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13F-HR filed by Bard Financial Services, Inc.

Bard Financial Services, Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-15, with 209 holding rows worth $817,726,934.

Accession
0001850858-25-000003
Filed
2025-04-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 209 entries on the cover page, a total value of $817,726,934 stated on the cover page (in dollars after the unit check, H1), rows summing to $817,726,934 with VALUE read as dollars as filed, 13F file number 028-21128. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM475,728$105,673,377dollars as filed
Microsoft Corp594918104COM154,284$57,916,593dollars as filed
Walmart Inc.931142103COM312,195$27,407,626dollars as filed
Home Depot, Inc437076102COM62,260$22,817,492dollars as filed
Berkshire Hathaway Inc084670702COM42,690$22,735,840dollars as filed
McDonalds Corporation580135101COM56,836$17,753,827dollars as filed
Johnson & Johnson478160104COM100,317$16,636,540dollars as filed
AbbVie,Inc.00287Y109COM68,220$14,293,454dollars as filed
TRI CONTL CORP895436103COM443,834$13,612,389dollars as filed
Pfizer Inc.717081103COM508,511$12,885,671dollars as filed
Coca-Cola Company191216100COM179,522$12,857,330dollars as filed
Verizon Communications Inc92343V104COM274,330$12,443,609dollars as filed
Lockheed Martin Corporation539830109COM26,994$12,058,548dollars as filed
Procter & Gamble Co742718109COM69,786$11,892,954dollars as filed
JPMorgan Chase & Co46625H100COM45,685$11,206,531dollars as filed
PepsiCo,Inc.713448108COM73,871$11,076,257dollars as filed
Chevron Corporation166764100COM63,035$10,545,125dollars as filed
EXXON MOBIL CORP30231G102COM85,720$10,194,680dollars as filed
Amazon.com, Inc023135106COM52,415$9,972,478dollars as filed
Cisco Systems,Inc.17275R102COM152,110$9,386,708dollars as filed
Merck & Co.,Inc.58933Y105COM103,863$9,322,756dollars as filed
Bank of America Corp060505104COM216,095$9,017,644dollars as filed
NVIDIA Corp67066G104COM81,950$8,881,741dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM57,355$8,869,377dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR2,268,805$8,666,835dollars as filed
CVS Health Corporation126650100COM124,828$8,457,074dollars as filed
Amgen Inc.031162100COM27,110$8,446,121dollars as filed
Philip Morris International Inc.718172109COM51,467$8,169,407dollars as filed
Applied Materials,Inc.038222105COM56,065$8,136,153dollars as filed
Altria Group Inc02209S103COM134,552$8,075,825dollars as filed
Waste Management, Inc.94106L109COM34,220$7,922,272dollars as filed
Goldman Sachs Group,Inc.38141G104COM14,105$7,705,420dollars as filed
Abbott Laboratories002824100COM54,735$7,260,598dollars as filed
Starbucks Corporation855244109COM70,104$6,876,465dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM43,590$6,810,066dollars as filed
Comcast Corp20030N101COM181,215$6,686,834dollars as filed
AT&T Inc00206R102COM230,080$6,506,662dollars as filed
GENERAL MILLS INC COM370334104Stock108,575$6,491,709dollars as filed
PLAINS GP HLDGS L P72651A207LTD PARTNR INT A296,725$6,338,046dollars as filed
Costco Wholesale Corporation22160K105COM6,605$6,246,877dollars as filed
SYSCOCORP871829107COM81,035$6,080,866dollars as filed
ROCHE HLDG LTD SPONS ADR (ISIN #US7711951043 SEDOL #B014J8)771195104ADR138,900$5,715,735dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM166,950$5,699,673dollars as filed
NOVO-NORDISK A S ADR670100205ADR81,765$5,677,762dollars as filed
ENBRIDGE INC COM29250N105Stock123,850$5,481,202dollars as filed
NEWMONT CORP651639106COM109,855$5,303,799dollars as filed
META PLATFORMS INC CL A30303M102COM9,200$5,302,512dollars as filed
Wells Fargo & Company949746101COM72,515$5,205,852dollars as filed
SHELL PLC SPON ADS780259305ADR66,100$4,843,808dollars as filed
GSK PLC SPONSORED ADR37733W204ADR122,245$4,735,771dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR107,150$4,432,790dollars as filed
BLACKSTONE INC09260D107COM28,875$4,036,148dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS23,189$3,849,351dollars as filed
Oracle Corporation68389X105COM27,225$3,806,327dollars as filed
Honeywell Technologies438516106COM17,719$3,752,020dollars as filed
REALTY INCOME CORP COM756109104REIT64,365$3,733,814dollars as filed
Qualcomm Incorporated747525103COM23,740$3,646,701dollars as filed
BlackRock,Inc.09290D101COM3,850$3,643,948dollars as filed
BIOLIFE SOLUTIONS INC COM NEW09062W204Stock153,475$3,505,369dollars as filed
Visa Inc92826C839COM9,920$3,476,563dollars as filed
HANESBRANDS INC410345102COM567,765$3,276,004dollars as filed
Raytheon Technologies Corporation75513E101COM24,690$3,270,437dollars as filed
Gilead Sciences,Inc.375558103COM28,845$3,232,082dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock11,795$3,215,081dollars as filed
Tesla Motors, Inc88160R101COM12,210$3,164,344dollars as filed
International Business Machines Corporation459200101COM12,400$3,083,384dollars as filed
Medtronic PlcG5960L103COM34,235$3,076,357dollars as filed
KENVUE INC49177J102COM126,290$3,028,434dollars as filed
General Electric Company369604301COM14,360$2,874,154dollars as filed
AIR PRODS & CHEMS INC009158106COM9,700$2,860,724dollars as filed
CORNING INC219350105COM56,125$2,569,403dollars as filed
KRAFT HEINZ CO COM500754106Stock83,725$2,547,752dollars as filed
USBANCORPDEL902973304COM NEW60,344$2,547,735dollars as filed
PALO ALTO NETWORKS INC697435105COM14,760$2,518,646dollars as filed
Bristol-Myers Squibb Company110122108COM41,065$2,504,554dollars as filed
Broadcom Inc.11135F101COM14,775$2,473,778dollars as filed
Lam Research Corporation512807306COM33,750$2,453,625dollars as filed
Charles Schwab Corp808513105COM31,275$2,448,207dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock36,305$2,396,130dollars as filed
Eli Lilly and Company532457108COM2,775$2,291,900dollars as filed
INFOSYS LTD SPONSORED ADR456788108ADR124,340$2,269,205dollars as filed
Lowes Companies,Inc.548661107COM9,500$2,215,685dollars as filed
SPROTT PHYSICAL GOLD TR85207H104UNIT89,220$2,146,633dollars as filed
VICTORY CAP HLDGS INC DEL COM CL A92645B103Stock35,960$2,081,005dollars as filed
UNILEVER PLC904767704SPON ADR NEW33,800$2,012,790dollars as filed
MasterCard, Inc57636Q104COM3,665$2,008,860dollars as filed
ALLSTATE CORP COM020002101Stock9,425$1,951,635dollars as filed
Mondelez International,Inc. Class A609207105COM26,700$1,811,595dollars as filed
WEBSTER FINL CORP947890109COM34,050$1,755,278dollars as filed
Salesforce.com, Inc79466L302COM6,325$1,697,377dollars as filed
CARMAX INC COM143130102Stock21,300$1,659,696dollars as filed
HUNTINGTON INGALLS INDS INC COM446413106Stock7,850$1,601,714dollars as filed
NextEra Energy,Inc.65339F101COM22,285$1,579,784dollars as filed
POLARIS INC COM731068102Stock38,520$1,577,009dollars as filed
M & T BK CORP COM55261F104Stock8,505$1,520,269dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock20,675$1,492,735dollars as filed
Intercontinental Exchange,Inc.45866F104COM8,575$1,479,188dollars as filed
Morgan Stanley617446448COM12,180$1,421,041dollars as filed
Walt Disney Co254687106COM13,385$1,321,100dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN68,250$1,268,768dollars as filed
ROGERS COMMUNICATIONS INC CL B775109200Stock47,250$1,262,993dollars as filed
BARRICK GOLD CORP067901108COM63,625$1,236,870dollars as filed
ONEOK INC NEW682680103COM12,465$1,236,777dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock20,545$1,231,467dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock2,550$1,219,232dollars as filed
VULCAN MATLS CO COM929160109Stock5,200$1,213,160dollars as filed
EVERSOURCE ENERGY COM30040W108Stock19,205$1,192,823dollars as filed
Southern Company842587107COM12,520$1,151,214dollars as filed
JEFFERIES FINANCIAL GROUP IN47233W109COM20,675$1,107,560dollars as filed
PAYCHEX INC704326107COM7,175$1,106,959dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock28,750$1,075,250dollars as filed
CLOROX CO DEL189054109COM7,275$1,071,244dollars as filed
Uber Technologies90353T100COM14,275$1,040,077dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock4,900$1,025,619dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock3,775$998,337dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock1,925$985,619dollars as filed
BAXTER INTL INC071813109COM28,090$961,521dollars as filed
GE Vernova Inc.36828A101COM3,100$946,368dollars as filed
CROWN CASTLE INC COM22822V101REIT8,850$922,436dollars as filed
HUBBELL INC COM443510607Stock2,750$910,003dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock6,375$906,653dollars as filed
United Parcel Service,Inc. Class B911312106COM8,150$896,419dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK1,335$884,611dollars as filed
BATH & BODY WORKS INC COM070830104Stock28,100$851,992dollars as filed
COMPASS MINERALS INTL INC20451N101COM89,700$833,313dollars as filed
SANOFI SA SPONSORED ADR80105N105ADR14,875$824,968dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM2,285$805,645dollars as filed
YUM BRANDS INC COM988498101Stock5,105$803,323dollars as filed
XCELENERGY INC98389B100COM10,625$752,144dollars as filed
NUVEEN AMT FREE QLTY MUN INC670657105COM65,000$728,000dollars as filed
Union Pacific Corporation907818108COM3,080$727,619dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock6,530$713,533dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,375$684,200dollars as filed
EMERSON ELEC CO COM291011104Stock6,135$672,641dollars as filed
UnitedHealth Group Inc91324P102COM1,245$652,069dollars as filed
BLACKROCK MUNIYIELD QUALITY09254E103COM57,500$631,925dollars as filed
UNITED STS NAT GAS FD LP912318409UNIT PAR28,000$605,080dollars as filed
American Tower Corporation03027X100COM2,775$603,840dollars as filed
Duke Energy Corporation26441C204COM4,855$592,164dollars as filed
V F CORP COM918204108Stock36,790$570,981dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock3,150$553,676dollars as filed
REPUBLIC SVCS INC COM760759100Stock2,250$544,860dollars as filed
EDISON INTL COM281020107Stock9,200$542,064dollars as filed
BERKLEY W R CORP COM084423102Stock7,590$540,104dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock18,750$534,938dollars as filed
YUM CHINA HLDGS INC98850P109COM10,205$531,272dollars as filed
CONSOLIDATED EDISON INC209115104COM4,700$519,773dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock8,120$514,808dollars as filed
DIGITAL RLTY TR INC COM253868103REIT3,440$492,918dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock2,525$492,139dollars as filed
DOW HLDGS INC COM260557103Stock13,595$474,737dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock6,000$459,000dollars as filed
3M CO COM88579Y101Stock3,120$458,203dollars as filed
VEEVA SYS INC CL A COM922475108Stock1,925$445,888dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock4,060$442,459dollars as filed
Citigroup Inc.172967424COM6,195$439,783dollars as filed
INTERNATIONAL FLAVORS&FRAGRANC COM459506101Stock5,525$428,795dollars as filed
Netflix, Inc64110L106COM450$419,639dollars as filed
Caterpillar Inc.149123101COM1,265$417,197dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock4,830$389,829dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock4,225$388,151dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock4,100$384,170dollars as filed
WPP PLC NEW ADR92937A102ADR9,695$368,022dollars as filed
TEXTRON INC COM883203101Stock5,000$361,250dollars as filed
ZOETIS INC CL A98978V103Stock2,175$358,114dollars as filed
ROCHE HOLDING AG BASEL AKTH69293225COM1,000$346,371dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT2,040$338,803dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock6,250$333,438dollars as filed
Schlumberger Limited806857108COM7,950$332,310dollars as filed
FIRST SOLAR INC COM336433107Stock2,625$331,879dollars as filed
PRUDENTIAL FINL INC COM744320102Stock2,935$327,781dollars as filed
Danaher Corporation235851102COM1,595$326,975dollars as filed
TAPESTRY INC COM876030107Stock4,625$325,646dollars as filed
INDEPENDENT BK CORP MASS453836108COM5,190$325,154dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR3,075$322,229dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock3,050$314,760dollars as filed
Linde plcG54950103COM665$309,651dollars as filed
PACKAGING CORP AMER COM695156109Stock1,545$305,941dollars as filed
TOTALENERGIES SE89151E109SPONSORED ADS4,505$291,428dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR1,625$286,861dollars as filed
KELLANOVA487836108COM3,375$278,404dollars as filed
BLOCK H & R INC COM093671105Stock5,000$274,550dollars as filed
PAYPALHLDGSINC70450Y103STOK3,915$255,454dollars as filed
Booking Holdings Inc.09857L108COM55$253,380dollars as filed
NESTLE SA ADR641069406COM2,461$248,965dollars as filed
MARVELL TECHNOLOGY INC573874104COM3,995$245,972dollars as filed
EQT CORP COM26884L109Stock4,545$242,839dollars as filed
MCKESSON CORP COM58155Q103Stock350$235,547dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock3,130$233,748dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock5,885$222,806dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,165$221,420dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock1,855$204,217dollars as filed
SPROTT PHYSICAL SILVER TR85207K107TR UNIT14,950$173,420dollars as filed
Panasonic Hldgs Corp Unspons A69832A304COM12,500$148,375dollars as filed
MFS CHARTER INCOME TR552727109SH BEN INT21,500$134,805dollars as filed
CLP HOLDINGS LTD SPONS ADR18946Q101COM16,480$133,323dollars as filed
CIM REAL ESTATE FINANCE TRUST INC193993037COM14,876$77,654dollars as filed
FRANKLIN MASTER INTER INCOME SH BEN INT746909100CEF21,540$71,513dollars as filed
TRANSACT TECHNOLOGIES INC892918103CMN15,000$55,200dollars as filed
IMMUNITYBIO INC45256X103COM15,000$45,150dollars as filed
NIO INC SPON ADS62914V106ADR11,500$43,815dollars as filed
PORSCHE AUTOMOBILUNSP ADR73328P106COM10,000$37,200dollars as filed
POLESTAR AUTOMOTIVE HLDG UK731105201ADS A20,000$21,000dollars as filed
GABO MNG LTD COM ISIN#CA36269D101536269D101COM408,800$19,884dollars as filed
Auxly Cannabis Group05335P109COM25,000$1,390dollars as filed
88 ENERGY LIMITED ORD SHSQ3394D101COM250,000$218dollars as filed
Encorium Group Inc29257R208COM25,000$0dollars as filedValue filed as zero, left out of ratios.
SOULFOOD CONCEPTS INC COM836051102COM64,500$0dollars as filedValue filed as zero, left out of ratios.
CANARY RES INC COM13722T106COM15,000$0dollars as filedValue filed as zero, left out of ratios.

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001850858-25-000003this filing2025-04-15acceptance time not in the bulk data set