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Kevin Berner

@Bard Associates Inc

Latest period2024 - Q3ReportedManaged Assets$293.391MTotal holdings177
Assets growth rate12.27%Assets growth rate (2-Q avg)3.12%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bard Associates Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Bard Associates Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 293.391M in assets, with a quarterly growth rate of 12.27% and a 2-quarter average growth rate of 3.12%. The portfolio is managed by Kevin Berner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LEGHLegacy Housing Corp
Recent Activity
Increased 0.74%
1.85%
$5.399M
197,414 shares@ $27.36 avg price
CMPOComposecure Inc
Recent Activity
Increased 0.65%
1.46%
$4.28M
305,247 shares@ $14.03 avg price
AMRKA-mark Precious Metals Inc
Recent Activity
Increased 0.43%
1.41%
$4.125M
93,411 shares@ $44.17 avg price
OROsisko Gold Royalties Ltd
Recent Activity
Increased 0.22%
1.38%
$4.035M
217,438 shares@ $18.56 avg price
MODDModular Med Inc
Recent Activity
Increased 81.37%
1.13%
$3.292M
1.463M shares@ $2.26 avg price
LGLLgl Group Inc
Recent Activity
Increased 0.39%
1.12%
$3.259M
531,602 shares@ $6.14 avg price
BKTIBk Technologies Corporation
Recent Activity
Increased 0.62%
1.07%
$3.123M
143,448 shares@ $21.78 avg price
SOWGSow Good Inc
Recent Activity
Increased 43.28%
0.97%
$2.842M
243,145 shares@ $11.7 avg price
VMDViemed Healthcare Inc
Recent Activity
Increased 1.11%
0.87%
$2.529M
345,052 shares@ $7.34 avg price
KFSKingsway Finl Svcs Inc
Recent Activity
Increased 0.65%
0.82%
$2.386M
288,113 shares@ $8.29 avg price