§ 13F · FUND PROFILE
Bard Financial Services, Inc..
AUM · $837M (13F)Positions · 206Turnover · n/a · Q2Filed · Jul 8, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 8, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 464K | $95M | 11.4% | −2% |
| 2 | MSFT | MICROSOFT CORP COM | 152K | $76M | 9.0% | −1% |
| 3 | WMT | WALMART INC COM | 309K | $30M | 3.6% | −1% |
| 4 | HD | HOME DEPOT INC COM | 62K | $23M | 2.7% | ±0% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 42K | $21M | 2.5% | ±0% |
| 6 | MCD | MCDONALDS CORP COM | 57K | $17M | 2.0% | ±0% |
| 7 | JNJ | JOHNSON & JOHNSON COM | 100K | $15M | 1.8% | −1% |
| 8 | TY | TRI CONTL CORP COM | 471K | $15M | 1.8% | +6% |
| 9 | JPM | JPMORGAN CHASE & CO COM | 45K | $13M | 1.5% | −2% |
| 10 | NVDA | NVIDIA CORP COM | 82K | $13M | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BARD SIGNAL
AC read
Bard Financial Services, Inc. is a Other fund managing $837 million in assets. The fund runs a broad portfolio of 206 positions.
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