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Home > Institutional Investor > Bard Financial Services, Inc. > Profile

Instuitional Investor - Bard Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Bard Financial Services, Inc.
Portfolio Value $837,446,409
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 463,863 $95,170,695 11.36%
2.
Microsoft Corp
 MSFT 152,259 $75,735,047 9.04%
3.
Walmart Inc.
 WMT 309,095 $30,223,339 3.61%
4.
Home Depot Inc.
 HD 62,035 $22,744,337 2.72%
5.
Berkshire Hathaway Inc
 BRK.A 42,490 $20,640,367 2.46%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)