BARD ASSOCIATES INC - Portfolio overview

BARD ASSOCIATES INC has 317 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. JAAA - JANUS DETROIT STR TR, 5.99%
2. PFF - ISHARES TR, 4.97%
3. FFC - FLAHERTY & CRUMRIN PFD & INM, 4.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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