Bard Financial Services, Inc.
Q2 2025 13F Holdings
- Locationbranford, CT
- Num holdings
206
- Value ($000)
$837,446
- Date Filed07/08/2025
- Form type13F-HR
- CIK0001850858
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC COM | COM | 037833100 | $95.17M | 11 % | 463,863 | ||
MSFT MICROSOFT CORP COM | COM | 594918104 | $75.74M | 9 % | 152,259 | ||
WMT WALMART INC COM | COM | 931142103 | $30.22M | 4 % | 309,095 | ||
HD HOME DEPOT INC COM | COM | 437076102 | $22.74M | 3 % | 62,035 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | COM | 084670702 | $20.64M | 3 % | 42,490 | ||
MCD MCDONALDS CORP COM | COM | 580135101 | $16.55M | 2 % | 56,661 | ||
JNJ JOHNSON & JOHNSON COM | COM | 478160104 | $15.24M | 2 % | 99,786 | ||
TRI CONTL CORP COM | MF CLOSED END | 895436103 | $14.91M | 2 % | 470,799 | ||
JPM JPMORGAN CHASE & CO COM | COM | 46625H100 | $12.95M | 2 % | 44,660 | ||
NVDA NVIDIA CORP COM | COM | 67066G104 | $12.95M | 2 % | 81,950 |
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