Bard Financial Services, Inc. 13F Holdings · last filed Q3 2025
Bard Financial Services, Inc. reported 208 securities worth $911.20M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: AAPL (12.84%), MSFT (8.73%), WMT (3.47%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $117.0M | 12.84% | 459,568 | Trimmed |
| 2 | MSFT | MICROSOFT CORP COM | $79.5M | 8.73% | 153,584 | Added |
| 3 | WMT | WALMART INC COM | $31.7M | 3.47% | 307,170 | Trimmed |
| 4 | HD | HOME DEPOT INC COM | $25.1M | 2.75% | 61,910 | Trimmed |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $20.9M | 2.30% | 41,640 | Trimmed |
| 6 | JNJ | JOHNSON & JOHNSON COM | $18.6M | 2.04% | 100,395 | Added |
| 7 | MCD | MCDONALDS CORP COM | $17.2M | 1.89% | 56,561 | Trimmed |
| 8 | ABBV | ABBVIE INC COM | $15.4M | 1.70% | 66,720 | Trimmed |
| 9 | NVDA | NVIDIA CORP COM | $15.2M | 1.67% | 81,520 | Trimmed |
| 10 | TY | TRI CONTL CORP COM | $15.1M | 1.66% | 444,956 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO COM | $13.9M | 1.53% | 44,060 | Trimmed |
| 12 | LMT | LOCKHEED MARTIN CORP COM | $13.4M | 1.47% | 26,779 | Added |
| 13 | PFE | PFIZER INC COM | $13.0M | 1.43% | 510,321 | Added |
| 14 | GOOGL | ALPHABET INC CL A | $12.9M | 1.42% | 53,255 | Trimmed |
| 15 | VZ | VERIZON COMMUNICATIONS INC COM | $12.1M | 1.33% | 276,190 | Added |
| 16 | KO | COCA COLA CO COM | $11.8M | 1.30% | 178,322 | Added |
| 17 | AMZN | AMAZON COM INC COM | $11.3M | 1.24% | 51,615 | Trimmed |
| 18 | PEP | PEPSICO INC COM | $11.1M | 1.22% | 79,231 | Added |
| 19 | AMAT | APPLIED MATLS INC COM | $11.1M | 1.21% | 53,990 | Trimmed |
| 20 | GS | GOLDMAN SACHS GROUP INC COM | $10.9M | 1.20% | 13,740 | Trimmed |
| 21 | PG | PROCTER & GAMBLE CO COM | $10.7M | 1.17% | 69,386 | Trimmed |
| 22 | CVX | CHEVRON CORP NEW COM | $10.5M | 1.15% | 67,450 | Added |
| 23 | BAC | BANK AMER CORP COM | $10.4M | 1.14% | 202,095 | Trimmed |
| 24 | CSCO | CISCO SYS INC COM | $10.3M | 1.13% | 150,860 | Trimmed |
| 25 | NEM | NEWMONT CORP COM | $10.2M | 1.12% | 121,430 | Added |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR