Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BARD ASSOCIATES INC (CIK 1105907) reported $398.5M across 287 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JAAA ($25.3M, 6.34%), PFF ($21.0M, 5.26%), FFC ($18.8M, 4.73%), COHR ($12.8M, 3.21%), VNQ ($12.3M, 3.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS DETROIT STR TR | $25.3M | 6.34% | 499,892 | Added |
| 2 | PFF | ISHARES TR | $21.0M | 5.26% | 691,884 | Trimmed |
| 3 | FFC | FLAHERTY & CRUMRIN PFD & INM | $18.8M | 4.73% | 1.2M | Trimmed |
| 4 | COHR | COHERENT CORP | $12.8M | 3.21% | 53,635 | Trimmed |
| 5 | VNQ | VANGUARD INDEX FDS | $12.3M | 3.10% | 139,167 | Added |
| 6 | SCHO | SCHWAB STRATEGIC TR | $12.3M | 3.10% | 508,848 | Added |
| 7 | REZ | ISHARES TR | $12.2M | 3.05% | 146,120 | Added |
| 8 | MAMA | MAMAS CREATIONS INC | $10.6M | 2.65% | 689,621 | Trimmed |
| 9 | ENSG | ENSIGN GROUP INC | $10.0M | 2.50% | 49,480 | Trimmed |
| 10 | TYG | TORTOISE ENERGY INFRSTRCTR C | $9.8M | 2.46% | 196,526 | Added |
| 11 | AMLP | ALPS ETF TR | $9.1M | 2.28% | 172,682 | Added |
| 12 | KYN | KAYNE ANDERSON ENERGY INFRST | $8.4M | 2.10% | 586,261 | Trimmed |
| 13 | NEE | NEXTERA ENERGY INC | $7.2M | 1.80% | 77,304 | Trimmed |
| 14 | AEHR | AEHR TEST SYS | $6.6M | 1.67% | 179,127 | Trimmed |
| 15 | ODC | OIL DRI CORP AMER | $6.5M | 1.64% | 100,186 | Trimmed |
| 16 | AROC | ARCHROCK INC | $6.3M | 1.59% | 182,391 | Hold |
| 17 | OR | OR ROYALTIES INC. | $6.2M | 1.56% | 163,863 | Trimmed |
| 18 | FIP | FTAI INFRASTRUCTURE INC | $6.0M | 1.50% | 1.2M | Trimmed |
| 19 | MPTI | M-TRON INDS INC | $5.7M | 1.43% | 85,518 | Trimmed |
| 20 | EQX | EQUINOX GOLD CORP | $5.7M | 1.42% | 391,513 | Trimmed |
| 21 | LGCY | LEGACY ED INC | $5.6M | 1.41% | 448,480 | Trimmed |
| 22 | TPZ | TORTOISE CAPITAL SERIES TRUS | $5.6M | 1.40% | 254,707 | Trimmed |
| 23 | WPM | WHEATON PRECIOUS METALS CORP | $5.4M | 1.37% | 41,539 | Trimmed |
| 24 | VPU | VANGUARD WORLD FD | $5.3M | 1.33% | 26,845 | Trimmed |
| 25 | BKTI | BK TECHNOLOGIES CORPORATION | $5.2M | 1.29% | 69,110 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31