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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 $911.20 million in total holdings as of September 30, 2025.
  • Bard Financial Services, Inc. owns shares of 212 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
  • Approximately 1.37% of the portfolio was purchased this quarter.
  • About 1.65% of the portfolio was sold this quarter.
  • This quarter, Bard Financial Services, Inc. has purchased 206 new stocks and bought additional shares in 47 stocks.
  • Bard Financial Services, Inc. sold shares of 72 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple
$117,019,704
Microsoft
$79,548,726
Walmart
$31,656,972
Home Depot
$25,085,119
Berkshire Hathaway
$20,934,094

Largest New Holdings this Quarter

681919106 - Omnicom Group
$664,470 Holding
134429109 - CAMPBELL SOUP CO COM
$375,013 Holding
387328107 - Granite Construction
$219,300 Holding
959802109 - Western Union
$217,328 Holding
11271J107 - Brookfield
$216,898 Holding

Largest Purchases this Quarter

Kraft Heinz
44,850 shares (about $1.17M)
Albemarle
13,380 shares (about $1.08M)
GSK
23,400 shares (about $1.01M)
Microsoft
1,325 shares (about $686.28K)
Omnicom Group
8,150 shares (about $664.47K)

Largest Sales this Quarter

British American Tobacco
38,612 shares (about $2.05M)
Lloyds Banking Group
403,470 shares (about $1.83M)
Estee Lauder Companies
15,950 shares (about $1.41M)
Apple
4,295 shares (about $1.09M)
Tri Continental
25,843 shares (about $878.66K)

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
$117,019,704$1,093,635 -0.9%459,56812.8%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$79,548,726$686,283 0.9%153,5848.7%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$31,656,972$198,391 -0.6%307,1703.5%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$25,085,119$50,648 -0.2%61,9102.8%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$20,934,094$427,329 -2.0%41,6402.3%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$18,615,197$112,921 0.6%100,3952.0%Medical
McDonald's Corporation stock logo
MCD
McDonald's
$17,188,289$30,389 -0.2%56,5611.9%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$15,448,349$86,828 -0.6%66,7201.7%Medical
NVIDIA Corporation stock logo
NVDA
NVIDIA
$15,210,002$80,229 -0.5%81,5201.7%Computer and Technology
Tri Continental Corporation stock logo
TY
Tri Continental
$15,128,498$878,662 -5.5%444,9561.7%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,897,846$189,258 -1.3%44,0601.5%Finance
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$13,368,410$74,882 0.6%26,7791.5%Aerospace
Pfizer Inc. stock logo
PFE
Pfizer
$13,002,992$145,644 1.1%510,3211.4%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$12,946,291$121,550 -0.9%53,2551.4%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$12,138,551$171,845 1.4%276,1901.3%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$11,826,282$8,290 0.1%178,3221.3%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$11,333,106$104,296 -0.9%51,6151.2%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$11,127,238$617,236 5.9%79,2311.2%Consumer Staples
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$11,053,913$46,067 -0.4%53,9901.2%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$10,941,849$199,088 -1.8%13,7401.2%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$10,661,180$49,936 -0.5%69,3861.2%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$10,474,311$663,865 6.8%67,4501.1%Energy
Bank of America Corporation stock logo
BAC
Bank of America
$10,426,081$64,487 -0.6%202,0951.1%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$10,321,841$25,657 -0.2%150,8601.1%Computer and Technology
Newmont Corporation stock logo
NEM
Newmont
$10,237,763$446,843 4.6%121,4301.1%Basic Materials
Alphabet Inc. stock logo
GOOG
Alphabet
$10,098,801$140,041 -1.4%41,4651.1%Computer and Technology
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$9,593,898$78,925 0.8%85,0901.1%Energy
Altria Group, Inc. stock logo
MO
Altria Group
$8,604,462$108,999 -1.3%130,2520.9%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$8,553,571$20,983 0.2%101,9130.9%Medical
CVS Health Corporation stock logo
CVS
CVS Health
$8,141,189$640,059 -7.3%107,9880.9%Medical
Oracle Corporation stock logo
ORCL
Oracle
$8,057,526$344,519 4.5%28,6500.9%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$7,942,499$239,247 -2.9%48,9670.9%Consumer Staples
Amgen Inc. stock logo
AMGN
Amgen
$7,802,830$145,333 1.9%27,6500.9%Medical
Lloyds Banking Group PLC stock logo
LYG
Lloyds Banking Group
$7,489,343$1,831,754 -19.7%1,649,6350.8%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$7,458,533$33,124 -0.4%33,7750.8%Business Services
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$7,247,257$484,566 7.2%25,9490.8%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$7,180,523$73,667 -1.0%53,6100.8%Medical
GSK PLC Sponsored ADR stock logo
GSK
GSK
$6,825,538$1,009,944 17.4%158,1450.7%Medical
Sysco Corporation stock logo
SYY
Sysco
$6,641,544$30,877 -0.5%80,6600.7%Consumer Staples
AT&T Inc. stock logo
T
AT&T
$6,497,459$35,300 0.5%230,0800.7%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$6,264,261$22,031 -0.4%8,5300.7%Computer and Technology
Enbridge Inc stock logo
ENB
Enbridge
$6,034,610$142,570 -2.3%119,5750.7%Energy
Comcast Corporation stock logo
CMCSA
Comcast
$5,954,561$385,680 6.9%189,5150.7%Consumer Discretionary
Roche Holding AG stock logo
RHHBY
Roche
$5,796,957$75,258 1.3%138,6500.6%Medical
Starbucks Corporation stock logo
SBUX
Starbucks
$5,690,926$152,279 -2.6%67,2690.6%Retail/Wholesale
General Mills, Inc. stock logo
GIS
General Mills
$5,446,629$79,664 1.5%108,0250.6%Consumer Staples
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$5,429,592$18,240 0.3%297,6750.6%Energy
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,289,975$763,645 -12.6%5,7150.6%Retail/Wholesale
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$5,259,614$39,088 0.7%168,2000.6%Energy
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$5,245,456$661,759 -11.2%62,5800.6%Finance
Corning Incorporated stock logo
GLW
Corning
$4,942,308$49,218 1.0%60,2500.5%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$4,767,200$16,496 0.3%14,4500.5%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$4,719,731$76,882 -1.6%27,6250.5%Finance
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$4,656,6030.0%65,1000.5%Energy
LAM RESH CORP COM NEW
$4,519,1250.0%33,7500.5%COM
RTX Corporation stock logo
RTX
RTX
$4,390,739$41,832 1.0%26,2400.5%Aerospace
BLACKROCK INC NEW COM
$4,284,572$29,147 -0.7%3,6750.5%COM
GE Aerospace stock logo
GE
GE Aerospace
$4,157,332$69,189 -1.6%13,8200.5%Aerospace
Tesla, Inc. stock logo
TSLA
Tesla
$4,086,9770.0%9,1900.4%Auto/Tires/Trucks
General Dynamics Corporation stock logo
GD
General Dynamics
$3,921,5000.0%11,5000.4%Aerospace
BioLife Solutions, Inc. stock logo
BLFS
BioLife Solutions
$3,915,1470.0%153,4750.4%Medical
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$3,881,913$1,167,894 43.0%149,0750.4%Consumer Staples
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$3,857,8880.0%23,1900.4%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$3,845,646$47,363 1.2%18,2690.4%Multi-Sector Conglomerates
Medtronic PLC stock logo
MDT
Medtronic
$3,617,691$69,049 1.9%37,9850.4%Medical
Realty Income Corporation stock logo
O
Realty Income
$3,600,288$123,708 -3.3%59,2250.4%Finance
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$3,522,247$2,049,535 -36.8%66,3570.4%Consumer Staples
Hanesbrands Inc. stock logo
HBI
Hanesbrands
$3,518,170$137,072 -3.8%533,8650.4%Consumer Discretionary
Albemarle Corporation stock logo
ALB
Albemarle
$3,477,927$1,084,851 45.3%42,8950.4%Basic Materials
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$3,344,660$537,976 -13.9%60,2750.4%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$3,274,467$35,270 -1.1%11,6050.4%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$3,077,475$11,100 -0.4%27,7250.3%Medical
Vertiv Holdings Co. stock logo
VRT
Vertiv
$3,062,458$56,573 -1.8%20,3000.3%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,005,4310.0%14,7600.3%Computer and Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$2,866,487$71,603 -2.4%30,0250.3%Finance
U.S. Bancorp stock logo
USB
U.S. Bancorp
$2,772,657$48,330 -1.7%57,3690.3%Finance
Polaris Inc. stock logo
PII
Polaris
$2,631,545$61,036 2.4%45,2700.3%Auto/Tires/Trucks
SPROTT PHYSICAL GOLD TR UNIT
$2,606,560$36,136 -1.4%88,0000.3%MF CL END
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$2,577,204$6,818 -0.3%9,4500.3%Basic Materials
Kenvue Inc. stock logo
KVUE
Kenvue
$2,517,679$374,994 17.5%155,1250.3%Consumer Staples
BARRICK MINING CORP REGISTERED SHS
$2,379,921$294,930 14.1%72,6250.3%COM
Visa Inc. stock logo
V
Visa
$2,360,6430.0%6,9150.3%Business Services
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
$2,328,7700.0%35,9600.3%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,178,365$30,520 1.4%2,8550.2%Medical
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,104,7210.0%8,3750.2%Retail/Wholesale
American Noble Gas Inc. stock logo
INFY
American Noble Gas
$2,023,0120.0%124,3400.2%Computer and Technology
Unilever PLC stock logo
UL
Unilever
$2,003,6640.0%33,8000.2%Consumer Staples
GE VERNOVA INC COM
$1,952,308$46,118 2.4%3,1750.2%COM
Morgan Stanley stock logo
MS
Morgan Stanley
$1,936,1330.0%12,1800.2%Finance
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,932,986$69,905 3.8%42,8600.2%Medical
The Allstate Corporation stock logo
ALL
Allstate
$1,905,019$32,198 -1.7%8,8750.2%Finance
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$1,887,250$359,887 -16.0%6,5550.2%Aerospace
The Estee Lauder Companies Inc. stock logo
EL
Estee Lauder Companies
$1,767,247$1,405,514 -44.3%20,0550.2%Consumer Staples
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,733,250$50,956 3.0%22,9600.2%Utilities
Webster Financial Corporation stock logo
WBS
Webster Financial
$1,711,872$14,860 -0.9%28,8000.2%Finance
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$1,667,9490.0%26,7000.2%Consumer Staples
Mastercard Incorporated stock logo
MA
Mastercard
$1,643,8610.0%2,8900.2%Business Services
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$1,542,321$30,541 2.0%5,0500.2%Aerospace
Rogers Communication, Inc. stock logo
RCI
Rogers Communication
$1,490,8280.0%43,2500.2%Utilities
Salesforce Inc. stock logo
CRM
Salesforce
$1,469,4000.0%6,2000.2%Computer and Technology

Showing largest 100 holdings. View all holdings.
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