Bard Financial Services, Inc.

CIK Number: 0001850858

817.73M
Market Value
193
# of Holdings
14 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AAPL Apple Inc.
201.21
-0.18% 488.72K +0.78% 122.38M 134.15 14.68%
2 MSFT Microsoft Corpo...
497.50
+1.06% 156.86K -1.51% 66.12M 226.16 7.93%
3 WMT Walmart Inc.
96.16
-1.13% 312.17K +0.35% 28.2M 48.3 3.38%
4 HD The Home Depot,...
363.71
+0.51% 62.87K -2.1% 24.46M 268.91 2.93%
5 BRK-B Berkshire Hatha...
485.71
-0.1% 44.06K -1.51% 19.97M 241.91 2.40%
6 MCD McDonald's Corp...
285.78
+0.08% 56.86K -0.96% 16.48M 216.59 1.98%
7 TY Tri-Continental...
31.22
+0.06% 465.38K -4.52% 14.75M 29.63 1.77%
8 JNJ Johnson & Johns...
152.17
-0.07% 100.03K -0.21% 14.47M 157.56 1.73%
9 PFE Pfizer Inc.
24.28
+0.08% 518.35K +0.16% 13.75M 34.32 1.65%
10 LMT Lockheed Martin...
458.13
-0.06% 27.37K +0.24% 13.3M 361.18 1.59%
11 ABBV AbbVie Inc.
186.97
+0.85% 69.13K -0.18% 12.28M 109.13 1.47%
12 AMZN Amazon.com, Inc...
217.26
+2.49% 55.69K +0.86% 12.22M 150.63 1.47%
13 PG The Procter & G...
158.66
-0.19% 70.21K -0.39% 11.77M 139.44 1.41%
14 JPM JPMorgan Chase ...
288.83
+1.68% 47.73K -0.83% 11.44M 127.03 1.37%
15 KO The Coca-Cola C...
69.48
-0.21% 180.9K -0.89% 11.26M 55.15 1.35%
16 GOOGL Alphabet Inc.
173.50
+1.65% 59.09K +1.91% 11.19M 93.33 1.34%
17 NVDA NVIDIA Corporat...
155.10
+0.51% 82K +1.45% 11.01M 17.22 1.32%
18 PEP PepsiCo, Inc.
128.20
+0.14% 70.87K +0.11% 10.78M 148.84 1.29%
19 VZ Verizon Communi...
42.13
+0.01% 268.86K +0.22% 10.75M 43.68 1.29%
20 MRK Merck & Co., In...
78.92
-0.94% 104.15K -1.47% 10.36M 78.35 1.24%
21 BAC Bank of America...
47.51
+1.40% 226.32K -1.42% 9.95M 30.75 1.19%
22 AMAT Applied Materia...
183.53
+0.25% 57.28K +0.26% 9.32M 86.52 1.12%
23 XOM Exxon Mobil Cor...
110.07
+1.57% 85.4K +0.29% 9.19M 48.22 1.10%
24 CVX Chevron Corpora...
144.42
+0.83% 62.73K +0.32% 9.09M 102.18 1.09%
25 CSCO Cisco Systems, ...
68.97
+1.15% 152.44K -0.11% 9.02M 45.57 1.08%
26 GOOG Alphabet Inc.
174.38
+1.69% 45.45K +0.11% 8.65M 90.12 1.04%
27 GS The Goldman Sac...
687.95
+2.70% 14.12K -0.7% 8.08M 311.66 0.97%
28 NVO Novo Nordisk A/...
67.75
+0.60% 85.39K -3.94% 7.35M 39.39 0.88%
29 MO Altria Group, I...
58.81
-0.22% 140.22K -4.19% 7.33M 42.69 0.88%
30 AMGN Amgen Inc.
279.05
-0.47% 27.31K -3.1% 7.12M 230.18 0.85%
31 COST Costco Wholesal...
983.03
-0.36% 7.61K 0.00% 6.97M 381.23 0.84%
32 WM Waste Managemen...
226.77
-0.79% 34.48K 0.00% 6.96M 118.26 0.83%
33 GIS General Mills, ...
50.36
-0.63% 107.8K -0.62% 6.87M 59.42 0.82%
34 HBI Hanesbrands Inc...
4.62
+2.56% 843.12K -9.19% 6.86M 8.55 0.82%
35 LYG Lloyds Banking ...
4.20
+0.48% 2.43M +0.56% 6.6M 2.05 0.79%
36 SBUX Starbucks Corpo...
91.88
+0.85% 72.1K -0.28% 6.58M 105.34 0.79%
37 CVS CVS Health Corp...
68.11
+2.61% 141.86K -9.96% 6.37M 68.84 0.76%
38 CMCSA Comcast Corpora...
35.22
+1.08% 166.41K -1.66% 6.25M 36.1 0.75%
39 ABT Abbott Laborato...
133.70
-2.69% 55.13K -1.78% 6.24M 109.51 0.75%
40 SYY Sysco Corporati...
74.55
-0.67% 81.53K 0.00% 6.23M 74.14 0.75%
41 PM Philip Morris I...
180.65
+0.58% 50.88K -2.91% 6.12M 85.57 0.73%
42 META Meta Platforms,...
726.45
+2.51% 9.45K -0.79% 5.53M 215.33 0.66%
43 WFC Wells Fargo & C...
79.98
+1.15% 75.83K -14.18% 5.33M 34 0.64%
44 TSLA Tesla, Inc.
326.14
-0.43% 13.19K +92.76% 5.32M 317.34 0.64%
45 T AT&T Inc.
28.04
+0.41% 232.18K -0.96% 5.29M 20.01 0.63%
46 ENB Enbridge Inc.
45.10
+1.41% 124.29K +0.57% 5.27M 33.03 0.63%
47 PAGP Plains GP Holdi...
19.39
+1.65% 281.48K +0.18% 5.17M 8.8 0.62%
48 BX Blackstone Inc.
148.20
+3.22% 29.63K -0.84% 5.11M 78.07 0.61%
49 EPD Enterprise Prod...
31.09
+1.11% 159.45K -9.34% 5M 21.46 0.60%
50 TSM Taiwan Semicond...
224.01
+0.57% 23.34K -2.1% 4.61M 103.25 0.55%
51 ORCL Oracle Corporat...
213.02
+1.09% 27.25K 0.00% 4.54M 65.3 0.54%
52 SHEL Shell plc
70.97
+2.20% 65.6K -2.49% 4.11M 54.05 0.49%
53 BLK BlackRock, Inc.
1031.27
+1.30% 3.95K +100.00% 4.05M 1025.11 0.49%
54 BLFS BioLife Solutio...
21.46
+0.42% 153.47K 0.00% 3.98M 34.62 0.48%
55 BTI British America...
48.10
+0.71% 107.64K +14.25% 3.91M 34.74 0.47%
56 RHHBY Roche Holding A...
41.18
+2.21% 110.85K +37.70% 3.87M 38.29 0.46%
57 HON Honeywell Inter...
226.44
+2.10% 16.89K -0.59% 3.82M 211.34 0.46%
58 AVGO Broadcom Inc.
270.21
+2.10% 16.15K -3.29% 3.74M 55.38 0.45%
59 QCOM QUALCOMM Incorp...
158.18
+1.44% 23.88K 0.00% 3.67M 150.02 0.44%
60 O Realty Income C...
57.20
+0.20% 66.81K -1.13% 3.57M 56.55 0.43%
61 V Visa Inc.
346.26
+0.29% 10.88K -0.68% 3.44M 218.96 0.41%
62 KMX CarMax, Inc.
66.72
-1.16% 39.71K +1.69% 3.25M 69.42 0.39%
63 NEM Newmont Corpora...
59.18
+1.93% 86.18K +25.44% 3.21M 51.14 0.38%
64 GD General Dynamic...
291.49
+1.95% 12.04K 0.00% 3.17M 159.15 0.38%
65 USB U.S. Bancorp
45.64
+1.83% 61.41K -2.38% 2.94M 45.89 0.35%
66 RTX RTX Corporation
142.71
+0.94% 24.75K 0.00% 2.86M 72.33 0.34%
67 PANW Palo Alto Netwo...
202.23
-1.01% 15.71K +101.93% 2.86M 64.74 0.34%
68 GILD Gilead Sciences...
107.67
+1.65% 30.09K 0.00% 2.78M 58.99 0.33%
69 APD Air Products an...
283.10
+0.39% 9.5K +0.53% 2.76M 247.3 0.33%
70 INFY Infosys Limited
18.61
+0.51% 124.34K 0.00% 2.73M 16.95 0.33%
71 IBM International B...
292.32
+0.43% 12.39K 0.00% 2.72M 123.13 0.33%
72 GSK GSK plc
38.60
+0.84% 79.09K +38.41% 2.67M 37.51 0.32%
73 MDT Medtronic plc
86.28
+0.36% 30.75K -20.64% 2.46M 83.41 0.29%
74 GE General Electri...
251.50
+0.64% 14.66K -0.91% 2.45M 64.31 0.29%
75 LRCX Lam Research Co...
96.86
+0.88% 33.75K +100.00% 2.44M 72.23 0.29%
76 VCTR Victory Capital...
63.31
+0.64% 35.96K 0.00% 2.35M 32.18 0.28%
77 VRT Vertiv Holdings...
123.84
+1.81% 20.68K -2.36% 2.35M 21.45 0.28%
78 KVUE Kenvue Inc.
21.09
-0.35% 108.79K +1.87% 2.32M 20.34 0.28%
79 CRM Salesforce, Inc...
270.60
+1.06% 6.93K 0.00% 2.32M 213.77 0.28%
80 SCHW The Charles Sch...
89.52
-0.32% 31.27K 0.00% 2.31M 57.99 0.28%
81 MA Mastercard Inco...
546.24
-0.63% 4.3K 0.00% 2.26M 360.39 0.27%
82 BMY Bristol-Myers S...
46.69
+0.01% 39.4K -1.93% 2.23M 62.15 0.27%
83 LLY Eli Lilly and C...
795.71
+0.43% 2.77K +3.75% 2.14M 252.98 0.26%
84 CMP Compass Mineral...
19.68
+1.00% 189.62K +1.20% 2.13M 39.09 0.26%
85 LOW Lowe's Companie...
221.42
+0.33% 8.4K 0.00% 2.07M 161.46 0.25%
86 GLW Corning Incorpo...
51.76
+0.72% 42.13K +16.61% 2M 45.49 0.24%
87 VFC V.F. Corporatio...
11.60
+1.31% 92.59K -13.82% 1.99M 19.83 0.24%
88 UL Unilever PLC
60.66
-1.02% 34.45K 0.00% 1.95M 49.65 0.23%
89 EL The Estée Laude...
79.16
+2.06% 26.02K +44.96% 1.95M 92.03 0.23%
90 ALL The Allstate Co...
194.31
+1.76% 9.78K 0.00% 1.88M 115.97 0.23%
91 WBS Webster Financi...
54.73
+3.10% 34.05K -1.8% 1.88M 41.61 0.23%
92 WPP WPP plc
34.79
+1.10% 34.3K -36.18% 1.76M 52.41 0.21%
93 JEF Jefferies Finan...
56.20
+0.50% 20.8K -3.48% 1.63M 33.09 0.20%
94 MTB M&T Bank Corpor...
193.47
+1.17% 8.58K 0.00% 1.61M 149.41 0.19%
95 NEE NextEra Energy,...
71.02
+0.97% 22.29K 0.00% 1.6M 75.52 0.19%
96 MDLZ Mondelez Intern...
67.76
+0.71% 26.05K 0.00% 1.56M 58.9 0.19%
97 MS Morgan Stanley
139.78
+1.50% 12.18K -2.01% 1.53M 83.63 0.18%
98 DIS The Walt Disney...
121.64
+1.86% 13.51K -5.76% 1.5M 177.34 0.18%
99 VMC Vulcan Material...
257.40
+1.09% 5.51K 0.00% 1.42M 150.61 0.17%
100 MLM Martin Marietta...
542.06
+1.43% 2.7K 0.00% 1.39M 288.78 0.17%
101 ICE Intercontinenta...
180.94
+0.23% 8.57K 0.00% 1.28M 115.29 0.15%
102 OKE ONEOK, Inc.
81.22
+1.28% 12.46K 0.00% 1.25M 63.43 0.15%
103 ES Eversource Ener...
63.33
+1.38% 21.06K -3.02% 1.21M 73.39 0.15%
104 CLX The Clorox Comp...
118.01
-1.23% 7.35K 0.00% 1.19M 200.43 0.14%
105 HUBB Hubbell Incorpo...
406.32
+1.82% 2.75K 0.00% 1.15M 156.79 0.14%
106 TD The Toronto-Dom...
72.89
+1.24% 21.14K 0.00% 1.13M 56.42 0.14%
107 LHX L3Harris Techno...
246.88
-0.4% 5.25K +6.06% 1.1M 201.92 0.13%
108 ET Energy Transfer...
18.20
+3.03% 55.75K 0.00% 1.09M 12.06 0.13%
109 PAYX Paychex, Inc.
141.10
+2.29% 7.57K 0.00% 1.06M 113.49 0.13%
110 GEV GE Vernova Inc.
506.71
+0.80% 3.21K 0.00% 1.06M 167.52 0.13%
111 BBWI Bath & Body Wor...
29.18
+1.30% 26.75K +107.36% 1.04M 35.47 0.12%
112 SO The Southern Co...
90.25
-0.16% 12.52K 0.00% 1.03M 61.43 0.12%
113 UNH UnitedHealth Gr...
302.52
+0.17% 2.01K 0.00% 1.02M 350.68 0.12%
114 TRV The Travelers C...
263.08
+0.87% 3.77K 0.00% 909.36K 140.37 0.11%
115 NOC Northrop Grumma...
493.68
+1.39% 1.93K 0.00% 903.38K 332.01 0.11%
116 CCI Crown Castle In...
100.42
-1.37% 9.58K -4.96% 869.48K 127.87 0.10%
117 ASML ASML Holding N....
798.16
-2.09% 1.25K +6.38% 866.35K 554.45 0.10%
118 NFLX Netflix, Inc.
1306.80
+2.47% 950 0.00% 846.75K 415.37 0.10%
119 KMB Kimberly-Clark ...
126.85
-1.01% 6.25K 0.00% 819K 133.9 0.10%
120 GOLD Barrick Gold Co...
21.16
+1.37% 52.13K -6.71% 807.94K 19.84 0.10%
121 UBER Uber Technologi...
93.11
+2.43% 13.05K -22.67% 787.18K 30.15 0.09%
122 EMR Emerson Electri...
132.87
+2.65% 6.13K 0.00% 760.31K 83.1 0.09%
123 CRWD CrowdStrike Hol...
505.58
+2.33% 2.22K +2.30% 759.6K 172.82 0.09%
124 TMO Thermo Fisher S...
411.91
+0.31% 1.45K 0.00% 754.33K 465.78 0.09%
125 EIX Edison Internat...
50.80
+0.77% 9.2K -18.58% 734.53K 65.87 0.09%
126 SNY Sanofi
48.36
+1.17% 15.2K -15.56% 733.1K 47.35 0.09%
127 BKNG Booking Holding...
5600.68
+2.10% 145 0.00% 720.42K 3568.86 0.09%
128 XEL Xcel Energy Inc...
67.77
+0.66% 10.63K 0.00% 717.4K 66.67 0.09%
129 UNP Union Pacific C...
229.69
+1.27% 3.11K 0.00% 709.2K 209.2 0.09%
130 PNC The PNC Financi...
185.72
+1.76% 3.65K 0.00% 703.9K 145.8 0.08%
131 YUM Yum! Brands, In...
147.04
-0.1% 5.11K 0.00% 684.89K 139.71 0.08%
132 DVN Devon Energy Co...
32.47
+1.06% 20.65K +86.88% 675.88K 40.26 0.08%
133 DLR Digital Realty ...
169.69
-1.49% 3.44K 0.00% 610.01K 139.57 0.07%
134 AEP American Electr...
102.35
+0.93% 6.53K -8.74% 602.26K 83.27 0.07%
135 DOW Dow Inc.
27.30
+1.77% 14.02K 0.00% 562.42K 56.52 0.07%
136 CARR Carrier Global ...
72.59
+0.23% 8.12K 0.00% 554.27K 37.72 0.07%
137 DUK Duke Energy Cor...
116.38
+0.37% 4.86K 0.00% 523.08K 92.96 0.06%
138 IFF International F...
74.00
-0.31% 6.13K 0.00% 517.87K 79.94 0.06%
139 KMI Kinder Morgan, ...
28.89
+2.05% 18.75K 0.00% 513.75K 18.32 0.06%
140 AMT American Tower ...
217.64
-1.17% 2.77K -4.31% 508.96K 210.17 0.06%
141 CAT Caterpillar Inc...
382.01
+2.81% 1.36K 0.00% 493.35K 241.81 0.06%
142 YUMC Yum China Holdi...
44.62
+0.34% 10.21K 0.00% 491.57K 45.02 0.06%
143 PKG Packaging Corpo...
187.87
+0.55% 2.17K 0.00% 488.53K 138.83 0.06%
144 VEEV Veeva Systems I...
281.49
+0.71% 2.3K +6.98% 483.57K 257.2 0.06%
145 FIS Fidelity Nation...
80.04
-0.85% 5.88K -37.84% 474.93K 59.11 0.06%
146 FSLR First Solar, In...
155.56
+1.87% 2.63K 0.00% 462.63K 133.37 0.06%
147 CTSH Cognizant Techn...
77.61
+0.82% 6K 0.00% 461.4K 81.95 0.06%
148 RSG Republic Servic...
244.91
+0.42% 2.25K 0.00% 452.65K 96.3 0.05%
149 WRB W. R. Berkley C...
72.41
+0.85% 7.59K 0.00% 444.17K 29.52 0.05%
150 C Citigroup Inc.
84.42
+2.17% 6.2K 0.00% 436.07K 53.98 0.05%