Bard Financial Services, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Bard Financial Services, Inc.

CIK Number: 0001850858

837.45M
Market Value
188
# of Holdings
15 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 8, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
257.13
+0.66% 463.86K -2.49% 95.17M 134.15 11.36% Share
2 MSFT Microsoft Corpo...
515.74
-0.76% 152.26K -1.31% 75.74M 226.16 9.04% Share
3 WMT Walmart Inc.
101.71
-0.25% 309.1K -0.99% 30.22M 48.3 3.61% Share
4 HD The Home Depot,...
395.01
-0.51% 62.03K -0.36% 22.74M 268.91 2.72% Share
5 BRK-B Berkshire Hatha...
495.96
-0.45% 42.49K -0.47% 20.64M 241.91 2.46% Share
6 MCD McDonald's Corp...
299.91
-0.2% 56.66K -0.31% 16.55M 216.59 1.98% Share
7 JNJ Johnson & Johns...
186.02
-0.02% 99.79K -0.53% 15.24M 157.58 1.82% Share
8 TY Tri-Continental...
34.20
+0.47% 470.8K +6.08% 14.91M 29.75 1.78% Share
9 JPM JPMorgan Chase ...
307.56
-1.01% 44.66K -2.24% 12.95M 127.03 1.55% Share
10 NVDA NVIDIA Corporat...
188.89
+0.88% 81.95K 0.00% 12.95M 17.22 1.55% Share
11 KO The Coca-Cola C...
66.12
-0.99% 178.2K -0.74% 12.61M 55.15 1.51% Share
12 ABBV AbbVie Inc.
236.58
-3.19% 67.09K -1.65% 12.45M 109.13 1.49% Share
13 LMT Lockheed Martin...
499.25
+0.05% 26.63K -1.35% 12.33M 361.18 1.47% Share
14 PFE Pfizer Inc.
27.10
-0.42% 504.61K -0.77% 12.23M 34.32 1.46% Share
15 VZ Verizon Communi...
43.40
-0.98% 272.28K -0.75% 11.78M 43.71 1.41% Share
16 AMZN Amazon.com, Inc...
222.41
+0.81% 52.09K -0.62% 11.43M 150.63 1.36% Share
17 PG The Procter & G...
152.07
-0.72% 69.71K -0.11% 11.11M 139.44 1.33% Share
18 CSCO Cisco Systems, ...
68.31
-0.64% 151.24K -0.58% 10.49M 45.57 1.25% Share
19 AMAT Applied Materia...
223.59
+2.69% 54.22K -3.3% 9.93M 86.52 1.19% Share
20 GS The Goldman Sac...
779.62
-0.75% 13.99K -0.82% 9.9M 311.66 1.18% Share
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