What does Bard Financial Services, Inc. hold?

Bard Financial Services, Inc.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL, MSFT, WMT. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1850858.

What is Bard Financial Services, Inc.'s AUM?

Bard Financial Services, Inc. reported approximately $911.2M in 13F-reportable AUM as of 2025-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source Bard Financial Services, Inc.'s holdings?

All Bard Financial Services, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1850858. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Bard Financial Services, Inc.'s 13F data updated on 13F Pro?

Bard Financial Services, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Bard Financial Services, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1850858

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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

4 quarters accumulating

$PEP

3 quarters accumulating

$CVX

3 quarters accumulating

$NEM

3 quarters accumulating

$GSK

3 quarters accumulating

Sector Allocation

TechnologyOtherFinancialsConsumer DiscretionaryHealthcareConsumer Staples

13fpro.ai/research/fund/bard-financial-services-inc-1850858

AUM History

13fpro.ai/research/fund/bard-financial-services-inc-1850858

Top Equity Holdings by Value

13fpro.ai/research/fund/bard-financial-services-inc-1850858

Quarterly Activity — Q3 2025

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Top Holdings

AI Quality Scored

Apple Inc.
$AAPL
76.3#82
Quality
$117.0M459,568 sh
MICROSOFT CORP
$MSFT
79.7#31
Quality
$79.5M153,584 sh
Walmart Inc.
$WMT
59.9#877
Quality
$31.7M307,170 sh
HOME DEPOT, INC.
$HD
60.1
Quality
$25.1M61,910 sh
BERKSHIRE HATHAWAY INC
$BRK.B
73.6
Quality
$20.9M41,640 sh
JOHNSON & JOHNSON
$JNJ
68.8
Quality
$18.6M100,395 sh
MCDONALDS CORP COM
—
Quality
$17.2M56,561 sh
ABBVIE INC COM
—
Quality
$15.4M66,720 sh
NVIDIA CORP
$NVDA
85.9
Quality
$15.2M81,520 sh
TRI-CONTINENTAL Corp
$TY
—
Quality
$15.1M444,956 sh

Company	Quality	Value	Shares
Apple Inc.$AAPL	76.3#82	$117.0M	459,568
MICROSOFT CORP$MSFT	79.7#31	$79.5M	153,584
Walmart Inc.$WMT	59.9#877	$31.7M	307,170
HOME DEPOT, INC.$HD	60.1	$25.1M	61,910
BERKSHIRE HATHAWAY INC$BRK.B	73.6	$20.9M	41,640
JOHNSON & JOHNSON$JNJ	68.8	$18.6M	100,395
MCDONALDS CORP COM	—	$17.2M	56,561
ABBVIE INC COM	—	$15.4M	66,720
NVIDIA CORP$NVDA	85.9	$15.2M	81,520
TRI-CONTINENTAL Corp$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

Top Holdings — Bard Financial Services, Inc. (Q3 2025)

Top 150 of 212 disclosed positions (by reported value) 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%	76.3
2	$MSFT	MICROSOFT CORP	$79.5M	8.7%	+1%	79.7
3	$WMT	Walmart Inc.	$31.7M	3.5%	-1%	59.9
4	$HD	HOME DEPOT, INC.	$25.1M	2.8%	-0%	60.1
5	$BRK.B	BERKSHIRE HATHAWAY INC	$20.9M	2.3%	-2%	73.6
6	$JNJ	JOHNSON & JOHNSON	$18.6M	2.0%	+1%	68.8
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%	85.9
10	$TY	TRI-CONTINENTAL Corp	$15.1M	1.7%	-5%	—
11	$JPM	JPMORGAN CHASE & CO	$13.9M	1.5%	-1%	70.3
12	—	LOCKHEED MARTIN CORP COM	$13.4M	1.5%	+1%	—
13	$PFE	PFIZER INC	$13.0M	1.4%	+1%	61.8
14	$GOOG	Alphabet Inc.	$12.9M	1.4%	-1%	78.1
15	—	VERIZON COMMUNICATIONS INC COM	$12.1M	1.3%	+1%	—
16	$KO	COCA COLA CO	$11.8M	1.3%	+0%	69.3
17	$AMZN	AMAZON COM INC	$11.3M	1.2%	-1%	68.4
18	$PEP	PEPSICO INC	$11.1M	1.2%	+6%	63.2
19	$AMAT	APPLIED MATERIALS INC /DE	$11.1M	1.2%	-0%	72.1
20	$GS	GOLDMAN SACHS GROUP INC	$10.9M	1.2%	-2%	73.3
21	$PG	PROCTER & GAMBLE Co	$10.7M	1.2%	-0%	64.4
22	$CVX	CHEVRON CORP	$10.5M	1.1%	+7%	62.6
23	$BAC	BANK OF AMERICA CORP /DE/	$10.4M	1.1%	-1%	67.3
24	$CSCO	CISCO SYSTEMS, INC.	$10.3M	1.1%	-0%	70.1
25	$NEM	NEWMONT Corp /DE/	$10.2M	1.1%	+5%	86.7
26	$GOOGL	Alphabet Inc.	$10.1M	1.1%	-1%	78.1
27	$XOM.R34088	EXXON MOBIL CORP	$9.6M	1.1%	+1%	57.7
28	—	ALTRIA GROUP INC COM	$8.6M	0.9%	-1%	—
29	$MRK	Merck & Co., Inc.	$8.6M	0.9%	+0%	59.7
30	$CVS	CVS HEALTH Corp	$8.1M	0.9%	-7%	59.2
31	$ORCL	ORACLE CORP	$8.1M	0.9%	+4%	68.2
32	$PM	Philip Morris International Inc.	$7.9M	0.9%	-3%	75.7
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%	67.2
36	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$7.2M	0.8%	+7%	—
37	$ABT	ABBOTT LABORATORIES	$7.2M	0.8%	-1%	65.2
38	$GSK	GSK plc	$6.8M	0.8%	+17%	—
39	$SYY	SYSCO CORP	$6.6M	0.7%	-0%	54.4
40	$T	AT&T INC.	$6.5M	0.7%	+1%	65.5
41	$META	Meta Platforms, Inc.	$6.3M	0.7%	-0%	79.6
42	$ENB	ENBRIDGE INC	$6.0M	0.7%	-2%	66.7
43	$CCZ	COMCAST CORP	$6.0M	0.7%	+7%	59.3
44	—	ROCHE HLDGS LTD SPONSORED ADR	$5.8M	0.6%	+1%	—
45	$SBUX	STARBUCKS CORP	$5.7M	0.6%	-3%	57.9
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%	65.9
49	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	$5.3M	0.6%	+1%	61
50	$WFC	WELLS FARGO & COMPANY/MN	$5.2M	0.6%	-11%	61.5
51	$GLW	CORNING INC /NY	$4.9M	0.5%	+1%	73.5
52	$AVGO	Broadcom Inc.	$4.8M	0.5%	+0%	84.4
53	$BX	Blackstone Inc.	$4.7M	0.5%	-2%	74.2
54	—	SHELL PLC SPONSORED ADR REPSTG ORD SH	$4.7M	0.5%	+0%	—
55	$LRCX	LAM RESEARCH CORP	$4.5M	0.5%	+0%	79.3
56	$RTX	RTX Corp	$4.4M	0.5%	+1%	73.1
57	$BLK	BlackRock, Inc.	$4.3M	0.5%	-1%	69.8
58	$GE	GENERAL ELECTRIC CO	$4.2M	0.5%	-2%	73.6
59	$TSLA	Tesla, Inc.	$4.1M	0.5%	+0%	53.6
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%	46.8
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%	73.7
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%	53.1
70	$NVO	NOVO NORDISK A S	$3.3M	0.4%	-14%	—
71	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$3.3M	0.4%	-1%	69.7
72	$GILD	GILEAD SCIENCES, INC.	$3.1M	0.3%	-0%	57.3
73	$VRT	Vertiv Holdings Co	$3.1M	0.3%	-2%	80.9
74	$PANW	Palo Alto Networks Inc	$3.0M	0.3%	+0%	65.4
75	$SCHW	SCHWAB CHARLES CORP	$2.9M	0.3%	-2%	79.3
76	$USB	US BANCORP DE	$2.8M	0.3%	-2%	65
77	$PII	Polaris Inc.	$2.6M	0.3%	+2%	32.2
78	—	SPROTT PHYSICAL GOLD TR UNIT	$2.6M	0.3%	-1%	—
79	$APD	Air Products & Chemicals, Inc.	$2.6M	0.3%	-0%	46.2
80	$KVUE	Kenvue Inc.	$2.5M	0.3%	+18%	60
81	$B	BARRICK MINING CORP	$2.4M	0.3%	+14%	69.5
82	$V	VISA INC.	$2.4M	0.3%	+0%	82.7
83	—	VICTORY CAP HLDGS INC DEL CL A	$2.3M	0.3%	+0%	—
84	$LLY	ELI LILLY & Co	$2.2M	0.2%	+1%	87.5
85	$LOW	LOWES COMPANIES INC	$2.1M	0.2%	+0%	60.4
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%	81.1
89	$MS	MORGAN STANLEY	$1.9M	0.2%	+0%	75.7
90	$BMY	BRISTOL MYERS SQUIBB CO	$1.9M	0.2%	+4%	70.1
91	$ALL	ALLSTATE CORP	$1.9M	0.2%	-2%	78.2
92	$HII	HUNTINGTON INGALLS INDUSTRIES, INC.	$1.9M	0.2%	-16%	51.9
93	$EL	ESTEE LAUDER COMPANIES INC	$1.8M	0.2%	-44%	51
94	$NEE	NEXTERA ENERGY INC	$1.7M	0.2%	+3%	64.4
95	$WBS	WEBSTER FINANCIAL CORP	$1.7M	0.2%	-1%	63.3
96	$MDLZ	Mondelez International, Inc.	$1.7M	0.2%	+0%	56.2
97	$MA	Mastercard Inc	$1.6M	0.2%	+0%	85
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%	76.9
101	$MTB	M&T BANK CORP	$1.5M	0.2%	+0%	58.3
102	—	INTERCONTINENTAL EXCHANGE INC COM	$1.4M	0.2%	+0%	—
103	$CAT	CATERPILLAR INC	$1.4M	0.2%	-2%	66.3
104	$VMC	Vulcan Materials CO	$1.4M	0.2%	-2%	63.2
105	$MLM	MARTIN MARIETTA MATERIALS INC	$1.4M	0.2%	-2%	62.6
106	$DIS	Walt Disney Co	$1.4M	0.1%	+0%	59.8
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%	57.1
111	—	UBER TECHNOLOGIES INC COM	$1.2M	0.1%	-9%	—
112	$ET	Energy Transfer LP	$1.2M	0.1%	+4%	64.2
113	—	NORTHROP GRUMMAN CORP COM	$1.2M	0.1%	+3%	—
114	$SO	SOUTHERN CO	$1.2M	0.1%	+0%	61.7
115	—	HUBBELL INC COM	$1.2M	0.1%	+0%	—
116	$CRWD	CrowdStrike Holdings, Inc.	$1.1M	0.1%	+0%	67.5
117	—	CLOROX CO COM	$1.1M	0.1%	+22%	—
118	$TD	TORONTO DOMINION BANK	$1.1M	0.1%	-2%	80.5
119	—	TRAVELERS COS INC COM	$1.1M	0.1%	+0%	—
120	$PAYX	PAYCHEX INC	$909,503	0.1%	+0%	73.7
121	$XEL	XCEL ENERGY INC	$856,906	0.1%	+0%	56.1
122	$OKE	ONEOK INC /NEW/	$854,844	0.1%	-6%	71.5
123	$DVN	DEVON ENERGY CORP/DE	$799,368	0.1%	-15%	74.7
124	—	KIMBERLY-CLARK CORP COM	$792,668	0.1%	+0%	—
125	$YUM	YUM BRANDS INC	$775,960	0.1%	+0%	73.4
126	$EMR	EMERSON ELECTRIC CO	$761,500	0.1%	+0%	65.1
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%	66.5
129	$UNP	UNION PACIFIC CORP	$728,020	0.1%	+0%	69.5
130	$UPS	UNITED PARCEL SERVICE INC	$724,623	0.1%	+15%	58.5
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%	68.7
134	—	OMNICOM GROUP INC COM	$664,470	0.1%	NEW	—
135	$TMO	THERMO FISHER SCIENTIFIC INC.	$654,777	0.1%	+0%	64.9
136	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	$632,930	0.1%	+0%	73.4
137	—	BATH & BODY WKS INC COM	$623,392	0.1%	-14%	—
138	$WRB	BERKLEY W R CORP	$581,546	0.1%	+0%	68.3
139	—	FIRST SOLAR INC COM	$578,891	0.1%	+0%	—
140	$DUK	Duke Energy CORP	$576,056	0.1%	+0%	56
141	$UNG	United States Natural Gas Fund, LP	$562,010	0.1%	+37%	—
142	$VEEV	VEEVA SYSTEMS INC	$551,134	0.1%	-4%	77.5
143	$C	CITIGROUP INC	$539,980	0.1%	-2%	64.7
144	—	NETFLIX INC COM	$539,514	0.1%	+0%	—
145	$KMI	KINDER MORGAN, INC.	$530,813	0.1%	+0%	71.1
146	$RSG	REPUBLIC SERVICES, INC.	$516,330	0.1%	+0%	62
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%	57.7

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.$50,250

Exited Positions (1)

PANASONIC HLDGS CORP ADR

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