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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
NEENextera Energy Inc
Recent Activity
Increased 13.74%
0.64%
$1.873M
22,154 shares@ $84.54 avg price
RSSSResearch Solutions Inc
Recent Activity
Increased 1.37%
0.59%
$1.711M
626,725 shares@ $2.74 avg price
AIOTPowerfleet Inc
Recent Activity
Increased 1.14%
0.58%
$1.685M
337,091 shares@ $5.0 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.71%
0.57%
$1.651M
3,587 shares@ $460.27 avg price
VPUVanguard World Fd
Recent Activity
Increased 13.09%
0.56%
$1.632M
9,307 shares@ $175.32 avg price
ISDRIssuer Direct Corp
Recent Activity
Increased 14.19%
0.55%
$1.599M
133,805 shares@ $11.96 avg price
AMPGAmplitech Group Inc
Recent Activity
Increased 374.1%
0.53%
$1.552M
1.989M shares@ $0.79 avg price
ALCOAlico Inc
Recent Activity
Increased 1.5%
0.53%
$1.532M
54,684 shares@ $28.02 avg price
GENKGen Restaurent Group
Recent Activity
Increased 1.72%
0.51%
$1.483M
175,676 shares@ $8.45 avg price
INTTIntest Corp
Recent Activity
Increased 2.11%
0.5%
$1.454M
199,170 shares@ $7.3 avg price