Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARD FINANCIAL SERVICES INC | 02-09-2024 | 12-31-2023 | 234 | 891,935,955 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | COM | 1 | $112,673,875 | 585,227 | 0.01 | 585,227 | +Inf | 12-31-2023 | |
| APPLE INC COM | COMMON STOCK | Liquidated | $0 | 0 | 0.01 | 579,827 | +Inf | 12-31-2023 | |
| MICROSOFT CORP COM | COM | 3 | $74,017,380 | 196,833 | 0.01 | 196,833 | +Inf | 12-31-2023 | |
| MICROSOFT CORP COM | COMMON STOCK | Liquidated | $0 | 0 | 0.01 | 193,348 | +Inf | 12-31-2023 |
