The Analysis of Bard Financial Services, Inc.'s Holdings
Currently, Bard Financial Services, Inc. holds 212 types of securities in its portfolio with a total value $911.2M. In the most recent quarter, they have increased their positions in KHC (+44.9K shares, valued at $1.2M), ALB (+13.4K shares, valued at $1.1M), GSK (+23.4K shares, valued at $1.0M); decreased their positions in BTI (-38.6K shares, valued at $2.0M), LYG (-403.5K shares, valued at $1.8M), EL (-15.9K shares, valued at $1.4M); initiated new positions in OMC (+8.2K shares, valued at $664.5K), CPB (+11.9K shares, valued at $375.0K), GVA (+2.0K shares, valued at $219.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC COM459.6K shares-0.93%2025-09-302025-10-17
MSFT MICROSOFT CORP COM153.6K shares0.87%2025-09-302025-10-17 WMT WALMART INC COM307.2K shares-0.62%2025-09-302025-10-17 HD HOME DEPOT INC COM61.9K shares-0.20%2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW41.6K shares-2.00%2025-09-302025-10-17 JNJ JOHNSON & JOHNSON COM100.4K shares0.61%2025-09-302025-10-17 MCD MCDONALDS CORP COM56.6K shares-0.18%2025-09-302025-10-17 ABBV ABBVIE INC COM66.7K shares-0.56%2025-09-302025-10-17 NVDA NVIDIA CORP COM81.5K shares-0.52%2025-09-302025-10-17 TY TRI CONTL CORP COM445.0K shares-5.49%2025-09-302025-10-17 JPM JPMORGAN CHASE & CO COM44.1K shares-1.34%2025-09-302025-10-17 LMT LOCKHEED MARTIN CORP COM26.8K shares0.56%2025-09-302025-10-17 PFE PFIZER INC COM510.3K shares1.13%2025-09-302025-10-17 GOOGL ALPHABET INC CL A53.3K shares-0.93%2025-09-302025-10-17 VZ VERIZON COMMUNICATIONS INC COM276.2K shares1.44%2025-09-302025-10-17 KO COCA COLA CO COM178.3K shares0.07%2025-09-302025-10-17 AMZN AMAZON COM INC COM51.6K shares-0.91%2025-09-302025-10-17 PEP PEPSICO INC COM79.2K shares5.87%2025-09-302025-10-17 AMAT APPLIED MATLS INC COM54.0K shares-0.42%2025-09-302025-10-17 GS GOLDMAN SACHS GROUP INC COM13.7K shares-1.79%2025-09-302025-10-17 PG PROCTER & GAMBLE CO COM69.4K shares-0.47%2025-09-302025-10-17 CVX CHEVRON CORP NEW COM67.5K shares6.77%2025-09-302025-10-17 BAC BANK AMER CORP COM202.1K shares-0.61%2025-09-302025-10-17 CSCO CISCO SYS INC COM150.9K shares-0.25%2025-09-302025-10-17 NEM NEWMONT CORP COM121.4K shares4.56%2025-09-302025-10-17 GOOG ALPHABET INC CAP STK CL C41.5K shares-1.37%2025-09-302025-10-17 XOM EXXON MOBIL CORP COM85.1K shares0.83%2025-09-302025-10-17 MO ALTRIA GROUP INC COM130.3K shares-1.25%2025-09-302025-10-17 MRK MERCK & CO INC NEW COM101.9K shares0.25%2025-09-302025-10-17 CVS CVS HEALTH CORP COM108.0K shares-7.29%2025-09-302025-10-17 ORCL ORACLE CORP COM28.6K shares4.47%2025-09-302025-10-17 PM PHILIP MORRIS INTL INC COM49.0K shares-2.92%2025-09-302025-10-17 AMGN AMGEN INC COM27.6K shares1.90%2025-09-302025-10-17 LYG LLOYDS BANKING GROUP PLC SPONS ADR1.6M shares-19.65%2025-09-302025-10-17 WM WASTE MGMT INC DEL COM33.8K shares-0.44%2025-09-302025-10-17 TSM TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR25.9K shares7.17%2025-09-302025-10-17 ABT ABBOTT LABS COM53.6K shares-1.02%2025-09-302025-10-17 GSK GSK PLC SPONSORED ADR NEW158.1K shares17.37%2025-09-302025-10-17 SYY SYSCO CORP COM80.7K shares-0.46%2025-09-302025-10-17 T AT&T INC COM230.1K shares0.55%2025-09-302025-10-17 META META PLATFORMS INC CL A8.5K shares-0.35%2025-09-302025-10-17 ENB ENBRIDGE INC COM ISIN#CA29250N1050119.6K shares-2.31%2025-09-302025-10-17 CMCSA COMCAST CORP NEW CL A189.5K shares6.93%2025-09-302025-10-17 SBUX STARBUCKS CORP COM67.3K shares-2.61%2025-09-302025-10-17 GIS GENERAL MILLS INC COM108.0K shares1.48%2025-09-302025-10-17 PAGP PLAINS GP HLDGS L P LTD PARTNER INT CL A NEW INT297.7K shares0.34%2025-09-302025-10-17 COST COSTCO WHSL CORP NEW COM5.7K shares-12.61%2025-09-302025-10-17 EPD ENTERPRISE PRODS PARTNERS L P COM UNIT168.2K shares0.75%2025-09-302025-10-17 WFC WELLS FARGO & CO NEW COM62.6K shares-11.20%2025-09-302025-10-17 GLW CORNING INC COM60.3K shares1.01%2025-09-302025-10-17 AVGO BROADCOM INC COM14.4K shares0.35%2025-09-302025-10-17 BX BLACKSTONE INC COM27.6K shares-1.60%2025-09-302025-10-17 SHEL SHELL PLC SPONSORED ADR REPSTG ORD SH65.1K shares0.00%2025-09-302025-10-17 LRCX LAM RESH CORP COM NEW33.8K shares0.00%2025-09-302025-10-17 RTX RTX CORP COM26.2K shares0.96%2025-09-302025-10-17 BLK BLACKROCK INC NEW COM3.7K shares-0.68%2025-09-302025-10-17 GE GENERAL ELEC CO COM NEW13.8K shares-1.64%2025-09-302025-10-17 TSLA TESLA INC COM9.2K shares0.00%2025-09-302025-10-17 GD GENERAL DYNAMICS CORP COM11.5K shares0.00%2025-09-302025-10-17 BLFS BIOLIFE SOLUTIONS INC COM NEW153.5K shares0.00%2025-09-302025-10-17 KHC KRAFT HEINZ CO COM149.1K shares43.03%2025-09-302025-10-17 QCOM QUALCOMM INC COM23.2K shares0.00%2025-09-302025-10-17 HON HONEYWELL INTL INC COM18.3K shares1.25%2025-09-302025-10-17 MDT MEDTRONIC PLC SHS ISIN#IE00BTN1Y11538.0K shares1.95%2025-09-302025-10-17 O REALTY INCOME CORP COM59.2K shares-3.32%2025-09-302025-10-17 BTI BRITISH AMERN TOB PLC SPONSORED ADR66.4K shares-36.78%2025-09-302025-10-17 HBI HANESBRANDS INC COM533.9K shares-3.75%2025-09-302025-10-17 ALB ALBEMARLE CORP COM42.9K shares45.33%2025-09-302025-10-17 NVO NOVO NORDISK AS ADR60.3K shares-13.86%2025-09-302025-10-17 IBM INTERNATIONAL BUSINESS MACHS CORP COM11.6K shares-1.07%2025-09-302025-10-17 GILD GILEAD SCIENCES INC COM27.7K shares-0.36%2025-09-302025-10-17 VRT VERTIV HLDGS CO CL A20.3K shares-1.81%2025-09-302025-10-17 PANW PALO ALTO NETWORKS INC COM14.8K shares0.00%2025-09-302025-10-17 SCHW SCHWAB CHARLES CORP NEW COM30.0K shares-2.44%2025-09-302025-10-17 USB US BANCORP DEL COM NEW57.4K shares-1.71%2025-09-302025-10-17 PII POLARIS INC COM45.3K shares2.37%2025-09-302025-10-17 PHYS SPROTT PHYSICAL GOLD TR UNIT88.0K shares-1.37%2025-09-302025-10-17 APD AIR PRODS & CHEMS INC COM9.4K shares-0.26%2025-09-302025-10-17 KVUE KENVUE INC COM155.1K shares17.50%2025-09-302025-10-17 B BARRICK MINING CORP REGISTERED SHS72.6K shares14.15%2025-09-302025-10-17 V VISA INC COM CL A6.9K shares0.00%2025-09-302025-10-17 VCTR VICTORY CAP HLDGS INC DEL CL A36.0K shares0.00%2025-09-302025-10-17 LLY LILLY ELI & CO COM2.9K shares1.42%2025-09-302025-10-17 LOW LOWES COS INC COM8.4K shares0.00%2025-09-302025-10-17 INFY INFOSYS LTD SPONSORED ADR124.3K shares0.00%2025-09-302025-10-17 UL UNILEVER PLC SPON ADR NEW33.8K shares0.00%2025-09-302025-10-17 GEV GE VERNOVA INC COM3.2K shares2.42%2025-09-302025-10-17 MS MORGAN STANLEY COM NEW12.2K shares0.00%2025-09-302025-10-17 BMY BRISTOL MYERS SQUIBB CO COM42.9K shares3.75%2025-09-302025-10-17 ALL ALLSTATE CORP COM8.9K shares-1.66%2025-09-302025-10-17 HII HUNTINGTON INGALLS INDS INC COM6.6K shares-16.02%2025-09-302025-10-17 EL LAUDER ESTEE COS INC CL A20.1K shares-44.30%2025-09-302025-10-17 NEE NEXTERA ENERGY INC COM23.0K shares3.03%2025-09-302025-10-17 WBS WEBSTER FINL CORP COM28.8K shares-0.86%2025-09-302025-10-17 MDLZ MONDELEZ INTL INC CL A26.7K shares0.00%2025-09-302025-10-17 MA MASTERCARD INC CL A2.9K shares0.00%2025-09-302025-10-17 LHX L3HARRIS TECHNOLOGIES INC COM5.0K shares2.02%2025-09-302025-10-17 RCI ROGERS COMMUNICATIONS INC CL B43.3K shares0.00%2025-09-302025-10-17 CRM SALESFORCE INC COM6.2K shares0.00%2025-09-302025-10-17 MTB M & T BK CORP COM7.4K shares0.00%2025-09-302025-10-17 ICE INTERCONTINENTAL EXCHANGE INC COM8.6K shares0.00%2025-09-302025-10-17 CAT CATERPILLAR INC COM3.0K shares-2.43%2025-09-302025-10-17 VMC VULCAN MATLS CO COM4.6K shares-1.60%2025-09-302025-10-17 MLM MARTIN MARIETTA MATLS INC COM2.3K shares-2.17%2025-09-302025-10-17 DIS DISNEY WALT CO DISNEY COM12.2K shares0.00%2025-09-302025-10-17 ES EVERSOURCE ENERGY COM19.2K shares0.00%2025-09-302025-10-17 ASML ASML HLDG N V N Y REGISTRY SHS NEW 20121.4K shares0.00%2025-09-302025-10-17 KMX CARMAX INC COM28.6K shares44.34%2025-09-302025-10-17 JEF JEFFERIES FINL GROUP INC COM19.1K shares-5.58%2025-09-302025-10-17 UBER UBER TECHNOLOGIES INC COM12.7K shares-8.65%2025-09-302025-10-17 ET ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIP70.8K shares3.66%2025-09-302025-10-17 NOC NORTHROP GRUMMAN CORP COM1.9K shares2.63%2025-09-302025-10-17 SO SOUTHERN CO COM12.5K shares0.00%2025-09-302025-10-17 HUBB HUBBELL INC COM2.8K shares0.00%2025-09-302025-10-17 CRWD CROWDSTRIKE HLDGS INC CL A2.3K shares0.00%2025-09-302025-10-17 CLX CLOROX CO COM9.0K shares21.96%2025-09-302025-10-17 TD TORONTO DOMINION BK ISIN#CA891160509213.7K shares-1.80%2025-09-302025-10-17 TRV TRAVELERS COS INC COM3.8K shares0.00%2025-09-302025-10-17 PAYX PAYCHEX INC COM7.2K shares0.00%2025-09-302025-10-17 XEL XCEL ENERGY INC COM10.6K shares0.00%2025-09-302025-10-17 OKE ONEOK INC NEW COM11.7K shares-6.02%2025-09-302025-10-17 DVN DEVON ENERGY CORP NEW COM22.8K shares-15.24%2025-09-302025-10-17 KMB KIMBERLY-CLARK CORP COM6.4K shares0.00%2025-09-302025-10-17 YUM YUM BRANDS INC COM5.1K shares0.00%2025-09-302025-10-17 EMR EMERSON ELEC CO COM5.8K shares0.00%2025-09-302025-10-17 NEA NUVEEN AMT-FREE QUALITY MUN INCOME FD COM65.0K shares0.00%2025-09-302025-10-17 AEP AMERICAN ELEC PWR CO INC COM6.5K shares0.00%2025-09-302025-10-17 UNP UNION PAC CORP COM3.1K shares0.00%2025-09-302025-10-17 UPS UNITED PARCEL SVC INC CL B8.7K shares15.28%2025-09-302025-10-17 BDX BECTON DICKINSON & CO COM3.7K shares-18.54%2025-09-302025-10-17 SNY SANOFI SPONS ADR ISIN#US80105N105414.7K shares0.00%2025-09-302025-10-17 TROW PRICE T ROWE GROUP INC COM6.8K shares67.70%2025-09-302025-10-17 OMC OMNICOM GROUP INC COM8.2K sharesnew addition2025-09-302025-10-17 TMO THERMO FISHER SCIENTIFIC INC COM1.4K shares0.00%2025-09-302025-10-17 PNC PNC FINL SVCS GROUP INC COM3.1K shares0.00%2025-09-302025-10-17 BBWI BATH & BODY WKS INC COM24.2K shares-13.88%2025-09-302025-10-17 WRB BERKLEY W R CORP COM7.6K shares0.00%2025-09-302025-10-17 FSLR FIRST SOLAR INC COM2.6K shares0.00%2025-09-302025-10-17 DUK DUKE ENERGY CORP NEW COM NEW4.7K shares0.00%2025-09-302025-10-17 UNG UNITED STS NAT GAS FD LP UNIT PAR $0 001 NEW 202443.0K shares36.51%2025-09-302025-10-17 VEEV VEEVA SYS INC CL A COM1.9K shares-3.90%2025-09-302025-10-17 C CITIGROUP INC COM NEW5.3K shares-2.30%2025-09-302025-10-17 NFLX NETFLIX INC COM450 shares0.00%2025-09-302025-10-17 KMI KINDER MORGAN INC DEL COM18.8K shares0.00%2025-09-302025-10-17 RSG REPUBLIC SVCS INC COM2.3K shares0.00%2025-09-302025-10-17 AMT AMERICAN TOWER CORP NEW COM2.6K shares-1.85%2025-09-302025-10-17 CCI CROWN CASTLE INC COM5.0K shares-5.63%2025-09-302025-10-17 VFC V F CORP COM33.4K shares3.08%2025-09-302025-10-17 SLB SCHLUMBERGER LTD COM ISIN# AN806857108614.0K shares53.01%2025-09-302025-10-17 EIX EDISON INTL COM8.7K shares0.00%2025-09-302025-10-17 ED CONSOLIDATED EDISON INC COM4.7K shares0.00%2025-09-302025-10-17 WEC WEC ENERGY GROUP INC COM4.1K shares0.00%2025-09-302025-10-17 DLR DIGITAL RLTY TR INC COM2.7K shares-8.50%2025-09-302025-10-17 CARR CARRIER GLOBAL CORP COM7.4K shares0.00%2025-09-302025-10-17 WCN WASTE CONNECTIONS INC COM2.5K shares0.00%2025-09-302025-10-17 TXT TEXTRON INC COM5.0K shares0.00%2025-09-302025-10-17 MMM 3M CO COM2.7K shares-6.97%2025-09-302025-10-17 TPR TAPESTRY INC COM3.6K shares-14.12%2025-09-302025-10-17 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A6.0K shares0.00%2025-09-302025-10-17 CPB CAMPBELL SOUP CO COM11.9K sharesnew addition2025-09-302025-10-17 GEHC GE HEALTHCARE TECHNOLOGIES INC COM4.8K shares-0.62%2025-09-302025-10-17 INDB INDEPENDENT BK CORP MASS COM5.2K shares0.00%2025-09-302025-10-17 DELL DELL TECHNOLOGIES INC CL C2.4K shares44.78%2025-09-302025-10-17 SPG SIMON PPTY GROUP INC NEW COM1.8K shares0.00%2025-09-302025-10-17 CL COLGATE PALMOLIVE CO COM4.1K shares0.00%2025-09-302025-10-17 LIN LINDE PLC NEW SHS ISIN#IE000S9YS762690 shares3.76%2025-09-302025-10-17 PLTR PALANTIR TECHNOLOGIES INC CL A1.8K shares0.00%2025-09-302025-10-17 DHR DANAHER CORP COM1.6K shares0.00%2025-09-302025-10-17 TM TOYOTA MTR CO SPON ADR1.6K shares0.00%2025-09-302025-10-17 PKG PACKAGING CORP AMER COM1.4K shares0.00%2025-09-302025-10-17 MYI BLACKROCK MUNIYIELD QUALITY FD III INC COM27.5K shares-31.25%2025-09-302025-10-17 PRU PRUDENTIAL FINL INC COM2.9K shares0.00%2025-09-302025-10-17 ZTS ZOETIS INC COM2.0K shares0.00%2025-09-302025-10-17 BKNG BOOKING HLDGS INC COM55 shares0.00%2025-09-302025-10-17 DEO DIAGEO PLC SPONSORED ADR NEW3.1K shares0.00%2025-09-302025-10-17 IP INTERNATIONAL PAPER CO COM6.3K shares0.00%2025-09-302025-10-17 K KELLANOVA COM3.4K shares0.00%2025-09-302025-10-17 MRVL MARVELL TECHNOLOGY INC COM3.2K shares-13.35%2025-09-302025-10-17 TTE TOTALENERGIES SE SPONS ADR ISIN#US89151E10914.5K shares0.00%2025-09-302025-10-17 DINO HF SINCLAIR CORP COM5.0K shares0.00%2025-09-302025-10-17 HRB BLOCK H & R INC COM5.0K shares0.00%2025-09-302025-10-17 OTIS OTIS WORLDWIDE CORP COM2.8K shares0.00%2025-09-302025-10-17 EQT EQT CORP COM4.5K shares0.00%2025-09-302025-10-17 MCK MCKESSON CORP COM300 shares-14.29%2025-09-302025-10-17 FCX FREEPORT-MCMORAN INC CL B5.9K shares0.00%2025-09-302025-10-17 GVA GRANITE CONSTR INC COM2.0K sharesnew addition2025-09-302025-10-17 WU WESTERN UN CO COM27.2K sharesnew addition2025-09-302025-10-17 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC COM3.5K shares-22.10%2025-09-302025-10-17 BN BROOKFIELD CORP VTG SHS CL A3.2K sharesnew addition2025-09-302025-10-17 NXPI NXP SEMICONDUCTORS NV COM STK915 shares-21.46%2025-09-302025-10-17 FIS FIDELITY NATL INFORMATION SVCS INC COM3.1K shares0.00%2025-09-302025-10-17 MU MICRON TECHNOLOGY INC COM1.2K sharesnew addition2025-09-302025-10-17 PSLV SPROTT PHYSICAL SILVER TR UNIT13.0K shares-13.04%2025-09-302025-10-17 MCR MFS CHARTER INCOME TR SH BEN INT21.5K shares0.00%2025-09-302025-10-17 NIO NIO INC SHS A SPONSORED ADR10.3K shares0.00%2025-09-302025-10-17 PIM PUTNAM MASTER INTER INCOME TR SH BEN INT21.5K shares0.00%2025-09-302025-10-17 USBC KNOW LABS INC COM NEW37.5K sharesnew addition2025-09-302025-10-17 IBRX IMMUNITYBIO INC COM15.0K shares0.00%2025-09-302025-10-17 PSNY POLESTAR AUTOMOTIVE HLDG UK PLC ADS CL A10.0K shares-50.00%2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available