Bard Financial Services, Inc.

Q3 2025 13F Holdings

  • Location
    branford, CT
  • Num holdings

    212

  • Value ($000)

    $911,203

  • Date Filed
    10/17/2025
  • Form type
    13F-HR
  • CIK
    0001850858
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC COM

COM
037833100
$117.02M
13 %

459,568

M
MSFT

MICROSOFT CORP COM

COM
594918104
$79.55M
9 %

153,584

W
WMT

WALMART INC COM

COM
931142103
$31.66M
4 %

307,170

H
HD

HOME DEPOT INC COM

COM
437076102
$25.09M
3 %

61,910

B
BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

COM
084670702
$20.93M
2 %

41,640

J
JNJ

JOHNSON & JOHNSON COM

COM
478160104
$18.62M
2 %

100,395

M
MCD

MCDONALDS CORP COM

COM
580135101
$17.19M
2 %

56,561

A
ABBV

ABBVIE INC COM

COM
00287Y109
$15.45M
2 %

66,720

N
NVDA

NVIDIA CORP COM

COM
67066G104
$15.21M
2 %

81,520

---

TRI CONTL CORP COM

MF CL END
895436103
$15.13M
2 %

444,956

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