Fund HoldingsBARD ASSOCIATES INC

Total Portfolio Value
$268.12M
Total Bought
$17.41M
Total Sold
$53.13M
Net Transaction
-$35.72M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
TORTOISE CAPITAL SERIES TRUS0291,861+291,86106,0272.25%+6,027
BRIDGELINE DIGITAL INC01,317,194+1,317,19401,9490.73%+1,949
CALLAN JMB INC0416,135+416,13501,8680.70%+1,868
WHEATON PRECIOUS METALS CORP(WPM)061,316+61,31604,7601.78%+4,760
VANECK ETF TRUST
JUNIOR GOLD MINE
075,027+75,02704,2921.60%+4,292
EQUINOX GOLD CORP(EQX)0461,887+461,88703,1781.19%+3,178
BK TECHNOLOGIES CORPORATION141,528141,028-5004,8535,5312.06%+678
AVINO SILVER & GOLD MINES LT0689,399+689,39901,2680.47%+1,268
OSISKO GOLD ROYALTIES LTD0214,786+214,78604,5461.70%+4,546
USA COMPRESSION PARTNERS LP(USAC)198,920194,000-4,9204,6875,2341.95%+548
ROYAL GOLD INC(RGLD)018,157+18,15702,9691.11%+2,969
CELSIUS HLDGS INC(CELH)048,300+48,30001,7200.64%+1,720
FRANCO NEV CORP(FNV)011,322+11,32201,7840.67%+1,784
WELLTOWER INC(WELL)14,33414,284-501,8072,1880.82%+382
POTLATCHDELTIC CORPORATION064,462+64,46202,9091.08%+2,909
WILLDAN GROUP INC(WLDN)0134,584+134,58405,4802.04%+5,480
VANECK ETF TRUST
GOLD MINERS ETF
029,140+29,14001,3400.50%+1,340
COEUR MNG INC(CDE)055,860+55,86003310.12%+331
LGL GROUP INC0540,031+540,03103,5261.32%+3,526
ARCHROCK INC(AROC)205,280205,28005,1095,3872.01%+277
FITLIFE BRANDS INC021,979+21,97902660.10%+266
KRATOS DEFENSE & SEC SOLUTIO(KTOS)95,39893,357-2,0412,5172,7721.03%+255
RIMINI STR INC DEL286,507292,648+6,1417651,0180.38%+253
VICI PPTYS INC(VICI)077,572+77,57202,5490.95%+2,549
ACME UTD CORP0116,466+116,46604,6301.73%+4,630
BERKSHIRE HATHAWAY INC DEL03,037+3,03701,6170.60%+1,617
ALICO INC58,42958,516+871,5181,7490.65%+231
POSTAL REALTY TRUST INC(PSTL)0157,674+157,67402,2520.84%+2,252
NEWMONT CORP(NEM)017,414+17,41408410.31%+841
OIL DRI CORP AMER(ODC)57,704113,881+56,1775,0575,2291.95%+172
ISHARES TR
FLTG RATE NT ETF
7,74011,057+3,3173945640.21%+171
CREXENDO INC588,125666,093+77,9683,0763,2441.21%+168
INDEPENDENCE RLTY TR INC(IRT)0133,565+133,56502,8461.06%+2,846
ISHARES SILVER TR(SLV)034,928+34,92801,0820.40%+1,082
JOINT CORP072,375+72,37509040.34%+904
MODIV INDUSTRIAL INC0103,940+103,94001,6680.62%+1,668
FLOTEK INDS INC DEL(FTK)013,300+13,30001110.04%+111
PEMBINA PIPELINE CORP(PBA)029,758+29,75801,1910.44%+1,191
VENU HLDG CORP203,390211,090+7,7001,8611,9530.73%+92
LEGACY HOUSING CORP0198,811+198,81105,0141.87%+5,014
ALPS ETF TR
ALERIAN MLP
10,13511,024+8894885730.21%+84
VANGUARD WORLD FD
UTILITIES ETF
09,615+9,61501,6420.61%+1,642
SPDR GOLD TR(GLD)01,312+1,31203780.14%+378
MANHATTAN BRDG CAP INC364,817363,317-1,5002,0842,1470.80%+63
ISHARES TR7,2037,391+1885846390.24%+55
VANECK ETF TRUST
BDC INCOME ETF
42,79845,475+2,6777127620.28%+50
CARETRUST REIT INC(CTRE)031,905+31,90509220.34%+922
DLH HLDGS CORP010,737+10,7370430.02%+43
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
041,880+41,88001,9390.72%+1,939
HENRY JACK & ASSOC INC(JKHY)5,4005,40009479860.37%+39
PRO-DEX INC COLO13,59613,59606366740.25%+38
ACCESS NEWSWIRE INC0138,516+138,51601,2230.46%+1,223
PACER FDS TR
INDUSTRIAL RELET
014,489+14,48905360.20%+536
JAPAN SMALLER CAPITALIZATION(JOF)049,459+49,45904150.15%+415
HA SUSTAINABLE INFRA CAP INC(HASI)016,099+16,09904710.18%+471
RED VIOLET INC(RDVT)8,2688,822+5542993320.12%+32
ISHARES TR20,39321,825+1,4326416710.25%+30
FLAHERTY & CRUMRINE PFD SECS063,843+63,84301,0170.38%+1,017
SARATOGA INVT CORP(SAJ)15,94515,94503814040.15%+22
EVI INDS INC12,11313,031+9181982190.08%+21
VANGUARD INDEX FDS3,1073,276+1692772970.11%+20
GLOBAL MED REIT INC018,647+18,64701670.06%+167
LXP INDUSTRIAL TRUST(LXP)036,149+36,14903180.12%+318
NEPHROS INC0143,221+143,22102460.09%+246
TORTOISE ENERGY INFRA CORP(TYG)15,89515,89506686840.26%+17
VOX ROYALTY CORP18,00018,000042530.02%+10
SLR INVESTMENT CORP13,53513,53502192280.09%+9
ISHARES TR1,9801,98002112200.08%+9
CAPITAL SOUTHWEST CORP(CSWC)017,256+17,25603850.14%+385
KAYNE ANDERSON ENERGY INFRST(KYN)66,95466,95408518590.32%+8
BLACKSTONE SECD LENDING FD(BXSL)95,51995,51903,1573,1641.18%+7
ARES CAPITAL CORP(ARCC)21,38421,38404684740.18%+6
FULL HSE RESORTS INC35,67535,67501461490.06%+4
EDIBLE GARDEN AG INC157,525157,5250680.00%+2
CEA INDUSTRIES INC229,475229,4750230.00%+1
NETCAPITAL INC217,573217,5730450.00%+1
BIOFRONTERA INC179,900179,900011110.00%0
DATA STORAGE CORP159,021157,021-2,00060570.02%-4
META PLATFORMS INC(META)454453-12662610.10%-5
BARINGS BDC INC(BBDC)067,869+67,86906470.24%+647
TUCOWS INC019,740+19,74003330.12%+333
OOMA INC26,67528,257+1,5823753700.14%-5
EATON VANCE FLTING RATE INC(EFT)15,19215,19201961910.07%-6
NEW MTN FIN CORP027,473+27,47303030.11%+303
DATA I O CORP22,18822,188061540.02%-7
CEA INDUSTRIES INC13,80911,738-2,0711121050.04%-7
STANDARD LITHIUM LTD39,37039,370057500.02%-7
SIGMATRON INTL INC14,20814,208025180.01%-8
UMH PPTYS INC(UMH)048,985+48,98509160.34%+916
WHITEHORSE FIN INC024,570+24,57002460.09%+246
PYXIS TANKERS INC077,200+77,200020.00%+2
EVOLUTION PETE CORP0222,317+222,31701,1520.43%+1,152
CLEARFIELD INC011,970+11,97003560.13%+356
NEXTERA ENERGY INC(NEE)022,263+22,26301,5780.59%+1,578
CALAMOS GLOBAL TOTAL RETURN14,22514,22501631470.05%-16
SONO TEK CORP56,43156,43102262050.08%-21
BIOCERES CROP SOLUTIONS CORP014,225+14,2250650.02%+65
OXFORD LANE CAP CORP63,56763,56703223000.11%-22
DOLPHIN ENTMT INC118,159102,484-15,6751261040.04%-23
PAYSIGN INC33,45036,344+2,894101770.03%-24
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