StockDriftsStockDriftsTop 50 Bard Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 12.84% | 459.6K | $117.0M | -0.93%(-4.29K) | $177.40(+54.11%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP COM | 8.73% | 153.6K | $79.5M | +0.87%(+1.32K) | $354.36(+37.63%) | 2025-09-30 | |
| WMT | WALMART INC COM | 3.47% | 307.2K | $31.7M | -0.62%(-1.93K) | $67.86(+64.66%) | 2025-09-30 | |
| HD | HOME DEPOT INC COM | 2.75% | 61.9K | $25.1M | -0.20%(-125) | $344.44(+1.55%) | 2025-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.3% | 41.6K | $20.9M | -2.00%(-850) | $338.11(+47.38%) | 2025-09-30 | |
| JNJ | JOHNSON & JOHNSON COM | 2.04% | 100.4K | $18.6M | +0.61%(+609) | $151.66(+36.90%) | 2025-09-30 | |
| MCD | MCDONALDS CORP COM | 1.89% | 56.6K | $17.2M | -0.18%(-100) | $275.28(+12.86%) | 2025-09-30 | |
| ABBV | ABBVIE INC COM | 1.7% | 66.7K | $15.4M | -0.56%(-375) | $152.18(+51.12%) | 2025-09-30 | |
| NVDA | NVIDIA CORP COM | 1.67% | 81.5K | $15.2M | -0.52%(-430) | $33.36(+471.13%) | 2025-09-30 | |
| TY | TRI CONTL CORP COM | 1.66% | 445.0K | $15.1M | -5.49%(-25.84K) | $30.12(+8.68%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.06% | +60.40% | — | — | +60.40% |
| Top 20 Holdings Unweighted | +12.47% | +42.28% | — | — | +42.28% |
Bard Financial Services, Inc. reports $911.20M in US-listed equity holdings across 212 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (12.8%), MSFT (8.7%) and WMT (3.5%). The top 20 holdings account for 52.4% of reported assets. Its disclosed equity book has returned +60.40% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bard Financial Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1850858). View Bard Financial Services, Inc.’s 13F filings on SEC