13F Insight
DOSSIER · 13F-HR · Q3 2025

Bard Financial Services, Inc.

Bard Financial Services's holding co. based in San Francisco, CA — $911M in tracked AUM across 212 positions as of Q3 2025.

BF
Bard Financial Services·San Francisco, CA·Holding Co.
CIK 0001850858 · last filed Sep 30, 2025
Total AUM
$911M
▲ 2.0%
vs prior
Holdings
212
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
Top sector
Financials
7% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

Bard Financial Services, Inc. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$117M460K12.8%
02
MSFT
MICROSOFT CORP COM
$80M154K8.7%
03
WMT
WALMART INC COM
$32M307K3.5%
04
HD
HOME DEPOT INC COM
$25M62K2.8%
05
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$21M42K2.3%
06
JNJ
JOHNSON & JOHNSON COM
$19M100K2.0%
07
MCD
MCDONALDS CORP COM
$17M57K1.9%
08
ABBV
ABBVIE INC COM
$15M67K1.7%
09
NVDA
NVIDIA CORP COM
$15M82K1.7%
10
TY
TRI CONTL CORP COM
$15M445K1.7%

Filing history

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