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

About Bard Financial Services, Inc.

Investment Activity

Bard Financial Services, Inc. has $837.45 million in total holdings as of June 30, 2025.
Bard Financial Services, Inc. owns shares of 206 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
Approximately 1.11% of the portfolio was purchased this quarter.
About 2.92% of the portfolio was sold this quarter.
This quarter, Bard Financial Services, Inc. has purchased 209 new stocks and bought additional shares in 23 stocks.
Bard Financial Services, Inc. sold shares of 98 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Apple: $95,170,695
Microsoft: $75,735,047
Walmart: $30,223,339
Home Depot: $22,744,337
Berkshire Hathaway: $20,640,367

Largest New Holdings this Quarter

012653101 - Albemarle: $1,849,705 Holding
06849F108 - BARRICK MINING CORP REGISTERED SHS: $1,324,673 Holding
075887109 - Becton, Dickinson and Company: $789,766 Holding
69608A108 - PALANTIR TECHNOLOGIES INC CL A: $238,560 Holding
403949100 - HF Sinclair: $205,400 Holding

Largest Purchases this Quarter

Albemarle: 29,515 shares (about $1.85M)
BARRICK MINING CORP REGISTERED SHS: 63,625 shares (about $1.32M)
Tri Continental: 26,965 shares (about $853.71K)
Becton, Dickinson and Company: 4,585 shares (about $789.77K)
Caterpillar: 1,825 shares (about $708.48K)

Largest Sales this Quarter

Apple: 11,865 shares (about $2.43M)
Visa: 3,005 shares (about $1.07M)
Microsoft: 2,025 shares (about $1.01M)
Tesla: 3,020 shares (about $959.33K)
Lloyds Banking Group: 215,700 shares (about $916.72K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$95,170,695	$2,434,340 ▼	-2.5%	463,863	11.4%	Computer and Technology
MSFT Microsoft	$75,735,047	$1,007,254 ▼	-1.3%	152,259	9.0%	Computer and Technology
WMT Walmart	$30,223,339	$303,118 ▼	-1.0%	309,095	3.6%	Retail/Wholesale
HD Home Depot	$22,744,337	$82,493 ▼	-0.4%	62,035	2.7%	Retail/Wholesale
BRK.B Berkshire Hathaway	$20,640,367	$97,154 ▼	-0.5%	42,490	2.5%	Finance
MCD McDonald's	$16,554,612	$51,130 ▼	-0.3%	56,661	2.0%	Retail/Wholesale
JNJ Johnson & Johnson	$15,242,366	$81,111 ▼	-0.5%	99,786	1.8%	Medical
TY Tri Continental	$14,905,501	$853,712 ▲	6.1%	470,799	1.8%	Finance
JPM JPMorgan Chase & Co.	$12,947,381	$297,158 ▼	-2.2%	44,660	1.5%	Finance
NVDA NVIDIA	$12,947,281		0.0%	81,950	1.5%	Computer and Technology
KO CocaCola	$12,607,402	$93,743 ▼	-0.7%	178,197	1.5%	Consumer Staples
ABBV AbbVie	$12,454,174	$208,823 ▼	-1.6%	67,095	1.5%	Medical
LMT Lockheed Martin	$12,333,015	$169,047 ▼	-1.4%	26,629	1.5%	Aerospace
PFE Pfizer	$12,231,636	$94,682 ▼	-0.8%	504,605	1.5%	Medical
VZ Verizon Communications	$11,781,556	$88,704 ▼	-0.7%	272,280	1.4%	Computer and Technology
AMZN Amazon.com	$11,428,025	$71,302 ▼	-0.6%	52,090	1.4%	Retail/Wholesale
PG Procter & Gamble	$11,106,379	$11,949 ▼	-0.1%	69,711	1.3%	Consumer Staples
CSCO Cisco Systems	$10,492,684	$60,707 ▼	-0.6%	151,235	1.3%	Computer and Technology
AMAT Applied Materials	$9,925,140	$338,679 ▼	-3.3%	54,215	1.2%	Computer and Technology
GS The Goldman Sachs Group	$9,901,423	$81,391 ▼	-0.8%	13,990	1.2%	Finance
PEP PepsiCo	$9,881,380	$127,419 ▲	1.3%	74,836	1.2%	Consumer Staples
BAC Bank of America	$9,622,285	$603,330 ▼	-5.9%	203,345	1.1%	Finance
GOOGL Alphabet	$9,473,244	$634,428 ▼	-6.3%	53,755	1.1%	Computer and Technology
PM Philip Morris International	$9,187,059	$186,684 ▼	-2.0%	50,442	1.1%	Consumer Staples
XOM Exxon Mobil	$9,097,242	$143,374 ▼	-1.6%	84,390	1.1%	Energy
CVX Chevron	$9,046,028	$20,047 ▲	0.2%	63,175	1.1%	Energy
LYG Lloyds Banking Group	$8,725,696	$916,725 ▼	-9.5%	2,053,105	1.0%	Finance
MRK Merck & Co., Inc.	$8,047,655	$174,152 ▼	-2.1%	101,663	1.0%	Medical
CVS CVS Health	$8,034,629	$575,981 ▼	-6.7%	116,478	1.0%	Medical
WM Waste Management	$7,762,719	$67,502 ▼	-0.9%	33,925	0.9%	Business Services
MO Altria Group	$7,733,428	$155,370 ▼	-2.0%	131,902	0.9%	Consumer Staples
AMGN Amgen	$7,576,363	$6,980 ▲	0.1%	27,135	0.9%	Medical
GOOG Alphabet	$7,457,476	$274,955 ▼	-3.6%	42,040	0.9%	Computer and Technology
ABT Abbott Laboratories	$7,366,302	$78,206 ▼	-1.1%	54,160	0.9%	Medical
NEM Newmont	$6,765,734	$365,582 ▲	5.7%	116,130	0.8%	Basic Materials
T AT&T	$6,622,340	$36,175 ▼	-0.5%	228,830	0.8%	Computer and Technology
COST Costco Wholesale	$6,474,208	$64,346 ▼	-1.0%	6,540	0.8%	Retail/Wholesale
SBUX Starbucks	$6,328,759	$94,837 ▼	-1.5%	69,069	0.8%	Retail/Wholesale
CMCSA Comcast	$6,325,696	$141,868 ▼	-2.2%	177,240	0.8%	Consumer Discretionary
META Meta Platforms	$6,318,050	$472,378 ▼	-7.0%	8,560	0.8%	Computer and Technology
SYY Sysco	$6,137,591		0.0%	81,035	0.7%	Consumer Staples
ORCL Oracle	$5,995,928	$43,726 ▲	0.7%	27,425	0.7%	Computer and Technology
PAGP Plains GP	$5,764,395	$971 ▼	0.0%	296,675	0.7%	Energy
WFC Wells Fargo & Company	$5,646,457	$163,445 ▼	-2.8%	70,475	0.7%	Finance
RHHBY Roche	$5,578,006	$83,558 ▼	-1.5%	136,850	0.7%	Medical
ENB Enbridge	$5,539,979	$65,629 ▼	-1.2%	122,400	0.7%	Energy
GIS General Mills	$5,514,924	$110,355 ▼	-2.0%	106,445	0.7%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$5,484,197	$232,151 ▲	4.4%	24,214	0.7%	Computer and Technology
EPD Enterprise Products Partners	$5,177,120		0.0%	166,950	0.6%	Energy
GSK GSK	$5,174,208	$480,000 ▲	10.2%	134,745	0.6%	Medical
BTI British American Tobacco	$4,968,185	$103,227 ▼	-2.0%	104,969	0.6%	Consumer Staples
NVO Novo Nordisk A/S	$4,829,329	$814,091 ▼	-14.4%	69,970	0.6%	Medical
SHEL Shell	$4,583,691	$70,410 ▼	-1.5%	65,100	0.5%	Energy
HON Honeywell International	$4,202,111	$75,686 ▲	1.8%	18,044	0.5%	Multi-Sector Conglomerates
BX Blackstone	$4,199,459	$119,664 ▼	-2.8%	28,075	0.5%	Finance
AVGO Broadcom	$3,969,360	$103,369 ▼	-2.5%	14,400	0.5%	Computer and Technology
BLACKROCK INC NEW COM	$3,882,225	$157,388 ▼	-3.9%	3,700	0.5%	COM
RTX RTX	$3,795,060	$189,826 ▲	5.3%	25,990	0.5%	Aerospace
QCOM QUALCOMM	$3,693,239	$87,593 ▼	-2.3%	23,190	0.4%	Computer and Technology
GE GE Aerospace	$3,616,330	$79,791 ▼	-2.2%	14,050	0.4%	Aerospace
O Realty Income	$3,529,189	$178,879 ▼	-4.8%	61,260	0.4%	Finance
IBM International Business Machines	$3,457,769	$197,503 ▼	-5.4%	11,730	0.4%	Computer and Technology
GD General Dynamics	$3,354,090	$86,040 ▼	-2.5%	11,500	0.4%	Aerospace
BLFS BioLife Solutions	$3,305,852		0.0%	153,475	0.4%	Medical
LAM RESH CORP COM NEW	$3,285,225		0.0%	33,750	0.4%	COM
MDT Medtronic	$3,247,954	$263,689 ▲	8.8%	37,260	0.4%	Medical
GLW Corning	$3,136,994	$185,380 ▲	6.3%	59,650	0.4%	Computer and Technology
GILD Gilead Sciences	$3,084,958	$113,087 ▼	-3.5%	27,825	0.4%	Medical
PANW Palo Alto Networks	$3,020,486		0.0%	14,760	0.4%	Computer and Technology
TSLA Tesla	$2,919,295	$959,333 ▼	-24.7%	9,190	0.3%	Auto/Tires/Trucks
EL Estee Lauder Companies	$2,909,204	$24,240 ▼	-0.8%	36,005	0.3%	Consumer Staples
SCHW Charles Schwab	$2,807,911	$45,620 ▼	-1.6%	30,775	0.3%	Finance
KVUE Kenvue	$2,763,179	$119,929 ▲	4.5%	132,020	0.3%	Consumer Staples
KHC Kraft Heinz	$2,691,090	$529,310 ▲	24.5%	104,225	0.3%	Consumer Staples
APD Air Products and Chemicals	$2,672,519	$63,464 ▼	-2.3%	9,475	0.3%	Basic Materials
VRT Vertiv	$2,654,877		0.0%	20,675	0.3%	Computer and Technology
USB U.S. Bancorp	$2,641,210	$89,369 ▼	-3.3%	58,369	0.3%	Finance
HBI Hanesbrands	$2,540,366	$59,998 ▼	-2.3%	554,665	0.3%	Consumer Discretionary
V Visa	$2,455,171	$1,066,925 ▼	-30.3%	6,915	0.3%	Business Services
INFY American Noble Gas	$2,304,020		0.0%	124,340	0.3%	Computer and Technology
VCTR Victory Capital	$2,289,573		0.0%	35,960	0.3%	Finance
SPROTT PHYSICAL GOLD TR UNIT	$2,261,727		0.0%	89,220	0.3%	MF CLOSED END
LLY Eli Lilly and Company	$2,194,377	$31,181 ▲	1.4%	2,815	0.3%	Medical
UL Unilever	$2,067,546		0.0%	33,800	0.2%	Consumer Staples
BMY Bristol Myers Squibb	$1,912,240	$11,341 ▲	0.6%	41,310	0.2%	Medical
HII Huntington Ingalls Industries	$1,884,595	$10,866 ▼	-0.6%	7,805	0.2%	Aerospace
LOW Lowe's Companies	$1,858,161	$249,604 ▼	-11.8%	8,375	0.2%	Retail/Wholesale
ALB Albemarle	$1,849,705	$1,849,705 ▲	New Holding	29,515	0.2%	Basic Materials
ALL Allstate	$1,816,823	$80,524 ▼	-4.2%	9,025	0.2%	Finance
MDLZ Mondelez International	$1,800,648		0.0%	26,700	0.2%	Consumer Staples
PII Polaris	$1,797,543	$231,705 ▲	14.8%	44,220	0.2%	Auto/Tires/Trucks
MS Morgan Stanley	$1,715,675		0.0%	12,180	0.2%	Finance
CRM Salesforce	$1,690,678	$34,086 ▼	-2.0%	6,200	0.2%	Computer and Technology
GE VERNOVA INC COM	$1,640,365		0.0%	3,100	0.2%	COM
MA Mastercard	$1,624,007	$435,504 ▼	-21.1%	2,890	0.2%	Business Services
WBS Webster Financial	$1,586,130	$273,000 ▼	-14.7%	29,050	0.2%	Finance
ICE Intercontinental Exchange	$1,573,255		0.0%	8,575	0.2%	Finance
NEE NextEra Energy	$1,547,025		0.0%	22,285	0.2%	Utilities
DIS Walt Disney	$1,509,822	$150,052 ▼	-9.0%	12,175	0.2%	Consumer Discretionary
MTB M&T Bank	$1,427,766	$222,118 ▼	-13.5%	7,360	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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

About Bard Financial Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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

About Bard Financial Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBard Financial Services, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools