Bard Financial Services, Inc.

BRANFORD, CT · CIK 1850858 · 13F filing filed 2025-10-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBranford, CT

$911.2m reported value +8.8% vs Q2 2025

212positions

39.1%in top 10

7 new 47 added 72 reduced 1 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	459,568	$117.0m12.84%	12.84%	Reduced -4.3k	-4,295 -0.9%
2	MICROSOFT CORP COM MSFT	MSFT	153,584	$79.5m8.73%	8.73%	Added +1.3k	+1,325 0.9%
3	WALMART INC COM WMT	WMT	307,170	$31.7m3.47%	3.47%	Reduced -1.9k	-1,925 -0.6%
4	HOME DEPOT INC COM HD	HD	61,910	$25.1m2.75%	2.75%	Reduced -125	-125 -0.2%
5	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	41,640	$20.9m2.30%	2.30%	Reduced -850	-850 -2.0%
6	JOHNSON & JOHNSON COM JNJ	JNJ	100,395	$18.6m2.04%	2.04%	Added +609	+609 0.6%
7	MCDONALDS CORP COM MCD	MCD	56,561	$17.2m1.89%	1.89%	Reduced -100	-100 -0.2%
8	ABBVIE INC COM ABBV	ABBV	66,720	$15.4m1.70%	1.70%	Reduced -375	-375 -0.6%
9	NVIDIA CORPORATION COM NVDA	NVDA	81,520	$15.2m1.67%	1.67%	Reduced -430	-430 -0.5%
10	TRI CONTL CORP COM TY	TY	444,956	$15.1m1.66%	1.66%	Reduced -25.8k	-25,843 -5.5%
11	JPMORGAN CHASE & CO COM JPM	JPM	44,060	$13.9m1.53%	1.53%	Reduced -600	-600 -1.3%
12	LOCKHEED MARTIN CORP COM LMT	LMT	26,779	$13.4m1.47%	1.47%	Added +150	+150 0.6%
13	PFIZER INC COM PFE	PFE	510,321	$13.0m1.43%	1.43%	Added +5.7k	+5,716 1.1%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	53,255	$12.9m1.42%	1.42%	Reduced -500	-500 -0.9%
15	VERIZON COMMUNICATIONS INC COM VZ	VZ	276,190	$12.1m1.33%	1.33%	Added +3.9k	+3,910 1.4%
16	COCA COLA CO COM KO	KO	178,322	$11.8m1.30%	1.30%	Added +125	+125 0.1%
17	AMAZON COM INC COM AMZN	AMZN	51,615	$11.3m1.24%	1.24%	Reduced -475	-475 -0.9%
18	PEPSICO INC COM PEP	PEP	79,231	$11.1m1.22%	1.22%	Added +4.4k	+4,395 5.9%
19	APPLIED MATLS INC COM AMAT	AMAT	53,990	$11.1m1.21%	1.21%	Reduced -225	-225 -0.4%
20	GOLDMAN SACHS GROUP INC COM GS	GS	13,740	$10.9m1.20%	1.20%	Reduced -250	-250 -1.8%
21	PROCTER AND GAMBLE CO COM PG	PG	69,386	$10.7m1.17%	1.17%	Reduced -325	-325 -0.5%
22	CHEVRON CORP NEW COM CVX	CVX	67,450	$10.5m1.15%	1.15%	Added +4.3k	+4,275 6.8%
23	BANK AMERICA CORP COM BAC	BAC	202,095	$10.4m1.14%	1.14%	Reduced -1.2k	-1,250 -0.6%
24	CISCO SYS INC COM CSCO	CSCO	150,860	$10.3m1.13%	1.13%	Reduced -375	-375 -0.2%
25	NEWMONT CORP COM NEM	NEM	121,430	$10.2m1.12%	1.12%	Added +5.3k	+5,300 4.6%
26	ALPHABET INC CAP STK CL C GOOG	GOOG	41,465	$10.1m1.11%	1.11%	Reduced -575	-575 -1.4%
27	EXXON MOBIL CORP COM XOM	XOM	85,090	$9.6m1.05%	1.05%	Added +700	+700 0.8%
28	ALTRIA GROUP INC COM MO	MO	130,252	$8.6m0.94%	0.94%	Reduced -1.6k	-1,650 -1.2%
29	MERCK & CO INC COM MRK	MRK	101,913	$8.6m0.94%	0.94%	Added +250	+250 0.2%
30	CVS HEALTH CORP COM CVS	CVS	107,988	$8.1m0.89%	0.89%	Reduced -8.5k	-8,490 -7.3%
31	ORACLE CORP COM ORCL	ORCL	28,650	$8.1m0.88%	0.88%	Added +1.2k	+1,225 4.5%
32	PHILIP MORRIS INTL INC COM PM	PM	48,967	$7.9m0.87%	0.87%	Reduced -1.5k	-1,475 -2.9%
33	AMGEN INC COM AMGN	AMGN	27,650	$7.8m0.86%	0.86%	Added +515	+515 1.9%
34	LLOYDS BANKING GROUP PLC SPONSORED ADR LYG	LYG	1,649,635	$7.5m0.82%	0.82%	Reduced -403.5k	-403,470 -19.6%
35	WASTE MGMT INC DEL COM WM	WM	33,775	$7.5m0.82%	0.82%	Reduced -150	-150 -0.4%
36	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	25,949	$7.2m0.80%	0.80%	Added +1.7k	+1,735 7.2%
37	ABBOTT LABS COM ABT	ABT	53,610	$7.2m0.79%	0.79%	Reduced -550	-550 -1.0%
38	GSK PLC SPONSORED ADR GSK	GSK	158,145	$6.8m0.75%	0.75%	Added +23.4k	+23,400 17.4%
39	SYSCO CORP COM SYY	SYY	80,660	$6.6m0.73%	0.73%	Reduced -375	-375 -0.5%
40	AT&T INC COM T	T	230,080	$6.5m0.71%	0.71%	Added +1.2k	+1,250 0.6%
41	META PLATFORMS INC CL A META	META	8,530	$6.3m0.69%	0.69%	Reduced -30	-30 -0.3%
42	ENBRIDGE INC COM ENB	ENB	119,575	$6.0m0.66%	0.66%	Reduced -2.8k	-2,825 -2.3%
43	COMCAST CORP NEW CL A CMCSA	CMCSA	189,515	$6.0m0.65%	0.65%	Added +12.3k	+12,275 6.9%
44	ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS COM RHHBY	RHHBY	138,650	$5.8m0.64%	0.64%	Added +1.8k	+1,800 1.3%
45	STARBUCKS CORP COM SBUX	SBUX	67,269	$5.7m0.62%	0.62%	Reduced -1.8k	-1,800 -2.6%
46	GENERAL MLS INC COM GIS	GIS	108,025	$5.4m0.60%	0.60%	Added +1.6k	+1,580 1.5%
47	PLAINS GP HLDGS L P LTD PARTNR INT A PAGP	PAGP	297,675	$5.4m0.60%	0.60%	Added +1.0k	+1,000 0.3%
48	COSTCO WHSL CORP NEW COM COST	COST	5,715	$5.3m0.58%	0.58%	Reduced -825	-825 -12.6%
49	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	168,200	$5.3m0.58%	0.58%	Added +1.2k	+1,250 0.8%
50	WELLS FARGO CO NEW COM WFC	WFC	62,580	$5.2m0.58%	0.58%	Reduced -7.9k	-7,895 -11.2%
51	CORNING INC COM GLW	GLW	60,250	$4.9m0.54%	0.54%	Added +600	+600 1.0%
52	BROADCOM INC COM AVGO	AVGO	14,450	$4.8m0.52%	0.52%	Added +50	+50 0.3%
53	BLACKSTONE INC COM BX	BX	27,625	$4.7m0.52%	0.52%	Reduced -450	-450 -1.6%
54	SHELL PLC SPON ADS SHEL	SHEL	65,100	$4.7m0.51%	0.51%	Unchanged
55	LAM RESEARCH CORP COM NEW LRCX	LRCX	33,750	$4.5m0.50%	0.50%	Unchanged
56	RTX CORPORATION COM RTX	RTX	26,240	$4.4m0.48%	0.48%	Added +250	+250 1.0%
57	BLACKROCK INC COM BLK	BLK	3,675	$4.3m0.47%	0.47%	Reduced -25	-25 -0.7%
58	GE AEROSPACE COM NEW GE	GE	13,820	$4.2m0.46%	0.46%	Reduced -230	-230 -1.6%
59	TESLA INC COM TSLA	TSLA	9,190	$4.1m0.45%	0.45%	Unchanged
60	GENERAL DYNAMICS CORP COM GD	GD	11,500	$3.9m0.43%	0.43%	Unchanged
61	BIOLIFE SOLUTIONS INC COM NEW BLFS	BLFS	153,475	$3.9m0.43%	0.43%	Unchanged
62	KRAFT HEINZ CO COM KHC	KHC	149,075	$3.9m0.43%	0.43%	Added +44.9k	+44,850 43.0%
63	QUALCOMM INC COM QCOM	QCOM	23,190	$3.9m0.42%	0.42%	Unchanged
64	HONEYWELL INTL INC COM COM		18,269	$3.8m0.42%	0.42%	Added +225	+225 1.2%
65	MEDTRONIC PLC SHS MDT	MDT	37,985	$3.6m0.40%	0.40%	Added +725	+725 1.9%
66	REALTY INCOME CORP COM O	O	59,225	$3.6m0.40%	0.40%	Reduced -2.0k	-2,035 -3.3%
67	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	66,357	$3.5m0.39%	0.39%	Reduced -38.6k	-38,612 -36.8%
68	HANESBRANDS INC COM HBI	HBI	533,865	$3.5m0.39%	0.39%	Reduced -20.8k	-20,800 -3.8%
69	ALBEMARLE CORP COM ALB	ALB	42,895	$3.5m0.38%	0.38%	Added +13.4k	+13,380 45.3%
70	NOVO-NORDISK A S ADR NVO	NVO	60,275	$3.3m0.37%	0.37%	Reduced -9.7k	-9,695 -13.9%
71	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	11,605	$3.3m0.36%	0.36%	Reduced -125	-125 -1.1%
72	GILEAD SCIENCES INC COM GILD	GILD	27,725	$3.1m0.34%	0.34%	Reduced -100	-100 -0.4%
73	VERTIV HOLDINGS CO COM CL A VRT	VRT	20,300	$3.1m0.34%	0.34%	Reduced -375	-375 -1.8%
74	PALO ALTO NETWORKS INC COM PANW	PANW	14,760	$3.0m0.33%	0.33%	Unchanged
75	SCHWAB CHARLES CORP COM SCHW	SCHW	30,025	$2.9m0.31%	0.31%	Reduced -750	-750 -2.4%
76	US BANCORP DEL COM NEW USB	USB	57,369	$2.8m0.30%	0.30%	Reduced -1.0k	-1,000 -1.7%
77	POLARIS INC COM PII	PII	45,270	$2.6m0.29%	0.29%	Added +1.1k	+1,050 2.4%
78	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	88,000	$2.6m0.29%	0.29%	Reduced -1.2k	-1,220 -1.4%
79	AIR PRODS & CHEMS INC COM APD	APD	9,450	$2.6m0.28%	0.28%	Reduced -25	-25 -0.3%
80	KENVUE INC COM KVUE	KVUE	155,125	$2.5m0.28%	0.28%	Added +23.1k	+23,105 17.5%
81	BARRICK MNG CORP COM SHS B	B	72,625	$2.4m0.26%	0.26%	Added +9.0k	+9,000 14.2%
82	VISA INC COM CL A V	V	6,915	$2.4m0.26%	0.26%	Unchanged
83	VICTORY CAP HLDGS INC COM CL A VCTR	VCTR	35,960	$2.3m0.26%	0.26%	Unchanged
84	ELI LILLY & CO COM LLY	LLY	2,855	$2.2m0.24%	0.24%	Added +40	+40 1.4%
85	LOWES COS INC COM LOW	LOW	8,375	$2.1m0.23%	0.23%	Unchanged
86	INFOSYS LTD SPONSORED ADR INFY	INFY	124,340	$2.0m0.22%	0.22%	Unchanged
87	UNILEVER PLC SPON ADR NEW SPON ADR NEW		33,800	$2.0m0.22%	0.22%	Unchanged
88	GE VERNOVA INC COM GEV	GEV	3,175	$2.0m0.21%	0.21%	Added +75	+75 2.4%
89	MORGAN STANLEY COM NEW MS	MS	12,180	$1.9m0.21%	0.21%	Unchanged
90	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	42,860	$1.9m0.21%	0.21%	Added +1.6k	+1,550 3.8%
91	ALLSTATE CORP COM ALL	ALL	8,875	$1.9m0.21%	0.21%	Reduced -150	-150 -1.7%
92	HUNTINGTON INGALLS INDS INC COM HII	HII	6,555	$1.9m0.21%	0.21%	Reduced -1.2k	-1,250 -16.0%
93	LAUDER ESTEE COS INC CL A EL	EL	20,055	$1.8m0.19%	0.19%	Reduced -15.9k	-15,950 -44.3%
94	NEXTERA ENERGY INC COM NEE	NEE	22,960	$1.7m0.19%	0.19%	Added +675	+675 3.0%
95	WEBSTER FINL CORP COM WBS	WBS	28,800	$1.7m0.19%	0.19%	Reduced -250	-250 -0.9%
96	MONDELEZ INTL INC CL A MDLZ	MDLZ	26,700	$1.7m0.18%	0.18%	Unchanged
97	MASTERCARD INCORPORATED CL A MA	MA	2,890	$1.6m0.18%	0.18%	Unchanged
98	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	5,050	$1.5m0.17%	0.17%	Added +100	+100 2.0%
99	ROGERS COMMUNICATIONS INC CL B RCI	RCI	43,250	$1.5m0.16%	0.16%	Unchanged
100	SALESFORCE INC COM CRM	CRM	6,200	$1.5m0.16%	0.16%	Unchanged

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
PANASONIC HOLDINGS CORP UNSPON PCRHY	PCRHY	12,500	$133.8k12.5k shares