Bard Financial Services, Inc.

13F filer · CIK 0001850858

Last filed Oct 17, 2025

Inactive · not filing 13F

13F portfolio value$911MU.S. long equity reported on 13F

Positions1987 new · 1 closed

Net flow last quarter-$2.71MBuys minus sells

Top 10 positions weight39.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q3 2025Reported Oct 17, 2025198 positions
AAPLApple Inc.	$117M	12.84%	0.00%	-0.9%	Q4 2020
MSFTMicrosoft Corp	$79.5M	8.73%	0.00%	+0.9%	Q4 2020
WMTWalmart Inc.	$31.7M	3.47%	0.00%	-0.6%	Q4 2020
HDHome Depot, Inc.	$25.1M	2.75%	0.01%	-0.2%	Q4 2020
BRK.BBerkshire Hathaway Inc	$20.9M	2.30%	Not reported	-2.0%	Q4 2020
JNJJohnson & Johnson	$18.6M	2.04%	0.00%	+0.6%	Q4 2020
MCDMcdonalds Corp	$17.2M	1.89%	0.01%	-0.2%	Q4 2020
ABBVAbbVie Inc.	$15.4M	1.70%	0.00%	-0.6%	Q4 2020
NVDANvidia Corp	$15.2M	1.67%	0.00%	-0.5%	Q4 2020
TYTRI-CONTINENTAL Corp	$15.1M	1.66%	Not reported	-5.5%	Q4 2020
JPMJPMorgan Chase & Co	$13.9M	1.53%	0.00%	-1.3%	Q4 2020
LMTLockheed Martin Corp	$13.4M	1.47%	0.01%	+0.6%	Q4 2020
PFEPfizer Inc	$13M	1.43%	0.01%	+1.1%	Q4 2020
GOOGLAlphabet Inc.	$12.9M	1.42%	0.00%	-0.9%	Q4 2020
VZVerizon Communications Inc	$12.1M	1.33%	0.01%	+1.4%	Q4 2020
KOCoca Cola Co	$11.8M	1.30%	0.00%	+0.1%	Q4 2020
AMZNAmazon Com Inc	$11.3M	1.24%	0.00%	-0.9%	Q4 2020
PEPPepsico Inc	$11.1M	1.22%	0.01%	+5.9%	Q4 2020
AMATApplied Materials Inc	$11.1M	1.21%	0.01%	-0.4%	Q4 2020
GSGoldman Sachs Group Inc	$10.9M	1.20%	0.00%	-1.8%	Q4 2020
PGPROCTER & GAMBLE Co	$10.7M	1.17%	0.00%	-0.5%	Q4 2020
CVXChevron Corp	$10.5M	1.15%	0.00%	+6.8%	Q4 2020
BACBank of America Corp	$10.4M	1.14%	0.00%	-0.6%	Q4 2020
CSCOCisco Systems, Inc.	$10.3M	1.13%	0.00%	-0.3%	Q4 2020
NEMNEWMONT Corp	$10.2M	1.12%	0.01%	+4.6%	Q4 2020
GOOGAlphabet Inc.	$10.1M	1.11%	Not reported	-1.4%	Q4 2020
XOMExxonMobil Holdings Corp	$9.59M	1.05%	0.00%	+0.8%	Q4 2020
MOAltria Group, Inc.	$8.6M	0.94%	0.01%	-1.3%	Q4 2020
MRKMerck & Co., Inc.	$8.55M	0.94%	0.00%	+0.3%	Q4 2020
CVSCVS HEALTH Corp	$8.14M	0.89%	0.01%	-7.3%	Q4 2020
ORCLOracle Corp	$8.06M	0.88%	0.00%	+4.5%	Q4 2020
PMPhilip Morris International Inc.	$7.94M	0.87%	0.00%	-2.9%	Q4 2020
AMGNAmgen Inc	$7.8M	0.86%	0.01%	+1.9%	Q4 2020
LYGLloyds Banking Group plc	$7.49M	0.82%	0.00%	-19.7%	Q4 2020
WMWaste Management Inc	$7.46M	0.82%	0.01%	-0.4%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.25M	0.80%	0.00%	+7.2%	Q4 2020
ABTAbbott Laboratories	$7.18M	0.79%	0.00%	-1.0%	Q4 2020
GSKGSK plc	$6.83M	0.75%	0.00%	+17.4%	Q4 2020
SYYSysco Corp	$6.64M	0.73%	0.02%	-0.5%	Q4 2020
TAt&T Inc.	$6.5M	0.71%	0.00%	+0.6%	Q4 2020
METAMeta Platforms, Inc.	$6.26M	0.69%	Not reported	-0.4%	Q4 2020
ENBEnbridge Inc	$6.03M	0.66%	0.01%	-2.3%	Q4 2020
CMCSAComcast Corp	$5.95M	0.65%	0.00%	+6.9%	Q4 2020
SBUXStarbucks Corp	$5.69M	0.62%	0.01%	-2.6%	Q4 2020
GISGeneral Mills Inc	$5.45M	0.60%	0.02%	+1.5%	Q4 2020
PAGPPlains GP Holdings LP	$5.43M	0.60%	0.15%	+0.3%	Q4 2020
COSTCostco Wholesale Corp	$5.29M	0.58%	0.00%	-12.6%	Q4 2020
EPDEnterprise Products Partners L.P.	$5.26M	0.58%	0.01%	+0.8%	Q4 2020
WFCWells Fargo & Company	$5.25M	0.58%	0.00%	-11.2%	Q4 2020
GLWCorning Inc	$4.94M	0.54%	0.01%	+1.0%	Q3 2024

Q2 2025Reported Jul 8, 2025192 positions
AAPLApple Inc.	$95.2M	11.36%	0.00%	-2.5%	Q4 2020
MSFTMicrosoft Corp	$75.7M	9.04%	0.00%	-1.3%	Q4 2020
WMTWalmart Inc.	$30.2M	3.61%	0.00%	-1.0%	Q4 2020
HDHome Depot, Inc.	$22.7M	2.72%	0.01%	-0.4%	Q4 2020
BRK.BBerkshire Hathaway Inc	$20.6M	2.46%	Not reported	-0.5%	Q4 2020
MCDMcdonalds Corp	$16.6M	1.98%	0.01%	-0.3%	Q4 2020
JNJJohnson & Johnson	$15.2M	1.82%	0.00%	-0.5%	Q4 2020
TYTRI-CONTINENTAL Corp	$14.9M	1.78%	Not reported	+6.1%	Q4 2020
JPMJPMorgan Chase & Co	$12.9M	1.55%	0.00%	-2.2%	Q4 2020
NVDANvidia Corp	$12.9M	1.55%	0.00%	Not reported	Q4 2020
KOCoca Cola Co	$12.6M	1.51%	0.00%	-0.7%	Q4 2020
ABBVAbbVie Inc.	$12.5M	1.49%	0.00%	-1.7%	Q4 2020
LMTLockheed Martin Corp	$12.3M	1.47%	0.01%	-1.4%	Q4 2020
PFEPfizer Inc	$12.2M	1.46%	0.01%	-0.8%	Q4 2020
VZVerizon Communications Inc	$11.8M	1.41%	0.01%	-0.8%	Q4 2020
AMZNAmazon Com Inc	$11.4M	1.36%	0.00%	-0.6%	Q4 2020
PGPROCTER & GAMBLE Co	$11.1M	1.33%	0.00%	-0.1%	Q4 2020
CSCOCisco Systems, Inc.	$10.5M	1.25%	0.00%	-0.6%	Q4 2020
AMATApplied Materials Inc	$9.93M	1.19%	0.01%	-3.3%	Q4 2020
GSGoldman Sachs Group Inc	$9.9M	1.18%	0.00%	-0.8%	Q4 2020
PEPPepsico Inc	$9.88M	1.18%	0.01%	+1.3%	Q4 2020
BACBank of America Corp	$9.62M	1.15%	0.00%	-5.9%	Q4 2020
GOOGLAlphabet Inc.	$9.47M	1.13%	0.00%	-6.3%	Q4 2020
PMPhilip Morris International Inc.	$9.19M	1.10%	0.00%	-2.0%	Q4 2020
XOMExxonMobil Holdings Corp	$9.1M	1.09%	0.00%	-1.6%	Q4 2020
CVXChevron Corp	$9.05M	1.08%	0.00%	+0.2%	Q4 2020
LYGLloyds Banking Group plc	$8.73M	1.04%	0.00%	-9.5%	Q4 2020
MRKMerck & Co., Inc.	$8.05M	0.96%	0.00%	-2.1%	Q4 2020
CVSCVS HEALTH Corp	$8.03M	0.96%	0.01%	-6.7%	Q4 2020
WMWaste Management Inc	$7.76M	0.93%	0.01%	-0.9%	Q4 2020
MOAltria Group, Inc.	$7.73M	0.92%	0.01%	-2.0%	Q4 2020
AMGNAmgen Inc	$7.58M	0.90%	0.01%	+0.1%	Q4 2020
GOOGAlphabet Inc.	$7.46M	0.89%	Not reported	-3.6%	Q4 2020
ABTAbbott Laboratories	$7.37M	0.88%	0.00%	-1.1%	Q4 2020
NEMNEWMONT Corp	$6.77M	0.81%	0.01%	+5.7%	Q4 2020
TAt&T Inc.	$6.62M	0.79%	0.00%	-0.5%	Q4 2020
COSTCostco Wholesale Corp	$6.47M	0.77%	0.00%	-1.0%	Q4 2020
SBUXStarbucks Corp	$6.33M	0.76%	0.01%	-1.5%	Q4 2020
CMCSAComcast Corp	$6.33M	0.76%	0.00%	-2.2%	Q4 2020
METAMeta Platforms, Inc.	$6.32M	0.75%	Not reported	-7.0%	Q4 2020
SYYSysco Corp	$6.14M	0.73%	0.02%	Not reported	Q4 2020
ORCLOracle Corp	$6M	0.72%	0.00%	+0.7%	Q4 2020
PAGPPlains GP Holdings LP	$5.76M	0.69%	0.15%	0.0%	Q4 2020
WFCWells Fargo & Company	$5.65M	0.67%	0.00%	-2.8%	Q4 2020
ENBEnbridge Inc	$5.54M	0.66%	0.01%	-1.2%	Q4 2020
GISGeneral Mills Inc	$5.51M	0.66%	0.02%	-2.0%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.48M	0.65%	0.00%	+4.4%	Q4 2020
EPDEnterprise Products Partners L.P.	$5.18M	0.62%	0.01%	Not reported	Q4 2020
GSKGSK plc	$5.17M	0.62%	0.00%	+10.2%	Q4 2020
BTIBritish American Tobacco p.l.c.	$4.97M	0.59%	0.00%	-2.0%	Q4 2021

Q1 2025Reported Apr 15, 2025196 positions
AAPLApple Inc.	$106M	12.92%	0.00%	-2.7%	Q4 2020
MSFTMicrosoft Corp	$57.9M	7.08%	0.00%	-1.6%	Q4 2020
WMTWalmart Inc.	$27.4M	3.35%	0.00%	0.0%	Q4 2020
HDHome Depot, Inc.	$22.8M	2.79%	0.01%	-1.0%	Q4 2020
BRK.BBerkshire Hathaway Inc	$22.7M	2.78%	Not reported	-3.1%	Q4 2020
MCDMcdonalds Corp	$17.8M	2.17%	0.01%	0.0%	Q4 2020
JNJJohnson & Johnson	$16.6M	2.03%	0.00%	+0.3%	Q4 2020
ABBVAbbVie Inc.	$14.3M	1.75%	0.00%	-1.3%	Q4 2020
TYTRI-CONTINENTAL Corp	$13.6M	1.66%	Not reported	-4.6%	Q4 2020
PFEPfizer Inc	$12.9M	1.58%	0.01%	-1.9%	Q4 2020
KOCoca Cola Co	$12.9M	1.57%	0.00%	-0.8%	Q4 2020
VZVerizon Communications Inc	$12.4M	1.52%	0.01%	+2.0%	Q4 2020
LMTLockheed Martin Corp	$12.1M	1.47%	0.01%	-1.4%	Q4 2020
PGPROCTER & GAMBLE Co	$11.9M	1.45%	0.00%	-0.6%	Q4 2020
JPMJPMorgan Chase & Co	$11.2M	1.37%	0.00%	-4.3%	Q4 2020
PEPPepsico Inc	$11.1M	1.35%	0.01%	+4.2%	Q4 2020
CVXChevron Corp	$10.5M	1.29%	0.00%	+0.5%	Q4 2020
XOMExxonMobil Holdings Corp	$10.2M	1.25%	0.00%	+0.4%	Q4 2020
AMZNAmazon Com Inc	$9.97M	1.22%	0.00%	-5.9%	Q4 2020
CSCOCisco Systems, Inc.	$9.39M	1.15%	0.00%	-0.2%	Q4 2020
MRKMerck & Co., Inc.	$9.32M	1.14%	0.00%	-0.3%	Q4 2020
BACBank of America Corp	$9.02M	1.10%	0.00%	-4.5%	Q4 2020
NVDANvidia Corp	$8.88M	1.09%	0.00%	-0.1%	Q4 2020
GOOGLAlphabet Inc.	$8.87M	1.08%	0.00%	-2.9%	Q4 2020
LYGLloyds Banking Group plc	$8.67M	1.06%	0.00%	-6.5%	Q4 2020
CVSCVS HEALTH Corp	$8.46M	1.03%	0.01%	-12.0%	Q4 2020
AMGNAmgen Inc	$8.45M	1.03%	0.01%	-0.7%	Q4 2020
PMPhilip Morris International Inc.	$8.17M	1.00%	0.00%	+1.2%	Q4 2020
AMATApplied Materials Inc	$8.14M	0.99%	0.01%	-2.1%	Q4 2020
MOAltria Group, Inc.	$8.08M	0.99%	0.01%	-4.0%	Q4 2020
WMWaste Management Inc	$7.92M	0.97%	0.01%	-0.8%	Q4 2020
GSGoldman Sachs Group Inc	$7.71M	0.94%	0.00%	-0.1%	Q4 2020
ABTAbbott Laboratories	$7.26M	0.89%	0.00%	-0.7%	Q4 2020
SBUXStarbucks Corp	$6.88M	0.84%	0.01%	-2.8%	Q4 2020
GOOGAlphabet Inc.	$6.81M	0.83%	Not reported	-4.1%	Q4 2020
CMCSAComcast Corp	$6.69M	0.82%	0.00%	+8.9%	Q4 2020
TAt&T Inc.	$6.51M	0.80%	0.00%	-0.9%	Q4 2020
GISGeneral Mills Inc	$6.49M	0.79%	0.02%	+0.7%	Q4 2020
PAGPPlains GP Holdings LP	$6.34M	0.78%	0.15%	+5.4%	Q4 2020
COSTCostco Wholesale Corp	$6.25M	0.76%	0.00%	-13.2%	Q4 2020
SYYSysco Corp	$6.08M	0.74%	0.02%	-0.6%	Q4 2020
EPDEnterprise Products Partners L.P.	$5.7M	0.70%	0.01%	+4.7%	Q4 2020
NVONovo Nordisk A S	$5.68M	0.69%	Not reported	-4.3%	Q4 2020
ENBEnbridge Inc	$5.48M	0.67%	0.01%	-0.4%	Q4 2020
NEMNEWMONT Corp	$5.3M	0.65%	0.01%	+27.5%	Q4 2020
METAMeta Platforms, Inc.	$5.3M	0.65%	Not reported	-2.7%	Q4 2020
WFCWells Fargo & Company	$5.21M	0.64%	0.00%	-4.4%	Q4 2020
SHELShell plc	$4.84M	0.59%	0.00%	+0.8%	Q1 2022
GSKGSK plc	$4.74M	0.58%	0.00%	+54.6%	Q4 2020
BTIBritish American Tobacco p.l.c.	$4.43M	0.54%	0.00%	-0.5%	Q4 2021

Q4 2024Reported Jan 6, 2025196 positions
AAPLApple Inc.	$122M	14.68%	0.00%	+0.8%	Q4 2020
MSFTMicrosoft Corp	$66.1M	7.93%	0.00%	-1.5%	Q4 2020
WMTWalmart Inc.	$28.2M	3.38%	0.00%	+0.4%	Q4 2020
HDHome Depot, Inc.	$24.5M	2.93%	0.01%	-2.1%	Q4 2020
BRK.BBerkshire Hathaway Inc	$20M	2.40%	Not reported	-1.5%	Q4 2020
MCDMcdonalds Corp	$16.5M	1.98%	0.01%	-1.0%	Q4 2020
TYTRI-CONTINENTAL Corp	$14.7M	1.77%	Not reported	-4.5%	Q4 2020
JNJJohnson & Johnson	$14.5M	1.73%	0.00%	-0.2%	Q4 2020
PFEPfizer Inc	$13.8M	1.65%	0.01%	+0.2%	Q4 2020
LMTLockheed Martin Corp	$13.3M	1.60%	0.01%	+0.2%	Q4 2020
ABBVAbbVie Inc.	$12.3M	1.47%	0.00%	-0.2%	Q4 2020
AMZNAmazon Com Inc	$12.2M	1.47%	0.00%	+0.9%	Q4 2020
PGPROCTER & GAMBLE Co	$11.8M	1.41%	0.00%	-0.4%	Q4 2020
JPMJPMorgan Chase & Co	$11.4M	1.37%	0.00%	-0.8%	Q4 2020
KOCoca Cola Co	$11.3M	1.35%	0.00%	-0.9%	Q4 2020
GOOGLAlphabet Inc.	$11.2M	1.34%	0.00%	+1.9%	Q4 2020
NVDANvidia Corp	$11M	1.32%	0.00%	+1.5%	Q4 2020
PEPPepsico Inc	$10.8M	1.29%	0.01%	+0.1%	Q4 2020
VZVerizon Communications Inc	$10.8M	1.29%	0.01%	+0.2%	Q4 2020
MRKMerck & Co., Inc.	$10.4M	1.24%	0.00%	-1.5%	Q4 2020
BACBank of America Corp	$9.95M	1.19%	0.00%	-1.4%	Q4 2020
AMATApplied Materials Inc	$9.32M	1.12%	0.01%	+0.3%	Q4 2020
XOMExxonMobil Holdings Corp	$9.19M	1.10%	0.00%	+0.3%	Q4 2020
CVXChevron Corp	$9.09M	1.09%	0.00%	+0.3%	Q4 2020
CSCOCisco Systems, Inc.	$9.02M	1.08%	0.00%	-0.1%	Q4 2020
GOOGAlphabet Inc.	$8.65M	1.04%	Not reported	+0.1%	Q4 2020
GSGoldman Sachs Group Inc	$8.08M	0.97%	0.00%	-0.7%	Q4 2020
NVONovo Nordisk A S	$7.35M	0.88%	Not reported	-3.9%	Q4 2020
MOAltria Group, Inc.	$7.33M	0.88%	0.01%	-4.2%	Q4 2020
AMGNAmgen Inc	$7.12M	0.85%	0.01%	-3.1%	Q4 2020
COSTCostco Wholesale Corp	$6.97M	0.84%	0.00%	Not reported	Q4 2020
WMWaste Management Inc	$6.96M	0.83%	0.01%	Not reported	Q4 2020
GISGeneral Mills Inc	$6.87M	0.82%	0.02%	-0.6%	Q4 2020
HBIHanesbrands Inc.	$6.86M	0.82%	0.24%	-9.2%	Q4 2020
LYGLloyds Banking Group plc	$6.6M	0.79%	0.00%	+0.6%	Q4 2020
SBUXStarbucks Corp	$6.58M	0.79%	0.01%	-0.3%	Q4 2020
CVSCVS HEALTH Corp	$6.37M	0.76%	0.01%	-10.0%	Q4 2020
CMCSAComcast Corp	$6.25M	0.75%	0.00%	-1.7%	Q4 2020
ABTAbbott Laboratories	$6.24M	0.75%	0.00%	-1.8%	Q4 2020
SYYSysco Corp	$6.23M	0.75%	0.02%	Not reported	Q4 2020
PMPhilip Morris International Inc.	$6.12M	0.73%	0.00%	-2.9%	Q4 2020
METAMeta Platforms, Inc.	$5.53M	0.66%	Not reported	-0.8%	Q4 2020
WFCWells Fargo & Company	$5.33M	0.64%	0.00%	-14.2%	Q4 2020
TSLATesla, Inc.	$5.32M	0.64%	0.00%	+92.8%	Q4 2020
TAt&T Inc.	$5.29M	0.63%	0.00%	-1.0%	Q4 2020
ENBEnbridge Inc	$5.27M	0.63%	0.01%	+0.6%	Q4 2020
PAGPPlains GP Holdings LP	$5.17M	0.62%	0.14%	+0.2%	Q4 2020
BXBlackstone Inc.	$5.11M	0.61%	0.00%	-0.8%	Q4 2020
EPDEnterprise Products Partners L.P.	$5M	0.60%	0.01%	-9.3%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.61M	0.55%	0.00%	-2.1%	Q4 2020

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