Filed: 10/17/2025ACC: 0001850858-25-000006
📋 What this filing means
BARD FINANCIAL SERVICES, INC. filed this quarterly 13F‑HR report disclosing 212 equity positions with a total reported market value of $911.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
212
Positions
$911.20M
Total AUM (reported)
11.57M
Total Shares
Allocation by class
COM$845.70M92.8%
COM ADR$46.30M5.1%
MF CL END$19.20M2.1%
Portfolio Concentration
Top 3$228.23M25.0%
4–10$127.61M14.0%
11–25$173.76M19.1%
Rest$381.61M41.9%
Top 3 weight
25.0%
Top 10 weight
39.1%
Voting Authority Distribution
Total shares with voting rights: 11.57M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.57M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole212
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings212
Rows:
APPLE INC COM
SOLEShares459.57K
TypeSH
Market value$117.02M
12.84%
Sole
0.00
Shared
0.00
None
459.57K
MICROSOFT CORP COM
SOLEShares153.58K
TypeSH
Market value$79.55M
8.73%
Sole
0.00
Shared
0.00
None
153.58K
WALMART INC COM
SOLEShares307.17K
TypeSH
Market value$31.66M
3.47%
Sole
0.00
Shared
0.00
None
307.17K
HOME DEPOT INC COM
SOLEShares61.91K
TypeSH
Market value$25.09M
2.75%
Sole
0.00
Shared
0.00
None
61.91K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares41.64K
TypeSH
Market value$20.93M
2.30%
Sole
0.00
Shared
0.00
None
41.64K
JOHNSON & JOHNSON COM
SOLEShares100.39K
TypeSH
Market value$18.62M
2.04%
Sole
0.00
Shared
0.00
None
100.39K
MCDONALDS CORP COM
SOLEShares56.56K
TypeSH
Market value$17.19M
1.89%
Sole
0.00
Shared
0.00
None
56.56K
ABBVIE INC COM
SOLEShares66.72K
TypeSH
Market value$15.45M
1.70%
Sole
0.00
Shared
0.00
None
66.72K
NVIDIA CORP COM
SOLEShares81.52K
TypeSH
Market value$15.21M
1.67%
Sole
0.00
Shared
0.00
None
81.52K
TRI CONTL CORP COM
SOLEShares444.96K
TypeSH
Market value$15.13M
1.66%
Sole
0.00
Shared
0.00
None
444.96K
JPMORGAN CHASE & CO COM
SOLEShares44.06K
TypeSH
Market value$13.90M
1.53%
Sole
0.00
Shared
0.00
None
44.06K
LOCKHEED MARTIN CORP COM
SOLEShares26.78K
TypeSH
Market value$13.37M
1.47%
Sole
0.00
Shared
0.00
None
26.78K
PFIZER INC COM
SOLEShares510.32K
TypeSH
Market value$13.00M
1.43%
Sole
0.00
Shared
0.00
None
510.32K
ALPHABET INC CL A
SOLEShares53.26K
TypeSH
Market value$12.95M
1.42%
Sole
0.00
Shared
0.00
None
53.26K
VERIZON COMMUNICATIONS INC COM
SOLEShares276.19K
TypeSH
Market value$12.14M
1.33%
Sole
0.00
Shared
0.00
None
276.19K
COCA COLA CO COM
SOLEShares178.32K
TypeSH
Market value$11.83M
1.30%
Sole
0.00
Shared
0.00
None
178.32K
AMAZON COM INC COM
SOLEShares51.62K
TypeSH
Market value$11.33M
1.24%
Sole
0.00
Shared
0.00
None
51.62K
PEPSICO INC COM
SOLEShares79.23K
TypeSH
Market value$11.13M
1.22%
Sole
0.00
Shared
0.00
None
79.23K
APPLIED MATLS INC COM
SOLEShares53.99K
TypeSH
Market value$11.05M
1.21%
Sole
0.00
Shared
0.00
None
53.99K
GOLDMAN SACHS GROUP INC COM
SOLEShares13.74K
TypeSH
Market value$10.94M
1.20%
Sole
0.00
Shared
0.00
None
13.74K
PROCTER & GAMBLE CO COM
SOLEShares69.39K
TypeSH
Market value$10.66M
1.17%
Sole
0.00
Shared
0.00
None
69.39K
CHEVRON CORP NEW COM
SOLEShares67.45K
TypeSH
Market value$10.47M
1.15%
Sole
0.00
Shared
0.00
None
67.45K
BANK AMER CORP COM
SOLEShares202.09K
TypeSH
Market value$10.43M
1.14%
Sole
0.00
Shared
0.00
None
202.09K
CISCO SYS INC COM
SOLEShares150.86K
TypeSH
Market value$10.32M
1.13%
Sole
0.00
Shared
0.00
None
150.86K
NEWMONT CORP COM
SOLEShares121.43K
TypeSH
Market value$10.24M
1.12%
Sole
0.00
Shared
0.00
None
121.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | COM | 459.57K | SH | $117.02M 12.84% | 0.00 | 0.00 | 459.57K |
MICROSOFT CORP COMSOLE | COM | 153.58K | SH | $79.55M 8.73% | 0.00 | 0.00 | 153.58K |
WALMART INC COMSOLE | COM | 307.17K | SH | $31.66M 3.47% | 0.00 | 0.00 | 307.17K |
HOME DEPOT INC COMSOLE | COM | 61.91K | SH | $25.09M 2.75% | 0.00 | 0.00 | 61.91K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | COM | 41.64K | SH | $20.93M 2.30% | 0.00 | 0.00 | 41.64K |
JOHNSON & JOHNSON COMSOLE | COM | 100.39K | SH | $18.62M 2.04% | 0.00 | 0.00 | 100.39K |
MCDONALDS CORP COMSOLE | COM | 56.56K | SH | $17.19M 1.89% | 0.00 | 0.00 | 56.56K |
ABBVIE INC COMSOLE | COM | 66.72K | SH | $15.45M 1.70% | 0.00 | 0.00 | 66.72K |
NVIDIA CORP COMSOLE | COM | 81.52K | SH | $15.21M 1.67% | 0.00 | 0.00 | 81.52K |
TRI CONTL CORP COMSOLE | MF CL END | 444.96K | SH | $15.13M 1.66% | 0.00 | 0.00 | 444.96K |
JPMORGAN CHASE & CO COMSOLE | COM | 44.06K | SH | $13.90M 1.53% | 0.00 | 0.00 | 44.06K |
LOCKHEED MARTIN CORP COMSOLE | COM | 26.78K | SH | $13.37M 1.47% | 0.00 | 0.00 | 26.78K |
PFIZER INC COMSOLE | COM | 510.32K | SH | $13.00M 1.43% | 0.00 | 0.00 | 510.32K |
ALPHABET INC CL ASOLE | COM | 53.26K | SH | $12.95M 1.42% | 0.00 | 0.00 | 53.26K |
VERIZON COMMUNICATIONS INC COMSOLE | COM | 276.19K | SH | $12.14M 1.33% | 0.00 | 0.00 | 276.19K |
COCA COLA CO COMSOLE | COM | 178.32K | SH | $11.83M 1.30% | 0.00 | 0.00 | 178.32K |
AMAZON COM INC COMSOLE | COM | 51.62K | SH | $11.33M 1.24% | 0.00 | 0.00 | 51.62K |
PEPSICO INC COMSOLE | COM | 79.23K | SH | $11.13M 1.22% | 0.00 | 0.00 | 79.23K |
APPLIED MATLS INC COMSOLE | COM | 53.99K | SH | $11.05M 1.21% | 0.00 | 0.00 | 53.99K |
GOLDMAN SACHS GROUP INC COMSOLE | COM | 13.74K | SH | $10.94M 1.20% | 0.00 | 0.00 | 13.74K |
PROCTER & GAMBLE CO COMSOLE | COM | 69.39K | SH | $10.66M 1.17% | 0.00 | 0.00 | 69.39K |
CHEVRON CORP NEW COMSOLE | COM | 67.45K | SH | $10.47M 1.15% | 0.00 | 0.00 | 67.45K |
BANK AMER CORP COMSOLE | COM | 202.09K | SH | $10.43M 1.14% | 0.00 | 0.00 | 202.09K |
CISCO SYS INC COMSOLE | COM | 150.86K | SH | $10.32M 1.13% | 0.00 | 0.00 | 150.86K |
NEWMONT CORP COMSOLE | COM | 121.43K | SH | $10.24M 1.12% | 0.00 | 0.00 | 121.43K |
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