
BARD FINANCIAL SERVICES, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | DUK | 5K | $576.06K |
![]() | VMC | 5K | $1.42M |
![]() | EQT | 5K | $247.38K |
![]() | TTE | 5K | $268.90K |
![]() | CL | 4K | $327.75K |
![]() | WEC | 4K | $465.24K |
![]() | TRV | 4K | $1.05M |
![]() | BDX | 4K | $699.08K |
![]() | BLK | 4K | $4.28M |
![]() | TPR | 4K | $413.25K |
![]() | IFF | 4K | $216.93K |
![]() | K | 3K | $276.82K |
![]() | MRVL | 3K | $272.81K |
![]() | GEV | 3K | $1.95M |
![]() | BN | 3K | $216.90K |
![]() | PNC | 3K | $632.93K |
![]() | FIS | 3K | $206.39K |
![]() | UNP | 3K | $728.02K |
![]() | DEO | 3K | $293.45K |
![]() | CAT | 3K | $1.44M |

Duke Energy Corporation
DUK
Shares Held
5K
Value
$576.06K

Vulcan Materials Company
VMC
Shares Held
5K
Value
$1.42M

EQT Corporation
EQT
Shares Held
5K
Value
$247.38K

TotalEnergies SE
TTE
Shares Held
5K
Value
$268.90K

Colgate-Palmolive Company
CL
Shares Held
4K
Value
$327.75K

WEC Energy Group, Inc.
WEC
Shares Held
4K
Value
$465.24K

The Travelers Companies, Inc.
TRV
Shares Held
4K
Value
$1.05M

Becton, Dickinson and Company
BDX
Shares Held
4K
Value
$699.08K

BlackRock, Inc.
BLK
Shares Held
4K
Value
$4.28M

Tapestry, Inc.
TPR
Shares Held
4K
Value
$413.25K

International Flavors & Fragrances Inc.
IFF
Shares Held
4K
Value
$216.93K

Kellanova
K
Shares Held
3K
Value
$276.82K

Marvell Technology, Inc.
MRVL
Shares Held
3K
Value
$272.81K

GE Vernova Inc.
GEV
Shares Held
3K
Value
$1.95M

Brookfield Corporation
BN
Shares Held
3K
Value
$216.90K

The PNC Financial Services Group, Inc.
PNC
Shares Held
3K
Value
$632.93K

Fidelity National Information Services, Inc.
FIS
Shares Held
3K
Value
$206.39K

Union Pacific Corporation
UNP
Shares Held
3K
Value
$728.02K

Diageo plc
DEO
Shares Held
3K
Value
$293.45K

Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.44M
