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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 $450,548,992
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Janus Detroit Str Tr
 502,312 $25,457,977 5.65%
2.
Ishares Tr
 693,046 $21,130,973 4.69%
3.
Coherent Corp.
 COHR 53,200 $20,985,804 4.66%
4.
Flaherty & Crumrine Preferred & Income Securities Fund Inc
 FFC 1,227,796 $19,988,519 4.44%
5.
Schwab Strategic Trust
 SCHD 653,377 $15,772,512 3.5%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.