Bard Financial Services, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Bard Financial Services, Inc. reported 209 stock positions worth $817.7 million. Its top holding was Apple (AAPL) at 12.9% of the portfolio, followed by Microsoft (MSFT, 7.1%) and Walmart (WMT, 3.4%). Compared with Q4 2024, it opened 10 new positions, sold out of 10, added to 39 and reduced 94. The biggest buy was a new position in Kraft Heinz (KHC) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q3 2025
- Location
- BRANFORD, CT
- CIK
- 0001850858
- Portfolio Value
- $817.7M (Q1 2025)
- SEC Filing
- 0001850858-25-000003 ↗ filed Apr 15, 2025
Holdings Value
Holdings 209 stocks · $817.7M
| AAPL Apple Inc. | 12.92% | 475,728 | $105.7M | Reduce -2.7% |
| MSFT Microsoft Corp. | 7.08% | 154,284 | $57.9M | Reduce -1.6% |
| WMT Walmart Inc. | 3.35% | 312,195 | $27.4M | Add +0.0% |
| HD Home Depot Inc. | 2.79% | 62,260 | $22.8M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.78% | 42,690 | $22.7M | Reduce -3.1% |
| MCD McDonald's Corp. | 2.17% | 56,836 | $17.8M | Reduce -0.0% |
| JNJ Johnson & Johnson | 2.03% | 100,317 | $16.6M | Add +0.3% |
| ABBV Abbvie Inc. | 1.75% | 68,220 | $14.3M | Reduce -1.3% |
| TY Tri-Continental Corp. | 1.66% | 443,834 | $13.6M | Reduce -4.6% |
| PFE Pfizer Inc. | 1.58% | 508,511 | $12.9M | Reduce -1.9% |
| KO The Coca-Cola Co. | 1.57% | 179,522 | $12.9M | Reduce -0.8% |
| VZ Verizon Communications Inc. | 1.52% | 274,330 | $12.4M | Add +2.0% |
| LMT Lockheed Martin Corp. | 1.47% | 26,994 | $12.1M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 1.45% | 69,786 | $11.9M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 1.37% | 45,685 | $11.2M | Reduce -4.3% |
| PEP Pepsico Inc. | 1.35% | 73,871 | $11.1M | Add +4.2% |
| CVX Chevron Corp. | 1.29% | 63,035 | $10.5M | Add +0.5% |
| XOM Exxon Mobil Corp. | 1.25% | 85,720 | $10.2M | Add +0.4% |
| AMZN Amazon.com Inc. | 1.22% | 52,415 | $10.0M | Reduce -5.9% |
| CSCO Cisco Systems Inc. | 1.15% | 152,110 | $9.4M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 1.14% | 103,863 | $9.3M | Reduce -0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.10% | 216,095 | $9.0M | Reduce -4.5% |
| NVDA Nvidia Corp. | 1.09% | 81,950 | $8.9M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 1.08% | 57,355 | $8.9M | Reduce -2.9% |
| LYG Lloyds Banking Group PLC-ADR | 1.06% | 2,268,805 | $8.7M | Reduce -6.5% |
| CVS CVS Health Corp. | 1.03% | 124,828 | $8.5M | Reduce -12.0% |
| AMGN Amgen Inc. | 1.03% | 27,110 | $8.4M | Reduce -0.7% |
| PM Philip Morris International | 1.00% | 51,467 | $8.2M | Add +1.2% |
| AMAT Applied Materials Inc. | 0.99% | 56,065 | $8.1M | Reduce -2.1% |
| MO Altria Group Inc. | 0.99% | 134,552 | $8.1M | Reduce -4.0% |
| WM Waste Management Inc. | 0.97% | 34,220 | $7.9M | Reduce -0.8% |
| GS Goldman Sachs Group Inc. | 0.94% | 14,105 | $7.7M | Reduce -0.1% |
| ABT Abbott Laboratories | 0.89% | 54,735 | $7.3M | Reduce -0.7% |
| SBUX Starbucks Corp. | 0.84% | 70,104 | $6.9M | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 0.83% | 43,590 | $6.8M | Reduce -4.1% |
| CMCSA Comcast Corp. Class A | 0.82% | 181,215 | $6.7M | Add +8.9% |
| T AT&T Inc. | 0.80% | 230,080 | $6.5M | Reduce -0.9% |
| GIS General Mills Inc. | 0.79% | 108,575 | $6.5M | Add +0.7% |
| PAGP Plains GP Holdings LP | 0.78% | 296,725 | $6.3M | Add +5.4% |
| COST Costco Wholesale Corp. | 0.76% | 6,605 | $6.2M | Reduce -13.2% |
| SYY Sysco Corp. | 0.74% | 81,035 | $6.1M | Reduce -0.6% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.70% | 138,900 | $5.7M | Add +25.3% |
| EPD Enterprise Products Partners | 0.70% | 166,950 | $5.7M | Add +4.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.69% | 81,765 | $5.7M | Reduce -4.3% |
| ENB Enbridge Inc. | 0.67% | 123,850 | $5.5M | Reduce -0.3% |
| NEM Newmont Corp. | 0.65% | 109,855 | $5.3M | Add +27.5% |
| META Meta Platforms Inc. Class A | 0.65% | 9,200 | $5.3M | Reduce -2.6% |
| WFC Wells Fargo & Co. | 0.64% | 72,515 | $5.2M | Reduce -4.4% |
| SHEL Shell PLC-ADR | 0.59% | 66,100 | $4.8M | Add +0.8% |
| GSK GSK PLC-Spon ADR | 0.58% | 122,245 | $4.7M | Add +54.5% |
| BTI British American Tob-SP ADR | 0.54% | 107,150 | $4.4M | Reduce -0.5% |
| BX Blackstone Inc. | 0.49% | 28,875 | $4.0M | Reduce -2.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.47% | 23,189 | $3.8M | Reduce -0.7% |
| ORCL Oracle Corp. | 0.47% | 27,225 | $3.8M | Reduce -0.1% |
| HON Honeywell International Inc. | 0.46% | 17,719 | $3.8M | Add +4.9% |
| O Realty Income Corp. | 0.46% | 64,365 | $3.7M | Reduce -3.6% |
| QCOM Qualcomm Inc. | 0.45% | 23,740 | $3.6M | Reduce -0.6% |
| BLK BlackRock Inc. | 0.45% | 3,850 | $3.6M | Reduce -2.5% |
| BLFS Biolife Solutions Inc. | 0.43% | 153,475 | $3.5M | No change |
| V Visa Inc. Class A | 0.43% | 9,920 | $3.5M | Reduce -8.9% |
| HBI Hanesbrands Inc. | 0.40% | 567,765 | $3.3M | Reduce -32.7% |
| RTX RTX Corp. | 0.40% | 24,690 | $3.3M | Reduce -0.3% |
| GILD Gilead Sciences Inc. | 0.40% | 28,845 | $3.2M | Reduce -4.2% |
| GD General Dynamics Corp. | 0.39% | 11,795 | $3.2M | Reduce -2.1% |
| TSLA Tesla Inc. | 0.39% | 12,210 | $3.2M | Reduce -7.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 12,400 | $3.1M | Add +0.1% |
| MDT Medtronic PLC | 0.38% | 34,235 | $3.1M | Add +11.3% |
| KVUE Kenvue Inc. | 0.37% | 126,290 | $3.0M | Add +16.1% |
| GE General Electric filed as GE AEROSPACE | 0.35% | 14,360 | $2.9M | Reduce -2.0% |
| APD Air Products & Chemicals Inc. | 0.35% | 9,700 | $2.9M | Add +2.1% |
| GLW Corning Inc. | 0.31% | 56,125 | $2.6M | Add +33.2% |
| KHC The Kraft Heinz Co. | 0.31% | 83,725 | $2.5M | New |
| USB US Bancorp | 0.31% | 60,344 | $2.5M | Reduce -1.7% |
| PANW Palo Alto Networks Inc. | 0.31% | 14,760 | $2.5M | Reduce -6.0% |
| BMY Bristol-Myers Squibb Co. | 0.31% | 41,065 | $2.5M | Add +4.2% |
| AVGO Broadcom Inc. | 0.30% | 14,775 | $2.5M | Reduce -8.5% |
| LRCX Lam Research Corp. | 0.30% | 33,750 | $2.5M | No change |
| SCHW Schwab (charles) Corp. | 0.30% | 31,275 | $2.4M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.29% | 36,305 | $2.4M | Add +39.5% |
| LLY Eli Lilly & Co. | 0.28% | 2,775 | $2.3M | Add +0.2% |
| INFY Infosys Ltd.-SP ADR | 0.28% | 124,340 | $2.3M | No change |
| LOW Lowe's Cos Inc. | 0.27% | 9,500 | $2.2M | Add +13.0% |
| PHYS Sprott Physical Gold Trust | 0.26% | 89,220 | $2.1M | New |
| VCTR Victory Capital Holding - A | 0.25% | 35,960 | $2.1M | No change |
| UL Unilever PLC | 0.25% | 33,800 | $2.0M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 0.25% | 3,665 | $2.0M | Reduce -14.8% |
| ALL Allstate Corp. | 0.24% | 9,425 | $2.0M | Reduce -3.6% |
| MDLZ Mondelez International Inc. Class A | 0.22% | 26,700 | $1.8M | Add +2.5% |
| WBS Webster Financial Corp. | 0.21% | 34,050 | $1.8M | No change |
| CRM Salesforce Inc. | 0.21% | 6,325 | $1.7M | Reduce -8.8% |
| KMX Carmax Inc. | 0.20% | 21,300 | $1.7M | Reduce -46.4% |
| HII Huntington Ingalls Industrie | 0.20% | 7,850 | $1.6M | New |
| NEE Nextera Energy Inc. | 0.19% | 22,285 | $1.6M | No change |
| PII Polaris Inc. | 0.19% | 38,520 | $1.6M | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.19% | 8,505 | $1.5M | Reduce -0.9% |
| VRT Vertiv Holdings Co. Class A | 0.18% | 20,675 | $1.5M | No change |
| ICE Intercontinental Exchange Inc. | 0.18% | 8,575 | $1.5M | No change |
| MS Morgan Stanley | 0.17% | 12,180 | $1.4M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 13,385 | $1.3M | Reduce -0.9% |
| ET Energy Transfer LP | 0.16% | 68,250 | $1.3M | Add +22.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -2.7% | 12.92% | −1.75 |
| MSFT Microsoft Corp. | Reduce -1.6% | 7.08% | −0.85 |
| HBI Hanesbrands Inc. | Reduce -32.7% | 0.40% | −0.42 |
| GOOGL Alphabet Inc. Class A | Reduce -2.9% | 1.08% | −0.26 |
| TSLA Tesla Inc. | Reduce -7.4% | 0.39% | −0.25 |
| AMZN Amazon.com Inc. | Reduce -5.9% | 1.22% | −0.25 |
| NVDA Nvidia Corp. | Reduce -0.1% | 1.09% | −0.23 |
| GOOG Alphabet Inc. Class C | Reduce -4.1% | 0.83% | −0.21 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.3% | 0.69% | −0.19 |
| KMX Carmax Inc. | Reduce -46.4% | 0.20% | −0.19 |
| VFC VF Corp. | Reduce -60.3% | 0.07% | −0.17 |
| WPP WPP PLC-Sponsored ADR | Reduce -71.7% | 0.04% | −0.17 |
| CMP Compass Minerals Internation | Reduce -52.7% | 0.10% | −0.15 |
| AVGO Broadcom Inc. | Reduce -8.5% | 0.30% | −0.15 |
| HD Home Depot Inc. | Reduce -1.0% | 2.79% | −0.14 |
| AMAT Applied Materials Inc. | Reduce -2.1% | 0.99% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -1.4% | 1.47% | −0.12 |
| BX Blackstone Inc. | Reduce -2.5% | 0.49% | −0.12 |
| TY Tri-Continental Corp. | Reduce -4.6% | 1.66% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -0.3% | 1.14% | −0.10 |
| DNP DNP Select Income Fund Inc. | Sold out | 0.00% | −0.09 |
| BAC Bank of America Corp. | Reduce -4.5% | 1.10% | −0.09 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.7% | 0.47% | −0.08 |
| ORCL Oracle Corp. | Reduce -0.1% | 0.47% | −0.08 |
| PFE Pfizer Inc. | Reduce -1.9% | 1.58% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -13.2% | 0.76% | −0.07 |
| CRM Salesforce Inc. | Reduce -8.8% | 0.21% | −0.07 |
| JEF Jefferies Financial Group Inc. | Reduce -0.6% | 0.14% | −0.06 |
| BKNG Booking Holdings Inc. | Reduce -62.1% | 0.03% | −0.06 |
| NFLX Netflix Inc. | Reduce -52.6% | 0.05% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -38.1% | 0.08% | −0.04 |
| USB US Bancorp | Reduce -1.7% | 0.31% | −0.04 |
| BLK BlackRock Inc. | Reduce -2.5% | 0.45% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -6.0% | 0.31% | −0.03 |
| IMBBY Imperial Brands PLC-Spon ADR | Sold out | 0.00% | −0.03 |
| FIS Fidelity National Info Serv | Reduce -46.8% | 0.03% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -0.1% | 0.94% | −0.03 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.03 |
| GVA Granite Construction Inc. | Sold out | 0.00% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -14.8% | 0.25% | −0.03 |
| LYFT LYFT Inc. Class A | Sold out | 0.00% | −0.03 |
| CODI Compass Diversified Holdings | Sold out | 0.00% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.02 |
| VMC Vulcan Materials Co. | Reduce -5.7% | 0.15% | −0.02 |
| PKG Packaging Corp. of America | Reduce -28.8% | 0.04% | −0.02 |
| MVIS Microvision Inc. | Sold out | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.9% | 0.16% | −0.02 |
| MLM Martin Marietta Materials | Reduce -5.6% | 0.15% | −0.02 |
| PNC PNC Financial Services Group | Reduce -13.7% | 0.07% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -2.6% | 0.65% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| KHC The Kraft Heinz Co. | New | 0.31% | +0.31 |
| JNJ Johnson & Johnson | Add +0.3% | 2.03% | +0.30 |
| PM Philip Morris International | Add +1.2% | 1.00% | +0.26 |
| NEM Newmont Corp. | Add +27.5% | 0.65% | +0.26 |
| PHYS Sprott Physical Gold Trust | New | 0.26% | +0.26 |
| GSK GSK PLC-Spon ADR | Add +54.5% | 0.58% | +0.26 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Add +25.3% | 0.70% | +0.24 |
| VZ Verizon Communications Inc. | Add +2.0% | 1.52% | +0.23 |
| CVX Chevron Corp. | Add +0.5% | 1.29% | +0.20 |
| HII Huntington Ingalls Industrie | New | 0.20% | +0.20 |
| PII Polaris Inc. | New | 0.19% | +0.19 |
| PAGP Plains GP Holdings LP | Add +5.4% | 0.78% | +0.15 |
| RCI Rogers Communications Inc. Class B | New | 0.15% | +0.15 |
| XOM Exxon Mobil Corp. | Add +0.4% | 1.25% | +0.14 |
| BAX Baxter International Inc. | New | 0.12% | +0.12 |
| SHEL Shell PLC-ADR | Add +0.8% | 0.59% | +0.10 |
| EPD Enterprise Products Partners | Add +4.7% | 0.70% | +0.10 |
| KVUE Kenvue Inc. | Add +16.1% | 0.37% | +0.09 |
| MDT Medtronic PLC | Add +11.3% | 0.38% | +0.08 |
| GLW Corning Inc. | Add +33.2% | 0.31% | +0.07 |
| UNG US Natural Gas Fund LP | New | 0.07% | +0.07 |
| CMCSA Comcast Corp. Class A | Add +8.9% | 0.82% | +0.07 |
| PEP Pepsico Inc. | Add +4.2% | 1.35% | +0.06 |
| EL Estee Lauder Companies Class A | Add +39.5% | 0.29% | +0.06 |
| UPS United Parcel Service Class B | Add +138.0% | 0.11% | +0.06 |
| MYI BlackRock Muniyield QLTY III | Add +283.3% | 0.08% | +0.06 |
| B Barrick Gold Corp. | Add +22.1% | 0.15% | +0.05 |
| DVN Devon Energy Corp. | Add +39.2% | 0.13% | +0.05 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.38% | +0.05 |
| PRU Prudential Financial Inc. | New | 0.04% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +4.2% | 0.31% | +0.04 |
| MDLZ Mondelez International Inc. Class A | Add +2.5% | 0.22% | +0.03 |
| UBER Uber Technologies Inc. | Add +9.4% | 0.13% | +0.03 |
| MCK McKesson Corp. | New | 0.03% | +0.03 |
| ET Energy Transfer LP | Add +22.4% | 0.16% | +0.02 |
| LLY Eli Lilly & Co. | Add +0.2% | 0.28% | +0.02 |
| LOW Lowe's Cos Inc. | Add +13.0% | 0.27% | +0.02 |
| APD Air Products & Chemicals Inc. | Add +2.1% | 0.35% | +0.02 |
| KMB Kimberly-Clark Corp. | Add +2.0% | 0.11% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.9% | 0.10% | +0.01 |
| SLB SLB Ltd. | Add +5.7% | 0.04% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.8% | 0.11% | +0.00 |
| HON Honeywell International Inc. | Add +4.9% | 0.46% | +0.00 |
| CYRR Canary Resources Inc. | New | 0.00% | 0.00 |
| TROW T Rowe Price Group Inc. | Add +10.5% | 0.05% | −0.00 |
| MRVL Marvell Technology Inc. | Add +22.4% | 0.03% | −0.01 |
| BBWI Bath & Body Works Inc. | Add +5.0% | 0.10% | −0.02 |
| GIS General Mills Inc. | Add +0.7% | 0.79% | −0.03 |
| WMT Walmart Inc. | Add +0.0% | 3.35% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 212 | $911.2M | AAPL, MSFT, WMT, HD, BRK.B |
| Q2 2025 | 206 | $837.4M | AAPL, MSFT, WMT, HD, BRK.B |
| Q1 2025 | 209 | $817.7M | AAPL, MSFT, WMT, HD, BRK.B |
| Q4 2024 | 209 | $833.8M | AAPL, MSFT, WMT, HD, BRK.B |
| Q3 2024Amended | 212 | $847.2M | AAPL, MSFT, HD, WMT, BRK.B |
| Q2 2024 | 225 | $967.1M | AAPL, MSFT, WMT, BRK.B, HD |
| Q1 2024 | 234 | $941.5M | AAPL, MSFT, WMT, BRK.B, HD |