Institutions / Bard Associates, Inc.
Bard Associates, Inc.
CIK 1105907 · Institution · as of Mar 31, 2026
Portfolio value
$398.47M
Positions
292
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$398.47M+2.3%Positions
292+21.7%Top holdings
Mar 31, 2026View all 292 →
| Company | Value | % of portfolio |
|---|---|---|
| Janus Detroit Str Tr | $25.28M | 6.3% |
| iShares Tr | $20.98M | 5.3% |
| Flaherty & Crumrin Pfd & Inm | $18.84M | 4.7% |
| Coherent Corp | $12.78M | 3.2% |
| Schwab Strategic Tr | $12.35M | 3.1% |
| Vanguard Index Fds | $12.34M | 3.1% |
| iShares Tr | $12.16M | 3.1% |
| Mamas Creations Inc | $10.58M | 2.7% |
| Ensign Group Inc/The | $9.97M | 2.5% |
| Tortoise Energy Infrastructure CorpTYG | $9.80M | 2.5% |
| Alps ETF Tr | $9.09M | 2.3% |
| Kayne Anderson Energy Infrastructure Fund, Inc.KYN | $8.37M | 2.1% |
| Nextera Energy Inc | $7.18M | 1.8% |
| Aehr Test Systems | $6.64M | 1.7% |
| Oil-Dri Corp of America | $6.52M | 1.6% |
| Archrock Inc | $6.35M | 1.6% |
| Or Royalties Inc. | $6.23M | 1.6% |
| FTAI Infrastructure Inc. | $5.99M | 1.5% |
| M-tron Industries, Inc.MPTI | $5.72M | 1.4% |
| Equinox Gold Corp | $5.66M | 1.4% |
| Legacy Education Inc.LGCY | $5.61M | 1.4% |
| Tortoise Capital Series Trus | $5.57M | 1.4% |
| Wheaton Precious Metals Corp | $5.45M | 1.4% |
| Vanguard World Fd | $5.32M | 1.3% |
| BK Technologies Corp | $5.16M | 1.3% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 92189F411 | $-9.28M | -725K -96.73% | 24,522 0.08% of portfolio | medium |
| Q1 2026 as of | Add | 47103U845 | $8.68M | +172K +52.29% | 499,892 6.34% of portfolio | medium |
| Q1 2026 as of | Trim | Coherent Corp | $-5.68M | -24K -30.79% | 53,635 3.21% of portfolio | medium |
| Q1 2026 as of | Add | 808524862 | $5.61M | +231K +83.21% | 508,848 3.10% of portfolio | medium |
| Q1 2026 as of | Trim | Willdan Group, Inc. | $-5.60M | -73K -99.73% | 200 <0.01% of portfolio | medium |
| Q1 2026 as of | New | BUDA Buda Juice, Inc. Common Stock | $3.08M | +293K | 293,320 0.77% of portfolio | low |
| Q1 2026 as of | Trim | 053906103 | $-3.00M | -475K -99.37% | 2,998 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | One Stop Systems, Inc. | $-2.35M | -310K -36.46% | 540,666 1.03% of portfolio | low |
| Q1 2026 as of | New | G51405101 | $1.29M | +784K | 783,989 0.32% of portfolio | low |
| Q1 2026 as of | Exit | DTST Data Storage Corp Common Stock | $-1.17M | -228K -100.00% | — | low |