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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 Q2 2024 · Filed July 9, 2024 · Accession 0001850858-24-000003

Total Value
$967.1M
Positions
225
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (225)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL561,182$118.2M12.22%
2MICROSOFT CORP COMMSFT192,558$86.1M8.90%
3WALMART INC COMWMT615,355$41.7M4.31%
4BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A80,065$32.6M3.37%
5HOME DEPOT INC COMHD86,865$29.9M3.09%
6NVIDIA CORP COMNVDA175,925$21.7M2.25%
7JOHNSON & JOHNSON COMJNJ111,046$16.2M1.68%
8TRI CONTL CORP COM895436103511,293$15.8M1.64%
9AMGEN INC COMAMGN50,090$15.7M1.62%
10MCDONALDS CORP COMMCD59,910$15.3M1.58%
11APPLIED MATLS INC COM03822210564,680$15.3M1.58%
12PFIZER INC COMPFE516,363$14.4M1.49%
13NOVO NORDISK A.S.NONOF97,165$13.9M1.43%
14MERCK & CO INC NEW COMMRK106,078$13.1M1.36%
15LOCKHEED MARTIN CORP COMLMT27,479$12.8M1.33%
16ABBVIE INC COMABBV74,755$12.8M1.33%
17PROCTER & GAMBLE CO COM74271810975,111$12.4M1.28%
18ALPHABET INC CL AGOOG64,870$11.8M1.22%
19PEPSICO INC COMPEP71,468$11.8M1.22%
20EXXON MOBIL CORP COMXOM101,765$11.7M1.21%
21COCA COLA CO COMKO181,841$11.6M1.20%
22JPMORGAN CHASE & CO COMVYLD57,190$11.6M1.20%
23VERIZON COMMUNICATIONS INC COMVZ279,105$11.5M1.19%
24CHEVRON CORP NEW COMCVX72,770$11.4M1.18%
25WASTE MGMT INC DEL COM94106L10953,160$11.3M1.17%
26AMAZON COM INC COMAMZN58,395$11.3M1.17%
27BANK AMER CORP COM060505104247,870$9.9M1.02%
28CISCO SYS INC COMCSCO206,600$9.8M1.01%
29CVS HEALTH CORP COMCVS163,425$9.7M1.00%
30ALPHABET INC CAP STK CL CGOOG52,045$9.5M0.99%
31ORACLE CORP COMORCL-PD65,580$9.3M0.96%
32BERKSHIRE HATHAWAY INC DEL CL ABRK-A15$9.2M0.95%
33ALTRIA GROUP INC COMMO176,492$8.0M0.83%
34PHILIP MORRIS INTL INC COM71817210976,072$7.7M0.80%
35LLOYDS BANKING GROUP PLC SPONS ADRLLOBF2,572,305$7.0M0.73%
36QUALCOMM INC COMQCOM34,805$6.9M0.72%
37GENERAL MLS INC COM370334104107,775$6.8M0.70%
38COMCAST CORP NEW CL ACCZ169,845$6.7M0.69%
39GOLDMAN SACHS GROUP INC COMGSCE14,695$6.6M0.69%
40COSTCO WHOLESALE CORP NEW COM22160K1057,735$6.6M0.68%
41SYSCO CORP COMSYY90,960$6.5M0.67%
42ABBOTT LABS COMABLZF61,935$6.4M0.67%
43STARBUCKS CORP COMSBUX79,238$6.2M0.64%
44WELLS FARGO & CO NEW COM949746101100,160$5.9M0.62%
45PLAINS GP HLDGS L P LTD PARTNER INT CL A NEW INTPAGP294,350$5.5M0.57%
46ENTERPRISE PRODS PARTNERS L P COM UNIT293792107187,125$5.4M0.56%
47AT&T INC COMT-PC279,945$5.3M0.55%
48INTERNATIONAL BUSINESS MACHS CORP COMINTR30,860$5.3M0.55%
49SHELL PLC SPONSORED ADRRYDAF70,650$5.1M0.53%
50LILLY ELI & CO COMLLY5,620$5.1M0.53%
51META PLATFORMS INC CL AMETA9,745$4.9M0.51%
52UNITED PARCEL SVC INC CL BUPS35,325$4.8M0.50%
53HANESBRANDS INC COM410345102975,415$4.8M0.50%
54ENBRIDGE INC COM ISIN#CA29250N1050ENNPF124,255$4.4M0.46%
55TAIWAN SEMICONDUCTOR MFG CO \87403910024,993$4.3M0.45%
56BLACKSTONE INC COMBX33,000$4.1M0.42%
57BIOLIFE SOLUTIONS INC COM NEWBLFS190,300$4.1M0.42%
58INTEL CORP COMINTC129,285$4.0M0.41%
59WPP PLC NEW ADR ISIN#US92937A1025WPPGF82,155$3.8M0.39%
60HONEYWELL INTL INC COM43851610617,594$3.8M0.39%
61REALTY INCOME CORP COMO70,885$3.7M0.39%
62LAM RESH CORP COMLRCX3,375$3.6M0.37%
63GENERAL DYNAMICS CORP COMGD12,045$3.5M0.36%
64MEDTRONIC PLC SHS ISIN#IE00BTN1Y115MDT42,055$3.3M0.34%
65BLACKROCK INC COMBLK4,135$3.3M0.34%
66NEWMONT CORP COMNEMCL73,425$3.1M0.32%
67DISNEY WALT CO DISNEY COM25468710630,470$3.0M0.31%
68CARMAX INC COMKMX40,310$3.0M0.31%
69VISA INC COM CL AV10,960$2.9M0.30%
70HUBBELL INC COMHUBB7,750$2.8M0.29%
71GENERAL ELEC CO COM NEW36960430117,585$2.8M0.29%
72BROADCOM INC COMAVGO1,740$2.8M0.29%
73LOWES COS INC COM54866110712,590$2.8M0.29%
74PALO ALTO NETWORKS INC COMPANW8,155$2.8M0.29%
75RTX CORP COMRTX27,455$2.8M0.28%
76US BANCORP DEL COM NEWUSB-PS66,659$2.6M0.27%
77AIR PRODS & CHEMS INC COMAIIR9,900$2.6M0.26%
78GSK PLC SPONSORED ADR NEWGLAXF65,145$2.5M0.26%
79SCHWAB CHARLES CORP NEW COMSCHW-PJ33,275$2.5M0.25%
80MONDELEZ INTL INC CL A60920710536,685$2.4M0.25%
81INFOSYS LTD SPONSORED ADRINFY124,340$2.3M0.24%
82UNILEVER PLC SPON ADR NEW ISIN#US9047677045UNLYF41,450$2.3M0.24%
83M & T BK CORP COM55261F10414,915$2.3M0.23%
84GILEAD SCIENCES INC COMGILD32,770$2.2M0.23%
85BRISTOL MYERS SQUIBB CO COMCELG-RI50,640$2.1M0.22%
86VICTORY CAP HLDGS INC DEL CL A92645B10340,885$2.0M0.20%
87BRITISH AMERN TOB PLC SPONSORED ADR11044810763,035$1.9M0.20%
88VERTIV HLDGS CO CL AVRT22,425$1.9M0.20%
89SALESFORCE INC COMCRM7,485$1.9M0.20%
90MASTERCARD INC CL AMA4,300$1.9M0.20%
91EQUITRANS MIDSTREAM CORP COM294600101146,015$1.9M0.20%
92CENCORA INC COMCOR8,310$1.9M0.19%
93WEBSTER FINL CORP COM94789010942,925$1.9M0.19%
94ALLSTATE CORP COMALL-PJ11,650$1.9M0.19%
95KENVUE INC COMKVUE101,040$1.8M0.19%
96COMPASS MINERALS INTL INC COMCOMP162,750$1.7M0.17%
97V F CORP COMVFC121,790$1.6M0.17%
98NEXTERA ENERGY INC COMNEE-PW23,035$1.6M0.17%
99UBER TECHNOLOGIES INC COMUBER21,925$1.6M0.16%
100MARTIN MARIETTA MATLS INC COM5732841062,900$1.6M0.16%
101VULCAN MATLS CO COM9291601095,815$1.4M0.15%
102MORGAN STANLEY COM NEWMS-PQ14,305$1.4M0.14%
103TESLA INC COMTSLA6,865$1.4M0.14%
104SOUTHERN CO COMSOMN16,585$1.3M0.13%
105ASML HLDG N V N Y REGISTRY SHS NEW 2012ASMLF1,255$1.3M0.13%
106THERMO FISHER SCIENTIFIC INC COMTMO2,275$1.3M0.13%
107TRAVELERS COS INC COMTRV6,185$1.3M0.13%
108L3HARRIS TECHNOLOGIES INC COMLHX5,580$1.3M0.13%
109INTERCONTINENTAL EXCHANGE INC COM45866F1049,075$1.2M0.13%
110IMPERIAL BRANDS PLC SPONSORED ADR ISIN#US45262P102145262P10246,435$1.2M0.12%
111ELEVANCE HEALTH INC COMELV2,150$1.2M0.12%
112TORONTO DOMINION BK ISIN#CA8911605092TORO21,140$1.2M0.12%
113ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIPET-PI70,750$1.1M0.12%
114ONEOK INC NEW COMOKE13,715$1.1M0.12%
115FIDELITY NATL INFORMATION SVCS INC COM31620M10614,650$1.1M0.11%
116ROCHE HLDGS LTD SPONSORED ADR ISIN#US771195104377119510431,350$1.1M0.11%
117JEFFERIES FINL GROUP INC COM47233W10921,800$1.1M0.11%
118UNITEDHEALTH GROUP INC COMUNH2,060$1.0M0.11%
119SANOFI SPONS ADR ISIN#US80105N1054SNYNF21,350$1.0M0.11%
120CLOROX CO COMCLX7,350$1.0M0.10%
121CROWDSTRIKE HLDGS INC CL ACRWD2,520$965,6390.10%
122CROWN CASTLE INC COMCCI9,460$924,2420.10%
123BARRICK GOLD CORP COM ISIN#CA067901108406790110854,000$900,7200.09%
124PAYCHEX INC COMPAYX7,570$897,4990.09%
125NORTHROP GRUMMAN CORP COMNOC2,050$893,6980.09%
126AMERICAN MOVIL S A B DE C V SPONSORED ADR REPSTG CL BAMXOF51,990$883,8300.09%
127COLGATE PALMOLIVE CO COMCL9,100$883,0640.09%
128KIMBERLY-CLARK CORP COMKMB6,250$863,7500.09%
129EDISON INTL COM28102010711,590$832,2780.09%
130UNION PAC CORP COMUNP3,610$816,7990.08%
131NUVEEN AMT-FREE QUALITY MUN INCOME FD COMNU71,250$816,5250.08%
132GE VERNOVA INC COMGEV4,505$772,6530.08%
133AVANGRID INC COM05351W10320,240$719,1270.07%
134BLACKROCK MUNIYIELD QUALITY FD III INC COMBLK63,000$704,3400.07%
135COGNIZANT TECHNOLOGY SOLUTIONS CORP CL ACTSH10,180$692,2400.07%
136NETFLIX INC COMNFLX1,025$691,7520.07%
137EMERSON ELEC CO COMEMR6,135$675,8320.07%
138AMERICAN TOWER CORP NEW COM03027X1003,400$660,8920.07%
139PNC FINL SVCS GROUP INC COM6934751054,150$645,2420.07%
140DOMINION ENERGY INC COMD13,000$637,0000.07%
141INTERNATIONAL FLAVORS & FRAGRANCES INC COM4595061016,625$630,7660.07%
142AMERICAN ELEC PWR CO INC COM0255371017,155$627,7800.06%
143DUKE ENERGY CORP NEW COM NEWDUKB5,970$598,3730.06%
144BOOKING HLDGS INC COMBKNG150$594,2250.06%
145FIRST SOLAR INC COMFSLR2,625$591,8330.06%
146DEVON ENERGY CORP NEW COM25179M10312,425$588,9450.06%
147XCEL ENERGY INC COMXELLL11,000$587,5100.06%
148CARRIER GLOBAL CORP COMCARR8,860$558,8890.06%
149CATERPILLAR INS COMCAT1,610$536,2910.06%
150DIGITAL RLTY TR INC COM2538681033,440$523,0520.05%
151CITIGROUP INC COM NEWC-PR7,945$504,1900.05%
152GE HEALTHCARE TECHNOLOGIES INC COMGEHC6,440$501,8050.05%
153TRUIST FINL CORP COM89832Q10912,700$493,3950.05%
154CONSOLIDATED EDISON INC COMED5,275$471,6910.05%
155PRICE T ROWE GROUP INC COMTROW4,075$469,8880.05%
156VEEVA SYS INC CL A COMVEEV2,525$462,1000.05%
157NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784NXPI1,665$448,0350.05%
158KINDER MORGAN INC DEL COMEP-PC22,500$447,0750.05%
159WASTE CONNECTIONS INC COM ISIN#CA94106B1013WCN2,525$442,9730.05%
160REPUBLIC SVCS INC COM7607591002,250$437,2650.05%
161TEXTRON INC COMTXT5,000$429,3000.04%
162ZOETIS INC COMZTS2,425$420,3980.04%
163DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057DGEAF3,200$403,4560.04%
164DOW INC COMDOW7,550$400,5280.04%
165FREEPORT-MCMORAN INC CL BFCX8,210$399,0060.04%
166DANAHER CORP COM2358511021,595$398,5110.04%
167BERKLEY W R CORP COMWRB-PH5,060$397,6150.04%
168PACKAGING CORP AMER COM6951561092,170$396,1550.04%
169TOTALENERGIES SE SPONS ADR ISIN#US89151E1091TTE5,755$383,7430.04%
170SIMON PPTY GROUP INC NEW COM8288061092,460$373,4280.04%
171LYFT INC CL ALYFT26,140$368,5740.04%
172LINDE PLC NEW SHS ISIN#IE000S9YS762LIN820$359,8240.04%
173EVERSOURCE ENERGY COMES6,296$357,0780.04%
174OMNICOM GROUP INC COMOMC3,875$347,5880.04%
175PAYPAL HLDGS INC COMPYPL5,790$335,9940.03%
176TOYOTA MTR CO SPON ADRTOYOF1,625$333,0760.03%
177OTIS WORLDWIDE CORP COMOTIS3,420$329,2090.03%
178TRACTOR SUPPLY CO COMTSCO1,190$321,3000.03%
179WEC ENERGY GROUP INC COMWEC4,060$318,5480.03%
180TJX COS INC NEW COM8725401092,875$316,5380.03%
181ROCHE HOLDING AG BASEL AKT ISIN#CH0012032113H692932251,000$304,7640.03%
182MARVELL TECHNOLOGY INC COMMRVL4,315$301,6190.03%
183BANK NEW YORK MELLON CORP COM0640581004,940$295,8570.03%
184MORNINGSTAR INC COMMORN1,000$295,8500.03%
185SPROTT PHYSICAL SILVER TR UNIT ISIN#CA85207K1075SII29,450$292,4390.03%
186CHUBB LTD COM ISIN#CH0044328745CB1,130$288,2400.03%
187SPROTT PHYSICAL GOLD & SILVER TR TR UNITSII12,600$277,8300.03%
188BLOCK H & R INC COMBSQKZ5,000$271,1500.03%
189REGENERON PHARMACEUTICALS INC COMREGN255$268,0130.03%
190HF SINCLAIR CORP COMDINO5,000$266,7000.03%
191INDEPENDENT BK CORP MASS COM4538361085,190$263,2370.03%
192ADOBE SYS INC COMADBE465$258,3260.03%
193NESTLE SA SPONSORED ADR REPSTG REG SHS6410694062,495$255,7010.03%
194AUTOMATIC DATA PROCESSING INC COMADP1,050$250,6250.03%
195DUPONT DE NEMOURS INC COMDD3,085$248,3120.03%
196COMPASS DIVERSIFIED SH BEN INTCODI-PC10,925$239,1480.02%
197VICI PPTYS INC COM9256521097,875$225,5400.02%
198TAPESTRY INC COMTPR5,250$224,6480.02%
199HUMANA INC COMHUM600$224,1900.02%
200MCKESSON CORP COMMCK375$219,0150.02%
201CHURCH & DWIGHT INC COMCHD2,105$218,2460.02%
202GRANITE CONSTR INC COMGVA3,475$215,3460.02%
203ADVANCED MICRO DEVICES INC COMAMD1,255$203,5740.02%
204CLP HOLDINGS LTD SPONSORED ADR18946Q10116,480$135,4660.01%
205MFS CHARTER INCOME TR SH BEN INTMCR21,500$134,8050.01%
206SANDSTORM GOLD LTD COM NEW ISIN#CA80013R206380013R20620,000$108,8000.01%
207PANASONIC HLDGS CORP ADR ISIN#US69832A304169832A30412,500$102,5000.01%
208IMMUNITYBIO INC COMIBRX15,000$94,8000.01%
209CIM REAL ESTATE FINANCE TRUST INCCMRF14,876$90,5960.01%
210DNP SELECT INCOME FD INC COM23325P10411,000$90,4200.01%
211PUTNAM MASTER INTER INCOME TR SH BEN INT74690910021,540$69,4670.01%
212TRANSACT TECHNOLOGIES INC COMTACT15,000$56,5500.01%
213SIRIUS XM HLDGS INC COMSIRI17,100$48,3930.01%
214NIO INC SHS A SPONSORED AMERICAN DEP SHSNIOIF11,500$47,8400.00%
215PORSCHE AUTOMOBIL HLDG SE ADR ISIN#US73328P106673328P10610,000$44,7000.00%
216GABO MNG LTD COM ISIN#CA36269D101536269D101410,550$39,0080.00%
217POLESTAR AUTOMOTIVE HLDG UK PLC ADS CL A73110520125,000$19,6650.00%
218FEDERAL NATL MTG ASSN COM31358610911,200$16,0160.00%
219FEDERAL HOME LN MTG CORP COM31340030110,420$14,0670.00%
220BASANITE INC COMBASA148,000$1,5840.00%
221AUXLY CANNIABIS GROUP INC COM ISIN#CA05335P109905335P10925,000$5480.00%
22288 ENERGY LTD SHS ISIN#AU00000088E2Q3394D101250,000$3240.00%
223SOULFOOD CONCEPTS INC COM83605110264,500$00.00%
224ENCORIUM GROUP INC COM NEW29257R20825,000$00.00%
225CANARY RES INC COM13722T10615,000$00.00%