Fund HoldingsBARD ASSOCIATES INC

Total Portfolio Value
$278.13M
Total Bought
$16.36M
Total Sold
$35.41M
Net Transaction
-$19.05M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
FTAI INFRASTRUCTURE INC1,504,2401,493,868-10,3725,8519,4253.39%+3,574
COMPOSECURE INC(GPGI)0304,200+304,20002,1990.79%+2,199
GEN RESTAURENT GROUP0173,470+173,47002,0260.73%+2,026
COHERENT CORP(COHR)111,300111,30004,8456,7472.43%+1,902
ALICO INC053,783+53,78301,5770.57%+1,577
MODULAR MED INC0824,000+824,00001,5240.55%+1,524
NEXTERA ENERGY INC(NEE)019,466+19,46601,2440.45%+1,244
ONE STOP SYS INC1,060,5871,044,381-16,2062,2273,4051.22%+1,177
VANGUARD WORLD FD
UTILITIES ETF
08,170+8,17001,1650.42%+1,165
WILLDAN GROUP INC(WLDN)140,875139,248-1,6273,0294,0371.45%+1,008
U S PHYSICAL THERAPY(USPH)050,854+50,85405,7622.07%+5,762
ENSIGN GROUP INC(ENSG)95,35293,901-1,45110,70511,6894.20%+984
ARCHROCK INC(AROC)245,080240,680-4,4003,7744,7341.70%+960
DATA STORAGE CORP0313,186+313,18601,7910.64%+1,791
LGL GROUP INC417,786529,451+111,6652,5653,3621.21%+797
USA COMPRESSION PARTNERS LP(USAC)0203,050+203,05005,4151.95%+5,415
POWERFLEET INC339,306333,706-5,6001,1601,7820.64%+622
DUOS TECHNOLOGIES GROUP INC0413,923+413,92301,7960.65%+1,796
EQUINOX GOLD CORP(EQX)452,065462,670+10,6052,2112,7851.00%+575
VIEMED HEALTHCARE INC338,335342,215+3,8802,6563,2271.16%+571
TARGA RES CORP(TRGP)24,69724,116-5812,1452,7010.97%+555
INTELLINETICS INC054,583+54,58304820.17%+482
OSISKO GOLD ROYALTIES LTD221,305218,415-2,8903,1703,5961.29%+426
BK TECHNOLOGIES CORPORATION138,617144,282+5,6651,6952,1070.76%+411
POLAR PWR INC2,806,0232,787,723-18,3001,1401,5470.56%+407
ACME UTD CORP123,703120,898-2,8055,3025,6982.05%+397
RESEARCH SOLUTIONS INC613,950621,545+7,5951,5961,9640.71%+368
JOINT CORP79,54985,934+6,3857641,1220.40%+358
OIL DRI CORP AMER(ODC)60,55559,163-1,3924,0624,4111.59%+349
SACHEM CAP CORP631,060620,668-10,3922,4282,7681.00%+340
BLACKSTONE SECD LENDING FD(BXSL)098,159+98,15903,1301.13%+3,130
DECISIONPOINT SYS INC NEW035,450+35,45003220.12%+322
TORTOISE PIPELINE & ENERGY F0127,277+127,27704,0251.45%+4,025
AIRGAIN INC0169,045+169,04509210.33%+921
ADAMS RES & ENERGY INC010,375+10,37503010.11%+301
TORTOISE PWR & ENERGY INFRAS0215,571+215,57103,3601.21%+3,360
CARRIAGE SVCS INC0112,561+112,56103,0441.09%+3,044
PRO-DEX INC COLO011,400+11,40002010.07%+201
EAGLE POINT INCOME COMPANY I0125,300+125,30002,0860.75%+2,086
MODIV INDUSTRIAL INC0106,965+106,96501,8060.65%+1,806
BERKSHIRE HATHAWAY INC DEL3,6353,527-1081,2961,4830.53%+187
HARROW INC(HROW)069,880+69,88009250.33%+925
IDEX CORP(IEX)6,8506,85001,4871,6720.60%+184
PENNANT GROUP INC28,70028,200-5004005540.20%+154
MILLER INDS INC TENN16,69016,640-507068340.30%+128
SANGOMA TECHNOLOGIES CORP080,855+80,85503910.14%+391
GENERATION INCOME PPTYS INC028,269+28,26901080.04%+108
GLOBAL X FDS
US INFR DEV ETF
20,39520,375-207068110.29%+105
DATA STORAGE CORP0161,865+161,86501230.04%+123
INDEPENDENCE RLTY TR INC(IRT)137,276136,386-8902,1222,2210.80%+99
HUDBAY MINERALS INC(HBM)54,74054,483-2573023810.14%+79
SANDSTORM GOLD LTD536,210528,709-7,5012,6972,7761.00%+79
A-MARK PRECIOUS METALS INC(GOLD)91,94593,080+1,1352,7812,8571.03%+75
AVINO SILVER & GOLD MINES LT0788,799+788,79904910.18%+491
SONO TEK CORP25,28040,630+15,3501371990.07%+62
FRANCO NEV CORP(FNV)011,652+11,65201,3880.50%+1,388
CARETRUST REIT INC(CTRE)32,55432,221-3337387940.29%+57
VANECK ETF TRUST
JUNIOR GOLD MINE
78,09777,872-2252,9613,0171.08%+56
PROSHARES TR
PSHS ULTRUSS2000
20,02520,02507628180.29%+56
FLAHERTY & CRUMRINE PFD SECS56,92056,818-1027918440.30%+53
BARINGS BDC INC(BBDC)071,050+71,05006610.24%+661
STERICYCLE INC25,66025,060-6001,2721,3220.48%+50
VANECK ETF TRUST
GOLD MINERS ETF
29,91630,915+9999289780.35%+50
WELLTOWER INC(WELL)15,02014,987-331,3541,4000.50%+46
BLUE OWL CAPITAL CORPORATION(OBDC)73,36073,210-1501,1081,1530.41%+44
RIMINI STR INC DEL310,300324,750+14,4501,0151,0590.38%+44
UMH PPTYS INC(UMH)49,83549,235-6007638000.29%+36
NANO DIMENSION LTD0130,200+130,20003630.13%+363
KAYNE ANDERSON ENERGY INFRST(KYN)27,49327,203-2902412720.10%+31
AMPLITECH GROUP INC0380,053+380,05307030.25%+703
JAPAN SMALLER CAPITALIZATION(JOF)068,713+68,71305480.20%+548
CLEARFIELD INC11,68411,889+2053403670.13%+27
SPDR GOLD TR(GLD)1,7001,70003253500.13%+25
BALCHEM CORP4,5104,51006746990.25%+24
EAGLE POINT CREDIT COMPANY I(ECC)0241,981+241,98102,4460.88%+2,446
HENRY JACK & ASSOC INC(JKHY)5,6005,400-2009159380.34%+23
CALAMOS GLOBAL TOTAL RETURN014,225+14,22501480.05%+148
KINGSWAY FINL SVCS INC283,790287,690+3,9002,3842,3990.86%+15
CAPITAL SOUTHWEST CORP(CSWC)018,180+18,18004540.16%+454
DATA I O CORP024,350+24,3500860.03%+86
ISHARES SILVER TR(SLV)039,195+39,19508920.32%+892
ARES CAPITAL CORP(ARCC)022,255+22,25504630.17%+463
MOBILICOM LTD201,975199,449-2,52655650.02%+11
BIOFRONTERA INC0183,900+183,9000120.00%+12
EVI INDS INC08,600+8,60002140.08%+214
SIGMATRON INTL INC014,208+14,2080520.02%+52
FULL HSE RESORTS INC36,07536,07501942010.07%+7
OXFORD LANE CAP CORP064,217+64,21703260.12%+326
ROYAL GOLD INC(RGLD)19,27819,183-952,3322,3370.84%+5
SLR INVESTMENT CORP013,710+13,71002100.08%+210
PYXIS TANKERS INC77,20077,200085890.03%+4
CROWN CRAFTS INC169,518165,717-3,8018548580.31%+4
WHITEHORSE FIN INC034,120+34,12004360.16%+436
PYXIS TANKERS INC08,825+8,82502180.08%+218
EDIBLE GARDEN AG INC0159,125+159,125020.00%+2
ISHARES TR
MSCI INDIA SM CP
4,8254,82503373390.12%+2
CEA INDUSTRIES INC0235,375+235,375030.00%+3
PETVIVO HLDGS INC0418,795+418,79504480.16%+448
CONCRETE PUMPING HLDGS INC079,200+79,20006260.22%+626
NETCAPITAL INC0219,573+219,573040.00%+4
Page 1 of 1