EdgeMarket › What Bard Financial Services, Inc. reported owning
What Bard Financial Services, Inc. reported owning
As filed on Form 13F for the quarter ending 2025-09-30, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
911.2MPositions
212Quarter
2025-09-30Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 117.0M | 12.8% | 459.6K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 79.5M | 8.7% | 153.6K | 483.24 | -4.4% |
| WMT Walmart Inc. | 31.7M | 3.5% | 307.2K | 103.70 | +1.1% |
| HD HOME DEPOT, INC. | 25.1M | 2.8% | 61.9K | 335.61 | -16.5% |
| unmapped CUSIP 084670702 | 20.9M | 2.3% | 41.6K | — | — |
| JNJ JOHNSON & JOHNSON | 18.6M | 2.0% | 100.4K | 270.24 | +51.1% |
| MCD MCDONALDS CORP | 17.2M | 1.9% | 56.6K | 270.95 | -13.5% |
| ABBV AbbVie Inc. | 15.4M | 1.7% | 66.7K | 264.96 | +26.7% |
| NVDA NVIDIA CORP | 15.2M | 1.7% | 81.5K | 214.72 | +22.4% |
| TY TRI-CONTINENTAL Corp | 15.1M | 1.7% | 445.0K | 35.59 | +7.4% |
| JPM JPMORGAN CHASE & CO | 13.9M | 1.5% | 44.1K | 351.58 | +20.3% |
| LMT LOCKHEED MARTIN CORP | 13.4M | 1.5% | 26.8K | 563.57 | +26.4% |
| PFE PFIZER INC | 13.0M | 1.4% | 510.3K | 28.07 | +10.6% |
| GOOGL Alphabet Inc. | 12.9M | 1.4% | 53.3K | 344.82 | +73.0% |
| VZ VERIZON COMMUNICATIONS INC | 12.1M | 1.3% | 276.2K | 49.45 | +9.7% |
| KO COCA COLA CO | 11.8M | 1.3% | 178.3K | 91.10 | +28.9% |
| AMZN AMAZON COM INC | 11.3M | 1.2% | 51.6K | 258.63 | +15.6% |
| PEP PEPSICO INC | 11.1M | 1.2% | 79.2K | 143.48 | -4.8% |
| AMAT APPLIED MATERIALS INC /DE | 11.1M | 1.2% | 54.0K | 492.32 | +205.9% |
| GS GOLDMAN SACHS GROUP INC | 10.9M | 1.2% | 13.7K | 1,039.28 | +44.2% |
| PG PROCTER & GAMBLE Co | 10.7M | 1.2% | 69.4K | 144.68 | -9.3% |
| CVX CHEVRON CORP | 10.5M | 1.1% | 67.5K | 205.27 | +34.0% |
| BAC BANK OF AMERICA CORP /DE/ | 10.4M | 1.1% | 202.1K | 61.69 | +27.6% |
| CSCO CISCO SYSTEMS, INC. | 10.3M | 1.1% | 150.9K | 111.04 | +65.5% |
| NEM NEWMONT Corp /DE/ | 10.2M | 1.1% | 121.4K | 131.58 | +90.7% |
| GOOG Alphabet Inc. | 10.1M | 1.1% | 41.5K | 341.75 | +70.7% |
| XOM ExxonMobil Holdings Corp | 9.6M | 1.1% | 85.1K | 165.11 | +52.1% |
| MO ALTRIA GROUP, INC. | 8.6M | 0.9% | 130.3K | 66.09 | -2.2% |
| MRK Merck & Co., Inc. | 8.6M | 0.9% | 101.9K | 152.55 | +80.2% |
| CVS CVS HEALTH Corp | 8.1M | 0.9% | 108.0K | 93.02 | +31.3% |
| ORCL ORACLE CORP | 8.1M | 0.9% | 28.6K | 146.47 | -37.7% |
| PM Philip Morris International Inc. | 7.9M | 0.9% | 49.0K | 188.23 | +8.9% |
| AMGN AMGEN INC | 7.8M | 0.9% | 27.6K | 439.33 | +48.2% |
| LYG Lloyds Banking Group plc | 7.5M | 0.8% | 1.6M | 6.02 | +32.0% |
| WM WASTE MANAGEMENT INC | 7.5M | 0.8% | 33.8K | 224.06 | -2.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 7.2M | 0.8% | 25.9K | 418.95 | +83.3% |
| ABT ABBOTT LABORATORIES | 7.2M | 0.8% | 53.6K | 116.64 | -11.9% |
| GSK GSK plc | 6.8M | 0.7% | 158.1K | 52.41 | +30.8% |
| SYY SYSCO CORP | 6.6M | 0.7% | 80.7K | 84.10 | +3.9% |
| T AT&T INC. | 6.5M | 0.7% | 230.1K | 25.29 | -13.6% |
| META Meta Platforms, Inc. | 6.3M | 0.7% | 8.5K | 549.90 | -26.5% |
| ENB ENBRIDGE INC | 6.0M | 0.7% | 119.6K | 50.46 | +5.1% |
| CMCSA COMCAST CORP | 6.0M | 0.7% | 189.5K | 26.85 | -19.3% |
| unmapped CUSIP 771195104 | 5.8M | 0.6% | 138.7K | — | — |
| SBUX STARBUCKS CORP | 5.7M | 0.6% | 67.3K | 107.08 | +19.6% |
| GIS GENERAL MILLS INC | 5.4M | 0.6% | 108.0K | 39.97 | -19.5% |
| PAGP PLAINS GP HOLDINGS LP | 5.4M | 0.6% | 297.7K | 26.84 | +42.3% |
| COST COSTCO WHOLESALE CORP /NEW | 5.3M | 0.6% | 5.7K | 947.74 | -4.7% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 5.3M | 0.6% | 168.2K | 38.01 | +20.6% |
| WFC WELLS FARGO & COMPANY/MN | 5.2M | 0.6% | 62.6K | 83.84 | +7.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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