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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$4.77 Million 0.54% of portfolio
14,450
Q3 2025 Added 0.35%
$270B
$4.66 Million 0.53% of portfolio
65,100
Q2 2025 Reduced 1.51%
$98.1B
$4.72 Million 0.53% of portfolio
27,625
Q3 2025 Reduced 1.6%
$258B
$4.39 Million 0.5% of portfolio
26,240
Q3 2025 Added 0.96%
$328B
$4.16 Million 0.47% of portfolio
13,820
Q3 2025 Reduced 1.64%
$1.29T
$4.09 Million 0.46% of portfolio
9,190
Q2 2025 Reduced 24.73%
$30.4B
$3.88 Million 0.44% of portfolio
149,075
Q3 2025 Added 43.03%
$1.03B
$3.92 Million 0.44% of portfolio
153,475
Q3 2024 Reduced 19.35%
$94.5B
$3.92 Million 0.44% of portfolio
11,500
Q2 2025 Reduced 2.5%
$187B
$3.86 Million 0.44% of portfolio
23,190
Q2 2025 Reduced 2.32%
$132B
$3.85 Million 0.43% of portfolio
18,269
Q3 2025 Added 1.25%
$128B
$3.62 Million 0.41% of portfolio
37,985
Q3 2025 Added 1.95%
$35.1B
$3.6 Million 0.41% of portfolio
59,225
Q3 2025 Reduced 3.32%
$123B
$3.52 Million 0.4% of portfolio
66,357
Q3 2025 Reduced 36.78%
$2.32B
$3.52 Million 0.4% of portfolio
533,865
Q3 2025 Reduced 3.75%
$13.5B
$3.48 Million 0.39% of portfolio
42,895
Q3 2025 Added 45.33%
$266B
$3.27 Million 0.37% of portfolio
11,605
Q3 2025 Reduced 1.07%
$156B
$3.08 Million 0.35% of portfolio
27,725
Q3 2025 Reduced 0.36%
$61.4B
$3.01 Million 0.34% of portfolio
14,760
Q1 2025 Reduced 6.05%
$167B
$2.87 Million 0.32% of portfolio
30,025
Q3 2025 Reduced 2.44%
$67.6B
$2.77 Million 0.31% of portfolio
57,369
Q3 2025 Reduced 1.71%
$3.73B
$2.63 Million 0.3% of portfolio
45,270
Q3 2025 Added 2.37%
$57.5B
$2.58 Million 0.29% of portfolio
9,450
Q3 2025 Reduced 0.26%
$0
$2.61 Million 0.29% of portfolio
88,000
Q3 2025 Reduced 1.37%
$533B
$2.36 Million 0.27% of portfolio
6,915
Q2 2025 Reduced 30.29%
$4.34B
$2.33 Million 0.26% of portfolio
35,960
Q3 2024 Added 62.49%
$971B
$2.18 Million 0.25% of portfolio
2,855
Q3 2025 Added 1.42%
$140B
$2.1 Million 0.24% of portfolio
8,375
Q2 2025 Reduced 11.84%
$70.3B
$2.02 Million 0.23% of portfolio
124,340
Q3 2024 Added 14.7%
$150B
$2 Million 0.23% of portfolio
33,800
Q1 2025 Reduced 1.89%
$57.9B
$1.91 Million 0.22% of portfolio
8,875
Q3 2025 Reduced 1.66%
$270B
$1.94 Million 0.22% of portfolio
12,180
Q4 2024 Reduced 2.01%
$99.5B
$1.93 Million 0.22% of portfolio
42,860
Q3 2025 Added 3.75%
$12.5B
$1.89 Million 0.21% of portfolio
6,555
Q3 2025 Reduced 16.02%
$32.7B
$1.76 Million 0.2% of portfolio
20,300
Q3 2025 Reduced 1.81%
$19.9B
$1.77 Million 0.2% of portfolio
20,055
Q3 2025 Reduced 44.3%
$168B
$1.73 Million 0.2% of portfolio
22,960
Q3 2025 Added 3.03%
$76.2B
$1.67 Million 0.19% of portfolio
26,700
Q1 2025 Added 2.48%
$9.92B
$1.71 Million 0.19% of portfolio
28,800
Q3 2025 Reduced 0.86%
$512B
$1.64 Million 0.19% of portfolio
2,890
Q2 2025 Reduced 21.15%
$237B
$1.47 Million 0.17% of portfolio
6,200
Q2 2025 Reduced 1.98%
$55.4B
$1.54 Million 0.17% of portfolio
5,050
Q3 2025 Added 2.02%
$15.1B
$1.49 Million 0.17% of portfolio
43,250
Q2 2025 Reduced 8.47%
$32.3B
$1.45 Million 0.16% of portfolio
7,360
Q2 2025 Reduced 13.46%
$37.3B
$1.42 Million 0.16% of portfolio
4,625
Q3 2025 Reduced 1.6%
$84.9B
$1.44 Million 0.16% of portfolio
8,575
Q3 2024 Added 51.77%
$291B
$1.44 Million 0.16% of portfolio
3,015
Q3 2025 Reduced 2.43%
$193B
$1.39 Million 0.16% of portfolio
12,175
Q2 2025 Reduced 9.04%
$37.2B
$1.42 Million 0.16% of portfolio
2,250
Q3 2025 Reduced 2.17%

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
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