Top 50 Bard Associates Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | 6.34% | 499.9K | $25.3M | +52.29%(+171.64K) | $50.63(-0.15%) | 2026-03-31 | |
| PFF | ISHARES TR | 5.26% | 691.9K | $21.0M | -0.30%(-2.09K) | $31.12(-2.06%) | 2026-03-31 | |
| FFC | FLAHERTY & CRUMRIN PFD & INM | 4.73% | 1.22M | $18.8M | -0.32%(-3.90K) | $16.61(-2.55%) | 2026-03-31 | |
| COHR | COHERENT CORP | 3.21% | 53.6K | $12.8M | -30.79%(-23.86K) | $42.90(+677.06%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 3.1% | 508.8K | $12.3M | +83.21%(+231.10K) | $24.36(-1.10%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 3.1% | 139.2K | $12.3M | +0.17%(+232) | $90.16(+8.72%) | 2026-03-31 | |
| REZ | ISHARES TR | 3.05% | 146.1K | $12.2M | +0.05%(+68) | $83.83(+16.24%) | 2026-03-31 | |
| MAMA | MAMAS CREATIONS INC | 2.65% | 689.6K | $10.6M | -1.59%(-11.17K) | $2.15(+767.73%) | 2026-03-31 | |
| ENSG | ENSIGN GROUP INC | 2.5% | 49.5K | $10.0M | -6.25%(-3.30K) | $20.12(+736.00%) | 2026-03-31 | |
| TYG | TORTOISE ENERGY INFRSTRCTR C | 2.46% | 196.5K | $9.8M | +0.41%(+801) | $42.48(+0.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.11% | +73.28% |
| Top 20 Holdings Unweighted | +19.64% | +71.24% |
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