Bard Financial Services, Inc.
Q3 2025 13F Holdings
- Locationbranford, CT
- Num holdings
212
- Value ($000)
$911,203
- Date Filed10/17/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC COM | COM | 037833100 | $117.02 M | 13 % | 459,568 | ||
MSFT MICROSOFT CORP COM | COM | 594918104 | $79.55 M | 9 % | 153,584 | ||
WMT WALMART INC COM | COM | 931142103 | $31.66 M | 4 % | 307,170 | ||
HD HOME DEPOT INC COM | COM | 437076102 | $25.09 M | 3 % | 61,910 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | COM | 084670702 | $20.93 M | 2 % | 41,640 | ||
JNJ JOHNSON & JOHNSON COM | COM | 478160104 | $18.62 M | 2 % | 100,395 | ||
MCD MCDONALDS CORP COM | COM | 580135101 | $17.19 M | 2 % | 56,561 | ||
ABBV ABBVIE INC COM | COM | 00287Y109 | $15.45 M | 2 % | 66,720 | ||
NVDA NVIDIA CORP COM | COM | 67066G104 | $15.21 M | 2 % | 81,520 | ||
TRI CONTL CORP COM | MF CL END | 895436103 | $15.13 M | 2 % | 444,956 |
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