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CIK: 0001850858
Total reported value
$911.2M
$911.2M
209 檔
26.0%
The Q1 2025 SEC filing reveals that Bard Financial Services, Inc. held a total portfolio value of $911.2M, covering 209 public equity positions.
In Q1 2025, Bard Financial Services, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 209 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.92% | -0.08% | -2.66% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.08% | +1.65% | -1.64% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.35% | +0.12% | +0.01% | |
| 4 | HD | Home Depot Inc | Stock-Consumer Disc | 2.79% | -0.04% | -0.97% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.78% | -0.48% | -3.12% | |
| 6 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.17% | — | -0.04% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.03% | +0.01% | +0.29% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 1.75% | -0.05% | -1.32% | |
| 9 | TY | Tri-continental CORP | Stock-Other | 1.66% | — | -4.63% | |
| 10 | PFE | Pfizer Inc | Stock-Healthcare | 1.58% | — | -1.90% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.57% | -0.27% | -0.76% | |
| 12 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.52% | — | +2.04% | |
| 13 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.47% | — | -1.37% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.45% | -0.28% | -0.61% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | +0.16% | -4.28% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.35% | — | +4.23% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.29% | — | +0.48% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.25% | — | +0.37% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.02% | -5.88% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.15% | -0.02% | -0.21% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.14% | -0.20% | -0.28% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.10% | +0.04% | -4.52% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.58% | -0.06% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.34% | -2.94% | |
| 25 | LYG | Lloyds Banking Group Plc-adr | Stock-Financials | 1.06% | -0.24% | -6.49% | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 1.03% | — | -12.00% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.03% | — | -0.73% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 1.00% | — | +1.16% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 0.99% | +0.21% | -2.12% | |
| 30 | MO | Altria Group Inc | Stock-Consumer Staples | 0.99% | — | -4.04% | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.97% | — | -0.75% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.94% | +0.26% | -0.07% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.89% | — | -0.73% | |
| 34 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.84% | -0.22% | -2.77% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.28% | -4.08% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.82% | — | +8.90% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.80% | — | -0.90% | |
| 38 | GIS | General Mills Inc | Stock-Consumer Staples | 0.79% | -0.19% | +0.72% | |
| 39 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 0.78% | -0.18% | +5.42% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.18% | -13.21% | |
| 41 | SYY | Sysco CORP | Stock-Consumer Staples | 0.74% | — | -0.61% | |
| 42 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 0.70% | — | +25.30% | |
| 43 | EPD | Enterprise Products Partners | Stock-Energy | 0.70% | — | +4.70% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.69% | -0.32% | -4.25% | |
| 45 | ENB | Enbridge Inc | Stock-Energy | 0.67% | — | -0.35% | |
| 46 | NEM | Newmont CORP | Stock-Materials | 0.65% | +0.47% | +27.47% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | +0.04% | -2.65% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | — | -4.37% | |
| 49 | SHEL | Shell Plc-adr | Stock-Energy | 0.59% | — | +0.76% | |
| 50 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.58% | +0.17% | +54.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | WMT | Walmart Inc | — | NEW | New buy |
| 4 | HD | Home Depot Inc | — | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 6 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 7 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 8 | ABBV | Abbvie Inc | — | NEW | New buy |
| 9 | TY | Tri-continental CORP | — | NEW | New buy |
| 10 | PFE | Pfizer Inc | — | NEW | New buy |
| 11 | KO | Coca-cola Co/the | — | NEW | New buy |
| 12 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 13 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 14 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 16 | PEP | Pepsico Inc | — | NEW | New buy |
| 17 | CVX | Chevron CORP | — | NEW | New buy |
| 18 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 19 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 20 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 21 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 22 | BAC | Bank Of America CORP | — | NEW | New buy |
| 23 | NVDA | Nvidia CORP | — | NEW | New buy |
| 24 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 25 | LYG | Lloyds Banking Group Plc-adr | — | NEW | New buy |
| 26 | CVS | Cvs Health CORP | — | NEW | New buy |
| 27 | AMGN | Amgen Inc | — | NEW | New buy |
| 28 | PM | Philip Morris International | — | NEW | New buy |
| 29 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 30 | MO | Altria Group Inc | — | NEW | New buy |
| 31 | WM | Waste Management Inc | — | NEW | New buy |
| 32 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 33 | ABT | Abbott Laboratories | — | NEW | New buy |
| 34 | SBUX | Starbucks CORP | — | NEW | New buy |
| 35 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 36 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 37 | T | At&t Inc | — | NEW | New buy |
| 38 | GIS | General Mills Inc | — | NEW | New buy |
| 39 | PAGP | Plains Gp Holdings Lp-cl A | — | NEW | New buy |
| 40 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 41 | SYY | Sysco CORP | — | NEW | New buy |
| 42 | RHHBY | Roche Holdings Ltd-spons Adr | — | NEW | New buy |
| 43 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 44 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 45 | ENB | Enbridge Inc | — | NEW | New buy |
| 46 | NEM | Newmont CORP | — | NEW | New buy |
| 47 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 48 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 49 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 50 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
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 Q1 2025.
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 26.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $105.7M
During Q1 2025, Bard Financial Services, Inc.'s top holdings by market value included AAPL (12.9%)、MSFT (7.1%)、WMT (3.4%). The largest single position, AAPL, represented 12.9% of total portfolio value.
In Q1 2025, Bard Financial Services, Inc. made 50 total portfolio adjustments, initiating 50 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.
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