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Showing Q3 2025 data
Bard Financial Services, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Bard Financial Services, Inc.
•CIK: 1850858•Filing: Q3 2025
**Bard Financial Services, Inc.** manages $911M across a diversified portfolio of 209 positions. The fund maintains significant exposure to mega-cap technology and consumer staples, highlighted by a $117.0M holding in AAPL and $79.5M in MSFT. Notable allocations also include $31.7M in WMT and $20.9M in BRK/B, signaling a focus on established market leaders. This concentrated approach suggests a conviction-driven strategy targeting resilient, large-cap names.
Total AUM
$911.2M
QoQ Performance
+8.8%
Positions
209
Top 10 Concentration
39.1%
Latest Filing
Q3 2025
Top Holdings Allocation
AAPL
MSFT
AAPL12.8%
MSFT8.7%
WMT3.5%
HD2.8%
BRK/B2.3%
JNJ2.0%
MCD1.9%
ABBV1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology30.5%
Other27.5%
Consumer11.4%
Healthcare9.9%
Financial9.5%
Consumer Staples4.1%
Industrial3.2%
Communication1.6%
🚪 Exited Positionssold since Q2 2025
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GAMMA RESOURCES LTD REGISTERED SHS
SOLD
$30.0K
+4 more exited positions
Changes from Q2 2025
NEW6 new positions
↑47 increased
↓71 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023