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Bard Financial Services, Inc.
RIA/Wealth
Bard Financial Services, Inc. is a RIA/Wealth based in Branford, CT led by Kenneth Steven Spitzbard, managing $904.5M across 199 long positions as of Q3 2025 with 31% Technology concentration.
PresidentKenneth Steven Spitzbard
- Portfolio Value
- $904.5M
- Positions
- 199
- Top Holding
- AAPL at 12.94%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bard Financial Services, Inc.'s portfolio (39.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $117.0M | 12.94% | -$1.1M Sold | 0.00% 459.6K shares | |
Software - Infrastructure Technology | $79.5M | 8.79% | +$686.3K Bought | 0.00% 153.6K shares | |
Discount Stores Consumer Defensive | $31.7M | 3.50% | -$198.4K Sold | 0.00% 307.2K shares | |
Home Improvement Consumer Cyclical | $25.1M | 2.77% | -$50.6K Sold | 0.01% 61.9K shares | |
Insurance - Diversified Financial Services | $20.9M | 2.31% | -$427.3K Sold | 0.00% 41.6K shares | |
Drug Manufacturers - General Healthcare | $18.6M | 2.06% | +$112.9K Bought | 0.00% 100.4K shares | |
Restaurants Consumer Cyclical | $17.2M | 1.90% | -$30.4K Sold | 0.01% 56.6K shares | |
Drug Manufacturers - General Healthcare | $15.4M | 1.71% | -$86.8K Sold | 0.00% 66.7K shares | |
Semiconductors Technology | $15.2M | 1.68% | -$80.2K Sold | 0.00% 81.5K shares | |
Unknown Unknown | $15.1M | 1.67% | -$878.7K Sold | — 445.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bard Financial Services, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-50.0% | |
-44.3% | |
-36.78% | |
-31.25% | |
-22.1% |
Analytics
Portfolio insights and performance metrics for Bard Financial Services, Inc.
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