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Bard Financial Services, Inc.
Kenneth Spitzbard · Investment Advisor · Value
Bard Financial Services, Inc. is a full-service investment advisory firm based in Branford, Connecticut. Formally established in 1989, the firm was created through the merger of the practices of Kenneth Spitzbard and his father, Milton Spitzbard, a CPA. This union combined expertise in sophisticated tax-saving strategies with a focus on strategic investment allocation. The firm serves a diverse clientele, including individuals, small businesses, and charitable organizations, providing them with professional guidance on wealth management and retirement planning. Over more than three decades, the institution has built a reputation for its objective advice and commitment to helping clients navigate complex financial landscapes. As an SEC-registered investment advisor, the firm maintains a focus on long-term portfolio construction and capital preservation.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +17.5% |
| YTD return | +12.3% |
| Sharpe ratio | 3.84 |
| Win rate | 62% |
| AUM | $0.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.bardfinancial.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 22.5% | +31.7% |
| MSFT | Microsoft Corporation | 14.3% | -3.9% |
| WMT | Walmart Inc. Common Stock | 7.0% | +4.7% |
| GOOGL | Alphabet Inc Class A | 6.1% | +42.6% |
| HD | The Home Depot Inc | 4.5% | -23.7% |
| JNJ | Johnson & Johnson | 4.3% | +45.9% |
| TY-P | Tri-Continental Corporation PFD $2.50 | 3.9% | -8.8% |
| BRK-A | Berkshire Hathaway Inc | 3.6% | +3.0% |
| AMAT | Applied Materials Inc | 3.5% | +102.9% |
| MCD | McDonald’s Corporation | 3.4% | -16.9% |
| LMT | Lockheed Martin Corporation | 3.2% | +6.7% |
| NVDA | NVIDIA Corporation | 3.0% | +18.7% |
| NEM | Newmont Goldcorp Corp | 2.9% | +38.6% |
| ABBV | AbbVie Inc | 2.9% | +10.6% |
| PFE | Pfizer Inc | 2.6% | +3.7% |
| JPM | JPMorgan Chase & Co | 2.6% | +13.6% |
| KO | The Coca-Cola Company | 2.5% | +32.6% |
| GS | Goldman Sachs Group Inc | 2.5% | +20.5% |
| AMZN | Amazon.com Inc | 2.5% | +14.7% |
| XOM | Exxon Mobil Corp | 2.3% | +20.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | ABBV | 2.9% → 2.9% |
| Sep 14, 2026 | SELL | JPM | 2.6% → 2.7% |
| Sep 14, 2026 | BUY | BRK-A | 3.6% → 3.7% |
| Sep 14, 2026 | SELL | NVDA | 3.0% → 3.0% |
| Sep 14, 2026 | BUY | AMAT | 3.5% → 5.9% |
Investment Style Analysis
Bard Financial Services, Inc. is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $0.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Bard Financial Services, Inc. made a significant move by reducing the position in ABBV. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The core investment philosophy of Bard Financial Services is rooted in long-term strategic asset allocation and deep value investing. The firm emphasizes the importance of objective, fundamental research to identify investment opportunities that are often overlooked by the broader market. Their approach integrates disciplined portfolio construction with comprehensive financial planning, ensuring that tax efficiency and risk management are central to the investment process. By avoiding common pitfalls and focusing on high-quality securities, the firm seeks to provide consistent, sustainable returns that align with the specific retirement and wealth-building goals of its clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Bard Financial Services, Inc..
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Frequently asked questions
How is the simulated portfolio for Bard Financial Services, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Bard Financial Services, Inc.'s largest holding?
As of the latest filing, Bard Financial Services, Inc.'s top position is Apple Inc (AAPL), representing 22.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Bard Financial Services, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +17.5% with a win rate of 62%. Notably, the portfolio maintains a Sharpe Ratio of 3.84, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Bard Financial Services, Inc. primarily invest in?
Bard Financial Services, Inc. has a strong preference for the Consumer Electronics sector, which makes up 22.5% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Bard Financial Services, Inc.'s portfolio concentrated or diversified?
Bard Financial Services, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 43.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Bard Financial Services, Inc. performed in 2026?
Our AI-simulated model portfolio for Bard Financial Services, Inc. tracks a Year-to-Date (YTD) return of +12.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Kenneth Spitzbard manage Bard Financial Services, Inc. directly?
Yes, Kenneth Spitzbard serves as the key portfolio manager for Bard Financial Services, Inc., overseeing the investment strategy and final capital allocation decisions.