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

Bard Financial Services, Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-08, with 206 holding rows worth $837,446,409.

Accession
0001850858-25-000004
Filed
2025-07-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 206 entries on the cover page, a total value of $837,446,409 stated on the cover page (in dollars after the unit check, H1), rows summing to $837,446,409 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 Inc037833100COM463,863$95,170,695dollars as filed
Microsoft Corp594918104COM152,259$75,735,047dollars as filed
Walmart Inc.931142103COM309,095$30,223,339dollars as filed
Home Depot, Inc437076102COM62,035$22,744,337dollars as filed
Berkshire Hathaway Inc084670702COM42,490$20,640,367dollars as filed
McDonalds Corporation580135101COM56,661$16,554,612dollars as filed
Johnson & Johnson478160104COM99,786$15,242,366dollars as filed
TRI CONTL CORP895436103COM470,799$14,905,501dollars as filed
JPMorgan Chase & Co46625H100COM44,660$12,947,381dollars as filed
NVIDIA Corp67066G104COM81,950$12,947,281dollars as filed
Coca-Cola Company191216100COM178,197$12,607,402dollars as filed
AbbVie,Inc.00287Y109COM67,095$12,454,174dollars as filed
Lockheed Martin Corporation539830109COM26,629$12,333,015dollars as filed
Pfizer Inc.717081103COM504,605$12,231,636dollars as filed
Verizon Communications Inc92343V104COM272,280$11,781,556dollars as filed
Amazon.com, Inc023135106COM52,090$11,428,025dollars as filed
Procter & Gamble Co742718109COM69,711$11,106,379dollars as filed
Cisco Systems,Inc.17275R102COM151,235$10,492,684dollars as filed
Applied Materials,Inc.038222105COM54,215$9,925,140dollars as filed
Goldman Sachs Group,Inc.38141G104COM13,990$9,901,423dollars as filed
PepsiCo,Inc.713448108COM74,836$9,881,380dollars as filed
Bank of America Corp060505104COM203,345$9,622,285dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM53,755$9,473,244dollars as filed
Philip Morris International Inc.718172109COM50,442$9,187,059dollars as filed
EXXON MOBIL CORP30231G102COM84,390$9,097,242dollars as filed
Chevron Corporation166764100COM63,175$9,046,028dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR2,053,105$8,725,696dollars as filed
Merck & Co.,Inc.58933Y105COM101,663$8,047,655dollars as filed
CVS Health Corporation126650100COM116,478$8,034,629dollars as filed
Waste Management, Inc.94106L109COM33,925$7,762,719dollars as filed
Altria Group Inc02209S103COM131,902$7,733,428dollars as filed
Amgen Inc.031162100COM27,135$7,576,363dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM42,040$7,457,476dollars as filed
Abbott Laboratories002824100COM54,160$7,366,302dollars as filed
NEWMONT CORP651639106COM116,130$6,765,734dollars as filed
AT&T Inc00206R102COM228,830$6,622,340dollars as filed
Costco Wholesale Corporation22160K105COM6,540$6,474,208dollars as filed
Starbucks Corporation855244109COM69,069$6,328,759dollars as filed
Comcast Corp20030N101COM177,240$6,325,696dollars as filed
META PLATFORMS INC CL A30303M102COM8,560$6,318,050dollars as filed
SYSCOCORP871829107COM81,035$6,137,591dollars as filed
Oracle Corporation68389X105COM27,425$5,995,928dollars as filed
PLAINS GP HLDGS L P72651A207LTD PARTNR INT A296,675$5,764,395dollars as filed
Wells Fargo & Company949746101COM70,475$5,646,457dollars as filed
ROCHE HLDG LTD SPONS ADR (ISIN #US7711951043 SEDOL #B014J8)771195104ADR136,850$5,578,006dollars as filed
ENBRIDGE INC COM29250N105Stock122,400$5,539,979dollars as filed
GENERAL MILLS INC COM370334104Stock106,445$5,514,924dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS24,214$5,484,197dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM166,950$5,177,120dollars as filed
GSK PLC SPONSORED ADR37733W204ADR134,745$5,174,208dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR104,969$4,968,185dollars as filed
NOVO-NORDISK A S ADR670100205ADR69,970$4,829,329dollars as filed
SHELL PLC SPON ADS780259305ADR65,100$4,583,691dollars as filed
Honeywell Technologies438516106COM18,044$4,202,111dollars as filed
BLACKSTONE INC09260D107COM28,075$4,199,459dollars as filed
Broadcom Inc.11135F101COM14,400$3,969,360dollars as filed
BlackRock,Inc.09290D101COM3,700$3,882,225dollars as filed
Raytheon Technologies Corporation75513E101COM25,990$3,795,060dollars as filed
Qualcomm Incorporated747525103COM23,190$3,693,239dollars as filed
General Electric Company369604301COM14,050$3,616,330dollars as filed
REALTY INCOME CORP COM756109104REIT61,260$3,529,189dollars as filed
International Business Machines Corporation459200101COM11,730$3,457,769dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock11,500$3,354,090dollars as filed
BIOLIFE SOLUTIONS INC COM NEW09062W204Stock153,475$3,305,852dollars as filed
Lam Research Corporation512807306COM33,750$3,285,225dollars as filed
Medtronic PlcG5960L103COM37,260$3,247,954dollars as filed
CORNING INC219350105COM59,650$3,136,994dollars as filed
Gilead Sciences,Inc.375558103COM27,825$3,084,958dollars as filed
PALO ALTO NETWORKS INC697435105COM14,760$3,020,486dollars as filed
Tesla Motors, Inc88160R101COM9,190$2,919,295dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock36,005$2,909,204dollars as filed
Charles Schwab Corp808513105COM30,775$2,807,911dollars as filed
KENVUE INC49177J102COM132,020$2,763,179dollars as filed
KRAFT HEINZ CO COM500754106Stock104,225$2,691,090dollars as filed
AIR PRODS & CHEMS INC009158106COM9,475$2,672,519dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock20,675$2,654,877dollars as filed
USBANCORPDEL902973304COM NEW58,369$2,641,210dollars as filed
HANESBRANDS INC410345102COM554,665$2,540,366dollars as filed
Visa Inc92826C839COM6,915$2,455,171dollars as filed
INFOSYS LTD SPONSORED ADR456788108ADR124,340$2,304,020dollars as filed
VICTORY CAP HLDGS INC DEL COM CL A92645B103Stock35,960$2,289,573dollars as filed
SPROTT PHYSICAL GOLD TR85207H104UNIT89,220$2,261,727dollars as filed
Eli Lilly and Company532457108COM2,815$2,194,377dollars as filed
UNILEVER PLC904767704SPON ADR NEW33,800$2,067,546dollars as filed
Bristol-Myers Squibb Company110122108COM41,310$1,912,240dollars as filed
HUNTINGTON INGALLS INDS INC COM446413106Stock7,805$1,884,595dollars as filed
Lowes Companies,Inc.548661107COM8,375$1,858,161dollars as filed
ALBEMARLE CORP012653101COM29,515$1,849,705dollars as filed
ALLSTATE CORP COM020002101Stock9,025$1,816,823dollars as filed
Mondelez International,Inc. Class A609207105COM26,700$1,800,648dollars as filed
POLARIS INC COM731068102Stock44,220$1,797,543dollars as filed
Morgan Stanley617446448COM12,180$1,715,675dollars as filed
Salesforce.com, Inc79466L302COM6,200$1,690,678dollars as filed
GE Vernova Inc.36828A101COM3,100$1,640,365dollars as filed
MasterCard, Inc57636Q104COM2,890$1,624,007dollars as filed
WEBSTER FINL CORP947890109COM29,050$1,586,130dollars as filed
Intercontinental Exchange,Inc.45866F104COM8,575$1,573,255dollars as filed
NextEra Energy,Inc.65339F101COM22,285$1,547,025dollars as filed
Walt Disney Co254687106COM12,175$1,509,822dollars as filed
M & T BK CORP COM55261F104Stock7,360$1,427,766dollars as filed
CARMAX INC COM143130102Stock19,800$1,330,758dollars as filed
BARRICK MNG CORP06849F108COM SHS63,625$1,324,673dollars as filed
Uber Technologies90353T100COM13,875$1,294,538dollars as filed
ROGERS COMMUNICATIONS INC CL B775109200Stock43,250$1,282,795dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock2,300$1,262,608dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock4,950$1,241,658dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN68,250$1,237,373dollars as filed
VULCAN MATLS CO COM929160109Stock4,700$1,225,854dollars as filed
EVERSOURCE ENERGY COM30040W108Stock19,205$1,221,822dollars as filed
Caterpillar Inc.149123101COM3,090$1,199,569dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM2,285$1,163,773dollars as filed
Southern Company842587107COM12,520$1,149,712dollars as filed
HUBBELL INC COM443510607Stock2,750$1,123,128dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK1,390$1,113,932dollars as filed
JEFFERIES FINANCIAL GROUP IN47233W109COM20,175$1,103,371dollars as filed
PAYCHEX INC704326107COM7,175$1,043,676dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock13,920$1,022,424dollars as filed
ONEOK INC NEW682680103COM12,465$1,017,518dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock3,775$1,009,964dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock1,900$949,962dollars as filed
CLOROX CO DEL189054109COM7,400$888,518dollars as filed
DEVON ENERGY CORP NEW COM25179M103Stock26,900$855,689dollars as filed
BATH & BODY WORKS INC COM070830104Stock28,100$841,876dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock6,375$821,865dollars as filed
BECTON DICKINSON & CO075887109COM4,585$789,766dollars as filed
EMERSON ELEC CO COM291011104Stock5,805$773,981dollars as filed
United Parcel Service,Inc. Class B911312106COM7,525$759,574dollars as filed
YUM BRANDS INC COM988498101Stock5,105$756,459dollars as filed
XCELENERGY INC98389B100COM10,625$723,563dollars as filed
SANOFI SA SPONSORED ADR80105N105ADR14,725$711,365dollars as filed
NUVEEN AMT FREE QLTY MUN INC670657105COM65,000$709,800dollars as filed
Union Pacific Corporation907818108COM3,080$708,646dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock6,530$677,553dollars as filed
Netflix, Inc64110L106COM450$602,609dollars as filed
American Tower Corporation03027X100COM2,700$596,754dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock3,150$587,223dollars as filed
BERKLEY W R CORP COM084423102Stock7,590$557,637dollars as filed
REPUBLIC SVCS INC COM760759100Stock2,250$554,873dollars as filed
VEEVA SYS INC CL A COM922475108Stock1,925$554,362dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock18,750$551,250dollars as filed
Duke Energy Corporation26441C204COM4,655$549,290dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,350$547,371dollars as filed
CROWN CASTLE INC COM22822V101REIT5,325$547,037dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock7,445$544,900dollars as filed
DIGITAL RLTY TR INC COM253868103REIT2,940$512,530dollars as filed
UNITED STS NAT GAS FD LP912318409UNIT PAR31,500$481,320dollars as filed
CONSOLIDATED EDISON INC209115104COM4,700$471,645dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock2,525$470,797dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock6,000$468,180dollars as filed
Citigroup Inc.172967424COM5,445$463,478dollars as filed
EDISON INTL COM281020107Stock8,700$448,920dollars as filed
3M CO COM88579Y101Stock2,870$436,929dollars as filed
FIRST SOLAR INC COM336433107Stock2,625$434,543dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock4,060$423,052dollars as filed
BLACKROCK MUNIYIELD QUALITY09254E103COM40,000$419,600dollars as filed
TEXTRON INC COM883203101Stock5,000$401,450dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock4,025$388,413dollars as filed
V F CORP COM918204108Stock32,440$381,170dollars as filed
TAPESTRY INC COM876030107Stock4,250$373,193dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock4,100$372,690dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock4,830$357,758dollars as filed
ROCHE HOLDING AG BASEL AKTH69293225COM1,000$345,564dollars as filed
INTERNATIONAL FLAVORS&FRAGRANC COM459506101Stock4,525$332,814dollars as filed
INDEPENDENT BK CORP MASS453836108COM5,190$326,373dollars as filed
ZOETIS INC CL A98978V103Stock2,050$319,698dollars as filed
Booking Holdings Inc.09857L108COM55$318,408dollars as filed
PRUDENTIAL FINL INC COM744320102Stock2,935$315,336dollars as filed
Danaher Corporation235851102COM1,595$315,076dollars as filed
Linde plcG54950103COM665$312,005dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR3,075$310,083dollars as filed
Schlumberger Limited806857108COM9,150$309,270dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock6,250$292,688dollars as filed
MARVELL TECHNOLOGY INC573874104COM3,745$289,863dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT1,790$287,760dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR1,625$279,923dollars as filed
TOTALENERGIES SE89151E109SPONSORED ADS4,505$276,562dollars as filed
BLOCK H & R INC COM093671105Stock5,000$274,450dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock2,765$273,790dollars as filed
KELLANOVA487836108COM3,375$268,414dollars as filed
EQT CORP COM26884L109Stock4,545$265,064dollars as filed
PACKAGING CORP AMER COM695156109Stock1,400$263,830dollars as filed
MCKESSON CORP COM58155Q103Stock350$256,473dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock5,885$255,115dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock3,130$254,813dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,165$254,541dollars as filed
NESTLE SA ADR641069406COM2,461$244,413dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,750$238,560dollars as filed
HF SINCLAIR CORP COM403949100Stock5,000$205,400dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock1,675$205,355dollars as filed
SPROTT PHYSICAL SILVER TR85207K107TR UNIT14,950$182,988dollars as filed
CLP HOLDINGS LTD SPONS ADR18946Q101COM16,480$139,586dollars as filed
MFS CHARTER INCOME TR552727109SH BEN INT21,500$136,740dollars as filed
Panasonic Hldgs Corp Unspons A69832A304COM12,500$133,750dollars as filed
CIM REAL ESTATE FINANCE TRUST INC193993037COM14,876$77,654dollars as filed
FRANKLIN MASTER INTER INCOME SH BEN INT746909100CEF21,540$72,159dollars as filed
IMMUNITYBIO INC45256X103COM15,000$39,600dollars as filed
PORSCHE AUTOMOBILUNSP ADR73328P106COM10,000$39,300dollars as filed
NIO INC SPON ADS62914V106ADR10,250$35,158dollars as filed
GAMMA RESOURCES LTD REGISTERED SHS36467U103COM408,800$29,964dollars as filed
POLESTAR AUTOMOTIVE HLDG UK731105201ADS A20,000$21,400dollars as filed
Highlands REIT Inc.per431522COM26,738$8,289dollars as filed
Auxly Cannabis Group05335P109COM25,000$1,832dollars as filed
88 ENERGY LTD SHS NEW ISIN#AU00000088E2Q3394D119COM10,000$144dollars 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 0001850858-25-000004this filing2025-07-08acceptance time not in the bulk data set