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Bard Financial Services, Inc. Top Holdings and 13F Report (2025)

About Bard Financial Services, Inc.

Investment Activity

  • Bard Financial Services, Inc. has $817.73 million in total holdings as of March 31, 2025.
  • Bard Financial Services, Inc. owns shares of 209 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
  • Approximately 2.71% of the portfolio was purchased this quarter.
  • About 3.18% of the portfolio was sold this quarter.
  • This quarter, Bard Financial Services, Inc. has purchased 209 new stocks and bought additional shares in 39 stocks.
  • Bard Financial Services, Inc. sold shares of 94 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Apple
$105,673,377
Microsoft
$57,916,593
Walmart
$27,407,626
Home Depot
$22,817,492
Berkshire Hathaway
$22,735,840

Largest New Holdings this Quarter

500754106 - Kraft Heinz
$2,547,752 Holding
85207H104 - SPROTT PHYSICAL GOLD TR UNIT ISIN#CA85207H1047
$2,146,633 Holding
446413106 - Huntington Ingalls Industries
$1,601,714 Holding
731068102 - Polaris
$1,577,009 Holding
775109200 - Rogers Communications
$1,262,993 Holding

Largest Purchases this Quarter

Kraft Heinz
83,725 shares (about $2.55M)
SPROTT PHYSICAL GOLD TR UNIT ISIN#CA85207H1047
89,220 shares (about $2.15M)
GSK
43,150 shares (about $1.67M)
Huntington Ingalls Industries
7,850 shares (about $1.60M)
Polaris
38,520 shares (about $1.58M)

Largest Sales this Quarter

Apple
12,989 shares (about $2.89M)
Hanesbrands
275,350 shares (about $1.59M)
CarMax
18,410 shares (about $1.43M)
CVS Health
17,029 shares (about $1.15M)
Microsoft
2,574 shares (about $966.25K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBard Financial Services, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$105,673,377$2,885,244 -2.7%475,72812.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$57,916,593$966,253 -1.6%154,2847.1%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$27,407,626$2,195 0.0%312,1953.4%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$22,817,492$223,191 -1.0%62,2602.8%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$22,735,840$732,297 -3.1%42,6902.8%Finance
McDonald's Co. stock logo
MCD
McDonald's
$17,753,827$7,497 0.0%56,8362.2%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$16,636,540$47,928 0.3%100,3172.0%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$14,293,454$190,663 -1.3%68,2201.7%Medical
Tri-Continental Co. stock logo
TY
Tri-Continental
$13,612,389$660,939 -4.6%443,8341.7%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$12,885,671$249,244 -1.9%508,5111.6%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$12,857,330$98,406 -0.8%179,5221.6%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$12,443,609$248,346 2.0%274,3301.5%Computer and Technology
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$12,058,548$167,517 -1.4%26,9941.5%Aerospace
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$11,892,954$72,429 -0.6%69,7861.5%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$11,206,531$501,639 -4.3%45,6851.4%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$11,076,257$449,822 4.2%73,8711.4%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$10,545,125$50,187 0.5%63,0351.3%Energy
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$10,194,680$38,058 0.4%85,7201.2%Energy
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,972,478$623,102 -5.9%52,4151.2%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$9,386,708$20,056 -0.2%152,1101.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$9,322,756$26,030 -0.3%103,8631.1%Medical
Bank of America Co. stock logo
BAC
Bank of America
$9,017,644$426,898 -4.5%216,0951.1%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$8,881,741$5,419 -0.1%81,9501.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,869,377$268,300 -2.9%57,3551.1%Computer and Technology
Lloyds Banking Group plc stock logo
LYG
Lloyds Banking Group
$8,666,835$601,650 -6.5%2,268,8051.1%Finance
CVS Health Co. stock logo
CVS
CVS Health
$8,457,074$1,153,712 -12.0%124,8281.0%Medical
Amgen Inc. stock logo
AMGN
Amgen
$8,446,121$62,310 -0.7%27,1101.0%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$8,169,407$93,651 1.2%51,4671.0%Consumer Staples
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$8,136,153$176,321 -2.1%56,0651.0%Computer and Technology
Altria Group, Inc. stock logo
MO
Altria Group
$8,075,825$340,314 -4.0%134,5521.0%Consumer Staples
Waste Management, Inc. stock logo
WM
Waste Management
$7,922,272$60,193 -0.8%34,2201.0%Business Services
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$7,705,420$5,463 -0.1%14,1050.9%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$7,260,598$53,060 -0.7%54,7350.9%Medical
Starbucks Co. stock logo
SBUX
Starbucks
$6,876,465$196,081 -2.8%70,1040.8%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$6,810,066$289,807 -4.1%43,5900.8%Computer and Technology
Comcast Co. stock logo
CMCSA
Comcast
$6,686,834$546,305 8.9%181,2150.8%Consumer Discretionary
AT&T Inc. stock logo
T
AT&T
$6,506,662$59,247 -0.9%230,0800.8%Computer and Technology
General Mills, Inc. stock logo
GIS
General Mills
$6,491,709$46,337 0.7%108,5750.8%Consumer Staples
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$6,338,046$325,740 5.4%296,7250.8%Energy
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$6,246,877$950,509 -13.2%6,6050.8%Retail/Wholesale
Sysco Co. stock logo
SYY
Sysco
$6,080,866$37,520 -0.6%81,0350.7%Consumer Staples
Roche Holding AG stock logo
RHHBY
Roche
$5,715,735$1,154,258 25.3%138,9000.7%Medical
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$5,699,673$256,050 4.7%166,9500.7%Energy
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$5,677,762$251,720 -4.2%81,7650.7%Medical
Enbridge Inc. stock logo
ENB
Enbridge
$5,481,202$19,473 -0.4%123,8500.7%Energy
Newmont Co. stock logo
NEM
Newmont
$5,303,799$1,143,029 27.5%109,8550.6%Basic Materials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,302,512$144,090 -2.6%9,2000.6%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$5,205,852$237,984 -4.4%72,5150.6%Finance
Shell plc stock logo
SHEL
Shell
$4,843,808$36,640 0.8%66,1000.6%Energy
GSK plc stock logo
GSK
GSK
$4,735,771$1,671,631 54.6%122,2450.6%Medical
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$4,432,790$20,064 -0.5%107,1500.5%Consumer Staples
Blackstone Inc. stock logo
BX
Blackstone
$4,036,148$104,835 -2.5%28,8750.5%Finance
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,849,351$25,564 -0.7%23,1890.5%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$3,806,327$3,495 -0.1%27,2250.5%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$3,752,020$174,695 4.9%17,7190.5%Multi-Sector Conglomerates
Realty Income Co. stock logo
O
Realty Income
$3,733,814$141,544 -3.7%64,3650.5%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$3,646,701$20,737 -0.6%23,7400.4%Computer and Technology
BLACKROCK INC NEW COM
$3,643,948$94,648 -2.5%3,8500.4%COM
BioLife Solutions, Inc. stock logo
BLFS
BioLife Solutions
$3,505,3690.0%153,4750.4%Medical
Visa Inc. stock logo
V
Visa
$3,476,563$338,194 -8.9%9,9200.4%Business Services
Hanesbrands Inc. stock logo
HBI
Hanesbrands
$3,276,004$1,588,769 -32.7%567,7650.4%Consumer Discretionary
RTX Co. stock logo
RTX
RTX
$3,270,437$8,610 -0.3%24,6900.4%Aerospace
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$3,232,082$140,062 -4.2%28,8450.4%Medical
General Dynamics Co. stock logo
GD
General Dynamics
$3,215,081$68,145 -2.1%11,7950.4%Aerospace
Tesla, Inc. stock logo
TSLA
Tesla
$3,164,344$252,681 -7.4%12,2100.4%Auto/Tires/Trucks
International Business Machines Co. stock logo
IBM
International Business Machines
$3,083,384$2,487 0.1%12,4000.4%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$3,076,357$312,713 11.3%34,2350.4%Medical
Kenvue Inc. stock logo
KVUE
Kenvue
$3,028,434$419,650 16.1%126,2900.4%Consumer Staples
General Electric stock logo
GE
General Electric
$2,874,154$60,045 -2.0%14,3600.4%Transportation
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$2,860,724$58,984 2.1%9,7000.3%Basic Materials
Corning Incorporated stock logo
GLW
Corning
$2,569,403$640,920 33.2%56,1250.3%Computer and Technology
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$2,547,752$2,547,752 New Holding83,7250.3%Consumer Staples
U.S. Bancorp stock logo
USB
U.S. Bancorp
$2,547,735$44,964 -1.7%60,3440.3%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,518,646$162,108 -6.0%14,7600.3%Computer and Technology
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$2,504,554$101,548 4.2%41,0650.3%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$2,473,778$230,216 -8.5%14,7750.3%Computer and Technology
LAM RESH CORP COM NEW
$2,453,6250.0%33,7500.3%COM
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$2,448,2070.0%31,2750.3%Finance
The Estée Lauder Companies Inc. stock logo
EL
Estée Lauder Companies
$2,396,130$678,810 39.5%36,3050.3%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,291,900$4,130 0.2%2,7750.3%Medical
Infosys Limited stock logo
INFY
Infosys
$2,269,2050.0%124,3400.3%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,215,685$255,387 13.0%9,5000.3%Retail/Wholesale
SPROTT PHYSICAL GOLD TR UNIT ISIN#CA85207H1047
$2,146,633$2,146,633 New Holding89,2200.3%MF CLOSED END
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
$2,081,0050.0%35,9600.3%Finance
Unilever PLC stock logo
UL
Unilever
$2,012,790$38,708 -1.9%33,8000.2%Consumer Staples
Mastercard Incorporated stock logo
MA
Mastercard
$2,008,860$348,056 -14.8%3,6650.2%Business Services
The Allstate Co. stock logo
ALL
Allstate
$1,951,635$72,475 -3.6%9,4250.2%Finance
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$1,811,595$43,763 2.5%26,7000.2%Consumer Staples
Webster Financial Co. stock logo
WBS
Webster Financial
$1,755,2780.0%34,0500.2%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$1,697,377$163,700 -8.8%6,3250.2%Computer and Technology
CarMax, Inc. stock logo
KMX
CarMax
$1,659,696$1,434,507 -46.4%21,3000.2%Retail/Wholesale
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$1,601,714$1,601,714 New Holding7,8500.2%Aerospace
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,579,7840.0%22,2850.2%Utilities
Polaris Inc. stock logo
PII
Polaris
$1,577,009$1,577,009 New Holding38,5200.2%Auto/Tires/Trucks
M&T Bank Co. stock logo
MTB
M&T Bank
$1,520,269$13,406 -0.9%8,5050.2%Finance
Vertiv Holdings Co stock logo
VRT
Vertiv
$1,492,7350.0%20,6750.2%Computer and Technology
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$1,479,1880.0%8,5750.2%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$1,421,0410.0%12,1800.2%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$1,321,100$12,338 -0.9%13,3850.2%Consumer Discretionary
Energy Transfer LP stock logo
ET
Energy Transfer
$1,268,768$232,375 22.4%68,2500.2%Energy

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