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Bard Financial Services, Inc.
CIK:0001850858
Investment Adviser
$0 AUM
209 holdings
United States
Latest filing:Sep 30, 2025
Bard Financial Services, Inc. is a full-service investment advisory firm. Our mission is to help clients reach their financial goals, both by capitalizing on investment opportunities and managing risk.
Latest 13F Filing Activity
Bard Financial Services, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 201 equity positions with a total 13F market value of $911M. The fund increased holdings in Apple Inc. Com, Microsoft Corp. Com, Alphabet Inc. CL A among other positions. Bard Financial Services, Inc. reduced exposure to Novo Nordisk As Adr, British Amern Tob PLC Sponsored Adr, Philip Morris Intl Inc. Com among others.
Top Buys
Top Holdings
Equity Positions (201)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 12.84% | $117.0M | 459,568 | $134.15 | $254.63 | +$21.8M |
M MSFT | MICROSOFT CORP COM | 8.73% | $79.5M | 153,584 | $228.67 | $517.95 | +$3.8M |
W WMT | WALMART INC COM | 3.47% | $31.7M | 307,170 | $48.30 | $103.06 | +$1.4M |
H HD | HOME DEPOT INC COM | 2.75% | $25.1M | 61,910 | $268.91 | $405.19 | +$2.3M |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.30% | $20.9M | 41,640 | $241.91 | $502.74 | +$293.7K |
Industry Allocation
ELECTRONIC COMPUTERS
+12.9%
SERVICES-PREPACKAGED SOFTWARE
+10.0%
PHARMACEUTICAL PREPARATIONS
+8.6%
SEMICONDUCTORS & RELATED DEVICES
+4.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.3%
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