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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 $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

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
$95,170,695$2,434,340 -2.5%463,86311.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$75,735,047$1,007,254 -1.3%152,2599.0%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$30,223,339$303,118 -1.0%309,0953.6%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$22,744,337$82,493 -0.4%62,0352.7%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$20,640,367$97,154 -0.5%42,4902.5%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$16,554,612$51,130 -0.3%56,6612.0%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$15,242,366$81,111 -0.5%99,7861.8%Medical
Tri Continental Corporation stock logo
TY
Tri Continental
$14,905,501$853,712 6.1%470,7991.8%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$12,947,381$297,158 -2.2%44,6601.5%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$12,947,2810.0%81,9501.5%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$12,607,402$93,743 -0.7%178,1971.5%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$12,454,174$208,823 -1.6%67,0951.5%Medical
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$12,333,015$169,047 -1.4%26,6291.5%Aerospace
Pfizer Inc. stock logo
PFE
Pfizer
$12,231,636$94,682 -0.8%504,6051.5%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$11,781,556$88,704 -0.7%272,2801.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$11,428,025$71,302 -0.6%52,0901.4%Retail/Wholesale
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$11,106,379$11,949 -0.1%69,7111.3%Consumer Staples
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$10,492,684$60,707 -0.6%151,2351.3%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$9,925,140$338,679 -3.3%54,2151.2%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$9,901,423$81,391 -0.8%13,9901.2%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$9,881,380$127,419 1.3%74,8361.2%Consumer Staples
Bank of America Corporation stock logo
BAC
Bank of America
$9,622,285$603,330 -5.9%203,3451.1%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,473,244$634,428 -6.3%53,7551.1%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$9,187,059$186,684 -2.0%50,4421.1%Consumer Staples
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$9,097,242$143,374 -1.6%84,3901.1%Energy
Chevron Corporation stock logo
CVX
Chevron
$9,046,028$20,047 0.2%63,1751.1%Energy
Lloyds Banking Group PLC stock logo
LYG
Lloyds Banking Group
$8,725,696$916,725 -9.5%2,053,1051.0%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$8,047,655$174,152 -2.1%101,6631.0%Medical
CVS Health Corporation stock logo
CVS
CVS Health
$8,034,629$575,981 -6.7%116,4781.0%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$7,762,719$67,502 -0.9%33,9250.9%Business Services
Altria Group, Inc. stock logo
MO
Altria Group
$7,733,428$155,370 -2.0%131,9020.9%Consumer Staples
Amgen Inc. stock logo
AMGN
Amgen
$7,576,363$6,980 0.1%27,1350.9%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$7,457,476$274,955 -3.6%42,0400.9%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$7,366,302$78,206 -1.1%54,1600.9%Medical
Newmont Corporation stock logo
NEM
Newmont
$6,765,734$365,582 5.7%116,1300.8%Basic Materials
AT&T Inc. stock logo
T
AT&T
$6,622,340$36,175 -0.5%228,8300.8%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$6,474,208$64,346 -1.0%6,5400.8%Retail/Wholesale
Starbucks Corporation stock logo
SBUX
Starbucks
$6,328,759$94,837 -1.5%69,0690.8%Retail/Wholesale
Comcast Corporation stock logo
CMCSA
Comcast
$6,325,696$141,868 -2.2%177,2400.8%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$6,318,050$472,378 -7.0%8,5600.8%Computer and Technology
Sysco Corporation stock logo
SYY
Sysco
$6,137,5910.0%81,0350.7%Consumer Staples
Oracle Corporation stock logo
ORCL
Oracle
$5,995,928$43,726 0.7%27,4250.7%Computer and Technology
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$5,764,395$971 0.0%296,6750.7%Energy
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$5,646,457$163,445 -2.8%70,4750.7%Finance
Roche Holding AG stock logo
RHHBY
Roche
$5,578,006$83,558 -1.5%136,8500.7%Medical
Enbridge Inc stock logo
ENB
Enbridge
$5,539,979$65,629 -1.2%122,4000.7%Energy
General Mills, Inc. stock logo
GIS
General Mills
$5,514,924$110,355 -2.0%106,4450.7%Consumer Staples
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$5,484,197$232,151 4.4%24,2140.7%Computer and Technology
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$5,177,1200.0%166,9500.6%Energy
GSK PLC Sponsored ADR stock logo
GSK
GSK
$5,174,208$480,000 10.2%134,7450.6%Medical
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$4,968,185$103,227 -2.0%104,9690.6%Consumer Staples
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$4,829,329$814,091 -14.4%69,9700.6%Medical
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$4,583,691$70,410 -1.5%65,1000.5%Energy
Honeywell International Inc. stock logo
HON
Honeywell International
$4,202,111$75,686 1.8%18,0440.5%Multi-Sector Conglomerates
Blackstone Inc. stock logo
BX
Blackstone
$4,199,459$119,664 -2.8%28,0750.5%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$3,969,360$103,369 -2.5%14,4000.5%Computer and Technology
BLACKROCK INC NEW COM
$3,882,225$157,388 -3.9%3,7000.5%COM
RTX Corporation stock logo
RTX
RTX
$3,795,060$189,826 5.3%25,9900.5%Aerospace
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$3,693,239$87,593 -2.3%23,1900.4%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$3,616,330$79,791 -2.2%14,0500.4%Aerospace
Realty Income Corporation stock logo
O
Realty Income
$3,529,189$178,879 -4.8%61,2600.4%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$3,457,769$197,503 -5.4%11,7300.4%Computer and Technology
General Dynamics Corporation stock logo
GD
General Dynamics
$3,354,090$86,040 -2.5%11,5000.4%Aerospace
BioLife Solutions, Inc. stock logo
BLFS
BioLife Solutions
$3,305,8520.0%153,4750.4%Medical
LAM RESH CORP COM NEW
$3,285,2250.0%33,7500.4%COM
Medtronic PLC stock logo
MDT
Medtronic
$3,247,954$263,689 8.8%37,2600.4%Medical
Corning Incorporated stock logo
GLW
Corning
$3,136,994$185,380 6.3%59,6500.4%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$3,084,958$113,087 -3.5%27,8250.4%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,020,4860.0%14,7600.4%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$2,919,295$959,333 -24.7%9,1900.3%Auto/Tires/Trucks
The Estee Lauder Companies Inc. stock logo
EL
Estee Lauder Companies
$2,909,204$24,240 -0.8%36,0050.3%Consumer Staples
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$2,807,911$45,620 -1.6%30,7750.3%Finance
Kenvue Inc. stock logo
KVUE
Kenvue
$2,763,179$119,929 4.5%132,0200.3%Consumer Staples
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$2,691,090$529,310 24.5%104,2250.3%Consumer Staples
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$2,672,519$63,464 -2.3%9,4750.3%Basic Materials
Vertiv Holdings Co. stock logo
VRT
Vertiv
$2,654,8770.0%20,6750.3%Computer and Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$2,641,210$89,369 -3.3%58,3690.3%Finance
Hanesbrands Inc. stock logo
HBI
Hanesbrands
$2,540,366$59,998 -2.3%554,6650.3%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$2,455,171$1,066,925 -30.3%6,9150.3%Business Services
American Noble Gas Inc. stock logo
INFY
American Noble Gas
$2,304,0200.0%124,3400.3%Computer and Technology
Victory Capital Holdings, Inc. stock logo
VCTR
Victory Capital
$2,289,5730.0%35,9600.3%Finance
SPROTT PHYSICAL GOLD TR UNIT
$2,261,7270.0%89,2200.3%MF CLOSED END
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,194,377$31,181 1.4%2,8150.3%Medical
Unilever PLC stock logo
UL
Unilever
$2,067,5460.0%33,8000.2%Consumer Staples
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,912,240$11,341 0.6%41,3100.2%Medical
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$1,884,595$10,866 -0.6%7,8050.2%Aerospace
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,858,161$249,604 -11.8%8,3750.2%Retail/Wholesale
Albemarle Corporation stock logo
ALB
Albemarle
$1,849,705$1,849,705 New Holding29,5150.2%Basic Materials
The Allstate Corporation stock logo
ALL
Allstate
$1,816,823$80,524 -4.2%9,0250.2%Finance
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$1,800,6480.0%26,7000.2%Consumer Staples
Polaris Inc. stock logo
PII
Polaris
$1,797,543$231,705 14.8%44,2200.2%Auto/Tires/Trucks
Morgan Stanley stock logo
MS
Morgan Stanley
$1,715,6750.0%12,1800.2%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$1,690,678$34,086 -2.0%6,2000.2%Computer and Technology
GE VERNOVA INC COM
$1,640,3650.0%3,1000.2%COM
Mastercard Incorporated stock logo
MA
Mastercard
$1,624,007$435,504 -21.1%2,8900.2%Business Services
Webster Financial Corporation stock logo
WBS
Webster Financial
$1,586,130$273,000 -14.7%29,0500.2%Finance
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$1,573,2550.0%8,5750.2%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,547,0250.0%22,2850.2%Utilities
The Walt Disney Company stock logo
DIS
Walt Disney
$1,509,822$150,052 -9.0%12,1750.2%Consumer Discretionary
M&T Bank Corporation stock logo
MTB
M&T Bank
$1,427,766$222,118 -13.5%7,3600.2%Finance

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