Bard Financial Services, Inc. - Portfolio overview

Bard Financial Services, Inc. has 205 reported holdings in this dataset, with the latest filing dated 2025-10-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 12.85%
2. MSFT - MICROSOFT CORP COM, 8.73%
3. WMT - WALMART INC COM, 3.48%

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

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