Bard Financial Services, Inc.

Est. AUM

$911.2M

13F long equity, this entity only

Positions

212

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC COM	COM	$117.0M	459568	12.84%	SOLE
2	MICROSOFT CORP COM	COM	$79.5M	153584	8.73%	SOLE
3	WALMART INC COM	COM	$31.7M	307170	3.47%	SOLE
4	HOME DEPOT INC COM	COM	$25.1M	61910	2.75%	SOLE
5	BERKSHIRE HATHAWAY INC DEL CL B NEW	COM	$20.9M	41640	2.30%	SOLE
6	JOHNSON & JOHNSON COM	COM	$18.6M	100395	2.04%	SOLE
7	MCDONALDS CORP COM	COM	$17.2M	56561	1.89%	SOLE
8	ABBVIE INC COM	COM	$15.4M	66720	1.70%	SOLE
9	NVIDIA CORP COM	COM	$15.2M	81520	1.67%	SOLE
10	TRI CONTL CORP COM	MF CL END	$15.1M	444956	1.66%	SOLE
11	JPMORGAN CHASE & CO COM	COM	$13.9M	44060	1.53%	SOLE
12	LOCKHEED MARTIN CORP COM	COM	$13.4M	26779	1.47%	SOLE
13	PFIZER INC COM	COM	$13.0M	510321	1.43%	SOLE
14	ALPHABET INC CL A	COM	$12.9M	53255	1.42%	SOLE
15	VERIZON COMMUNICATIONS INC COM	COM	$12.1M	276190	1.33%	SOLE
16	COCA COLA CO COM	COM	$11.8M	178322	1.30%	SOLE
17	AMAZON COM INC COM	COM	$11.3M	51615	1.24%	SOLE
18	PEPSICO INC COM	COM	$11.1M	79231	1.22%	SOLE
19	APPLIED MATLS INC COM	COM	$11.1M	53990	1.21%	SOLE
20	GOLDMAN SACHS GROUP INC COM	COM	$10.9M	13740	1.20%	SOLE
21	PROCTER & GAMBLE CO COM	COM	$10.7M	69386	1.17%	SOLE
22	CHEVRON CORP NEW COM	COM	$10.5M	67450	1.15%	SOLE
23	BANK AMER CORP COM	COM	$10.4M	202095	1.14%	SOLE
24	CISCO SYS INC COM	COM	$10.3M	150860	1.13%	SOLE
25	NEWMONT CORP COM	COM	$10.2M	121430	1.12%	SOLE
26	ALPHABET INC CAP STK CL C	COM	$10.1M	41465	1.11%	SOLE
27	EXXON MOBIL CORP COM	COM	$9.6M	85090	1.05%	SOLE
28	ALTRIA GROUP INC COM	COM	$8.6M	130252	0.94%	SOLE
29	MERCK & CO INC NEW COM	COM	$8.6M	101913	0.94%	SOLE
30	CVS HEALTH CORP COM	COM	$8.1M	107988	0.89%	SOLE
31	ORACLE CORP COM	COM	$8.1M	28650	0.88%	SOLE
32	PHILIP MORRIS INTL INC COM	COM	$7.9M	48967	0.87%	SOLE
33	AMGEN INC COM	COM	$7.8M	27650	0.86%	SOLE
34	LLOYDS BANKING GROUP PLC SPONS ADR	COM ADR	$7.5M	1649635	0.82%	SOLE
35	WASTE MGMT INC DEL COM	COM	$7.5M	33775	0.82%	SOLE
36	TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR	COM ADR	$7.2M	25949	0.80%	SOLE
37	ABBOTT LABS COM	COM	$7.2M	53610	0.79%	SOLE
38	GSK PLC SPONSORED ADR NEW	COM ADR	$6.8M	158145	0.75%	SOLE
39	SYSCO CORP COM	COM	$6.6M	80660	0.73%	SOLE
40	AT&T INC COM	COM	$6.5M	230080	0.71%	SOLE
41	META PLATFORMS INC CL A	COM	$6.3M	8530	0.69%	SOLE
42	ENBRIDGE INC COM ISIN#CA29250N1050	COM	$6.0M	119575	0.66%	SOLE
43	COMCAST CORP NEW CL A	COM	$6.0M	189515	0.65%	SOLE
44	ROCHE HLDGS LTD SPONSORED ADR	COM ADR	$5.8M	138650	0.64%	SOLE
45	STARBUCKS CORP COM	COM	$5.7M	67269	0.62%	SOLE
46	GENERAL MILLS INC COM	COM	$5.4M	108025	0.60%	SOLE
47	PLAINS GP HLDGS L P LTD PARTNER INT CL A NEW INT	COM	$5.4M	297675	0.60%	SOLE
48	COSTCO WHSL CORP NEW COM	COM	$5.3M	5715	0.58%	SOLE
49	ENTERPRISE PRODS PARTNERS L P COM UNIT	COM	$5.3M	168200	0.58%	SOLE
50	WELLS FARGO & CO NEW COM	COM	$5.2M	62580	0.58%	SOLE

1–50 of 212

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.