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Portfolio (Quarterly) Guide ↗

BARD ASSOCIATES INC

· CIK 0001105907
13F Portfolio $451M AUM 293 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 292 New
Page 3 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSV CARRIAGE SVCS INC Consumer Cyclical 97,068.0 $3.7M 0.83% NEW $38.34 -8.0%
42 ELWT ELAUWIT CONNECTION INC Communication Services 506,039.0 $3.6M 0.81% NEW $7.17 -0.6%
43 TGEN TECOGEN INC NEW Industrials 682,221.0 $3.6M 0.79% NEW $5.22 -33.0%
44 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 69,698.0 $3.5M 0.77% NEW $49.86 +23.4%
45 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 143,550.0 $3.4M 0.75% NEW $23.60 +12.5%
46 LGL LGL GROUP INC Technology 488,923.0 $3.4M 0.75% NEW $6.91 +8.2%
47 GOLD GOLD COM INC Financial Services 80,754.0 $3.4M 0.75% NEW $41.61 +6.2%
48 PCYO PURE CYCLE CORP Utilities 311,023.0 $3.3M 0.74% NEW $10.71 +5.0%
49 KFS KINGSWAY CORP Consumer Cyclical 279,274.0 $2.9M 0.65% NEW $10.42 -1.8%
50 USPH U S PHYSICAL THERAPY Healthcare 42,368.0 $2.9M 0.65% NEW $68.68 +16.3%
51 RGLD ROYAL GOLD INC Basic Materials 13,916.0 $2.8M 0.62% NEW $199.61 +16.9%
52 CXDO CREXENDO INC Communication Services 359,974.0 $2.7M 0.60% NEW $7.47 -12.2%
53 KWR QUAKER HOUGHTON Basic Materials 16,506.0 $2.6M 0.58% NEW $158.87 +5.8%
54 BUDA BUDA JUICE INC Consumer Defensive 293,061.0 $2.5M 0.55% NEW $8.51 +5.9%
55 SMID SMITH MIDLAND CORP Basic Materials 79,875.0 $2.3M 0.51% NEW $29.00 -0.6%
56 ALCO ALICO INC Consumer Defensive 55,606.0 $2.3M 0.51% NEW $41.37 -5.5%
57 BERKSHIRE HATHAWAY INC DEL 4,430.0 $2.2M 0.49% NEW $500.39
58 MOBILICOM LTD 424,407.0 $2.2M 0.48% NEW $5.13
59 TRGP TARGA RES CORP Energy 7,773.0 $2.1M 0.46% NEW $268.15 +10.7%
60 FNV FRANCO NEV CORP Basic Materials 9,455.0 $2.0M 0.44% NEW $208.44 +12.6%
Page 3 of 15  ·  292 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.8%
Financial Services 16.5%
Basic Materials 12.9%
Consumer Defensive 11.7%
Industrials 7.5%
Healthcare 7.4%
Energy 4.9%
Consumer Cyclical 4.8%
Utilities 3.6%
Communication Services 2.6%