Bard Associates
Latest statistics and disclosures from Bard Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JAAA, PFF, FFC, COHR, SCHO, and represent 22.64% of Bard Associates's stock portfolio.
- Added to shares of these 10 stocks: JAAA (+$8.7M), SCHO (+$5.6M), Buda Juice, CRGO, ELWT, BRK.B, Modular Med, TSM, GOOG, CHRW.
- Started 67 new stock positions in ADBE, LRN, RTX, HRB, GRBK, JPLD, JNJ, MDLZ, CRGO, MDT.
- Reduced shares in these 10 stocks: BIZD (-$9.3M), COHR (-$5.7M), WLDN (-$5.6M), ASM, OSS, DTST, MODD, ENSG, POLA, EPM.
- Sold out of its positions in AMPGW, AZO, BLDR, CSR, DTST, EFT, HASI, FLOT, MODD, New Gold Inc Cda. Plymouth Indl Reit, Potlatch Corporation, USIO, VPG, GAMB.
- Bard Associates was a net seller of stock by $-4.9M.
- Bard Associates has $399M in assets under management (AUM), dropping by 2.31%.
- Central Index Key (CIK): 0001105907
Tip: Access up to 7 years of quarterly data
Positions held by Bard Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Bard Associates
Bard Associates holds 292 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 6.3 | $25M | +52% | 500k | 50.57 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 5.3 | $21M | 692k | 30.32 |
|
|
| Flaherty & Crumrine/Claymore Preferred S (FFC) | 4.7 | $19M | 1.2M | 15.49 |
|
|
| Coherent Corp (COHR) | 3.2 | $13M | -30% | 54k | 238.21 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.1 | $12M | +83% | 509k | 24.27 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 3.1 | $12M | 139k | 88.70 |
|
|
| Ishares Tr Residential Mult (REZ) | 3.1 | $12M | 146k | 83.21 |
|
|
| Mamamancini's Holdings (MAMA) | 2.7 | $11M | 690k | 15.34 |
|
|
| Ensign (ENSG) | 2.5 | $10M | -6% | 50k | 201.56 |
|
| Tortoise Energy Infrastructure closed end funds (TYG) | 2.5 | $9.8M | 197k | 49.85 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 2.3 | $9.1M | 173k | 52.64 |
|
|
| Kayne Anderson MLP Investment (KYN) | 2.1 | $8.4M | 586k | 14.28 |
|
|
| Nextera Energy (NEE) | 1.8 | $7.2M | 77k | 92.88 |
|
|
| Aehr Test Systems (AEHR) | 1.7 | $6.6M | 179k | 37.08 |
|
|
| Oil-Dri Corporation of America (ODC) | 1.6 | $6.5M | 100k | 65.09 |
|
|
| Archrock (AROC) | 1.6 | $6.3M | 182k | 34.80 |
|
|
| Or Royalties Com Shs (OR) | 1.6 | $6.2M | 164k | 38.02 |
|
|
| Ftai Infrastructure Common Stock (FIP) | 1.5 | $6.0M | 1.2M | 4.97 |
|
|
| M-tron Inds (MPTI) | 1.4 | $5.7M | 86k | 66.85 |
|
|
| Equinox Gold Corp equities (EQX) | 1.4 | $5.7M | 392k | 14.46 |
|
|
| Legacy Ed (LGCY) | 1.4 | $5.6M | 449k | 12.52 |
|
|
| Tortoise Capital Series Trus Electrification (TPZ) | 1.4 | $5.6M | -2% | 255k | 21.88 |
|
| Wheaton Precious Metals Corp (WPM) | 1.4 | $5.4M | 42k | 131.19 |
|
|
| Vanguard World Utilities Etf (VPU) | 1.3 | $5.3M | 27k | 198.14 |
|
|
| Bk Technologies Corporation Com New (BKTI) | 1.3 | $5.2M | 69k | 74.63 |
|
|
| Usa Compression Partners Com Unit Ltdpar (USAC) | 1.3 | $5.0M | 184k | 27.12 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 1.2 | $5.0M | 71k | 70.51 |
|
|
| Acme United Corporation (ACU) | 1.2 | $4.9M | 109k | 45.07 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 1.2 | $4.9M | -2% | 41k | 120.04 |
|
| Gpgi Com Cl A (GPGI) | 1.2 | $4.9M | 285k | 17.10 |
|
|
| Carriage Services (CSV) | 1.1 | $4.5M | 99k | 45.66 |
|
|
| Synalloy Corporation (ACNT) | 1.1 | $4.3M | 326k | 13.31 |
|
|
| One Stop Systems (OSS) | 1.0 | $4.1M | -36% | 541k | 7.57 |
|
| (CXDO) | 0.9 | $3.7M | 603k | 6.17 |
|
|
| Legacy Housing Corp (LEGH) | 0.9 | $3.7M | 180k | 20.43 |
|
|
| Royal Gold (RGLD) | 0.9 | $3.6M | 14k | 254.49 |
|
|
| Branchout Food (BOF) | 0.9 | $3.4M | 1.0M | 3.30 |
|
|
| LGL (LGL) | 0.9 | $3.4M | 490k | 6.95 |
|
|
| A Mark Precious Metals (GOLD) | 0.8 | $3.3M | -9% | 82k | 40.08 |
|
| Core Molding Technologies (CMT) | 0.8 | $3.3M | 145k | 22.40 |
|
|
| U.S. Physical Therapy (USPH) | 0.8 | $3.2M | 43k | 75.41 |
|
|
| Flotek Industries Com New (FTK) | 0.8 | $3.2M | 191k | 16.97 |
|
|
| Pure Cycle Corp Com New (PCYO) | 0.8 | $3.2M | -2% | 314k | 10.06 |
|
| Viemed Healthcare (VMD) | 0.8 | $3.1M | 340k | 9.21 |
|
|
| Buda Juice | 0.8 | $3.1M | NEW | 293k | 10.50 |
|
| Amplitech Group Com New (AMPG) | 0.8 | $3.0M | 1.6M | 1.90 |
|
|
| Kingsway Finl Svcs Com New (KFS) | 0.7 | $2.9M | 278k | 10.43 |
|
|
| inTEST Corporation (INTT) | 0.7 | $2.9M | 212k | 13.65 |
|
|
| Smith-Midland Corporation (SMID) | 0.7 | $2.6M | 80k | 32.53 |
|
|
| Intellinetics (INLX) | 0.6 | $2.5M | 332k | 7.45 |
|
|
| Elauwit Connection (ELWT) | 0.6 | $2.5M | +68% | 415k | 5.93 |
|
| Franco-Nevada Corporation (FNV) | 0.6 | $2.4M | 9.6k | 247.05 |
|
|
| Ali (ALCO) | 0.6 | $2.3M | 56k | 41.26 |
|
|
| Mobilicom Ord Shs New (MOB) | 0.6 | $2.2M | 429k | 5.14 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.1M | +45% | 4.4k | 479.20 |
|
| Quaker Chemical Corporation (KWR) | 0.5 | $2.1M | 17k | 124.23 |
|
|
| Targa Res Corp (TRGP) | 0.5 | $1.9M | 7.8k | 250.74 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.5 | $1.9M | 20k | 91.77 |
|
|
| Tecogen Com New (TGEN) | 0.4 | $1.8M | 688k | 2.56 |
|
|
| Newmont Mining Corporation (NEM) | 0.4 | $1.6M | -3% | 15k | 108.25 |
|
| Neuroone Med Technologies Com New (NMTC) | 0.4 | $1.4M | 1.8M | 0.78 |
|
|
| Harrow Health (HROW) | 0.4 | $1.4M | 40k | 35.26 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Util (PSCU) | 0.4 | $1.4M | 24k | 60.22 |
|
|
| Celsius Hldgs Com New (CELH) | 0.3 | $1.4M | 39k | 35.48 |
|
|
| Research Solutions (RSSS) | 0.3 | $1.4M | 608k | 2.26 |
|
|
| Freightos Ord Shs (CRGO) | 0.3 | $1.3M | NEW | 784k | 1.64 |
|
| IDEX Corporation (IEX) | 0.3 | $1.2M | 6.6k | 189.55 |
|
|
| Utah Medical Products (UTMD) | 0.3 | $1.1M | 18k | 62.30 |
|
|
| Access Newswire Com New (ACCS) | 0.3 | $1.1M | 129k | 8.86 |
|
|
| Perfect Moment Com Shs (PMNT) | 0.3 | $1.1M | 4.3M | 0.26 |
|
|
| Royce Micro Capital Trust (RMT) | 0.3 | $1.0M | 89k | 11.31 |
|
|
| Global Wtr Res (GWRS) | 0.2 | $898k | 118k | 7.59 |
|
|
| Powerfleet (AIOT) | 0.2 | $867k | -3% | 282k | 3.08 |
|
| Bridgeline Digital (BLIN) | 0.2 | $859k | -7% | 1.1M | 0.80 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $846k | -3% | 4.3k | 197.71 |
|
| Rimini Str Inc Del (RMNI) | 0.2 | $817k | +3% | 249k | 3.28 |
|
| Jack Henry & Associates (JKHY) | 0.2 | $814k | 5.2k | 158.04 |
|
|
| Pacer Fds Tr Industrial Relet (INDS) | 0.2 | $800k | 22k | 36.74 |
|
|
| Where Food Comes From Com New (WFCF) | 0.2 | $773k | 58k | 13.31 |
|
|
| Pennant Group (PNTG) | 0.2 | $764k | 25k | 30.48 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $719k | -12% | 14k | 50.81 |
|
| Proshares Tr Pshs Ultruss2000 (UWM) | 0.2 | $695k | -4% | 15k | 46.67 |
|
| Ameris Ban (ABCB) | 0.2 | $694k | -5% | 8.9k | 78.19 |
|
| Pembina Pipeline Corp (PBA) | 0.2 | $657k | 15k | 44.76 |
|
|
| Miller Inds Inc Tenn Com New (MLR) | 0.2 | $639k | -3% | 14k | 45.55 |
|
| Venu Hldg Corp (VENU) | 0.1 | $597k | -2% | 181k | 3.31 |
|
| Coeur Mng Com New (CDE) | 0.1 | $542k | -2% | 29k | 18.77 |
|
| Modular Med Com New | 0.1 | $525k | NEW | 100k | 5.28 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $525k | -16% | 7.7k | 68.14 |
|
| Pro-dex Inc Colo Com New (PDEX) | 0.1 | $519k | 11k | 49.12 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $444k | 1.0k | 430.29 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $442k | +844% | 1.3k | 338.91 |
|
| Japan Smaller Capitalizaion Fund (JOF) | 0.1 | $428k | 39k | 10.90 |
|
|
| Independence Realty Trust In (IRT) | 0.1 | $410k | 27k | 15.06 |
|
|
| CECO Environmental (CECO) | 0.1 | $404k | -2% | 6.8k | 59.58 |
|
| Ooma (OOMA) | 0.1 | $404k | +7% | 28k | 14.55 |
|
| Caretrust Reit (CTRE) | 0.1 | $400k | -4% | 11k | 37.04 |
|
| Philip Morris International (PM) | 0.1 | $397k | +328% | 2.4k | 166.81 |
|
| C H Robinson Worldwide In Com New (CHRW) | 0.1 | $396k | +714% | 2.4k | 166.73 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $391k | +947% | 1.4k | 286.96 |
|
| Nephros (NEPH) | 0.1 | $361k | 121k | 2.98 |
|
|
| Neogenomics Com New (NEO) | 0.1 | $348k | 47k | 7.42 |
|
|
| TJX Companies (TJX) | 0.1 | $331k | +815% | 2.1k | 159.71 |
|
| TransAct Technologies Incorporated (TACT) | 0.1 | $329k | -7% | 100k | 3.29 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $314k | -96% | 25k | 12.80 |
|
| Callan Jmb (CJMB) | 0.1 | $307k | -12% | 246k | 1.25 |
|
| Coca-Cola Company (KO) | 0.1 | $302k | +805% | 3.9k | 76.57 |
|
| Evi Industries (EVI) | 0.1 | $301k | 15k | 20.58 |
|
|
| Altria (MO) | 0.1 | $300k | +418% | 4.5k | 67.05 |
|
| Marten Transport (MRTN) | 0.1 | $298k | 23k | 13.13 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $296k | +775% | 490.00 | 604.68 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $294k | +862% | 2.1k | 143.21 |
|
| Fitlife Brands Com New (FTLF) | 0.1 | $284k | +13% | 20k | 14.20 |
|
| Paysign (PAYS) | 0.1 | $281k | +25% | 48k | 5.90 |
|
| Hershey Company (HSY) | 0.1 | $280k | +842% | 1.3k | 207.94 |
|
| Balchem Corporation (BCPC) | 0.1 | $271k | 1.6k | 169.48 |
|
|
| Home Depot (HD) | 0.1 | $270k | +244% | 821.00 | 329.04 |
|
| Red Violet (RDVT) | 0.1 | $269k | 7.8k | 34.60 |
|
|
| Allegion Ord Shs (ALLE) | 0.1 | $266k | +734% | 1.8k | 145.32 |
|
| Meta Platforms Cl A (META) | 0.1 | $261k | 456.00 | 572.13 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $258k | +912% | 1.3k | 194.21 |
|
| Pepsi (PEP) | 0.1 | $247k | +888% | 1.6k | 155.29 |
|
| Hilton Grand Vacations (HGV) | 0.1 | $244k | +877% | 6.2k | 39.12 |
|
| Sangoma Technologies Corp Com New (SANG) | 0.1 | $232k | -3% | 60k | 3.88 |
|
| Mobilicom *w Exp 08/31/202 (MOBBW) | 0.1 | $230k | 143k | 1.61 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $229k | +764% | 3.2k | 71.33 |
|
| Lowe's Companies (LOW) | 0.1 | $220k | +1451% | 931.00 | 236.27 |
|
| Unilever Spon Adr New (UL) | 0.1 | $218k | +816% | 3.8k | 57.52 |
|
| Polaris Industries (PII) | 0.1 | $218k | +452% | 4.0k | 54.49 |
|
| Sono Tek (SOTK) | 0.1 | $213k | +21% | 53k | 4.06 |
|
| Booking Holdings (BKNG) | 0.1 | $211k | +733% | 50.00 | 4215.98 |
|
| Clearfield (CLFD) | 0.0 | $199k | -2% | 7.5k | 26.47 |
|
| Masco Corporation (MAS) | 0.0 | $199k | +746% | 3.3k | 60.37 |
|
| Barrett Business Services (BBSI) | 0.0 | $199k | +390% | 6.8k | 29.18 |
|
| MarketAxess Holdings (MKTX) | 0.0 | $191k | +819% | 1.2k | 164.94 |
|
| Automatic Data Processing (ADP) | 0.0 | $185k | +727% | 902.00 | 204.99 |
|
| Nike CL B (NKE) | 0.0 | $177k | +848% | 3.3k | 53.22 |
|
| Lululemon Athletica (LULU) | 0.0 | $177k | NEW | 1.2k | 153.10 |
|
| Cdw (CDW) | 0.0 | $172k | +1111% | 1.4k | 121.06 |
|
| NVR (NVR) | 0.0 | $171k | +766% | 26.00 | 6589.85 |
|
| Paypal Holdings (PYPL) | 0.0 | $169k | +786% | 3.7k | 45.23 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $166k | NEW | 440.00 | 377.74 |
|
| Nano Dimension Sponsord Ads New (NNDM) | 0.0 | $164k | 97k | 1.70 |
|
|
| Pool Corporation (POOL) | 0.0 | $158k | NEW | 779.00 | 202.33 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $157k | +832% | 793.00 | 198.39 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $156k | 350.00 | 446.54 |
|
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $145k | 29k | 5.04 |
|
|
| J&J Snack Foods (JJSF) | 0.0 | $144k | 1.8k | 80.07 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $142k | +4% | 1.5k | 96.72 |
|
| Zoetis Cl A (ZTS) | 0.0 | $142k | NEW | 1.2k | 118.21 |
|
| Qualcomm (QCOM) | 0.0 | $129k | 1.0k | 128.78 |
|
|
| UMH Properties (UMH) | 0.0 | $122k | 8.5k | 14.43 |
|
|
| Grand Canyon Education (LOPE) | 0.0 | $115k | NEW | 676.00 | 170.03 |
|
| Illinois Tool Works (ITW) | 0.0 | $105k | 400.00 | 261.90 |
|
|
| Apple (AAPL) | 0.0 | $102k | 400.00 | 253.79 |
|
|
| Resolute Hldgs Mgmt (RHLD) | 0.0 | $95k | 582.00 | 162.30 |
|
|
| SEI Investments Company (SEIC) | 0.0 | $92k | NEW | 1.2k | 78.47 |
|
| Stride (LRN) | 0.0 | $88k | NEW | 995.00 | 88.17 |
|
| Global Self Storage (SELF) | 0.0 | $85k | -24% | 17k | 5.11 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $72k | 1.5k | 47.72 |
|
|
| First Majestic Silver Corp (AG) | 0.0 | $68k | 3.2k | 21.48 |
|
|
| Repro-Med Systems (KRMD) | 0.0 | $63k | 15k | 4.32 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $62k | 1.2k | 52.56 |
|
|
| Global Industrial Company (GIC) | 0.0 | $61k | NEW | 1.9k | 31.52 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $60k | 613.00 | 98.38 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $60k | +4% | 520.00 | 114.99 |
|
| H&R Block (HRB) | 0.0 | $59k | NEW | 1.8k | 32.16 |
|
| Aberdeen Chile Fund (AEF) | 0.0 | $58k | 8.0k | 7.29 |
|
|
| Merck & Co (MRK) | 0.0 | $56k | +3006% | 466.00 | 121.09 |
|
| Green Brick Partners (GRBK) | 0.0 | $54k | NEW | 833.00 | 64.45 |
|
| Ishares Tr Msci India Sm Cp (SMIN) | 0.0 | $53k | 875.00 | 59.96 |
|
|
| International Business Machines (IBM) | 0.0 | $50k | +4% | 208.00 | 242.39 |
|
| HudBay Minerals (HBM) | 0.0 | $49k | -91% | 2.3k | 20.90 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $48k | 167.00 | 287.56 |
|
|
| Wayside Technology (CLMB) | 0.0 | $45k | +320% | 2.3k | 19.82 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $36k | NEW | 717.00 | 50.61 |
|
| Johnson & Johnson (JNJ) | 0.0 | $36k | NEW | 147.00 | 244.44 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $35k | NEW | 143.00 | 243.08 |
|
| The Beachbody Company Com Cl A New (BODI) | 0.0 | $34k | 3.1k | 10.86 |
|
|
| Direxion Shares Etf Trust Call (Principal) (YINN) | 0.0 | $34k | 1.0k | 32.81 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $34k | -50% | 670.00 | 49.95 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $30k | -63% | 634.00 | 46.95 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $27k | NEW | 268.00 | 100.57 |
|
| Tompkins Financial Corporation (TMP) | 0.0 | $24k | 300.00 | 78.84 |
|
|
| Woodward Governor Company (WWD) | 0.0 | $23k | 65.00 | 357.92 |
|
|
| InfuSystem Holdings (INFU) | 0.0 | $23k | 2.5k | 9.23 |
|
|
| Lightpath Technologies Com Cl A (LPTH) | 0.0 | $20k | 2.0k | 10.03 |
|
|
| Leggett & Platt (LEG) | 0.0 | $20k | 2.0k | 9.93 |
|
|
| AVINO SILVER & GOLD Mines Lt (ASM) | 0.0 | $19k | -99% | 3.0k | 6.32 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $19k | 189.00 | 98.72 |
|
|
| Pfizer (PFE) | 0.0 | $18k | +116% | 650.00 | 28.08 |
|
| Concrete Pumping Hldgs (BBCP) | 0.0 | $18k | 2.5k | 7.14 |
|
|
| BJ's Restaurants (BJRI) | 0.0 | $18k | 500.00 | 35.10 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $17k | 300.00 | 57.20 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $17k | 168.00 | 100.17 |
|
|
| Standard Lithium Corp equities (SLI) | 0.0 | $16k | 4.8k | 3.41 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $16k | NEW | 325.00 | 49.50 |
|
| Vaneck Etf Trust Vaneck Vietnam (VNM) | 0.0 | $16k | 900.00 | 17.31 |
|
|
| Willdan (WLDN) | 0.0 | $15k | -99% | 200.00 | 76.56 |
|
| Airgain (AIRG) | 0.0 | $15k | -96% | 2.8k | 5.50 |
|
| Verizon Communications (VZ) | 0.0 | $15k | 300.00 | 50.20 |
|
|
| Edible Garden *w Exp 99/99/999 (EDBLW) | 0.0 | $15k | 142k | 0.10 |
|
|
| Customers Ban (CUBI) | 0.0 | $14k | 200.00 | 69.41 |
|
|
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 0.0 | $14k | NEW | 261.00 | 52.19 |
|
| Gold Royalty Corp Common Shares (GROY) | 0.0 | $14k | -17% | 3.8k | 3.58 |
|
| Evolution Petroleum Corporation (EPM) | 0.0 | $12k | -98% | 2.5k | 4.58 |
|
| Transcat (TRNS) | 0.0 | $11k | 150.00 | 73.45 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $11k | NEW | 137.00 | 78.42 |
|
| Cibc Cad (CM) | 0.0 | $11k | 111.00 | 95.52 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $10k | NEW | 209.00 | 49.79 |
|
| Elevra Lithium Sponsored Ads (ELVR) | 0.0 | $10k | 175.00 | 58.90 |
|
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $10k | -13% | 666.00 | 14.95 |
|
| Tucows Com New (TCX) | 0.0 | $9.4k | -95% | 550.00 | 17.16 |
|
| Optimizerx Corp Com New (OPRX) | 0.0 | $9.3k | 1.5k | 6.28 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $8.5k | NEW | 145.00 | 58.54 |
|
| Wells Fargo & Company (WFC) | 0.0 | $8.4k | +606% | 106.00 | 79.61 |
|
| Excelerate Energy Cl A Com (EE) | 0.0 | $8.4k | 250.00 | 33.42 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $7.4k | NEW | 153.00 | 48.43 |
|
| Bank of America Corporation (BAC) | 0.0 | $7.1k | NEW | 145.00 | 48.75 |
|
| Bioventus Com Cl A (BVS) | 0.0 | $6.5k | 708.00 | 9.13 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $6.4k | 13.00 | 492.00 |
|
|
| Biofrontera *w Exp 10/27/202 (BFRIW) | 0.0 | $5.9k | 155k | 0.04 |
|
|
| Hudson Technologies (HDSN) | 0.0 | $5.9k | 1.0k | 5.88 |
|
|
| Rayonier (RYN) | 0.0 | $5.7k | NEW | 276.00 | 20.62 |
|
| ConocoPhillips (COP) | 0.0 | $5.4k | NEW | 41.00 | 132.00 |
|
| Chevron Corporation (CVX) | 0.0 | $5.2k | NEW | 25.00 | 206.92 |
|
| Netcapital *w Exp 07/12/202 (NCPLW) | 0.0 | $5.0k | 199k | 0.02 |
|
|
| Vici Pptys (VICI) | 0.0 | $4.8k | -84% | 166.00 | 28.88 |
|
| Deere & Company (DE) | 0.0 | $4.5k | NEW | 8.00 | 563.38 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.0 | $4.5k | 100.00 | 45.05 |
|
|
| Analog Devices (ADI) | 0.0 | $4.5k | NEW | 14.00 | 318.14 |
|
| Morgan Stanley Com New (MS) | 0.0 | $4.4k | NEW | 27.00 | 164.59 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $4.4k | NEW | 47.00 | 94.00 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $4.4k | NEW | 37.00 | 118.65 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $4.2k | NEW | 22.00 | 192.91 |
|
| Air Products & Chemicals (APD) | 0.0 | $4.1k | NEW | 14.00 | 290.50 |
|
| McDonald's Corporation (MCD) | 0.0 | $4.0k | NEW | 13.00 | 310.85 |
|
| Wal-Mart Stores (WMT) | 0.0 | $4.0k | NEW | 32.00 | 124.28 |
|
| Eaton Corp SHS (ETN) | 0.0 | $3.9k | NEW | 11.00 | 357.73 |
|
| Union Pacific Corporation (UNP) | 0.0 | $3.9k | NEW | 16.00 | 242.62 |
|
| Fidelity National Information Services (FIS) | 0.0 | $3.8k | +57% | 82.00 | 46.91 |
|
| General Dynamics Corporation (GD) | 0.0 | $3.8k | NEW | 11.00 | 343.27 |
|
| EOG Resources (EOG) | 0.0 | $3.8k | NEW | 26.00 | 144.58 |
|
| Postal Realty Trust Cl A (PSTL) | 0.0 | $3.7k | -81% | 200.00 | 18.56 |
|
| Abbvie (ABBV) | 0.0 | $3.7k | NEW | 17.00 | 217.53 |
|
| American Express Company (AXP) | 0.0 | $3.6k | NEW | 12.00 | 302.50 |
|
| Doubleline Income Solutions (DSL) | 0.0 | $3.6k | -66% | 332.00 | 10.83 |
|
| BRT Realty Trust (BRT) | 0.0 | $3.5k | -66% | 266.00 | 13.34 |
|
| Dover Corporation (DOV) | 0.0 | $3.5k | NEW | 17.00 | 208.47 |
|
| Procter & Gamble Company (PG) | 0.0 | $3.5k | NEW | 24.00 | 144.46 |
|
| Goldman Sachs (GS) | 0.0 | $3.4k | NEW | 4.00 | 846.00 |
|
| Microsoft Corporation (MSFT) | 0.0 | $3.3k | NEW | 9.00 | 370.22 |
|
| Xcel Energy (XEL) | 0.0 | $3.3k | NEW | 41.00 | 79.46 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $3.1k | NEW | 8.00 | 391.88 |
|
| Cigna Corp (CI) | 0.0 | $2.9k | NEW | 11.00 | 266.82 |
|
| 3M Company (MMM) | 0.0 | $2.9k | NEW | 20.00 | 145.25 |
|
| Modiv Industrial Com Stk Cl C (MDV) | 0.0 | $2.9k | -75% | 200.00 | 14.32 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $2.8k | NEW | 48.00 | 57.65 |
|
| Capital One Financial (COF) | 0.0 | $2.7k | NEW | 15.00 | 182.47 |
|
| CMS Energy Corporation (CMS) | 0.0 | $2.7k | NEW | 35.00 | 77.60 |
|
| UnitedHealth (UNH) | 0.0 | $2.7k | NEW | 10.00 | 270.60 |
|
| Cme (CME) | 0.0 | $2.7k | NEW | 9.00 | 295.44 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $2.5k | 88.00 | 28.72 |
|
|
| Medtronic SHS (MDT) | 0.0 | $2.5k | NEW | 29.00 | 86.66 |
|
| Abbott Laboratories (ABT) | 0.0 | $2.5k | NEW | 24.00 | 102.71 |
|
| Walt Disney Company (DIS) | 0.0 | $2.3k | NEW | 24.00 | 96.42 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $2.2k | NEW | 37.00 | 60.68 |
|
| Progressive Corporation (PGR) | 0.0 | $2.2k | -90% | 11.00 | 201.00 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $2.1k | 140.00 | 15.05 |
|
|
| Danaher Corporation (DHR) | 0.0 | $2.1k | NEW | 11.00 | 189.64 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $2.0k | NEW | 10.00 | 196.90 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $2.0k | NEW | 9.00 | 216.67 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $1.8k | NEW | 2.00 | 920.00 |
|
| Carrier Global Corporation (CARR) | 0.0 | $1.8k | NEW | 32.00 | 56.31 |
|
| Stonecastle Finl (BANX) | 0.0 | $1.6k | -77% | 82.00 | 19.06 |
|
| Republic Services (RSG) | 0.0 | $1.5k | NEW | 7.00 | 219.14 |
|
| Polar Pwr Com New (POLA) | 0.0 | $1.4k | -99% | 714.00 | 1.95 |
|
| Norfolk Southern (NSC) | 0.0 | $1.1k | NEW | 4.00 | 287.00 |
|
| Manhattan Bridge Capital (LOAN) | 0.0 | $1.0k | -66% | 232.00 | 4.45 |
|
| Gladstone Ld (LAND) | 0.0 | $1.0k | -66% | 100.00 | 10.20 |
|
| Duos Technologies Group (DUOT) | 0.0 | $740.998800 | 108.00 | 6.86 |
|
|
| Joint (JYNT) | 0.0 | $584.997600 | -66% | 66.00 | 8.86 |
|
| Viatris (VTRS) | 0.0 | $580.998800 | NEW | 43.00 | 13.51 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $524.000100 | 3.00 | 174.67 |
|
|
| Atomera (ATOM) | 0.0 | $381.000000 | 100.00 | 3.81 |
|
|
| Tesla Motors (TSLA) | 0.0 | $372.000000 | 1.00 | 372.00 |
|
|
| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.0 | $355.999800 | -35% | 13.00 | 27.38 |
|
| Data I/O Corporation (DAIO) | 0.0 | $253.000000 | 100.00 | 2.53 |
|
|
| Ross Stores (ROST) | 0.0 | $161.000000 | -99% | 1.00 | 161.00 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $127.000000 | -99% | 1.00 | 127.00 |
|
| Data Storage Corp *w Exp 05/18/202 (DTSTW) | 0.0 | $90.064800 | -98% | 1.8k | 0.05 |
|
| Burford Capital Ord Shs (BUR) | 0.0 | $46.000000 | 10.00 | 4.60 |
|
Past Filings by Bard Associates
SEC 13F filings are viewable for Bard Associates going back to 2010
- Bard Associates 2026 Q1 filed May 8, 2026
- Bard Associates 2025 Q4 filed Feb. 13, 2026
- Bard Associates 2025 Q3 filed Nov. 14, 2025
- Bard Associates 2025 Q2 filed Aug. 5, 2025
- Bard Associates 2025 Q1 filed May 12, 2025
- Bard Associates 2024 Q4 filed Feb. 6, 2025
- Bard Associates 2024 Q3 filed Nov. 6, 2024
- Bard Associates 2024 Q2 filed Aug. 12, 2024
- Bard Associates 2024 Q1 filed May 13, 2024
- Bard Associates 2023 Q3 filed Nov. 13, 2023
- Bard Associates 2023 Q2 filed Aug. 11, 2023
- Bard Associates 2023 Q1 filed May 12, 2023
- Bard Associates 2022 Q4 filed Feb. 10, 2023
- Bard Associates 2022 Q3 filed Nov. 9, 2022
- Bard Associates 2022 Q2 filed Aug. 11, 2022
- Bard Associates 2022 Q1 filed May 11, 2022