Managers / Q3 2025
Bard Financial Services, Inc.
CIK 0001850858 · 388 EAST MAIN STREET, BRANFORD, CT, 06405 · 203-481-7676
Reported Value
$911M
Q3 2025
Positions
212
Filings on Record
21
2019–present window
Filed
Oct 17, 2025
original filing
Summary
Bard Financial Services, Inc. reported $911M in U.S.-listed holdings across 212 positions for Q3 2025.
Its largest position, AAPL, represents 12.8% of the portfolio.
Compared with Q2 2025, the fund opened 7 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2025 | $911M | 212 | Oct 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $837M | 206 | Jul 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $818M | 209 | Apr 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $834M | 209 | Jan 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $847M | 212 | Nov 20, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2024 | $967M | 225 | Jul 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $941M | 234 | May 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $892M | 234 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $809M | 233 | Oct 16, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.3B | 323 | Jul 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.2B | 329 | Apr 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.2B | 307 | Jan 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.1B | 296 | Oct 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.1B | 294 | Jul 6, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.2B | 301 | Apr 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.2B | 291 | Jan 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.1B | 278 | Oct 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.1B | 279 | Jul 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.0B | 262 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.