13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001850858
Total reported value
$911.2M
$911.2M
209 檔
28.7%
In Q4 2024, Bard Financial Services, Inc.'s U.S. equity holdings reached a combined market value of $911.2M, distributed across 209 disclosed stock positions.
During Q4 2024, Bard Financial Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 209 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.68% | -0.08% | +0.78% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.93% | +1.65% | -1.51% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.38% | +0.12% | +0.35% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 2.93% | -0.04% | -2.10% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.40% | -0.48% | -1.51% | |
| 6 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.98% | — | -0.96% | |
| 7 | TY | Tri-continental CORP | Stock-Other | 1.77% | — | -4.52% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | +0.01% | -0.21% | |
| 9 | PFE | Pfizer Inc | Stock-Healthcare | 1.65% | — | +0.16% | |
| 10 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.60% | — | +0.24% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.47% | -0.05% | -0.18% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | +0.02% | +0.86% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.41% | -0.28% | -0.39% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | +0.16% | -0.83% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.35% | -0.27% | -0.89% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.34% | +1.91% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +0.58% | +1.45% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.29% | — | +0.11% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.29% | — | +0.22% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.24% | -0.20% | -1.47% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.19% | +0.04% | -1.42% | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 1.12% | +0.21% | +0.26% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | — | +0.29% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.09% | — | +0.32% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.08% | -0.02% | -0.11% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.28% | +0.11% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.97% | +0.26% | -0.70% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.88% | -0.32% | -3.94% | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 0.88% | — | -4.19% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.85% | — | -3.10% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.18% | — | |
| 32 | WM | Waste Management Inc | Stock-Industrials | 0.83% | — | — | |
| 33 | GIS | General Mills Inc | Stock-Consumer Staples | 0.82% | -0.19% | -0.62% | |
| 34 | HN9 | Hanesbrands Inc | Stock-Other | 0.82% | — | -9.19% | |
| 35 | LYG | Lloyds Banking Group Plc-adr | Stock-Financials | 0.79% | -0.24% | +0.56% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.79% | -0.22% | -0.28% | |
| 37 | CVS | Cvs Health CORP | Stock-Healthcare | 0.76% | — | -9.96% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.75% | — | -1.66% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.75% | — | -1.78% | |
| 40 | SYY | Sysco CORP | Stock-Consumer Staples | 0.75% | — | — | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.73% | — | -2.91% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | +0.04% | -0.79% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | — | -14.18% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | +0.06% | +92.76% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.63% | — | -0.96% | |
| 46 | ENB | Enbridge Inc | Stock-Energy | 0.63% | — | +0.57% | |
| 47 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 0.62% | -0.18% | +0.18% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.61% | — | -0.84% | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.60% | — | -9.34% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.55% | +0.33% | -2.10% |
According to official SEC Form 13F filings, Bard Financial Services, Inc. reported a total U.S. public equity portfolio value of $911.2M across 209 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, WMT) accounted for 28.7% of total reported equity market value during Q4 2024.
During Q4 2024, Bard Financial Services, Inc.'s top holdings by market value included AAPL (14.7%)、MSFT (7.9%)、WMT (3.4%). The largest single position, AAPL, represented 14.7% of total portfolio value.
In Q4 2024, Bard Financial Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.