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 |
|---|---|---|
| Top 20 Holdings Weighted | +17.06% | +60.40% |
| Top 20 Holdings Unweighted | +12.47% | +42.28% |
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