Bard Financial Services, Inc. Portfolio Holdings

Bard Financial Services, Inc.

  • $801 Million
  • Q1 2025

Bard Financial Services, Inc. has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $801 Million distributed in 209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $106M, Microsoft Corp with a value of $57.9M, Walmart Inc. with a value of $27.4M, Home Depot, Inc. with a value of $22.8M, and Berkshire Hathaway Inc Class B with a value of $22.4M.

Examining the 13F form we can see an decrease of $18.5M in the current position value, from $819M to 801M.

Below you can find more details about Bard Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $801 Million
Technology: $220 Million
Consumer Defensive: $115 Million
Financial Services: $113 Million
Healthcare: $108 Million
Consumer Cyclical: $73.9 Million
Communication Services: $50 Million
Energy: $48.1 Million
Industrials: $45.9 Million
Other: $27.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$85.2B
$4.04 Million 0.5% of portfolio
28,875
Q1 2025 Reduced 2.53%
$767B
$3.85 Million 0.48% of portfolio
23,189
Q1 2025 Reduced 0.66%
$331B
$3.81 Million 0.48% of portfolio
27,225
Q1 2025 Reduced 0.09%
$131B
$3.75 Million 0.47% of portfolio
17,719
Q1 2025 Added 4.88%
$35.8B
$3.73 Million 0.47% of portfolio
64,365
Q1 2025 Reduced 3.65%
$153B
$3.65 Million 0.46% of portfolio
23,740
Q1 2025 Reduced 0.57%
$935M
$3.51 Million 0.44% of portfolio
153,475
Q3 2024 Reduced 19.35%
$523B
$3.48 Million 0.43% of portfolio
9,920
Q1 2025 Reduced 8.87%
$1.54B
$3.28 Million 0.41% of portfolio
567,765
Q1 2025 Reduced 32.66%
$185B
$3.27 Million 0.41% of portfolio
24,690
Q1 2025 Reduced 0.26%
$718B
$3.16 Million 0.4% of portfolio
12,210
Q1 2025 Reduced 7.39%
$131B
$3.23 Million 0.4% of portfolio
28,845
Q1 2025 Reduced 4.15%
$75B
$3.22 Million 0.4% of portfolio
11,795
Q1 2025 Reduced 2.08%
$212B
$3.08 Million 0.38% of portfolio
12,400
Q1 2025 Added 0.08%
$109B
$3.08 Million 0.38% of portfolio
34,235
Q1 2025 Added 11.32%
$195B
$2.87 Million 0.36% of portfolio
14,360
Q1 2025 Reduced 2.05%
$34.4B
$2.57 Million 0.32% of portfolio
56,125
Q1 2025 Added 33.23%
$36.7B
$2.55 Million 0.32% of portfolio
83,725
Q1 2025 New
$56.2B
$2.55 Million 0.32% of portfolio
60,344
Q1 2025 Reduced 1.73%
$136B
$2.45 Million 0.31% of portfolio
31,275
Q3 2024 Added 30.18%
$67.3B
$2.47 Million 0.31% of portfolio
14,775
Q1 2025 Reduced 8.51%
$104B
$2.5 Million 0.31% of portfolio
41,065
Q1 2025 Added 4.23%
$47.9B
$2.52 Million 0.31% of portfolio
14,760
Q1 2025 Reduced 6.05%
$12.6B
$2.4 Million 0.3% of portfolio
36,305
Q1 2025 Added 39.53%
$777B
$2.29 Million 0.29% of portfolio
2,775
Q1 2025 Added 0.18%
$69.5B
$2.27 Million 0.28% of portfolio
124,340
Q3 2024 Added 14.7%
$132B
$2.22 Million 0.28% of portfolio
9,500
Q1 2025 Added 13.03%
$0
$2.15 Million 0.27% of portfolio
89,220
Q1 2025 New
$3.85B
$2.08 Million 0.26% of portfolio
35,960
Q3 2024 Added 62.49%
$486B
$2.01 Million 0.25% of portfolio
3,665
Q1 2025 Reduced 14.77%
$161B
$2.01 Million 0.25% of portfolio
33,800
Q1 2025 Reduced 1.89%
$50.5B
$1.95 Million 0.24% of portfolio
9,425
Q1 2025 Reduced 3.58%
$92.9B
$1.81 Million 0.23% of portfolio
26,700
Q1 2025 Added 2.48%
$7.94B
$1.76 Million 0.22% of portfolio
34,050
Q4 2024 Reduced 1.8%
$32.7B
$1.79 Million 0.22% of portfolio
20,675
Q4 2024 Reduced 2.36%
$9.85B
$1.66 Million 0.21% of portfolio
21,300
Q1 2025 Reduced 46.36%
$236B
$1.7 Million 0.21% of portfolio
6,325
Q1 2025 Reduced 8.8%
$127B
$1.58 Million 0.2% of portfolio
22,285
Q3 2024 Added 31.79%
$1.91B
$1.58 Million 0.2% of portfolio
38,520
Q1 2025 New
$8.7B
$1.6 Million 0.2% of portfolio
7,850
Q1 2025 New
$27.1B
$1.52 Million 0.19% of portfolio
8,505
Q1 2025 Reduced 0.87%
$180B
$1.42 Million 0.18% of portfolio
12,180
Q4 2024 Reduced 2.01%
$86.6B
$1.48 Million 0.18% of portfolio
8,575
Q3 2024 Added 51.77%
$51.1B
$1.27 Million 0.16% of portfolio
68,250
Q1 2025 Added 22.42%
$10.1B
$1.26 Million 0.16% of portfolio
47,250
Q1 2025 New
$153B
$1.32 Million 0.16% of portfolio
13,385
Q1 2025 Reduced 0.93%
$31.1B
$1.21 Million 0.15% of portfolio
5,200
Q1 2025 Reduced 5.71%
$110B
$1.23 Million 0.15% of portfolio
20,545
Q1 2025 Reduced 2.81%
$19.5B
$1.19 Million 0.15% of portfolio
19,205
Q1 2025 Reduced 8.81%

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $801 Million
  • Prior Value $819 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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