Bard Financial Services, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Bard Financial Services, Inc.

CIK Number: 0001850858

837.45M
Market Value
192
# of Holdings
15 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
232.14
-0.18% 475.73K -2.66% 105.67M 134.15 12.92% Share
2 MSFT Microsoft Corpo...
506.69
-0.58% 154.28K -1.64% 57.92M 226.16 7.08% Share
3 WMT Walmart Inc.
97.01
+0.94% 312.19K +0.01% 27.41M 48.3 3.35% Share
4 HD The Home Depot,...
406.64
-0.2% 62.26K -0.97% 22.82M 268.91 2.79% Share
5 BRK-B Berkshire Hatha...
503.29
+0.69% 42.69K -3.12% 22.74M 241.91 2.78% Share
6 MCD McDonald's Corp...
313.54
+0.42% 56.84K -0.04% 17.75M 216.59 2.17% Share
7 JNJ Johnson & Johns...
177.19
+0.99% 100.32K +0.29% 16.64M 157.58 2.03% Share
8 ABBV AbbVie Inc.
210.39
+1.19% 68.22K -1.32% 14.29M 109.13 1.75% Share
9 TY Tri-Continental...
33.52
+0.04% 443.83K -4.63% 13.61M 29.63 1.66% Share
10 PFE Pfizer Inc.
24.76
+0.63% 508.51K -1.9% 12.89M 34.32 1.58% Share
11 KO The Coca-Cola C...
69.01
+0.95% 179.52K -0.76% 12.86M 55.15 1.57% Share
12 VZ Verizon Communi...
44.25
+0.73% 274.33K +2.04% 12.44M 43.71 1.52% Share
13 LMT Lockheed Martin...
455.44
-0.16% 26.99K -1.37% 12.06M 361.18 1.47% Share
14 PG The Procter & G...
157.10
+0.93% 69.79K -0.61% 11.89M 139.44 1.45% Share
15 JPM JPMorgan Chase ...
301.45
+0.13% 45.69K -4.28% 11.21M 127.03 1.37% Share
16 PEP PepsiCo, Inc.
148.65
+1.14% 73.87K +4.23% 11.08M 148.88 1.35% Share
17 CVX Chevron Corpora...
160.71
+0.87% 63.03K +0.48% 10.55M 102.49 1.29% Share
18 XOM Exxon Mobil Cor...
114.36
+0.89% 85.72K +0.37% 10.19M 48.48 1.25% Share
19 AMZN Amazon.com, Inc...
229.00
-1.12% 52.41K -5.88% 9.97M 150.63 1.22% Share
20 CSCO Cisco Systems, ...
69.09
-0.49% 152.11K -0.21% 9.39M 45.57 1.15% Share
21 MRK Merck & Co., In...
84.14
+1.12% 103.86K -0.28% 9.32M 78.35 1.14% Share
22 BAC Bank of America...
50.76
+0.53% 216.09K -4.52% 9.02M 30.75 1.10% Share
23 NVDA NVIDIA Corporat...
174.24
-3.29% 81.95K -0.06% 8.88M 17.22 1.09% Share
24 GOOGL Alphabet Inc.
212.91
+0.60% 57.35K -2.94% 8.87M 93.33 1.08% Share
25 LYG Lloyds Banking ...
4.33
-3.24% 2.27M -6.49% 8.67M 2.05 1.06% Share
26 CVS CVS Health Corp...
73.13
+1.37% 124.83K -12% 8.46M 68.84 1.03% Share
27 AMGN Amgen Inc.
287.71
+0.74% 27.11K -0.73% 8.45M 230.18 1.03% Share
28 PM Philip Morris I...
167.19
+0.86% 51.47K +1.16% 8.17M 86.41 1.00% Share
29 AMAT Applied Materia...
160.76
-2.73% 56.06K -2.12% 8.14M 86.52 0.99% Share
30 MO Altria Group, I...
67.21
+1.19% 134.55K -4.04% 8.08M 42.69 0.99% Share
31 WM Waste Managemen...
226.46
+0.84% 34.22K -0.75% 7.92M 118.26 0.97% Share
32 GS The Goldman Sac...
745.05
-0.82% 14.11K -0.07% 7.71M 311.66 0.94% Share
33 ABT Abbott Laborato...
132.70
+1.01% 54.73K -0.73% 7.26M 109.51 0.89% Share
34 SBUX Starbucks Corpo...
88.19
+0.19% 70.1K -2.77% 6.88M 105.34 0.84% Share
35 GOOG Alphabet Inc.
213.53
+0.55% 43.59K -4.08% 6.81M 90.12 0.83% Share
36 CMCSA Comcast Corpora...
33.97
+1.19% 181.22K +8.90% 6.69M 36.16 0.82% Share
37 T AT&T Inc.
29.31
+1.28% 230.08K -0.9% 6.51M 20.01 0.80% Share
38 GIS General Mills, ...
49.33
+1.84% 108.58K +0.72% 6.49M 59.43 0.79% Share
39 PAGP Plains GP Holdi...
19.30
+0.31% 296.73K +5.42% 6.34M 9.44 0.78% Share
40 COST Costco Wholesal...
943.32
-0.17% 6.61K -13.21% 6.25M 381.23 0.76% Share
41 SYY Sysco Corporati...
80.48
+1.12% 81.03K -0.61% 6.08M 74.14 0.74% Share
42 RHHBY Roche Holding A...
40.80
-0.18% 138.9K +25.30% 5.72M 38.86 0.70% Share
43 EPD Enterprise Prod...
32.14
+0.56% 166.95K +4.70% 5.7M 22.03 0.70% Share
44 NVO Novo Nordisk A/...
56.47
+0.64% 81.77K -4.25% 5.68M 39.39 0.69% Share
45 ENB Enbridge Inc.
48.36
+1.15% 123.85K -0.35% 5.48M 33.03 0.67% Share
46 NEM Newmont Corpora...
74.41
+1.97% 109.86K +27.47% 5.3M 50.53 0.65% Share
47 META Meta Platforms,...
738.70
-1.65% 9.2K -2.65% 5.3M 215.33 0.65% Share
48 WFC Wells Fargo & C...
82.19
+0.26% 72.52K -4.37% 5.21M 34 0.64% Share
49 SHEL Shell plc
73.91
-0.03% 66.1K +0.76% 4.84M 54.2 0.59% Share
50 GSK GSK plc
39.66
+0.56% 122.25K +54.55% 4.74M 37.94 0.58% Share
51 BTI British America...
56.89
+1.21% 107.15K -0.45% 4.43M 34.74 0.54% Share
52 BX Blackstone Inc.
171.41
-0.35% 28.88K -2.53% 4.04M 78.07 0.49% Share
53 TSM Taiwan Semicond...
230.97
-3.07% 23.19K -0.66% 3.85M 103.25 0.47% Share
54 ORCL Oracle Corporat...
226.16
-5.89% 27.23K -0.09% 3.81M 65.3 0.47% Share
55 HON Honeywell Inter...
219.50
-0.84% 17.72K +4.88% 3.75M 211.36 0.46% Share
56 O Realty Income C...
58.77
+1.11% 64.36K -3.65% 3.73M 56.55 0.46% Share
57 QCOM QUALCOMM Incorp...
160.73
-0.04% 23.74K -0.57% 3.65M 150.02 0.45% Share
58 BLK BlackRock, Inc.
1127.71
-0.25% 3.85K -2.53% 3.64M 1025.11 0.45% Share
59 BLFS BioLife Solutio...
25.05
+0.52% 153.47K 0.00% 3.51M 34.62 0.43% Share
60 V Visa Inc.
351.96
+0.60% 9.92K -8.87% 3.48M 218.96 0.43% Share
61 HBI Hanesbrands Inc...
6.30
-0.39% 567.76K -32.66% 3.28M 8.55 0.40% Share
62 RTX RTX Corporation
158.63
-1.26% 24.69K -0.26% 3.27M 72.33 0.40% Share
63 GILD Gilead Sciences...
112.97
+0.36% 28.84K -4.15% 3.23M 58.99 0.40% Share
64 GD General Dynamic...
324.67
-0.07% 11.79K -2.08% 3.22M 159.15 0.39% Share
65 TSLA Tesla, Inc.
333.98
-3.47% 12.21K -7.39% 3.16M 317.34 0.39% Share
66 IBM International B...
243.48
-0.92% 12.4K +0.08% 3.08M 123.23 0.38% Share
67 MDT Medtronic plc
92.82
+0.94% 34.23K +11.32% 3.08M 84.06 0.38% Share
68 KVUE Kenvue Inc.
20.74
+0.97% 126.29K +16.09% 3.03M 20.84 0.37% Share
69 GE GE Aerospace
275.30
-0.25% 14.36K -2.05% 2.87M 64.31 0.35% Share
70 APD Air Products an...
294.27
-0.25% 9.7K +2.11% 2.86M 248.28 0.35% Share
71 GLW Corning Incorpo...
67.06
-2.71% 56.13K +33.23% 2.57M 45.56 0.31% Share
72 KHC The Kraft Heinz...
27.97
+1.19% 83.72K +100.00% 2.55M 30.43 0.31% Share
73 USB U.S. Bancorp
48.88
+0.42% 60.34K -1.73% 2.55M 45.89 0.31% Share
74 PANW Palo Alto Netwo...
190.52
-0.26% 14.76K -6.05% 2.52M 64.74 0.31% Share
75 BMY Bristol-Myers S...
47.20
+0.69% 41.06K +4.23% 2.5M 62.1 0.31% Share
76 AVGO Broadcom Inc.
297.39
-3.65% 14.78K -8.51% 2.47M 55.38 0.30% Share
77 LRCX Lam Research Co...
100.15
-3.79% 33.75K 0.00% 2.45M 72.23 0.30% Share
78 SCHW The Charles Sch...
95.89
-1.24% 31.27K 0.00% 2.45M 57.99 0.30% Share
79 EL The Estée Laude...
91.76
-0.01% 36.3K +39.53% 2.4M 84.65 0.29% Share
80 LLY Eli Lilly and C...
732.52
+0.08% 2.77K +0.18% 2.29M 254.01 0.28% Share
81 INFY Infosys Limited
16.80
-1.18% 124.34K 0.00% 2.27M 16.95 0.28% Share
82 LOW Lowe's Companie...
258.04
+0.19% 9.5K +13.03% 2.22M 169.73 0.27% Share
83 VCTR Victory Capital...
71.28
-0.52% 35.96K 0.00% 2.08M 32.18 0.25% Share
84 UL Unilever PLC
63.23
+1.38% 33.8K -1.89% 2.01M 49.65 0.25% Share
85 MA Mastercard Inco...
595.77
+0.90% 3.67K -14.77% 2.01M 360.39 0.25% Share
86 ALL The Allstate Co...
203.44
-0.15% 9.43K -3.58% 1.95M 115.97 0.24% Share
87 MDLZ Mondelez Intern...
61.44
+0.26% 26.7K +2.48% 1.81M 59.12 0.22% Share
88 WBS Webster Financi...
62.22
-0.14% 34.05K 0.00% 1.76M 41.61 0.21% Share
89 CRM Salesforce, Inc...
256.28
+0.69% 6.33K -8.8% 1.7M 213.77 0.21% Share
90 KMX CarMax, Inc.
61.35
-1.32% 21.3K -46.36% 1.66M 69.42 0.20% Share
91 HII Huntington Inga...
270.77
-1.64% 7.85K +100.00% 1.6M 204.04 0.20% Share
92 NEE NextEra Energy,...
72.00
-0.12% 22.29K 0.00% 1.58M 75.52 0.19% Share
93 PII Polaris Inc.
56.59
+0.42% 38.52K +100.00% 1.58M 40.94 0.19% Share
94 MTB M&T Bank Corpor...
201.72
+0.46% 8.51K -0.87% 1.52M 149.41 0.19% Share
95 VRT Vertiv Holdings...
127.58
-4.96% 20.68K 0.00% 1.49M 21.45 0.18% Share
96 ICE Intercontinenta...
176.62
-0.29% 8.57K 0.00% 1.48M 115.29 0.18% Share
97 MS Morgan Stanley
150.54
+0.24% 12.18K 0.00% 1.42M 83.63 0.17% Share
98 DIS The Walt Disney...
118.42
+0.66% 13.38K -0.93% 1.32M 177.34 0.16% Share
99 ET Energy Transfer...
17.73
+0.40% 68.25K +22.42% 1.27M 13.26 0.16% Share
100 RCI Rogers Communic...
35.83
+0.36% 47.25K +100.00% 1.26M 26.73 0.15% Share
101 GOLD Barrick Gold Co...
21.16
+1.37% 63.63K +22.06% 1.24M 19.77 0.15% Share
102 OKE ONEOK, Inc.
76.39
+0.66% 12.46K 0.00% 1.24M 63.43 0.15% Share
103 TD The Toronto-Dom...
75.10
+3.09% 20.55K -2.81% 1.23M 56.42 0.15% Share
104 MLM Martin Marietta...
616.14
+0.63% 2.55K -5.56% 1.22M 288.78 0.15% Share
105 VMC Vulcan Material...
291.22
+0.02% 5.2K -5.71% 1.21M 150.61 0.15% Share
106 ES Eversource Ener...
64.08
-0.34% 19.2K -8.81% 1.19M 73.39 0.15% Share
107 SO The Southern Co...
92.33
+0.10% 12.52K 0.00% 1.15M 61.43 0.14% Share
108 JEF Jefferies Finan...
64.86
-0.96% 20.68K -0.6% 1.11M 33.09 0.14% Share
109 PAYX Paychex, Inc.
139.46
+0.53% 7.17K -5.22% 1.11M 113.49 0.14% Share
110 DVN Devon Energy Co...
36.12
+0.67% 28.75K +39.23% 1.08M 39.45 0.13% Share
111 CLX The Clorox Comp...
118.19
+0.21% 7.28K -1.02% 1.07M 200.43 0.13% Share
112 UBER Uber Technologi...
93.83
-2.22% 14.28K +9.39% 1.04M 33.82 0.13% Share
113 LHX L3Harris Techno...
277.15
+0.04% 4.9K -6.67% 1.03M 201.92 0.13% Share
114 TRV The Travelers C...
271.58
+0.48% 3.77K 0.00% 998.34K 140.37 0.12% Share
115 NOC Northrop Grumma...
589.71
+0.31% 1.93K 0.00% 985.62K 332.01 0.12% Share
116 BAX Baxter Internat...
24.71
+1.27% 28.09K +100.00% 961.52K 34.23 0.12% Share
117 GEV GE Vernova Inc.
613.04
-3.26% 3.1K -3.58% 946.37K 167.52 0.12% Share
118 CCI Crown Castle In...
99.17
+1.46% 8.85K -7.62% 922.44K 127.87 0.11% Share
119 HUBB Hubbell Incorpo...
430.80
-3.36% 2.75K 0.00% 910K 156.79 0.11% Share
120 KMB Kimberly-Clark ...
129.14
+0.33% 6.38K +2.00% 906.65K 134.06 0.11% Share
121 UPS United Parcel S...
87.47
+0.23% 8.15K +137.96% 896.42K 135.23 0.11% Share
122 ASML ASML Holding N....
742.62
-2.73% 1.33K +6.80% 884.61K 561.34 0.11% Share
123 BBWI Bath & Body Wor...
29.21
-0.51% 28.1K +5.05% 851.99K 35.22 0.10% Share
124 CMP Compass Mineral...
19.05
-1.06% 89.7K -52.69% 833.31K 39.09 0.10% Share
125 SNY Sanofi
49.48
-0.92% 14.88K -2.14% 824.97K 47.35 0.10% Share
126 CRWD CrowdStrike Hol...
423.70
-4.14% 2.29K +2.93% 805.64K 177.94 0.10% Share
127 YUM Yum! Brands, In...
146.94
+1.01% 5.11K 0.00% 803.32K 139.71 0.10% Share
128 XEL Xcel Energy Inc...
72.39
+0.07% 10.63K 0.00% 752.14K 66.67 0.09% Share
129 UNP Union Pacific C...
223.68
+0.60% 3.08K -0.96% 727.62K 209.2 0.09% Share
130 AEP American Electr...
111.02
-0.68% 6.53K 0.00% 713.53K 83.27 0.09% Share
131 TMO Thermo Fisher S...
492.95
+0.66% 1.38K -5.17% 684.2K 465.78 0.08% Share
132 EMR Emerson Electri...
132.00
-1.89% 6.13K 0.00% 672.64K 83.1 0.08% Share
133 UNH UnitedHealth Gr...
309.83
+2.49% 1.25K -38.06% 652.07K 350.68 0.08% Share
134 UNG United States N...
12.83
+2.07% 28K +100.00% 605.08K 21.61 0.07% Share
135 AMT American Tower ...
203.86
+0.64% 2.77K 0.00% 603.84K 210.17 0.07% Share
136 DUK Duke Energy Cor...
122.50
+0.11% 4.86K 0.00% 592.16K 92.96 0.07% Share
137 VFC V.F. Corporatio...
15.13
+1.54% 36.79K -60.27% 570.98K 19.83 0.07% Share
138 PNC The PNC Financi...
207.46
+0.89% 3.15K -13.7% 553.68K 145.8 0.07% Share
139 RSG Republic Servic...
233.95
+0.36% 2.25K 0.00% 544.86K 96.3 0.07% Share
140 EIX Edison Internat...
56.14
+2.60% 9.2K 0.00% 542.06K 65.87 0.07% Share
141 WRB W. R. Berkley C...
71.73
+0.69% 7.59K 0.00% 540.1K 29.52 0.07% Share
142 KMI Kinder Morgan, ...
26.98
-0.09% 18.75K 0.00% 534.94K 18.32 0.07% Share
143 YUMC Yum China Holdi...
44.72
+0.30% 10.21K 0.00% 531.27K 45.02 0.07% Share
144 ED Consolidated Ed...
98.27
+0.10% 4.7K 0.00% 519.77K 72.27 0.06% Share
145 CARR Carrier Global ...
65.20
-1.47% 8.12K 0.00% 514.81K 37.72 0.06% Share
146 DLR Digital Realty ...
167.65
-0.55% 3.44K 0.00% 492.92K 139.57 0.06% Share
147 WCN Waste Connectio...
184.86
+0.88% 2.52K 0.00% 492.14K 102.57 0.06% Share
148 DOW Dow Inc.
24.64
+0.28% 13.6K -3% 474.74K 56.52 0.06% Share
149 CTSH Cognizant Techn...
72.25
+0.74% 6K 0.00% 459K 81.95 0.06% Share
150 MMM 3M Company
155.59
-1.25% 3.12K 0.00% 458.2K 136.7 0.06% Share