test

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
POLAPolar Pwr Inc
Recent Activity
Increased 7.51%
0.49%
$1.435M
3.009M shares@ $0.48 avg price
UTMDUtah Med Prods Inc
Recent Activity
Increased 1.15%
0.46%
$1.329M
19,781 shares@ $67.21 avg price
INLXIntellinetics Inc
Recent Activity
Increased 2.72%
0.43%
$1.237M
110,567 shares@ $11.2 avg price
XFFCXFlaherty & Crumrine Pfd Secs
Recent Activity
Increased 18.19%
0.36%
$1.048M
63,843 shares@ $16.42 avg price
INUVInuvo Inc
Recent Activity
Increased 7.06%
0.36%
$1.044M
4.234M shares@ $0.25 avg price
HBIOHarvard Bioscience Inc
Recent Activity
Increased 5.19%
0.29%
$840,354
312,399 shares@ $2.7 avg price
TACTTransact Technologies Inc
Recent Activity
Increased 2.27%
0.26%
$756,095
155,575 shares@ $4.87 avg price
WFCFWhere Food Comes From Inc
Recent Activity
Increased 22.62%
0.23%
$649,183
60,221 shares@ $10.79 avg price
RMNIRimini Str Inc Del
Recent Activity
Increased 7.73%
0.22%
$638,726
345,257 shares@ $1.86 avg price
KYNKayne Anderson Energy Infrst
Recent Activity
Increased 99.5%
0.21%
$609,199
54,204 shares@ $11.24 avg price