Bard Financial Services, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1850858
Institutional-grade research for retail investors
13F Reported Value
ⓘ$911.2M
Holdings
212
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
Bard Financial Services, Inc. disclosed 212 positions worth $911.2M in its Form 13F-HR for Q3 2025, led by $AAPL (Apple Inc.) at 12.8% of the equity portfolio, followed by $MSFT and $WMT. During the quarter the fund opened 7 new positions and exited 1. The portfolio is most concentrated in Technology (33.3% of disclosed assets). All figures are sourced directly from Bard Financial Services, Inc.’s Form 13F-HR filing with the SEC under CIK 1850858.
AI Fund Analysis
Concentrating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryHealthcareConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$117.0M459,568 sh - 83.7#15
Quality
$79.5M153,584 sh - 63.2#694
Quality
$31.7M307,170 sh - 69.2
Quality
$25.1M61,910 sh - 64.5
Quality
$20.9M41,640 sh - 72.8
Quality
$18.6M100,395 sh MCDONALDS CORP COM
—Quality
$17.2M56,561 shABBVIE INC COM
—Quality
$15.4M66,720 sh- 90.2
Quality
$15.2M81,520 sh - —
Quality
$15.1M444,956 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $117.0M | 459,568 |
 MICROSOFT CORP$MSFT | 83.7#15 | $79.5M | 153,584 |
 Walmart Inc.$WMT | 63.2#694 | $31.7M | 307,170 |
 HOME DEPOT, INC.$HD | 69.2 | $25.1M | 61,910 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $20.9M | 41,640 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $18.6M | 100,395 |
| MCDONALDS CORP COM | — | $17.2M | 56,561 |
| ABBVIE INC COM | — | $15.4M | 66,720 |
 NVIDIA CORP$NVDA | 90.2 | $15.2M | 81,520 |
 TRI-CONTINENTAL Corp$TY | — | $15.1M | 444,956 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bard Financial Services, Inc.'s 212 positions.
Showing top 10 of 212 holdings.
Sector Allocation
Technology
$303.6M
Other
$169.6M
Financials
$100.3M
Consumer Discretionary
$89.3M
Healthcare
$73.7M
Consumer Staples
$52.2M
Energy
$35.5M
Materials
$29.5M
Full Holdings — Bard Financial Services, Inc. (Q3 2025)
All 212 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $117.0M | 12.8% | -1% | 76.1 |
| 2 | $MSFT | MICROSOFT CORP | $79.5M | 8.7% | +1% | 83.7 |
| 3 | $WMT | Walmart Inc. | $31.7M | 3.5% | -1% | 63.2 |
| 4 | $HD | HOME DEPOT, INC. | $25.1M | 2.8% | -0% | 69.2 |
| 5 | $BRK.B | BERKSHIRE HATHAWAY INC | $20.9M | 2.3% | -2% | 64.5 |
| 6 | $JNJ | JOHNSON & JOHNSON | $18.6M | 2.0% | +1% | 72.8 |
| 7 | — | MCDONALDS CORP COM | $17.2M | 1.9% | -0% | — |
| 8 | — | ABBVIE INC COM | $15.4M | 1.7% | -1% | — |
| 9 | $NVDA | NVIDIA CORP | $15.2M | 1.7% | -1% | 90.2 |
| 10 | $TY | TRI-CONTINENTAL Corp | $15.1M | 1.7% | -5% | — |
| 11 |  $JPM | JPMORGAN CHASE & CO | $13.9M | 1.5% | -1% | 35.6 |
| 12 | — | LOCKHEED MARTIN CORP COM | $13.4M | 1.5% | +1% | — |
| 13 |  $PFE | PFIZER INC | $13.0M | 1.4% | +1% | 69 |
| 14 |  $GOOG | Alphabet Inc. | $12.9M | 1.4% | -1% | 80.2 |
| 15 | — | VERIZON COMMUNICATIONS INC COM | $12.1M | 1.3% | +1% | — |
| 16 |  $KO | COCA COLA CO | $11.8M | 1.3% | +0% | 74 |
| 17 |  $AMZN | AMAZON COM INC | $11.3M | 1.2% | -1% | 74.6 |
| 18 |  $PEP | PEPSICO INC | $11.1M | 1.2% | +6% | 62.7 |
| 19 |  $AMAT | APPLIED MATERIALS INC /DE | $11.1M | 1.2% | -0% | 74.8 |
| 20 |  $GS | GOLDMAN SACHS GROUP INC | $10.9M | 1.2% | -2% | — |
| 21 |  $PG | PROCTER & GAMBLE Co | $10.7M | 1.2% | -0% | 72.9 |
| 22 |  $CVX | CHEVRON CORP | $10.5M | 1.1% | +7% | 54.7 |
| 23 |  $BAC | BANK OF AMERICA CORP /DE/ | $10.4M | 1.1% | -1% | 68.4 |
| 24 |  $CSCO | CISCO SYSTEMS, INC. | $10.3M | 1.1% | -0% | 72.3 |
| 25 |  $NEM | NEWMONT Corp /DE/ | $10.2M | 1.1% | +5% | 88.3 |
| 26 |  $GOOGL | Alphabet Inc. | $10.1M | 1.1% | -1% | 80.2 |
| 27 |  $XOM | EXXON MOBIL CORP | $9.6M | 1.1% | +1% | 61.8 |
| 28 | — | ALTRIA GROUP INC COM | $8.6M | 0.9% | -1% | — |
| 29 |  $MRK | Merck & Co., Inc. | $8.6M | 0.9% | +0% | 70.9 |
| 30 |  $CVS | CVS HEALTH Corp | $8.1M | 0.9% | -7% | 51.3 |
| 31 |  $ORCL | ORACLE CORP | $8.1M | 0.9% | +4% | 67.2 |
| 32 |  $PM | Philip Morris International Inc. | $7.9M | 0.9% | -3% | 80.5 |
| 33 | — | AMGEN INC COM | $7.8M | 0.9% | +2% | — |
| 34 |  $LYG | Lloyds Banking Group plc | $7.5M | 0.8% | -20% | — |
| 35 |  $WM | WASTE MANAGEMENT INC | $7.5M | 0.8% | -0% | 70.7 |
| 36 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $7.2M | 0.8% | +7% | — |
| 37 |  $ABT | ABBOTT LABORATORIES | $7.2M | 0.8% | -1% | 67 |
| 38 |  $GSK | GSK plc | $6.8M | 0.8% | +17% | — |
| 39 |  $SYY | SYSCO CORP | $6.6M | 0.7% | -0% | 58.4 |
| 40 |  $T | AT&T INC. | $6.5M | 0.7% | +1% | 71.9 |
| 41 |  $META | Meta Platforms, Inc. | $6.3M | 0.7% | -0% | 80.9 |
| 42 |  $ENB | ENBRIDGE INC | $6.0M | 0.7% | -2% | — |
| 43 |  $CCZ | COMCAST CORP | $6.0M | 0.7% | +7% | 70.4 |
| 44 | — | ROCHE HLDGS LTD SPONSORED ADR | $5.8M | 0.6% | +1% | — |
| 45 |  $SBUX | STARBUCKS CORP | $5.7M | 0.6% | -3% | 54.6 |
| 46 | — | GENERAL MILLS INC COM | $5.4M | 0.6% | +1% | — |
| 47 | — | PLAINS GP HLDGS L P LTD PARTNER INT CL A NEW INT | $5.4M | 0.6% | +0% | — |
| 48 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.3M | 0.6% | -13% | 67 |
| 49 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $5.3M | 0.6% | +1% | 66.4 |
| 50 |  $WFC | WELLS FARGO & COMPANY/MN | $5.2M | 0.6% | -11% | — |
| 51 |  $GLW | CORNING INC /NY | $4.9M | 0.5% | +1% | 72.7 |
| 52 |  $AVGO | Broadcom Inc. | $4.8M | 0.5% | +0% | 86.4 |
| 53 |  $BX | Blackstone Inc. | $4.7M | 0.5% | -2% | 68 |
| 54 | — | SHELL PLC SPONSORED ADR REPSTG ORD SH | $4.7M | 0.5% | +0% | — |
| 55 |  $LRCX | LAM RESEARCH CORP | $4.5M | 0.5% | +0% | 82.4 |
| 56 |  $RTX | RTX Corp | $4.4M | 0.5% | +1% | 70 |
| 57 |  $BLK | BlackRock, Inc. | $4.3M | 0.5% | -1% | 70.3 |
| 58 |  $GE | GENERAL ELECTRIC CO | $4.2M | 0.5% | -2% | 74.8 |
| 59 |  $TSLA | Tesla, Inc. | $4.1M | 0.5% | +0% | 50.1 |
| 60 | — | GENERAL DYNAMICS CORP COM | $3.9M | 0.4% | +0% | — |
| 61 | — | BIOLIFE SOLUTIONS INC COM NEW | $3.9M | 0.4% | +0% | — |
| 62 |  $KHC | Kraft Heinz Co | $3.9M | 0.4% | +43% | 42.5 |
| 63 | — | QUALCOMM INC COM | $3.9M | 0.4% | +0% | — |
| 64 | — | HONEYWELL INTL INC COM | $3.8M | 0.4% | +1% | — |
| 65 | — | MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 | $3.6M | 0.4% | +2% | — |
| 66 |  $O | REALTY INCOME CORP | $3.6M | 0.4% | -3% | 74.6 |
| 67 | — | BRITISH AMERN TOB PLC SPONSORED ADR | $3.5M | 0.4% | -37% | — |
| 68 | — | HANESBRANDS INC COM | $3.5M | 0.4% | -4% | — |
| 69 |  $ALB | ALBEMARLE CORP | $3.5M | 0.4% | +45% | 50.2 |
| 70 |  $NVO | NOVO NORDISK A S | $3.3M | 0.4% | -14% | — |
| 71 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.3M | 0.4% | -1% | 66.7 |
| 72 |  $GILD | GILEAD SCIENCES, INC. | $3.1M | 0.3% | -0% | 77.8 |
| 73 |  $VRT | Vertiv Holdings Co | $3.1M | 0.3% | -2% | 82.7 |
| 74 |  $PANW | Palo Alto Networks Inc | $3.0M | 0.3% | +0% | 66.5 |
| 75 |  $SCHW | SCHWAB CHARLES CORP | $2.9M | 0.3% | -2% | 77.2 |
| 76 |  $USB | US BANCORP DE | $2.8M | 0.3% | -2% | 71.4 |
| 77 |  $PII | Polaris Inc. | $2.6M | 0.3% | +2% | 34.3 |
| 78 | — | SPROTT PHYSICAL GOLD TR UNIT | $2.6M | 0.3% | -1% | — |
| 79 |  $APD | Air Products & Chemicals, Inc. | $2.6M | 0.3% | -0% | 41.2 |
| 80 |  $KVUE | Kenvue Inc. | $2.5M | 0.3% | +18% | 60.2 |
| 81 |  $B | BARRICK MINING CORP | $2.4M | 0.3% | +14% | — |
| 82 |  $V | VISA INC. | $2.4M | 0.3% | +0% | 83.5 |
| 83 | — | VICTORY CAP HLDGS INC DEL CL A | $2.3M | 0.3% | +0% | — |
| 84 |  $LLY | ELI LILLY & Co | $2.2M | 0.2% | +1% | 89.3 |
| 85 |  $LOW | LOWES COMPANIES INC | $2.1M | 0.2% | +0% | 63.5 |
| 86 |  $INFY | Infosys Ltd | $2.0M | 0.2% | +0% | — |
| 87 |  $UL | UNILEVER PLC | $2.0M | 0.2% | +0% | — |
| 88 |  $GEV | GE Vernova Inc. | $2.0M | 0.2% | +2% | 70.1 |
| 89 |  $MS | MORGAN STANLEY | $1.9M | 0.2% | +0% | — |
| 90 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.9M | 0.2% | +4% | 70.1 |
| 91 |  $ALL | ALLSTATE CORP | $1.9M | 0.2% | -2% | 76.6 |
| 92 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $1.9M | 0.2% | -16% | 55.4 |
| 93 |  $EL | ESTEE LAUDER COMPANIES INC | $1.8M | 0.2% | -44% | 52.5 |
| 94 |  $NEE | NEXTERA ENERGY INC | $1.7M | 0.2% | +3% | 71.7 |
| 95 |  $WBS | WEBSTER FINANCIAL CORP | $1.7M | 0.2% | -1% | 60.2 |
| 96 |  $MDLZ | Mondelez International, Inc. | $1.7M | 0.2% | +0% | 53.9 |
| 97 |  $MA | Mastercard Inc | $1.6M | 0.2% | +0% | 81.7 |
| 98 | — | L3HARRIS TECHNOLOGIES INC COM | $1.5M | 0.2% | +2% | — |
| 99 |  $RCI | ROGERS COMMUNICATIONS INC | $1.5M | 0.2% | +0% | — |
| 100 |  $CRM | Salesforce, Inc. | $1.5M | 0.2% | +0% | 75.2 |
| 101 |  $MTB | M&T BANK CORP | $1.5M | 0.2% | +0% | 64.1 |
| 102 | — | INTERCONTINENTAL EXCHANGE INC COM | $1.4M | 0.2% | +0% | — |
| 103 |  $CAT | CATERPILLAR INC | $1.4M | 0.2% | -2% | 67.8 |
| 104 |  $VMC | Vulcan Materials CO | $1.4M | 0.2% | -2% | 66.6 |
| 105 |  $MLM | MARTIN MARIETTA MATERIALS INC | $1.4M | 0.2% | -2% | 67.6 |
| 106 |  $DIS | Walt Disney Co | $1.4M | 0.1% | +0% | 68.9 |
| 107 | — | EVERSOURCE ENERGY COM | $1.4M | 0.1% | +0% | — |
| 108 | — | ASML HLDG N V N Y REGISTRY SHS NEW 2012 | $1.3M | 0.1% | +0% | — |
| 109 | — | CARMAX INC COM | $1.3M | 0.1% | +44% | — |
| 110 |  $JEF | Jefferies Financial Group Inc. | $1.2M | 0.1% | -6% | 65.6 |
| 111 | — | UBER TECHNOLOGIES INC COM | $1.2M | 0.1% | -9% | — |
| 112 |  $ET | Energy Transfer LP | $1.2M | 0.1% | +4% | 64.5 |
| 113 | — | NORTHROP GRUMMAN CORP COM | $1.2M | 0.1% | +3% | — |
| 114 |  $SO | SOUTHERN CO | $1.2M | 0.1% | +0% | 65.1 |
| 115 | — | HUBBELL INC COM | $1.2M | 0.1% | +0% | — |
| 116 |  $CRWD | CrowdStrike Holdings, Inc. | $1.1M | 0.1% | +0% | 55 |
| 117 | — | CLOROX CO COM | $1.1M | 0.1% | +22% | — |
| 118 |  $TD | TORONTO DOMINION BANK | $1.1M | 0.1% | -2% | — |
| 119 | — | TRAVELERS COS INC COM | $1.1M | 0.1% | +0% | — |
| 120 |  $PAYX | PAYCHEX INC | $909,503 | 0.1% | +0% | 75.1 |
| 121 |  $XEL | XCEL ENERGY INC | $856,906 | 0.1% | +0% | — |
| 122 |  $OKE | ONEOK INC /NEW/ | $854,844 | 0.1% | -6% | 72 |
| 123 |  $DVN | DEVON ENERGY CORP/DE | $799,368 | 0.1% | -15% | 70.2 |
| 124 | — | KIMBERLY-CLARK CORP COM | $792,668 | 0.1% | +0% | — |
| 125 |  $YUM | YUM BRANDS INC | $775,960 | 0.1% | +0% | 71.7 |
| 126 |  $EMR | EMERSON ELECTRIC CO | $761,500 | 0.1% | +0% | 65.9 |
| 127 | — | NUVEEN AMT-FREE QUALITY MUN INCOME FD COM | $740,350 | 0.1% | +0% | — |
| 128 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $734,625 | 0.1% | +0% | 75.4 |
| 129 |  $UNP | UNION PACIFIC CORP | $728,020 | 0.1% | +0% | 74 |
| 130 |  $UPS | UNITED PARCEL SERVICE INC | $724,623 | 0.1% | +15% | 58.2 |
| 131 | — | BECTON DICKINSON & CO COM | $699,080 | 0.1% | -19% | — |
| 132 | — | SANOFI SPONS ADR ISIN#US80105N1054 | $695,020 | 0.1% | +0% | — |
| 133 |  $TROW | PRICE T ROWE GROUP INC | $692,820 | 0.1% | +68% | 75.8 |
| 134 | — | OMNICOM GROUP INC COM | $664,470 | 0.1% | NEW | — |
| 135 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $654,777 | 0.1% | +0% | 63.7 |
| 136 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $632,930 | 0.1% | +0% | 70.9 |
| 137 | — | BATH & BODY WKS INC COM | $623,392 | 0.1% | -14% | — |
| 138 |  $WRB | BERKLEY W R CORP | $581,546 | 0.1% | +0% | 71.8 |
| 139 | — | FIRST SOLAR INC COM | $578,891 | 0.1% | +0% | — |
| 140 |  $DUK | Duke Energy CORP | $576,056 | 0.1% | +0% | 64 |
| 141 |  $UNG | United States Natural Gas Fund, LP | $562,010 | 0.1% | +37% | — |
| 142 |  $VEEV | VEEVA SYSTEMS INC | $551,134 | 0.1% | -4% | 77.8 |
| 143 |  $C | CITIGROUP INC | $539,980 | 0.1% | -2% | 54.8 |
| 144 | — | NETFLIX INC COM | $539,514 | 0.1% | +0% | — |
| 145 |  $KMI | KINDER MORGAN, INC. | $530,813 | 0.1% | +0% | 74.6 |
| 146 |  $RSG | REPUBLIC SERVICES, INC. | $516,330 | 0.1% | +0% | 72 |
| 147 | — | AMERICAN TOWER CORP NEW COM | $509,648 | 0.1% | -2% | — |
| 148 | — | CROWN CASTLE INC COM | $484,862 | 0.1% | -6% | — |
| 149 | — | V F CORP COM | $482,539 | 0.1% | +3% | — |
| 150 |  $SLB | SLB LIMITED/NV | $481,180 | 0.1% | +53% | 63.2 |
| 151 |  $EIX | EDISON INTERNATIONAL | $480,936 | 0.1% | +0% | 70.7 |
| 152 | — | CONSOLIDATED EDISON INC COM | $472,444 | 0.1% | +0% | — |
| 153 | — | WEC ENERGY GROUP INC COM | $465,235 | 0.1% | +0% | — |
| 154 |  $DLR | DIGITAL REALTY TRUST, INC. | $465,047 | 0.1% | -9% | 70.2 |
| 155 | — | CARRIER GLOBAL CORP COM | $444,467 | 0.1% | +0% | — |
| 156 | — | WASTE CONNECTIONS INC COM | $444,052 | 0.1% | +0% | — |
| 157 |  $TXT | TEXTRON INC | $422,450 | 0.1% | +0% | 58.2 |
| 158 |  $MMM | 3M CO | $414,331 | 0.1% | -7% | 60.7 |
| 159 |  $TPR | TAPESTRY, INC. | $413,253 | 0.1% | -14% | 76.4 |
| 160 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $402,420 | 0.0% | +0% | 67.3 |
| 161 | — | CAMPBELL SOUP CO COM | $375,013 | 0.0% | NEW | — |
| 162 |  $GEHC | GE HealthCare Technologies Inc. | $360,480 | 0.0% | -1% | 58.2 |
| 163 |  $INDB | INDEPENDENT BANK CORP | $358,992 | 0.0% | +0% | — |
| 164 |  $DELL | Dell Technologies Inc. | $343,792 | 0.0% | +45% | 76 |
| 165 | — | ROCHE HOLDING AG BASEL AKT | $342,175 | 0.0% | +0% | — |
| 166 |  $SPG | SIMON PROPERTY GROUP INC. | $335,929 | 0.0% | +0% | 76.9 |
| 167 |  $CL | COLGATE PALMOLIVE CO | $327,754 | 0.0% | +0% | 72.4 |
| 168 | — | LINDE PLC NEW SHS ISIN#IE000S9YS762 | $327,750 | 0.0% | +4% | — |
| 169 |  $PLTR | Palantir Technologies Inc. | $319,235 | 0.0% | +0% | 85.8 |
| 170 |  $DHR | DANAHER CORP /DE/ | $316,225 | 0.0% | +0% | 63.9 |
| 171 | — | TOYOTA MTR CO SPON ADR | $310,521 | 0.0% | +0% | — |
| 172 |  $PKG | PACKAGING CORP OF AMERICA | $305,102 | 0.0% | +0% | 70 |
| 173 |  $MYI | BLACKROCK MUNIYIELD QUALITY FUND III, INC. | $304,700 | 0.0% | -31% | — |
| 174 | — | PRUDENTIAL FINL INC COM | $304,477 | 0.0% | +0% | — |
| 175 | — | ZOETIS INC COM | $299,956 | 0.0% | +0% | — |
| 176 |  $BKNG | Booking Holdings Inc. | $296,960 | 0.0% | +0% | 55.3 |
| 177 |  $DEO | DIAGEO PLC | $293,447 | 0.0% | +0% | — |
| 178 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $290,000 | 0.0% | +0% | 52.1 |
| 179 | — | KELLANOVA COM | $276,818 | 0.0% | +0% | — |
| 180 | — | MARVELL TECHNOLOGY INC COM | $272,807 | 0.0% | -13% | — |
| 181 | — | TOTALENERGIES SE SPONS ADR ISIN#US89151E1091 | $268,903 | 0.0% | +0% | — |
| 182 | — | HF SINCLAIR CORP COM | $261,700 | 0.0% | +0% | — |
| 183 | — | BLOCK H & R INC COM | $252,850 | 0.0% | +0% | — |
| 184 | — | OTIS WORLDWIDE CORP COM | $252,804 | 0.0% | +0% | — |
| 185 |  $EQT | EQT Corp | $247,384 | 0.0% | +0% | 83.3 |
| 186 |  $MCK | MCKESSON CORP | $231,762 | 0.0% | -14% | 63.7 |
| 187 |  $FCX | FREEPORT-MCMORAN INC | $230,810 | 0.0% | +0% | 73.1 |
| 188 | — | NESTLE SA SPONSORED ADR REPSTG REG SHS | $225,833 | 0.0% | +0% | — |
| 189 | — | GRANITE CONSTR INC COM | $219,300 | 0.0% | NEW | — |
| 190 | — | WESTERN UN CO COM | $217,328 | 0.0% | NEW | — |
| 191 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $216,929 | 0.0% | -22% | 42.4 |
| 192 | — | BROOKFIELD CORP VTG SHS CL A | $216,898 | 0.0% | NEW | — |
| 193 | — | NXP SEMICONDUCTORS NV COM STK | $208,373 | 0.0% | -21% | — |
| 194 | — | FIDELITY NATL INFORMATION SVCS INC COM | $206,392 | 0.0% | +0% | — |
| 195 | — | MICRON TECHNOLOGY INC COM | $204,130 | 0.0% | NEW | — |
| 196 | — | SPROTT PHYSICAL SILVER TR UNIT | $204,100 | 0.0% | -13% | — |
| 197 |  $MCR | MFS CHARTER INCOME TRUST | $138,030 | 0.0% | +0% | — |
| 198 | — | CLP HOLDINGS LTD SPONSORED ADR | $135,878 | 0.0% | +0% | — |
| 199 |  $NIO | NIO Inc. | $78,105 | 0.0% | +0% | — |
| 200 | — | CIM REAL ESTATE FINANCE TRUST INC | $77,654 | 0.0% | +0% | — |
| 201 |  $PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | $74,098 | 0.0% | +0% | — |
| 202 |  $USBC | USBC, Inc. | $50,250 | 0.0% | NEW | — |
| 203 | — | PORSCHE AUTOMOBIL HLDG SE ADR | $38,900 | 0.0% | +0% | — |
| 204 | — | GAMMA RESOURCES LTD REGISTERED SHS | $38,200 | 0.0% | +0% | — |
| 205 |  $IBRX | ImmunityBio, Inc. | $36,900 | 0.0% | +0% | 30 |
| 206 |  $PSNY | Polestar Automotive Holding UK PLC | $9,401 | 0.0% | -50% | — |
| 207 | — | HIGHLANDS REIT INC | $8,289 | 0.0% | +0% | — |
| 208 | — | AUXLY CANNIABIS GROUP INC COM | $2,606 | 0.0% | +0% | — |
| 209 | — | 88 ENERGY LTD SHS NEW ISIN#AU00000088E2 | $139 | 0.0% | +0% | — |
| 210 | — | SOULFOOD CONCEPTS INC COM | $0 | 0.0% | +0% | — |
| 211 | — | CANARY RES INC COM | $0 | 0.0% | +0% | — |
| 212 | — | ENCORIUM GROUP INC COM NEW | $0 | 0.0% | +0% | — |
New Positions (7)
OMNICOM GROUP INC COM$664,470
CAMPBELL SOUP CO COM$375,013
GRANITE CONSTR INC COM$219,300
WESTERN UN CO COM$217,328
BROOKFIELD CORP VTG SHS CL A$216,898
MICRON TECHNOLOGY INC COM$204,130
$USBC USBC, Inc.$50,250Exited Positions (1)
PANASONIC HLDGS CORP ADR
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