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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bard Financial Services, Inc.

Quarter ended Q4 2023 · Filed October 16, 2023 · Accession 0001850858-23-000004

Total Value
$809.1M
Positions
233
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (233)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL579,827$99.3M12.27%
2MICROSOFT CORP COMMSFT193,348$61.0M7.55%
3WALMART INC COMWMT201,400$32.2M3.98%
4BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A74,485$26.1M3.22%
5HOME DEPOT INC COMHD83,850$25.3M3.13%
6JOHNSON & JOHNSON COMJNJ115,231$17.9M2.22%
7MCDONALDS CORP COMMCD59,200$15.6M1.93%
8TRI CONTL CORP COM895436103567,653$15.1M1.87%
9AMGEN INC COMAMGN50,095$13.5M1.66%
10PEPSICO INC COMPEP70,906$12.0M1.48%
11CVS HEALTH CORP COMCVS166,450$11.6M1.44%
12CHEVRON CORP NEW COMCVX68,670$11.6M1.43%
13PFIZER INC COMPFE342,679$11.4M1.40%
14EXXON MOBIL CORP COMXOM95,480$11.2M1.39%
15LOCKHEED MARTIN CORP COMLMT27,144$11.1M1.37%
16MERCK & CO INC NEW COMMRK107,478$11.1M1.37%
17ABBVIE INC COMABBV73,665$11.0M1.36%
18CISCO SYS INC COMCSCO201,050$10.8M1.34%
19PROCTER & GAMBLE CO COM74271810973,771$10.8M1.33%
20COCA COLA CO COMKO178,456$10.0M1.23%
21APPLIED MATLS INC COM03822210570,075$9.7M1.20%
22ALPHABET INC CL AGOOG70,730$9.3M1.14%
23NOVO NORDISK A S ADR NONOF94,710$8.6M1.06%
24JPMORGAN CHASE & CO COMVYLD58,715$8.5M1.05%
25NVIDIA CORP COMNVDA19,340$8.4M1.04%
26WASTE MGMT INC DEL COM94106L10953,460$8.1M1.01%
27BERKSHIRE HATHAWAY INC DEL CL ABRK-A15$8.0M0.99%
28AMAZON COM INC COMAMZN62,295$7.9M0.98%
29VERIZON COMMUNICATIONS INC COMVZ237,660$7.7M0.95%
30PHILIP MORRIS INTL INC COM71817210979,822$7.4M0.91%
31STARBUCKS CORP COMSBUX80,498$7.3M0.91%
32ALPHABET INC CAP STK CL CGOOG55,720$7.3M0.91%
33COMCAST CORP NEW CL ACCZ161,025$7.1M0.88%
34BANK AMER CORP COM060505104255,055$7.0M0.86%
35ORACLE CORP COMORCL-PD65,580$6.9M0.86%
36GENERAL MLS INC COM370334104105,360$6.7M0.83%
37ALTRIA GROUP INC COMMO160,167$6.7M0.83%
38ABBOTT LABS COMABLZF62,790$6.1M0.75%
39PLAINS GP HLDGS L P LTD PARTNER INT CL A NEW INTPAGP374,750$6.0M0.75%
40SYSCO CORP COMSYY90,210$6.0M0.74%
41INTEL CORP COMINTC162,835$5.8M0.72%
42UNITED PARCEL SVC INC CL BUPS35,450$5.5M0.68%
43ENTERPRISE PRODS PARTNERS L P COM UNIT293792107184,525$5.1M0.62%
44LLOYDS BANKING GROUP PLC SPONS ADR LLOBF2,364,320$5.0M0.62%
45META PLATFORMS INC CL AMETA15,945$4.8M0.59%
46GOLDMAN SACHS GROUP INC COMGSCE14,670$4.7M0.59%
47WELLS FARGO & CO NEW COM949746101112,840$4.6M0.57%
48SHELL PLC SPONSORED ADR REPSTG ORD SHRYDAF70,050$4.5M0.56%
49COSTCO WHOLESALE CORP NEW COM22160K1057,835$4.4M0.55%
50INTERNATIONAL BUSINESS MACHS CORP COMINTR30,585$4.3M0.53%
51COMPASS MINERALS INTL INC COMCOMP153,275$4.3M0.53%
52AT&T INC COMT-PC276,275$4.1M0.51%
53WPP PLC NEW ADR ISIN#US92937A1025WPPGF90,260$4.0M0.50%
54QUALCOMM INC COMQCOM34,665$3.8M0.48%
55BRISTOL MYERS SQUIBB CO COMCELG-RI65,335$3.8M0.47%
56ENBRIDGE INC REGISTERED SHS ISIN#CA29250N1050ENNPF109,000$3.6M0.45%
57BLACKSTONE INC COMBX33,500$3.6M0.44%
58HANESBRANDS INC COM410345102890,000$3.5M0.44%
59UBER TECHNOLOGIES INC COMUBER76,000$3.5M0.43%
60HONEYWELL INTL INC COM43851610618,569$3.4M0.42%
61DISNEY WALT CO DISNEY COM25468710639,805$3.2M0.40%
62LILLY ELI & CO COMLLY5,800$3.1M0.39%
63AIR PRODS & CHEMS INC COMAIIR10,275$2.9M0.36%
64BLACKROCK INC COMBLK4,235$2.7M0.34%
65CARMAX INC COMKMX38,410$2.7M0.34%
66ONEOK INC NEW COMOKE42,475$2.7M0.33%
67GILEAD SCIENCES INC COMGILD35,270$2.6M0.33%
68LOWES COS INC COM54866110712,410$2.6M0.32%
69VISA INC COM CL AV11,085$2.5M0.32%
70MEDTRONIC PLC SHS ISIN#IE00BTN1Y115MDT32,470$2.5M0.31%
71UNILEVER PLC SPON ADR NEW ISIN#US9047677045UNLYF51,320$2.5M0.31%
72MONDELEZ INTL INC CL A60920710536,045$2.5M0.31%
73GENERAL DYNAMICS CORP COMGD11,290$2.5M0.31%
74HUBBELL INC COMHUBB7,750$2.4M0.30%
75US BANCORP DEL COM NEWUSB-PS69,644$2.3M0.28%
76FIDELITY NATL INFORMATION SVCS INC COM31620M10640,515$2.2M0.28%
77TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 87403910025,238$2.2M0.27%
78INFOSYS LTD SPONSORED ADR REPSTG 1 EQUITY SHS INFY124,340$2.1M0.26%
79LAM RESH CORP COMLRCX3,375$2.1M0.26%
80NEWMONT CORP COMNEMCL56,775$2.1M0.26%
81GENERAL ELEC CO COM NEW36960430118,890$2.1M0.26%
82WEBSTER FINL CORP COM94789010949,075$2.0M0.24%
83M & T BK CORP COM55261F10415,235$1.9M0.24%
84PALO ALTO NETWORKS INC COMPANW8,145$1.9M0.24%
85RTX CORP COMRTX26,375$1.9M0.23%
86V F CORP COMVFC106,315$1.9M0.23%
87BIOLIFE SOLUTIONS INC COM NEWBLFS133,635$1.8M0.23%
88TESLA INC COMTSLA7,105$1.8M0.22%
89SPIRIT RLTY CAP INC NEW COM NEW84860W30049,490$1.7M0.21%
90MASTERCARD INC CL AMA4,120$1.6M0.20%
91SPROTT PHYSICAL GOLD TR UNIT ISIN#CA85207H1047SII106,220$1.5M0.19%
92NEXTERA ENERGY INC COMNEE-PW26,535$1.5M0.19%
93SCHWAB CHARLES CORP NEW COMSCHW-PJ27,500$1.5M0.19%
94CENCORA INC COMCOR8,310$1.5M0.18%
95SANOFI SPONS ADR ISIN#US80105N1054SNYNF27,350$1.5M0.18%
96SALESFORCE INC COMCRM7,095$1.4M0.18%
97ALLSTATE CORP COMALL-PJ12,775$1.4M0.18%
98REALTY INCOME CORP COMO28,175$1.4M0.17%
99BROADCOM INC COMAVGO1,665$1.4M0.17%
100JEFFERIES FINL GROUP INC COM47233W10935,925$1.3M0.16%
101TORONTO DOMINION BK ISIN#CA8911605092TORO21,665$1.3M0.16%
102VULCAN MATLS CO COM9291601096,315$1.3M0.16%
103MARTIN MARIETTA MATLS INC COM5732841063,050$1.3M0.15%
104THERMO FISHER SCIENTIFIC INC COMTMO2,400$1.2M0.15%
105EQUITRANS MIDSTREAM CORP COM294600101128,763$1.2M0.15%
106UNITEDHEALTH GROUP INC COMUNH2,335$1.2M0.15%
107IONIS PHARMACEUTICALS INC COMIONS25,550$1.2M0.14%
108SOUTHERN CO COMSOMN16,835$1.1M0.13%
109MORGAN STANLEY COM NEWMS-PQ13,095$1.1M0.13%
110INTERCONTINENTAL EXCHANGE INC COM45866F1049,450$1.0M0.13%
111TRAVELERS COS INC COMTRV6,185$1.0M0.12%
112CLOROX CO COMCLX7,410$971,1550.12%
113ELEVANCE HEALTH INC COMELV2,150$936,1530.12%
114IMPERIAL BRANDS PLC SPONSORED ADR 45262P10245,700$935,0220.12%
115DOMINION ENERGY INC COMD20,600$920,2020.11%
116AMERICAN MOVIL S A B DE C V AMXOF51,990$900,4670.11%
117EDISON INTL COM28102010714,215$899,6670.11%
118PAYCHEX INC COMPAYX7,570$873,0480.11%
119BRITISH AMERN TOB PLC SPONSORED ADR 11044810727,325$858,2780.11%
120ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIPET-PI60,750$852,3230.11%
121VERTIV HLDGS CO CL AVRT22,425$834,2100.10%
122KIMBERLY-CLARK CORP COMKMB6,750$815,7380.10%
123UNION PAC CORP COMUNP4,000$814,5200.10%
124DEVON ENERGY CORP NEW COM25179M10316,275$776,3180.10%
125VICTORY CAP HLDGS INC DEL CL A92645B10322,360$745,4820.09%
126NORTHROP GRUMMAN CORP COMNOC1,650$726,3140.09%
127PARAMOUNT GLOBAL CL B92556H20656,295$726,2060.09%
128ASML HLDG N V N Y REGISTRY SHS NEW 2012ASMLF1,200$706,3920.09%
129COGNIZANT TECHNOLOGY SOLUTIONS CORP CL ACTSH10,180$689,5930.09%
130INTERNATIONAL FLAVORS & FRAGRANCES INC COM4595061019,800$668,0660.08%
131XCEL ENERGY INC COMXELLL11,375$650,8780.08%
132L3HARRIS TECHNOLOGIES INC COMLHX3,730$649,4680.08%
133COLGATE PALMOLIVE CO COMCL9,100$647,1010.08%
134AVANGRID INC COM05351W10321,040$634,7770.08%
135PIONEER NAT RES CO COM7237871072,600$596,8300.07%
136EMERSON ELEC CO COMEMR6,135$592,4570.07%
137AMERICAN TOWER CORP NEW COM03027X1003,600$592,0200.07%
138CROWN CASTLE INC COMCCI6,310$580,7090.07%
139PNC FINL SVCS GROUP INC COM6934751054,400$540,1880.07%
140AMERICAN ELEC PWR CO INC COM0255371017,155$538,1990.07%
141PRICE T ROWE GROUP INC COMTROW5,075$532,2150.07%
142DUKE ENERGY CORP NEW COM NEWDUKB6,025$531,7670.07%
143PAYPAL HLDGS INC COMPYPL8,915$521,1710.06%
144VEEVA SYS INC CL A COMVEEV2,500$508,6250.06%
145CATERPILLAR INS COMCAT1,860$507,7800.06%
146NUVEEN AMT-FREE QUALITY MUN INCOME FD COMNU51,250$496,1000.06%
147ROCHE HLDGS LTD SPONSORED ADR ISIN#US771195104377119510414,500$491,9850.06%
148CARRIER GLOBAL CORP COMCARR8,860$489,0720.06%
149DIAGEO PLC SPONSORED ADR NEW DGEAF3,200$477,3760.06%
150BARRICK GOLD CORP COM ISIN#CA067901108406790110832,625$474,6940.06%
151KENVUE INC COMKVUE23,475$471,3780.06%
152LYFT INC CL ALYFT43,850$462,1790.06%
153GE HEALTHCARE TECHNOLOGIES INC COMGEHC6,735$458,2490.06%
154CONSOLIDATED EDISON INC COMED5,275$451,1710.06%
155ZOETIS INC COMZTS2,575$447,9990.06%
156EQUINOR ASA SPONSORED ADR STOHF12,950$424,6310.05%
157FIRST SOLAR INC COMFSLR2,625$424,1740.05%
158DIGITAL RLTY TR INC COM2538681033,440$416,3090.05%
159DOW INC COMDOW8,040$414,5420.05%
160NETFLIX INC COMNFLX1,065$402,1440.05%
161EVERSOURCE ENERGY COMES6,796$395,2200.05%
162TEXTRON INC COMTXT5,000$390,7000.05%
163BOEING CO COMBA-PA2,000$383,3600.05%
164TOTALENERGIES SE SPONS ADR ISIN#US89151E1091TTE5,755$378,4490.05%
165KINDER MORGAN INC DEL COMEP-PC22,500$373,0500.05%
166DANAHER CORP COM2358511021,410$349,8210.04%
167SPROTT PHYSICAL GOLD & SILVER TR TR UNITSII19,900$344,6680.04%
168WASTE CONNECTIONS INC COMWCN2,525$340,6450.04%
169NXP SEMICONDUCTORS NV COM STKNXPI1,700$339,8640.04%
170PACKAGING CORP AMER COM6951561092,170$333,2040.04%
171WEC ENERGY GROUP INC COMWEC4,060$327,0330.04%
172CITIGROUP INC COM NEWC-PR7,820$321,6370.04%
173BERKLEY W R CORP COMWRB-PH5,060$321,2590.04%
174REPUBLIC SVCS INC COM7607591002,250$320,6480.04%
175CROWDSTRIKE HLDGS INC CL ACRWD1,900$318,0220.04%
176OMNICOM GROUP INC COMOMC4,175$310,9540.04%
177DUPONT DE NEMOURS INC COMDD4,160$310,2940.04%
178FREEPORT-MCMORAN INC CL BFCX8,000$298,3200.04%
179WARNER BROS DISCOVERY INC COM SER AWBD27,185$295,2290.04%
180ROCHE HOLDING AG BASEL AKT H692932251,000$294,5550.04%
181HUMANA INC COMHUM600$291,9120.04%
182HF SINCLAIR CORP COMDINO5,000$284,6500.04%
183ADOBE SYS INC COMADBE550$280,4450.03%
184VICI PPTYS INC COM9256521099,625$280,0880.03%
185NESTLE SA SPONSORED ADR REPSTG REG SHS 6410694062,460$278,4960.03%
186OTIS WORLDWIDE CORP COMOTIS3,420$274,6600.03%
187TOYOTA MTR CO SPON ADRTOYOF1,500$269,6250.03%
188BATH & BODY WKS INC COMBBWI7,850$265,3300.03%
189DEERE & CO COMDE700$264,1660.03%
190ALBEMARLE CORP COMALB-PA1,550$263,5620.03%
191INDEPENDENT BK CORP MASS COM4538361085,190$254,7770.03%
192AUTOMATIC DATA PROCESSING INC COMADP1,050$252,6090.03%
193GSK PLC SPONSORED ADR NEWGLAXF6,945$251,7560.03%
194SIMON PPTY GROUP INC NEW COM8288061092,250$243,0680.03%
195TRACTOR SUPPLY CO COMTSCO1,190$241,6300.03%
196BAIDU COM INC SPONS ADR REPSTG ORD SHS CL ABAIDF1,750$235,1120.03%
197MORNINGSTAR INC COMMORN1,000$234,2400.03%
198MARVELL TECHNOLOGY INC COMMRVL4,320$233,8420.03%
1993M CO COMMMM2,492$233,3750.03%
200LINDE PLC NEW SHS ISIN#IE000S9YS762LIN625$232,7190.03%
201REGENERON PHARMACEUTICALS INC COMREGN280$230,4290.03%
202VIATRIS INC COMVTRS22,845$225,2520.03%
203SPROTT PHYSICAL SILVER TR UNIT SII29,450$223,2310.03%
204TJX COS INC NEW COM8725401092,500$222,2000.03%
205BLOCK H & R INC COMBSQKZ5,000$215,3000.03%
206SNOWFLAKE INC CL ASNOW1,400$213,8780.03%
207BANK NEW YORK MELLON CORP COM0640581004,940$210,6910.03%
208KELLOGG CO COMBEKE3,375$200,8460.02%
209PHILLIPS 66 COMPSX1,670$200,6510.02%
210FORD MTR CO DEL COM PAR $0 0134537086014,330$177,9790.02%
211NIO INC SHS A SPONSORED AMERICAN DEPNIOIF16,625$150,2900.02%
212BLACKROCK MUNIYIELD QUALITY FD III INC COMBLK15,000$143,2500.02%
213SONOS INC COMSONO10,750$138,7820.02%
214MFS CHARTER INCOME TR SH BEN INTMCR21,500$125,7750.02%
215CLP HOLDINGS LTD SPONSORED ADR18946Q10116,480$121,1280.01%
216DNP SELECT INCOME FD INC COM23325P10411,000$104,7200.01%
217CIM REAL ESTATE FINANCE TRUST INCCMRF14,876$97,7360.01%
218SANDSTORM GOLD LTD COM NEW ISIN#CA80013R206380013R20620,000$93,2000.01%
219SIRIUS XM HLDGS INC COMSIRI14,600$65,9920.01%
220PUTNAM MASTER INTER INCOME TR SH BEN INT74690910021,540$65,0510.01%
221PORSCHE AUTOMOBIL HLDG SE ADR73328P10610,000$48,7000.01%
222POLESTAR AUTOMOTIVE HLDG UK PLC ADS CL A73110520117,500$46,2000.01%
223MEDALLION RES LTD COM NEW ISIN#CA58393520055839352002,873,875$42,5190.01%
224IMMUNITYBIO INC COMIBRX19,250$32,5320.00%
225COGSTATE LTD SHS ISIN#AU000000CGS8Q2600G10612,500$12,2990.00%
226FEDERAL NATL MTG ASSN COM31358610911,200$6,9330.00%
227FEDERAL HOME LN MTG CORP COM31340030110,420$6,1690.00%
228BASANITE INC COMBASA148,000$5,9940.00%
22988 ENERGY LTD SHS ISIN#AU00000088E2Q3394D101250,000$9680.00%
230AUXLY CANNIABIS GROUP INC COM ISIN#CA05335P109905335P10925,000$2800.00%
231CANARY RES INC COM13722T10615,000$00.00%
232SOULFOOD CONCEPTS INC COM83605110264,500$00.00%
233ENCORIUM GROUP INC COM NEW29257R20825,000$00.00%