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
$39.2B
$484,000 0.05% of portfolio
5,025
Q3 2025 Reduced 5.63%
$37.6B
$402,000 0.05% of portfolio
6,000
Q3 2024 Reduced 41.06%
$22.4B
$480,000 0.05% of portfolio
8,700
Q2 2025 Reduced 5.43%
$9.38B
$375,000 0.04% of portfolio
11,875
Q3 2025 New
$59.8B
$335,000 0.04% of portfolio
1,790
Q2 2025 Reduced 12.25%
$342B
$319,000 0.04% of portfolio
1,750
Q2 2025 New
$3.15B
$358,000 0.04% of portfolio
5,190
Q3 2024 New
$272B
$310,000 0.04% of portfolio
1,625
Q1 2024 Added 8.33%
$34.7B
$343,000 0.04% of portfolio
2,425
Q3 2025 Added 44.78%
$65.7B
$327,000 0.04% of portfolio
4,100
Q3 2024 New
$160B
$316,000 0.04% of portfolio
1,595
Q3 2024 Added 45.66%
$7.02B
$252,000 0.03% of portfolio
5,000
Q3 2024 New
$0
$304,000 0.03% of portfolio
27,500
Q3 2025 Reduced 31.25%
$22B
$247,000 0.03% of portfolio
4,545
Q4 2024 Reduced 81.03%
$191B
$296,000 0.03% of portfolio
55
Q1 2025 Reduced 62.07%
$11.8B
$261,000 0.03% of portfolio
5,000
Q2 2025 New
$57.4B
$230,000 0.03% of portfolio
5,885
Q1 2025 Reduced 12.3%
$173B
$309,000 0.03% of portfolio
4,505
Q1 2025 Reduced 21.72%
$18.5B
$305,000 0.03% of portfolio
1,400
Q2 2025 Reduced 9.39%
$55.6B
$299,000 0.03% of portfolio
2,050
Q2 2025 Reduced 5.75%
$121B
$231,000 0.03% of portfolio
300
Q3 2025 Reduced 14.29%
$73.7B
$272,000 0.03% of portfolio
3,245
Q3 2025 Reduced 13.35%
$39.9B
$304,000 0.03% of portfolio
2,935
Q1 2025 New
$278B
$225,000 0.03% of portfolio
2,461
Q1 2025 Reduced 1.36%
$37B
$252,000 0.03% of portfolio
2,765
Q2 2025 Reduced 9.34%
$28.3B
$276,000 0.03% of portfolio
3,375
Q3 2024 New
$13.3B
$290,000 0.03% of portfolio
6,250
Q3 2024 New
$51.8B
$208,000 0.02% of portfolio
915
Q3 2025 Reduced 21.46%
$22.8B
$135,000 0.02% of portfolio
16,480
Q4 2020 New
$0
$138,000 0.02% of portfolio
21,500
Q3 2024 New
$268B
$204,000 0.02% of portfolio
1,220
Q3 2025 New
$39.1B
$206,000 0.02% of portfolio
3,130
Q1 2025 Reduced 46.77%
$16.8B
$216,000 0.02% of portfolio
3,525
Q3 2025 Reduced 22.1%
$4.48B
$219,000 0.02% of portfolio
2,000
Q3 2025 New
$3.41B
$217,000 0.02% of portfolio
27,200
Q3 2025 New
$0
$204,000 0.02% of portfolio
13,000
Q3 2025 Reduced 13.04%
$0
$74,000 0.01% of portfolio
21,540
Q3 2024 New
$10.3B
$78,000 0.01% of portfolio
10,250
Q2 2025 Reduced 10.87%
Barrick Mining Corp Registered Shs
-
$0 0.0% of portfolio
-
Q3 2025 Added 14.15%
Brookfield Corp Vtg Shs Cl A
-
$0 0.0% of portfolio
-
Q3 2025 New
$0
$2,000 0.0% of portfolio
25,000
Q3 2024 New
$1.1B
$9,000 0.0% of portfolio
10,000
Q3 2025 Reduced 50.0%
88 Energy LTD Shs New Isin#Au00000088 E2
-
$0 0.0% of portfolio
-
Q2 2025 New
Cim Real Estate Finance Trust Inc
-
$0 0.0% of portfolio
-
Q4 2020 New
Canary Res Inc Com
-
$0 0.0% of portfolio
-
Q1 2025 New
Blackrock Inc New Com
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.68%
$17.5B
$0 0.0% of portfolio
-
Q4 2022 New
Linde PLC New Shs Isin#Ie000 S9 Ys762
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.76%
Lam Resh Corp Com New
-
$0 0.0% of portfolio
-
Q4 2024 New

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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