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
$440B
$419,000 0.05% of portfolio
450
Q1 2025 Reduced 52.63%
$13.7B
$361,000 0.05% of portfolio
5,000
Q4 2020 New
$7.62B
$368,000 0.05% of portfolio
9,695
Q1 2025 Reduced 71.74%
$79B
$384,000 0.05% of portfolio
4,100
Q3 2024 New
$18.9B
$388,000 0.05% of portfolio
4,225
Q1 2025 Added 10.46%
$18.5B
$428,000 0.05% of portfolio
5,525
Q1 2025 Reduced 9.8%
$121B
$439,000 0.05% of portfolio
6,195
Q3 2024 Added 93.59%
$36B
$327,000 0.04% of portfolio
2,935
Q1 2025 New
$13.1B
$331,000 0.04% of portfolio
2,625
Q2 2024 Reduced 2.78%
$15.3B
$325,000 0.04% of portfolio
4,625
Q1 2025 Reduced 2.63%
$16B
$333,000 0.04% of portfolio
6,250
Q3 2024 New
$48.2B
$338,000 0.04% of portfolio
2,040
Q1 2025 Reduced 7.69%
$2.55B
$325,000 0.04% of portfolio
5,190
Q3 2024 New
$68.7B
$358,000 0.04% of portfolio
2,175
Q3 2024 Added 97.73%
$62.5B
$322,000 0.04% of portfolio
3,075
Q3 2024 Added 43.02%
$49.1B
$332,000 0.04% of portfolio
7,950
Q1 2025 Added 5.65%
$17.1B
$305,000 0.04% of portfolio
1,545
Q1 2025 Reduced 28.8%
$173B
$309,000 0.04% of portfolio
4,505
Q1 2025 Reduced 21.72%
$239B
$286,000 0.04% of portfolio
1,625
Q1 2024 Added 8.33%
$135B
$326,000 0.04% of portfolio
1,595
Q3 2024 Added 45.66%
$69.7B
$255,000 0.03% of portfolio
3,915
Q1 2025 Reduced 3.09%
$176B
$253,000 0.03% of portfolio
55
Q1 2025 Reduced 62.07%
$296B
$251,000 0.03% of portfolio
2,461
Q1 2025 Reduced 1.36%
$42.1B
$245,000 0.03% of portfolio
3,995
Q1 2025 Added 22.36%
$17.5B
$242,000 0.03% of portfolio
4,545
Q4 2024 Reduced 81.03%
$98.1B
$235,000 0.03% of portfolio
350
Q1 2025 New
$47.1B
$222,000 0.03% of portfolio
5,885
Q1 2025 Reduced 12.3%
$45B
$221,000 0.03% of portfolio
1,165
Q4 2024 Reduced 24.35%
$25.1B
$204,000 0.03% of portfolio
1,855
Q1 2025 Reduced 11.88%
$9.46B
$274,000 0.03% of portfolio
5,000
Q3 2024 New
$28B
$278,000 0.03% of portfolio
3,375
Q3 2024 New
$46.4B
$233,000 0.03% of portfolio
3,130
Q1 2025 Reduced 46.77%
$21.1B
$133,000 0.02% of portfolio
16,480
Q4 2020 New
$0
$134,000 0.02% of portfolio
21,500
Q3 2024 New
$0
$173,000 0.02% of portfolio
14,950
Q3 2024 New
$0
$71,000 0.01% of portfolio
21,540
Q3 2024 New
$989M
$45,000 0.01% of portfolio
15,000
Q1 2024 Reduced 22.08%
$6.01B
$43,000 0.01% of portfolio
11,500
Q1 2024 Reduced 25.2%
$34.8M
$55,000 0.01% of portfolio
15,000
Q1 2024 New
$0
$1,000 0.0% of portfolio
25,000
Q3 2024 New
88 Energy LTD Shs Isin#Au00000088 E2
-
$0 0.0% of portfolio
-
Q2 2021 New
$2.14B
$21,000 0.0% of portfolio
20,000
Q3 2024 New
$17.5B
$0 0.0% of portfolio
-
Q4 2022 New
Soulfood Concepts Inc Com
-
$0 0.0% of portfolio
-
Q2 2021 New
Encorium Group Inc Com New
-
$0 0.0% of portfolio
-
Q2 2021 New
Gabo Mng LTD Com Isin#Ca36269 D1015
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.43%
Blackrock Inc New Com
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.53%
Cim Real Estate Finance Trust Inc
-
$0 0.0% of portfolio
-
Q4 2020 New
Gsk PLC Sponsored Adr New
-
$0 0.0% of portfolio
-
Q1 2025 Added 54.55%

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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