolio
276,190
Q3 2025 Added 1.44%
$306B
$11.8 Million 1.34% of portfolio
178,322
Q3 2025 Added 0.07%
$204B
$11.1 Million 1.26% of portfolio
79,231
Q3 2025 Added 5.87%
$197B
$11.1 Million 1.25% of portfolio
53,990
Q3 2025 Reduced 0.42%
$265B
$10.9 Million 1.24% of portfolio
13,740
Q3 2025 Reduced 1.79%
$346B
$10.7 Million 1.2% of portfolio
69,386
Q3 2025 Reduced 0.47%
$413B
$10.4 Million 1.18% of portfolio
202,095
Q3 2025 Reduced 0.61%
$303B
$10.5 Million 1.18% of portfolio
67,450
Q3 2025 Added 6.77%
$319B
$10.3 Million 1.17% of portfolio
150,860
Q3 2025 Reduced 0.25%
$69.1B
$10.2 Million 1.16% of portfolio
121,430
Q3 2025 Added 4.56%
$1.74T
$10.1 Million 1.14% of portfolio
41,465
Q3 2025 Reduced 1.37%
$490B
$9.59 Million 1.08% of portfolio
85,090
Q3 2025 Added 0.83%
$104B
$8.6 Million 0.97% of portfolio
130,252
Q3 2025 Reduced 1.25%
$235B
$8.55 Million 0.97% of portfolio
101,913
Q3 2025 Added 0.25%
$103B
$8.14 Million 0.92% of portfolio
107,988
Q3 2025 Reduced 7.29%
$593B
$8.06 Million 0.91% of portfolio
28,650
Q3 2025 Added 4.47%
$237B
$7.94 Million 0.9% of portfolio
48,967
Q3 2025 Reduced 2.92%
$183B
$7.8 Million 0.88% of portfolio
27,650
Q3 2025 Added 1.9%
$81.3B
$7.49 Million 0.85% of portfolio
1,649,635
Q3 2025 Reduced 19.65%
$85.9B
$7.46 Million 0.84% of portfolio
33,775
Q3 2025 Reduced 0.44%
$1.46T
$7.25 Million 0.82% of portfolio
25,949
Q3 2025 Added 7.17%
$228B
$7.18 Million 0.81% of portfolio
53,610
Q3 2025 Reduced 1.02%
$37.9B
$6.64 Million 0.75% of portfolio
80,660
Q3 2025 Reduced 0.46%
$181B
$6.5 Million 0.73% of portfolio
230,080
Q3 2025 Added 0.55%
$1.37T
$6.26 Million 0.71% of portfolio
8,530
Q3 2025 Reduced 0.35%
$96.7B
$6.03 Million 0.68% of portfolio
119,575
Q3 2025 Reduced 2.31%
$120B
$5.95 Million 0.67% of portfolio
189,515
Q3 2025 Added 6.93%
$288B
$5.8 Million 0.65% of portfolio
138,650
Q3 2025 Added 1.32%
$97.3B
$5.69 Million 0.64% of portfolio
67,269
Q3 2025 Reduced 2.61%
$28.1B
$5.45 Million 0.62% of portfolio
108,025
Q3 2025 Added 1.48%
$3.47B
$5.43 Million 0.61% of portfolio
297,675
Q3 2025 Added 0.34%
$404B
$5.29 Million 0.6% of portfolio
5,715
Q3 2025 Reduced 12.61%
$70.2B
$5.26 Million 0.59% of portfolio
168,200
Q3 2025 Added 0.75%
$317B
$5.25 Million 0.59% of portfolio
62,580
Q3 2025 Reduced 11.2%
$69.4B
$4.94 Million 0.56% of portfolio
60,250
Q3 2025 Added 1.01%

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $885 Million
  • Prior Value $817 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 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