Bard Financial Services, Inc.

CIK: 0001850858SEC EDGAR →

Portfolio Value

$911.2M

Holdings

0

As of

Q3 2025

New Positions

0

Closed Positions

206

Top 10 Holdings

RankStockSharesValue% of Portfolio

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

AAPLCLOSED
$95.2M
MSFTCLOSED
$75.7M
WMTCLOSED
$30.2M
GAMACLOSED
$30.0M
HDCLOSED
$22.7M

Closed Positions (206)

AAPL
$95.2M · 464K shares
MSFT
$75.7M · 152K shares
WMT
$30.2M · 309K shares
GAMA
$30.0M · 409K shares
HD
$22.7M · 62K shares
BRK/B
$20.6M · 42K shares
MCD
$16.6M · 57K shares
JNJ
$15.2M · 100K shares
TY
$14.9M · 471K shares
JPM
$12.9M · 45K shares
NVDA
$12.9M · 82K shares
KO
$12.6M · 178K shares
ABBV
$12.5M · 67K shares
LMT
$12.3M · 27K shares
PFE
$12.2M · 505K shares
BAC
$11.8M · 272K shares
AMZN
$11.4M · 52K shares
PG
$11.1M · 70K shares
CSCO
$10.5M · 151K shares
AMAT
$9.9M · 54K shares
GS
$9.9M · 14K shares
PEP
$9.9M · 75K shares
BAC
$9.6M · 203K shares
GOOGL
$9.5M · 54K shares
4I1
$9.2M · 50K shares
XOM
$9.1M · 84K shares
CVX
$9.0M · 63K shares
LYG
$8.7M · 2.1M shares
HIGHLANDS REIT INC
$8.3M · 27K shares
MRK
$8.0M · 102K shares
CVS
$8.0M · 116K shares
WM
$7.8M · 34K shares
MO
$7.7M · 132K shares
AMGN
$7.6M · 27K shares
GOOG
$7.5M · 42K shares
ABT
$7.4M · 54K shares
NEM
$6.8M · 116K shares
T
$6.6M · 229K shares
COST
$6.5M · 7K shares
SBUX
$6.3M · 69K shares
CMCSA
$6.3M · 177K shares
META
$6.3M · 9K shares
SYY
$6.1M · 81K shares
ORCL
$6.0M · 27K shares
PAGP
$5.8M · 297K shares
WFC
$5.6M · 70K shares
RHHBY
$5.6M · 137K shares
ENB
$5.5M · 122K shares
GIS
$5.5M · 106K shares
TSM
$5.5M · 24K shares
EPD
$5.2M · 167K shares
GSK
$5.2M · 135K shares
BMTA
$5.0M · 105K shares
NVO
$4.8M · 70K shares
SHEL
$4.6M · 65K shares
HON
$4.2M · 18K shares
BX
$4.2M · 28K shares
AVGO
$4.0M · 14K shares
BLK
$3.9M · 4K shares
RTX
$3.8M · 26K shares
QCOM
$3.7M · 23K shares
GE
$3.6M · 14K shares
O
$3.5M · 61K shares
IBM
$3.5M · 12K shares
GD
$3.4M · 12K shares
BLFS
$3.3M · 153K shares
LRCX
$3.3M · 34K shares
MDT
$3.2M · 37K shares
GLW
$3.1M · 60K shares
GILD
$3.1M · 28K shares
PANW
$3.0M · 15K shares
TSLA
$2.9M · 9K shares
EL
$2.9M · 36K shares
SCHW
$2.8M · 31K shares
KVUE
$2.8M · 132K shares
KHC
$2.7M · 104K shares
APD
$2.7M · 9K shares
VRT
$2.7M · 21K shares
USB
$2.6M · 58K shares
HN9
$2.5M · 555K shares
V
$2.5M · 7K shares
INFY
$2.3M · 124K shares
VCTR
$2.3M · 36K shares
PHYS/U
$2.3M · 89K shares
LLY
$2.2M · 3K shares
UL
$2.1M · 34K shares
BMY
$1.9M · 41K shares
HII
$1.9M · 8K shares
LOW
$1.9M · 8K shares
ALB
$1.8M · 30K shares
XLY
$1.8M · 25K shares
ALS
$1.8M · 9K shares
MDLZ
$1.8M · 27K shares
PII
$1.8M · 44K shares
DWD
$1.7M · 12K shares
CRM
$1.7M · 6K shares
GEV
$1.6M · 3K shares
MA
$1.6M · 3K shares
WBS
$1.6M · 29K shares
ICE
$1.6M · 9K shares
NEE
$1.5M · 22K shares
DIS
$1.5M · 12K shares
MTB
$1.4M · 7K shares
KMX
$1.3M · 20K shares
B
$1.3M · 64K shares
UBER
$1.3M · 14K shares
RCI/B
$1.3M · 43K shares
MLM
$1.3M · 2K shares
LHX
$1.2M · 5K shares
ET
$1.2M · 68K shares
VMC
$1.2M · 5K shares
ES
$1.2M · 19K shares
CAT
$1.2M · 3K shares
CRWD
$1.2M · 2K shares
SO
$1.1M · 13K shares
HUBB
$1.1M · 3K shares
ASML
$1.1M · 1K shares
JEF
$1.1M · 20K shares
PAYX
$1.0M · 7K shares
TD
$1.0M · 14K shares
OKE
$1.0M · 12K shares
TRV
$1.0M · 4K shares
NOC
$950K · 2K shares
CLX
$889K · 7K shares
DVN
$856K · 27K shares
BBWI
$842K · 28K shares
KMB
$822K · 6K shares
BDX
$790K · 5K shares
EMR
$774K · 6K shares
UPS
$760K · 8K shares
YUM
$756K · 5K shares
XEL
$724K · 11K shares
SNY
$711K · 15K shares
XNEAX
$710K · 65K shares
UNP
$709K · 3K shares
AEP
$678K · 7K shares
NFLX
$603K · 450 shares
AMT
$597K · 3K shares
PNC
$587K · 3K shares
WRB
$558K · 8K shares
RSG
$555K · 2K shares
VEEV
$554K · 2K shares
KMI
$551K · 19K shares
DUK
$549K · 5K shares
TMO
$547K · 1K shares
8CW
$547K · 5K shares
CARR
$545K · 7K shares
FQI
$513K · 3K shares
UNG
$481K · 32K shares
ED
$472K · 5K shares
WCN
$471K · 3K shares
CTSH
$468K · 6K shares
TRVC
$463K · 5K shares
EIX
$449K · 9K shares
MMM
$437K · 3K shares
FSLR
$435K · 3K shares
WEC
$423K · 4K shares
MYI
$420K · 40K shares
TXT
$401K · 5K shares
TROW
$388K · 4K shares
VFC
$381K · 32K shares
TPR
$373K · 4K shares
CL
$373K · 4K shares
GEHC
$358K · 5K shares
ROCHE HOLDING AG BASEL AKT
$346K · 1K shares
IFF
$333K · 5K shares
INDB
$326K · 5K shares
ZTS
$320K · 2K shares
BKNG
$318K · 55 shares
PRU
$315K · 3K shares
DHR
$315K · 2K shares
LIN
$312K · 665 shares
DEO
$310K · 3K shares
SLB
$309K · 9K shares
IP
$293K · 6K shares
MRVL
$290K · 4K shares
SPG
$288K · 2K shares
TM
$280K · 2K shares
TTEN
$277K · 5K shares
HRB
$274K · 5K shares
OTIS
$274K · 3K shares
KEL
$268K · 3K shares
EQT
$265K · 5K shares
PKG
$264K · 1K shares
MCK
$256K · 350 shares
FCX
$255K · 6K shares
FIS
$255K · 3K shares
NXPI
$255K · 1K shares
NSRGY
$244K · 2K shares
PLTR
$239K · 2K shares
DINO
$205K · 5K shares
DELL
$205K · 2K shares
PSLV/U
$183K · 15K shares
88 ENERGY LTD SHS NEW ISIN#AU00000088E2
$144K · 10K shares
CLP1
$140K · 16K shares
MCR
$137K · 22K shares
PCRHY
$134K · 13K shares
CIM REAL ESTATE FINANCE TRUST INC
$78K · 15K shares
PIM
$72K · 22K shares
IBRX
$40K · 15K shares
POAHY
$39K · 10K shares
NIO
$35K · 10K shares
PSNY
$21K · 20K shares
SOULFOOD CONCEPTS INC COM
$0 · 65K shares
CYRR
$0 · 15K shares
ENCORIUM GROUP INC COM NEW
$0 · 25K shares