Institutions / Bard Associates, Inc. / Activity
Activity — Bard Associates, Inc.
245 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 92189F411 Common stock | $-9.28M | -725K -96.73% | 24,522 0.08% of portfolio | medium |
| Q1 2026 as of | Add | 47103U845 Common stock | $8.68M | +172K +52.29% | 499,892 6.34% of portfolio | medium |
| Q1 2026 as of | Trim | Coherent Corp Common stock | $-5.68M | -24K -30.79% | 53,635 3.21% of portfolio | medium |
| Q1 2026 as of | Add | 808524862 Common stock | $5.61M | +231K +83.21% | 508,848 3.10% of portfolio | medium |
| Q1 2026 as of | Trim | Willdan Group, Inc. Common stock | $-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 Common stock | $-3.00M | -475K -99.37% | 2,998 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | One Stop Systems, Inc. Common stock | $-2.35M | -310K -36.46% | 540,666 1.03% of portfolio | low |
| Q1 2026 as of | New | G51405101 Common stock | $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% | 0 | low |
| Q1 2026 as of | Exit | Modular Medical, Inc. Common stock | $-1.07M | -2.9M -100.00% | 0 | low |
| Q1 2026 as of | Add | Elauwit Connection, Inc. Common stock | $1.00M | +169K +68.55% | 415,382 0.62% of portfolio | low |
| Q1 2026 as of | Trim | Ensign Group Inc/The Common stock | $-665.2K | -3K -6.25% | 49,480 2.50% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $665.1K | +1K +45.70% | 4,425 0.53% of portfolio | low |
| Q1 2026 as of | Trim | 73102V204 Common stock | $-659.5K | -338K -99.79% | 714 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | EPM Evolution Petroleum Corp Common Stock | $-604.8K | -132K -98.14% | 2,500 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Hudbay Minerals Inc. Common stock | $-546.0K | -26K -91.83% | 2,324 0.01% of portfolio | low |
| Q1 2026 as of | New | Modular Medical, Inc. Common stock | $525.3K | +99K | 99,490 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Airgain, Inc. Common stock | $-475.0K | -86K -96.89% | 2,768 <0.01% of portfolio | low |
| Q1 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $394.8K | +1K +844.20% | 1,303 0.11% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $353.5K | +1K +947.69% | 1,362 0.10% of portfolio | low |
| Q1 2026 as of | Add | CH Robinson Worldwide Inc Common stock | $347.6K | +2K +714.04% | 2,377 0.10% of portfolio | low |
| Q1 2026 as of | Trim | GOLD Gold.com, Inc. Common Stock | $-336.4K | -8K -9.29% | 82,004 0.82% of portfolio | low |
| Q1 2026 as of | Add | Philip Morris International Inc. Common stock | $304.4K | +2K +328.24% | 2,381 0.10% of portfolio | low |
| Q1 2026 as of | Add | TJX Cos Inc/The Common stock | $294.5K | +2K +815.93% | 2,070 0.08% of portfolio | low |
| Q1 2026 as of | Add | Coca Cola Co Common stock | $268.9K | +4K +805.28% | 3,947 0.08% of portfolio | low |
| Q1 2026 as of | Add | Expeditors International of Washington Inc Common stock | $263.2K | +2K +862.91% | 2,051 0.07% of portfolio | low |
| Q1 2026 as of | Add | Lockheed Martin Corp Common stock | $262.4K | +434 +775.00% | 490 0.07% of portfolio | low |
| Q1 2026 as of | Add | Hershey Co Common stock | $250.6K | +1K +842.66% | 1,348 0.07% of portfolio | low |
| Q1 2026 as of | Add | Altria Group, Inc. Common stock | $241.9K | +4K +418.08% | 4,471 0.08% of portfolio | low |
| Q1 2026 as of | Add | Allegion plc Common stock | $233.7K | +2K +734.25% | 1,827 0.07% of portfolio | low |
| Q1 2026 as of | Add | Texas Instruments Inc Common stock | $232.3K | +1K +912.98% | 1,327 0.06% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $222.2K | +1K +888.82% | 1,592 0.06% of portfolio | low |
| Q1 2026 as of | Add | Hilton Grand Vacations Inc. Common stock | $219.3K | +6K +877.31% | 6,245 0.06% of portfolio | low |
| Q1 2026 as of | Add | Lowes Companies Inc Common stock | $205.8K | +871 +1451.67% | 931 0.06% of portfolio | low |
| Q1 2026 as of | Add | Sysco Corp Common stock | $202.4K | +3K +764.69% | 3,208 0.06% of portfolio | low |
| Q1 2026 as of | Add | 904767803 Common stock | $194.1K | +3K +816.95% | 3,787 0.05% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $191.8K | +583 +244.96% | 821 0.07% of portfolio | low |
| Q1 2026 as of | Add | Booking Holdings Inc Common stock | $185.5K | +44 +733.33% | 50 0.05% of portfolio | low |
| Q1 2026 as of | Trim | TCX Tucows Inc /Pa Common Stock | $-182.2K | -11K -95.07% | 550 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Polaris Inc. Common stock | $178.2K | +3K +452.91% | 3,992 0.05% of portfolio | low |
| Q1 2026 as of | New | Lululemon Athletica Inc Common stock | $176.5K | +1K | 1,153 0.04% of portfolio | low |
| Q1 2026 as of | Add | Masco Corp /De Common stock | $175.2K | +3K +746.27% | 3,292 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Mamas Creations Inc Common stock | $-171.3K | -11K -1.59% | 689,621 2.65% of portfolio | low |
| Q1 2026 as of | Add | Marketaxess Holdings Inc Common stock | $170.4K | +1K +819.84% | 1,159 0.05% of portfolio | low |
| Q1 2026 as of | New | Chemed Corp Common stock | $166.2K | +440 | 440 0.04% of portfolio | low |
| Q1 2026 as of | Add | Automatic Data Processing Inc Common stock | $162.6K | +793 +727.52% | 902 0.05% of portfolio | low |
| Q1 2026 as of | Add | Barrett Business Services Inc Common stock | $158.2K | +5K +390.63% | 6,810 0.05% of portfolio | low |
| Q1 2026 as of | Add | NIKE, Inc. Common stock | $158.1K | +3K +848.86% | 3,321 0.04% of portfolio | low |
| Q1 2026 as of | New | Pool Corp Common stock | $157.6K | +779 | 779 0.04% of portfolio | low |