Arkolith/Funds/Bard Associates Inc

Bard Associates Inc

CIK 1105907
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Bard Associates Inc holds a diversified book of 291 stocks worth $450.5M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Ethos Technologies Inc CL-A and trimmed Coherent Corp. Their largest long position is Janus Henderson Aaa Clo ETF at 6% of the equity book.

Opened
53
bought for the first time
Added to
98
already held, bought more
Trimmed
77
sold some, still holds it
Sold out
54
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
37%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

64% mapped to company sectors

ETF / fund or unclassified
36%
Information Technology
15%
Industrials
9%
Materials
9%
Utilities
6%
Communication Services
5%
Consumer Discretionary
5%
Consumer Staples
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Bard Associates Inc

Manager / fundShared namesTheir $ in those
UBS Group AG76 / 80$8.7B
MORGAN STANLEY74 / 80$29.6B
BlackRock, Inc.69 / 80$107.9B
ROYAL BANK OF CANADA68 / 80$10.1B
WELLS FARGO & COMPANY/MN67 / 80$7.7B
Integrated Wealth Concepts LLC65 / 80$163.3M
CITIGROUP INC64 / 80$2.2B
OSAIC HOLDINGS, INC.64 / 80$1.2B

Ranked by how many of Bard Associates Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

291 positions
#SecurityValueShares% PortLast moveHistory
1Janus Detroit STR TR
HENDRSON AAA CL
$25.5M502.3K
5.7%
+0.5%
Added · +2K sh
2Ishares TR
PFD AND INCM SEC
$21.1M693.0K
4.7%
+0.2%
Added · +1K sh
3Coherent Corp
COM
$21.0M53.2K
4.7%
−0.8%
Reduced · −435 sh
4Flaherty & Crumrin PFD & Inm
COM
$20.0M1.23M
4.4%
+1.0%
Added · +12K sh
5Schwab Strategic TR
SHT TM US TRES
$15.8M653.4K
3.5%
+28%
Added · +145K sh
6Aehr Test Sys
COM
$15.1M156.9K
3.3%
−12%
Reduced · −22K sh
7Ishares TR
RESIDENTIAL MULT
$13.9M147.1K
3.1%
+0.6%
Added · +946 sh
8Vanguard Index FDS
REAL ESTATE ETF
$13.4M139.3K
3.0%
+0.1%
Added · +131 sh
9Mamas Creations Inc
COM
$12.1M676.3K
2.7%
−1.9%
Reduced · −13K sh
10Amplitech Group Inc
COM NEW
$10.3M1.48M
2.3%
−7.5%
Reduced · −120K sh
11Oil Dri Corp Amer
COM
$10.1M98.5K
2.2%
−1.6%
Reduced · −2K sh
12One Stop Sys Inc
COM
$9.6M526.4K
2.1%
−2.6%
Reduced · −14K sh
13ALPS ETF TR
ALERIAN MLP
$8.9M171.6K
2.0%
−0.6%
Reduced · −1K sh
14Kayne Anderson Energy Infrst
COM
$8.6M624.5K
1.9%
+6.5%
Added · +38K sh
15Tortoise Energy Infrstrctr C
COM
$8.4M196.5K
1.9%
~0%
Reduced · −71 sh
16Ensign Group Inc
COM
$7.9M49.5K
1.8%
−0.1%
Reduced · −30 sh
17Archrock Inc
COM
$7.3M180.1K
1.6%
−1.2%
Reduced · −2K sh
18NextEra Energy Inc
COM
$6.7M76.7K
1.5%
−0.8%
Reduced · −613 sh
19BK Technologies Corporation
COM NEW
$5.9M68.7K
1.3%
−0.5%
Reduced · −375 sh
20Tortoise Capital Series Trus
ELECTRIFICATION
$5.6M253.9K
1.2%
−0.3%
Reduced · −810 sh
21Ftai Infrastructure Inc
COMMON STOCK
$5.6M1.20M
1.2%
−0.7%
Reduced · −8K sh
22Vanguard World FD
UTILITIES ETF
$5.3M27.1K
1.2%
+1.1%
Added · +288 sh
23Legacy Ed Inc
COM
$5.2M444.3K
1.2%
−0.9%
Reduced · −4K sh
24Acme Utd Corp
COM
$5.2M108.2K
1.1%
−1.1%
Reduced · −1K sh
25Or Royalties Inc
COM SHS
$5.1M161.8K
1.1%
−1.2%
Reduced · −2K sh
26Ascent Industries Co
COM
$4.8M322.0K
1.1%
−1.1%
Reduced · −4K sh
27USA Compression Partners LP
COM UNIT LTDPAR
$4.8M183.3K
1.1%
−0.3%
Reduced · −598 sh
28Branchout Food Inc
COM
$4.7M1.03M
1.1%
−0.4%
Reduced · −4K sh
29Legacy Housing Corp
COM
$4.7M179.7K
1.0%
−0.3%
Reduced · −631 sh
30Wheaton Precious Metals Corp
COM
$4.6M41.0K
1.0%
−1.2%
Reduced · −502 sh
31Ethos Technologies Inc
CL A
$4.5M248.2K
1.0%
New
New position
32Gpgi Inc
COM CL A
$4.5M283.5K
1.0%
−0.6%
Reduced · −2K sh
33Flotek Industries Inc
COM NEW
$4.5M190.3K
1.0%
−0.1%
Reduced · −296 sh
34M-Tron Inds Inc
COM
$4.4M44.6K
1.0%
−48%
Reduced · −41K sh
35Climb Global Solutions Inc
COM
$4.2M180.6K
0.9%
80×
Added · +178K sh
36Vaneck ETF Trust
JUNIOR GOLD MINE
$4.1M41.7K
0.9%
+2.3%
Added · +921 sh
37Viemed Healthcare Inc
COM
$3.9M339.7K
0.9%
−0.1%
Reduced · −269 sh
38Intest Corp
COM
$3.8M210.6K
0.8%
−0.5%
Reduced · −988 sh
39Equinox Gold Corp
COM
$3.8M387.2K
0.8%
−1.1%
Reduced · −4K sh
40Freightos Ltd
ORD SHS
$3.7M2.45M
0.8%
+213%
Added · +1.7M sh
41Carriage Svcs Inc
COM
$3.7M97.1K
0.8%
−1.5%
Reduced · −1K sh
42Elauwit Connection Inc
COM
$3.6M506.0K
0.8%
+22%
Added · +91K sh
43Tecogen Inc New
COM NEW
$3.6M682.2K
0.8%
−0.9%
Reduced · −6K sh
44Kratos Defense & Sec Solutio
COM NEW
$3.5M69.7K
0.8%
−1.3%
Reduced · −900 sh
45Core Molding Technologies In
COM
$3.4M143.6K
0.8%
−1.1%
Reduced · −2K sh
46LGL Group Inc
COM
$3.4M488.9K
0.7%
−0.2%
Reduced · −934 sh
47Gold Com Inc
COM
$3.4M80.8K
0.7%
−1.5%
Reduced · −1K sh
48Pure Cycle Corp
COM NEW
$3.3M311.0K
0.7%
−0.9%
Reduced · −3K sh
49Kingsway Corp
COM NEW
$2.9M279.3K
0.6%
+0.5%
Added · +1K sh
50U S Physical Therapy
COM
$2.9M42.4K
0.6%
−1.4%
Reduced · −582 sh
Showing 50 of 291 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026293$450.5M13F-HR
Q1 2026Mar 31, 2026May 8, 2026293$398.5M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026241$389.5M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025160$376.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.