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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 Q1 2024 · Filed May 6, 2024 · Accession 0001850858-24-000002

Total Value
$941.5M
Positions
234
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (234)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL568,372$97.5M10.35%
2MICROSOFT CORP COMMSFT194,133$81.7M8.68%
3WALMART INC COMWMT612,530$36.9M3.91%
4BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A80,140$33.7M3.58%
5HOME DEPOT INC COMHD86,815$33.3M3.54%
6JOHNSON & JOHNSON COMJNJ111,810$17.7M1.88%
7MCDONALDS CORP COMMCD60,235$17.0M1.80%
8NVIDIA CORP COMNVDA17,660$16.0M1.69%
9TRI CONTL CORP COM895436103516,795$15.9M1.69%
10AMGEN INC COMAMGN50,140$14.3M1.51%
11MERCK & CO INC NEW COMMRK106,078$14.0M1.49%
12ABBVIE INC COMABBV75,105$13.7M1.45%
13APPLIED MATLS INC COM03822210565,480$13.5M1.43%
14PFIZER INC COMPFE477,861$13.3M1.41%
15CVS HEALTH CORP COMCVS159,155$12.7M1.35%
16PEPSICO INC COMPEP71,718$12.6M1.33%
17LOCKHEED MARTIN CORP COMLMT27,114$12.3M1.31%
18PROCTER & GAMBLE CO COM74271810975,111$12.2M1.29%
19NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIPNONOF94,905$12.2M1.29%
20JPMORGAN CHASE & CO COMVYLD57,965$11.6M1.23%
21VERIZON COMMUNICATIONS INC COMVZ276,230$11.6M1.23%
22WASTE MGMT INC DEL COM94106L10953,460$11.4M1.21%
23COCA COLA CO COMKO182,066$11.1M1.18%
24EXXON MOBIL CORP COMXOM95,320$11.1M1.18%
25CHEVRON CORP NEW COMCVX70,070$11.1M1.17%
26AMAZON COM INC COMAMZN59,420$10.7M1.14%
27CISCO SYS INC COMCSCO205,500$10.3M1.09%
28ALPHABET INC CL AGOOG65,170$9.8M1.04%
29BERKSHIRE HATHAWAY INC DEL CL ABRK-A15$9.5M1.01%
30BANK AMER CORP COM060505104249,670$9.5M1.01%
31ORACLE CORP COMORCL-PD65,580$8.2M0.87%
32ALPHABET INC CAP STK CL CGOOG53,670$8.2M0.87%
33ALTRIA GROUP INC COMMO174,717$7.6M0.81%
34GENERAL MLS INC COM370334104106,800$7.5M0.79%
35SYSCO CORP COMSYY90,585$7.4M0.78%
36STARBUCKS CORP COMSBUX80,073$7.3M0.78%
37ABBOTT LABS COMABLZF62,285$7.1M0.75%
38PHILIP MORRIS INTL INC COM71817210977,197$7.1M0.75%
39COMCAST CORP NEW CL ACCZ161,730$7.0M0.74%
40INTEL CORP COMINTC149,035$6.6M0.70%
41LLOYDS BANKING GROUP PLC SPONS ADR ISIN#US5394391099LLOBF2,536,805$6.6M0.70%
42GOLDMAN SACHS GROUP INC COMGSCE14,820$6.2M0.66%
43WELLS FARGO & CO NEW COM949746101104,110$6.0M0.64%
44INTERNATIONAL BUSINESS MACHS CORP COMINTR30,860$5.9M0.63%
45QUALCOMM INC COMQCOM34,805$5.9M0.63%
46COSTCO WHOLESALE CORP NEW COM22160K1057,735$5.7M0.60%
47HANESBRANDS INC COM410345102944,615$5.5M0.58%
48PLAINS GP HLDGS L P LTD PARTNER INT CL A NEW INTPAGP290,700$5.3M0.56%
49UNITED PARCEL SVC INC CL BUPS35,325$5.3M0.56%
50ENTERPRISE PRODS PARTNERS L P COM UNIT293792107179,625$5.2M0.56%
51AT&T INC COMT-PC284,575$5.0M0.53%
52SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050RYDAF70,525$4.7M0.50%
53META PLATFORMS INC CL AMETA9,730$4.7M0.50%
54LILLY ELI & CO COMLLY5,745$4.5M0.47%
55WPP PLC NEW ADR ISIN#US92937A1025WPPGF94,155$4.5M0.47%
56BLACKSTONE INC COMBX33,000$4.3M0.46%
57ENBRIDGE INC REGISTERED SHS ISIN#CA29250N1050ENNPF116,830$4.2M0.45%
58DISNEY WALT CO DISNEY COM25468710633,795$4.1M0.44%
59REALTY INCOME CORP COMO74,490$4.0M0.43%
60MEDTRONIC PLC SHS ISIN#IE00BTN1Y115MDT41,690$3.6M0.39%
61HONEYWELL INTL INC COM43851610617,544$3.6M0.38%
62BLACKROCK INC COMBLK4,185$3.5M0.37%
63TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US874039100387403910025,543$3.5M0.37%
64CARMAX INC COMKMX39,210$3.4M0.36%
65GENERAL DYNAMICS CORP COMGD12,045$3.4M0.36%
66LAM RESH CORP COMLRCX3,375$3.3M0.35%
67GENERAL ELEC CO COM NEW36960430118,485$3.2M0.34%
68HUBBELL INC COMHUBB7,750$3.2M0.34%
69LOWES COS INC COM54866110712,590$3.2M0.34%
70BRISTOL MYERS SQUIBB CO COMCELG-RI57,265$3.1M0.33%
71VISA INC COM CL AV10,960$3.1M0.32%
72US BANCORP DEL COM NEWUSB-PS68,409$3.1M0.32%
73COMPASS MINERALS INTL INC COMCOMP192,490$3.0M0.32%
74GSK PLC SPONSORED ADR NEWGLAXF66,545$2.9M0.30%
75RTX CORP COMRTX27,455$2.7M0.28%
76UBER TECHNOLOGIES INC COMUBER34,400$2.6M0.28%
77MONDELEZ INTL INC CL A60920710536,800$2.6M0.27%
78AIR PRODS & CHEMS INC COMAIIR10,300$2.5M0.27%
79UNILEVER PLC SPON ADR NEW ISIN#US9047677045UNLYF49,615$2.5M0.26%
80BIOLIFE SOLUTIONS INC COM NEWBLFS133,635$2.5M0.26%
81GILEAD SCIENCES INC COMGILD33,145$2.4M0.26%
82SCHWAB CHARLES CORP NEW COMSCHW-PJ33,275$2.4M0.26%
83NEWMONT CORP COMNEMCL65,900$2.4M0.25%
84PALO ALTO NETWORKS INC COMPANW8,130$2.3M0.25%
85BROADCOM INC COMAVGO1,725$2.3M0.24%
86WEBSTER FINL CORP COM94789010944,925$2.3M0.24%
87INFOSYS LTD SPONSORED ADR REPSTG 1 EQUITY SHS ISIN#US4567881085INFY124,340$2.2M0.24%
88M & T BK CORP COM55261F10414,860$2.2M0.23%
89MASTERCARD INC CL AMA4,300$2.1M0.22%
90SALESFORCE INC COMCRM6,835$2.1M0.22%
91EQUITRANS MIDSTREAM CORP COM294600101163,415$2.0M0.22%
92ALLSTATE CORP COMALL-PJ11,750$2.0M0.22%
93CENCORA INC COMCOR8,310$2.0M0.21%
94MARTIN MARIETTA MATLS INC COM5732841063,050$1.9M0.20%
95FIDELITY NATL INFORMATION SVCS INC COM31620M10625,224$1.9M0.20%
96VERTIV HLDGS CO CL AVRT22,675$1.9M0.20%
97V F CORP COMVFC117,250$1.8M0.19%
98VICTORY CAP HLDGS INC DEL CL A92645B10340,885$1.7M0.18%
99VULCAN MATLS CO COM9291601096,090$1.7M0.18%
100KENVUE INC COMKVUE74,800$1.6M0.17%
101TRAVELERS COS INC COMTRV6,185$1.4M0.15%
102MORGAN STANLEY COM NEWMS-PQ14,305$1.3M0.14%
103NEXTERA ENERGY INC COMNEE-PW21,035$1.3M0.14%
104THERMO FISHER SCIENTIFIC INC COMTMO2,275$1.3M0.14%
105INTERCONTINENTAL EXCHANGE INC COM45866F1049,450$1.3M0.14%
106TORONTO DOMINION BK ISIN#CA8911605092TORO21,140$1.3M0.14%
107TESLA INC COMTSLA7,240$1.3M0.14%
108ASML HLDG N V N Y REGISTRY SHS NEW 2012ASMLF1,255$1.2M0.13%
109ONEOK INC NEW COMOKE15,050$1.2M0.13%
110SOUTHERN CO COMSOMN16,585$1.2M0.13%
111CLOROX CO COMCLX7,350$1.1M0.12%
112ELEVANCE HEALTH INC COMELV2,150$1.1M0.12%
113BLACKROCK MUNIYIELD QUALITY FD III INC COMBLK95,000$1.1M0.12%
114CROWN CASTLE INC COMCCI9,885$1.0M0.11%
115SANOFI SPONS ADR ISIN#US80105N1054SNYNF21,350$1.0M0.11%
116IMPERIAL BRANDS PLC SPONSORED ADR ISIN#US45262P102145262P10245,235$1.0M0.11%
117UNITEDHEALTH GROUP INC COMUNH2,060$1.0M0.11%
118UNION PAC CORP COMUNP4,110$1.0M0.11%
119JEFFERIES FINL GROUP INC COM47233W10922,050$972,4050.10%
120AMERICAN MOVIL S A B DE C V SPONSORED ADR REPSTG CL BAMXOF51,990$970,1330.10%
121ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIPET-PI60,750$955,5980.10%
122PAYCHEX INC COMPAYX7,570$929,5960.10%
123BARRICK GOLD CORP COM ISIN#CA067901108406790110852,750$877,7600.09%
124KIMBERLY-CLARK CORP COMKMB6,750$873,1130.09%
125L3HARRIS TECHNOLOGIES INC COMLHX4,030$858,7930.09%
126NORTHROP GRUMMAN CORP COMNOC1,725$825,6890.09%
127EDISON INTL COM28102010711,590$819,7610.09%
128COLGATE PALMOLIVE CO COMCL9,100$819,4550.09%
129CROWDSTRIKE HLDGS INC CL ACRWD2,520$807,8870.09%
130NUVEEN AMT-FREE QUALITY MUN INCOME FD COMNU71,250$788,7380.08%
131COGNIZANT TECHNOLOGY SOLUTIONS CORP CL ACTSH10,180$746,0920.08%
132AVANGRID INC COM05351W10320,240$737,5460.08%
133EMERSON ELEC CO COMEMR6,135$695,8320.07%
134PNC FINL SVCS GROUP INC COM6934751054,150$670,6400.07%
135ROCHE HLDGS LTD SPONSORED ADR ISIN#US771195104377119510420,200$644,7840.07%
136DOMINION ENERGY INC COMD13,000$639,4700.07%
137PIONEER NAT RES CO COM7237871072,425$636,5630.07%
138AMERICAN TOWER CORP NEW COM03027X1003,175$627,3480.07%
139NETFLIX INC COMNFLX1,025$622,5130.07%
140AMERICAN ELEC PWR CO INC COM0255371017,155$616,0460.07%
141XCEL ENERGY INC COMXELLL11,000$591,2500.06%
142INTERNATIONAL FLAVORS & FRAGRANCES INC COM4595061016,875$591,1810.06%
143CATERPILLAR INS COMCAT1,610$589,9520.06%
144GE HEALTHCARE TECHNOLOGIES INC COMGEHC6,470$588,1880.06%
145DUKE ENERGY CORP NEW COM NEWDUKB6,025$582,6780.06%
146BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US110448107211044810719,000$579,5000.06%
147VEEVA SYS INC CL A COMVEEV2,500$579,2250.06%
148DEVON ENERGY CORP NEW COM25179M10311,425$573,3070.06%
149BOOKING HLDGS INC COMBKNG150$544,1820.06%
150PRICE T ROWE GROUP INC COMTROW4,325$527,3040.06%
151CARRIER GLOBAL CORP COMCARR8,860$515,0320.05%
152TRUIST FINL CORP COM89832Q10913,200$514,5360.05%
153LYFT INC CL ALYFT26,140$505,8090.05%
154CITIGROUP INC COM NEWC-PR7,945$502,4420.05%
155DIGITAL RLTY TR INC COM2538681033,440$495,4980.05%
156TEXTRON INC COMTXT5,000$479,6500.05%
157CONSOLIDATED EDISON INC COMED5,275$479,0230.05%
158DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057DGEAF3,200$475,9680.05%
159FIRST SOLAR INC COMFSLR2,700$455,7600.05%
160BERKLEY W R CORP COMWRB-PH5,060$447,5060.05%
161DOW INC COMDOW7,550$437,3720.05%
162WASTE CONNECTIONS INC COM ISIN#CA94106B1013WCN2,525$434,3250.05%
163IONIS PHARMACEUTICALS INC COMIONS9,950$431,3330.05%
164REPUBLIC SVCS INC COM7607591002,250$430,7400.05%
165KINDER MORGAN INC DEL COMEP-PC22,500$412,6500.04%
166NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784NXPI1,665$412,5370.04%
167PACKAGING CORP AMER COM6951561092,170$411,8230.04%
168TOYOTA MTR CO SPON ADRTOYOF1,625$408,9800.04%
169EVERSOURCE ENERGY COMES6,796$406,2310.04%
170PAYPAL HLDGS INC COMPYPL6,040$404,6200.04%
171DANAHER CORP COM2358511021,595$398,3030.04%
172TOTALENERGIES SE SPONS ADR ISIN#US89151E1091TTE5,755$396,1170.04%
173ZOETIS INC COMZTS2,325$393,4130.04%
174BATH & BODY WKS INC COMBBWI7,850$392,6570.04%
175FREEPORT-MCMORAN INC CL BFCX8,210$386,0340.04%
176SIMON PPTY GROUP INC NEW COM8288061092,460$384,9650.04%
177LINDE PLC NEW SHS ISIN#IE000S9YS762LIN820$380,7420.04%
178OMNICOM GROUP INC COMOMC3,875$374,9450.04%
179OTIS WORLDWIDE CORP COMOTIS3,420$339,5030.04%
180DEERE & CO COMDE825$338,8610.04%
181WEC ENERGY GROUP INC COMWEC4,060$333,4070.04%
182PARAMOUNT GLOBAL CL B92556H20627,045$318,3200.03%
183TRACTOR SUPPLY CO COMTSCO1,190$311,4470.03%
184BOEING CO COMBA-PA1,605$309,7490.03%
185MORNINGSTAR INC COMMORN1,000$308,3700.03%
186MARVELL TECHNOLOGY INC COMMRVL4,315$305,8470.03%
187SCHEIN HENRY INC COMHSIC4,000$302,0800.03%
188HF SINCLAIR CORP COMDINO5,000$301,8500.03%
189CHUBB LTD COM ISIN#CH0044328745CB1,130$292,8170.03%
190TJX COS INC NEW COM8725401092,875$291,5830.03%
191TAPESTRY INC COMTPR6,000$284,8800.03%
192BANK NEW YORK MELLON CORP COM0640581004,940$284,6430.03%
193INDEPENDENT BK CORP MASS COM4538361085,190$269,9840.03%
194ROCHE HOLDING AG BASEL AKT ISIN#CH0012032113H692932251,000$269,8500.03%
195REGENERON PHARMACEUTICALS INC COMREGN280$269,4970.03%
196NESTLE SA SPONSORED ADR REPSTG REG SHS ISIN#US64106940606410694062,495$265,0600.03%
197AUTOMATIC DATA PROCESSING INC COMADP1,050$262,2270.03%
198SPROTT PHYSICAL GOLD & SILVER TR TR UNIT ISIN#CA85208R1010SII12,600$256,2840.03%
199BLOCK H & R INC COMBSQKZ5,000$245,5500.03%
200PHILLIPS 66 COMPSX1,500$245,0100.03%
201DUPONT DE NEMOURS INC COMDD3,190$244,5770.03%
202SPROTT PHYSICAL SILVER TR UNIT ISIN#CA85207K1075SII29,450$244,1410.03%
203DEXCOM INC COMDXCM1,700$235,7900.03%
204ADOBE SYS INC COMADBE465$234,6390.02%
205VICI PPTYS INC COM9256521097,875$234,5960.02%
206ADVANCED MICRO DEVICES INC COMAMD1,255$226,5150.02%
207ALBEMARLE CORP COMALB-PA1,685$221,9820.02%
208CHURCH & DWIGHT INC COMCHD2,105$219,5730.02%
209HUMANA INC COMHUM600$208,0320.02%
210MCKESSON CORP COMMCK375$201,3190.02%
211VIATRIS INC COMVTRS14,825$177,0110.02%
212MFS CHARTER INCOME TR SH BEN INTMCR21,500$136,3100.01%
213CLP HOLDINGS LTD SPONSORED ADR18946Q10116,480$130,5220.01%
214PANASONIC HLDGS CORP ADR69832A20512,500$118,5000.01%
215WARNER BROS DISCOVERY INC COM SER AWBD12,600$109,9980.01%
216SANDSTORM GOLD LTD COM NEW ISIN#CA80013R206380013R20620,000$105,0000.01%
217DNP SELECT INCOME FD INC COM23325P10411,000$99,7700.01%
218CIM REAL ESTATE FINANCE TRUST INCCMRF14,876$93,8690.01%
219IMMUNITYBIO INC COMIBRX15,000$80,5500.01%
220TRANSACT TECHNOLOGIES INC COMTACT15,000$78,6000.01%
221PUTNAM MASTER INTER INCOME TR SH BEN INT74690910021,540$68,9280.01%
222PORSCHE AUTOMOBIL HLDG SE ADR ISIN#US73328P106673328P10610,000$52,5000.01%
223NIO INC SHS A SPONSOREDNIOIF11,500$51,7500.01%
224SIRIUS XM HLDGS INC COMSIRI12,100$46,9480.00%
225POLESTAR AUTOMOTIVE HLDG UK PLC ADS CL A73110520127,500$42,3500.00%
226GABO MNG LTD COM ISIN#CA36269D101536269D101410,550$25,7900.00%
227FEDERAL NATL MTG ASSN COM31358610911,200$17,5840.00%
228FEDERAL HOME LN MTG CORP COM31340030110,420$14,0670.00%
229BASANITE INC COMBASA148,000$1,7760.00%
230AUXLY CANNIABIS GROUP INC COM ISIN#CA05335P109905335P10925,000$9240.00%
23188 ENERGY LTD SHS ISIN#AU00000088E2Q3394D101250,000$8230.00%
232CANARY RES INC COM13722T10615,000$00.00%
233SOULFOOD CONCEPTS INC COM83605110264,500$00.00%
234ENCORIUM GROUP INC COM NEW29257R20825,000$00.00%