
BARD FINANCIAL SERVICES, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | IBM | 12K | $3.27M |
![]() | GD | 12K | $3.92M |
![]() | XEL | 11K | $856.91K |
![]() | NIO | 10K | $78.11K |
![]() | PSNY | 10K | $9.40K |
![]() | APD | 9K | $2.58M |
![]() | TSLA | 9K | $4.09M |
![]() | CLX | 9K | $1.11M |
![]() | ALL | 9K | $1.91M |
![]() | EIX | 9K | $480.94K |
![]() | UPS | 9K | $724.62K |
![]() | ICE | 9K | $1.44M |
![]() | META | 9K | $6.26M |
![]() | LOW | 8K | $2.10M |
![]() | OMC | 8K | $664.47K |
![]() | WRB | 8K | $581.55K |
![]() | CARR | 7K | $444.47K |
![]() | MTB | 7K | $1.45M |
![]() | PAYX | 7K | $909.50K |
![]() | V | 7K | $2.36M |

International Business Machines Corporation
IBM
Shares Held
12K
Value
$3.27M

General Dynamics Corporation
GD
Shares Held
12K
Value
$3.92M

Xcel Energy Inc.
XEL
Shares Held
11K
Value
$856.91K

NIO Inc.
NIO
Shares Held
10K
Value
$78.11K

Polestar Automotive Holding UK PLC
PSNY
Shares Held
10K
Value
$9.40K

Air Products and Chemicals, Inc.
APD
Shares Held
9K
Value
$2.58M

Tesla, Inc.
TSLA
Shares Held
9K
Value
$4.09M

The Clorox Company
CLX
Shares Held
9K
Value
$1.11M

The Allstate Corporation
ALL
Shares Held
9K
Value
$1.91M

Edison International
EIX
Shares Held
9K
Value
$480.94K

United Parcel Service, Inc.
UPS
Shares Held
9K
Value
$724.62K

Intercontinental Exchange, Inc.
ICE
Shares Held
9K
Value
$1.44M

Meta Platforms, Inc.
META
Shares Held
9K
Value
$6.26M

Lowe's Companies, Inc.
LOW
Shares Held
8K
Value
$2.10M

Omnicom Group Inc.
OMC
Shares Held
8K
Value
$664.47K

W. R. Berkley Corporation
WRB
Shares Held
8K
Value
$581.55K

Carrier Global Corporation
CARR
Shares Held
7K
Value
$444.47K

M&T Bank Corporation
MTB
Shares Held
7K
Value
$1.45M

Paychex, Inc.
PAYX
Shares Held
7K
Value
$909.50K

Visa Inc.
V
Shares Held
7K
Value
$2.36M
