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Home > Institutional Investor > Bard Associates Inc > Profile

Instuitional Investor - Bard Associates Inc

Fund Profile
Filing Period:
Fund Name: Bard Associates Inc
Portfolio Value $398,469,472
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Janus Detroit Str Tr
 499,892 $25,277,137 6.34%
2.
Ishares Tr
 691,884 $20,977,916 5.26%
3.
Flaherty & Crumrine Preferred & Income Securities Fund Inc
 FFC 1,216,021 $18,836,165 4.73%
4.
Coherent Corp.
 COHR 53,635 $12,776,394 3.21%
5.
Schwab Strategic Trust
 SCHD 508,848 $12,349,753 3.1%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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