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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
USPHU S Physical Therapy
Recent Activity
Decreased -0.1%
1.44%
$4.223M
49,904 shares@ $84.64 avg price
AROCArchrock Inc
Recent Activity
Decreased -13.42%
1.43%
$4.175M
206,280 shares@ $20.25 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
ODCOil Dri Corp Amer
Recent Activity
Decreased -0.25%
1.36%
$3.989M
57,820 shares@ $69.0 avg price
PCYOPure Cycle Corp
Recent Activity
Decreased -1.36%
1.34%
$3.931M
364,995 shares@ $10.78 avg price
WPMWheaton Precious Metals Corp
Recent Activity
Decreased -1.12%
1.3%
$3.79M
62,043 shares@ $61.09 avg price
GDXJVaneck Etf Trust
Recent Activity
Decreased -1.62%
1.27%
$3.719M
76,187 shares@ $48.81 avg price
MPTIM-tron Inds Inc
Recent Activity
Decreased -0.3%
1.27%
$3.718M
89,187 shares@ $41.7 avg price
CSVCarriage Svcs Inc
Recent Activity
1.26%
$3.672M
111,861 shares@ $32.84 avg price