Fund Holdings

BARD ASSOCIATES INC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
JANUS DETROIT STR TR
HENDRSON AAA CL
328,256499,892+171,63616,603,20925,277,1376.34%+8,673,928
SCHWAB STRATEGIC TR277,747508,848+231,1016,768,69112,349,7533.10%+5,581,062
TORTOISE CAPITAL SERIES TRUS0254,707+254,70705,572,9981.40%+5,572,998
BUDA JUICE INC0293,320+293,32003,079,8600.77%+3,079,860
AEHR TEST SYS(AEHR)179,793179,127-6663,630,0216,642,0301.67%+3,012,009
TORTOISE ENERGY INFRSTRCTR C(TYG)195,725196,526+8018,005,1429,796,8082.46%+1,791,666
ARCHROCK INC(AROC)182,391182,39104,745,8146,347,2071.59%+1,601,393
OIL DRI CORP AMER(ODC)101,585100,186-1,3994,971,5706,521,1071.64%+1,549,537
INTEST CORP210,113211,586+1,4731,569,5452,888,1490.72%+1,318,604
FREIGHTOS LTD0783,989+783,98901,285,7420.32%+1,285,742
ELAUWIT CONNECTION INC246,444415,382+168,9381,249,4722,463,2160.62%+1,213,744
M-TRON INDS INC86,12985,518-6114,583,7865,716,8791.43%+1,133,093
MAMAS CREATIONS INC700,788689,621-11,1679,453,63110,578,7872.65%+1,125,156
KAYNE ANDERSON ENERGY INFRST(KYN)587,428586,261-1,1677,272,3658,371,8032.10%+1,099,438
LEGACY ED INC449,380448,480-9004,579,1835,614,9701.41%+1,035,787
ALPS ETF TR
ALERIAN MLP
172,527172,682+1558,112,2209,090,0012.28%+977,781
NEXTERA ENERGY INC(NEE)77,71477,304-4106,238,8807,179,9961.80%+941,116
ENSIGN GROUP INC(ENSG)52,78049,480-3,3009,197,7079,973,4372.50%+775,730
USA COMPRESSION PARTNERS LP(USAC)184,346183,848-4984,239,9584,985,9581.25%+746,000
VIEMED HEALTHCARE INC339,344339,941+5972,521,3263,130,8570.79%+609,531
BERKSHIRE HATHAWAY INC DEL3,0374,425+1,3881,526,5492,120,4600.53%+593,911
LGL GROUP INC491,832489,857-1,9752,828,0343,404,5070.85%+576,473
WHEATON PRECIOUS METALS CORP(WPM)41,72241,539-1834,903,1835,449,5841.37%+546,401
MODULAR MED INC099,490+99,4900525,3090.13%+525,309
ACME UTD CORP109,303109,409+1064,405,9874,930,6621.24%+524,675
TARGA RES CORP(TRGP)7,7737,77301,434,1911,949,0230.49%+514,832
FTAI INFRASTRUCTURE INC1,206,0421,204,593-1,4495,559,8545,986,0921.50%+426,238
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1381,303+1,16541,992441,6030.11%+399,611
ROYAL GOLD INC(RGLD)14,34314,064-2793,188,3063,579,1480.90%+390,842
FRANCO NEV CORP(FNV)9,6459,593-521,999,2392,369,9780.59%+370,739
OR ROYALTIES INC.(OR)165,965163,863-2,1025,873,5026,230,0721.56%+356,570
ALPHABET INC(GOOG)1301,362+1,23240,938390,8350.10%+349,897
C H ROBINSON WORLDWIDE IN(CHRW)2922,377+2,08547,174396,3180.10%+349,144
VANGUARD WORLD FD
UTILITIES ETF
26,88626,845-414,974,9865,319,0691.33%+344,083
CORE MOLDING TECHNOLOGIES IN145,515145,188-3272,917,5763,252,2120.82%+334,636
PHILIP MORRIS INTL INC(PM)5562,381+1,82590,009397,1800.10%+307,171
TJX COS INC NEW(TJX)2262,070+1,84434,736330,6000.08%+295,864
CARRIAGE SVCS INC99,65598,525-1,1304,215,4074,498,6521.13%+283,245
ALICO INC55,52355,629+1062,019,9272,295,2530.58%+275,326
COCA COLA CO(KO)4363,947+3,51130,462302,2410.08%+271,779
LOCKHEED MARTIN CORP(LMT)56490+43427,198296,2910.07%+269,093
EXPEDITORS INTL WASH INC(EXPD)2132,051+1,83831,705293,7320.07%+262,027
HERSHEY CO(HSY)1431,348+1,20526,080280,3010.07%+254,221
ALTRIA GROUP INC(MO)8634,471+3,60850,690299,7980.08%+249,108
TEXAS INSTRS INC(TXN)1311,327+1,19622,659257,7110.06%+235,052
ALLEGION PLC(ALLE)2191,827+1,60834,929265,5000.07%+230,571
PEPSICO INC(PEP)1611,592+1,43123,392247,2250.06%+223,833
HILTON GRAND VACATIONS INC(HGV)6396,245+5,60628,596244,3050.06%+215,709
GOLD COM INC(GOLD)90,39882,004-8,3943,078,0523,286,7210.82%+208,669
LOWES COS INC(LOW)60931+87114,396219,9660.06%+205,570
SYSCO CORP(SYY)3713,208+2,83727,303228,8340.06%+201,531
UNILEVER PLC(UL)4133,787+3,37427,011217,8470.05%+190,836
HOME DEPOT INC(HD)238821+58382,021270,1380.07%+188,117
BOOKING HOLDINGS INC(BKNG)650+4432,491210,7990.05%+178,308
LULULEMON ATHLETICA INC(LULU)01,153+1,1530176,5250.04%+176,525
MASCO CORP(MAS)3893,292+2,90324,674198,7270.05%+174,053
LEGACY HOUSING CORP179,903180,310+4073,511,7073,683,7340.92%+172,027
POLARIS INC(PII)7223,992+3,27045,643217,5440.05%+171,901
MARKETAXESS HLDGS INC(MKTX)1261,159+1,03322,793191,1710.05%+168,378
CHEMED CORP NEW(CHE)0440+4400166,2060.04%+166,206
POOL CORP(POOL)0779+7790157,6160.04%+157,616
AUTOMATIC DATA PROCESSING IN109902+79328,162184,9000.05%+156,738
CDW CORP(CDW)1171,417+1,30016,004171,5460.04%+155,542
NIKE INC(NKE)3503,321+2,97122,466176,7580.04%+154,292
NVR INC(NVR)326+2321,879171,3360.04%+149,457
BARRETT BUSINESS SVCS INC1,3886,810+5,42250,260198,7160.05%+148,456
PAYPAL HLDGS INC(PYPL)4213,734+3,31324,576168,8880.04%+144,312
ZOETIS INC(ZTS)01,197+1,1970141,4980.04%+141,498
VANECK ETF TRUST
JUNIOR GOLD MINE
41,78940,778-1,0114,754,8034,894,9831.23%+140,180
ACCENTURE PLC IRELAND
SHS CLASS A
85793+70822,916157,3260.04%+134,410
BRANCHOUT FOOD INC1,034,6001,034,60003,290,0283,414,1800.86%+124,152
EQUINOX GOLD CORP(EQX)394,522391,513-3,0095,539,0895,661,2781.42%+122,189
VANECK ETF TRUST
GOLD MINERS ETF
20,40520,376-291,750,1371,869,9060.47%+119,769
UTAH MED PRODS INC18,20018,361+1611,024,6771,143,8660.29%+119,189
GRAND CANYON ED INC(LOPE)0676+6760114,9410.03%+114,941
PRO-DEX INC COLO10,58910,566-23407,465519,0020.13%+111,537
WHERE FOOD COMES FROM INC58,05958,0590667,098772,7660.19%+105,668
OOMA INC25,72327,740+2,017301,731403,6170.10%+101,886
MILLER INDS INC TENN14,52714,027-500542,874638,9300.16%+96,056
PEMBINA PIPELINE CORP(PBA)14,77814,679-99562,451657,0330.16%+94,582
SEI INVTS CO(SEIC)01,177+1,177092,3600.02%+92,360
ISHARES TR146,052146,120+6812,069,73812,158,6463.05%+88,908
STRIDE INC(LRN)0995+995087,7300.02%+87,730
PAYSIGN INC37,89547,697+9,802195,160281,4130.07%+86,253
ROYCE MICRO-CAP TR INC89,46389,355-108933,1001,010,6060.25%+77,506
IDEX CORP(IEX)6,5936,59301,173,1591,249,7040.31%+76,545
NEWMONT CORP(NEM)14,99914,534-4651,497,6591,573,3160.39%+75,657
INVESCO EXCH TRADED FD TR II
S&P SMLCP UTIL
23,67523,627-481,361,5021,422,8850.36%+61,383
GLOBAL INDUSTRIAL COMPANY01,934+1,934060,9600.02%+60,960
BLOCK H & R INC01,822+1,822058,5960.01%+58,596
PENNANT GROUP INC25,09625,048-48706,453763,4640.19%+57,011
MERCK & CO INC(MRK)15466+4511,59256,4300.01%+54,838
GREEN BRICK PARTNERS INC(GRBK)0833+833053,6870.01%+53,687
VANGUARD INDEX FDS138,935139,167+23212,294,35812,344,1203.10%+49,762
MARTEN TRANS LTD(MRTN)22,65622,6560257,826297,4740.07%+39,648
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0717+717036,2880.01%+36,288
JOHNSON & JOHNSON(JNJ)0147+147035,9330.01%+35,933
SPDR GOLD TR(GLD)1,0311,0310408,596443,6290.11%+35,033
ADOBE INC(ADBE)0143+143034,7610.01%+34,761
SONO TEK CORP43,24452,453+9,209178,598212,9600.05%+34,362
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