Fund HoldingsBARD ASSOCIATES INC

Total Portfolio Value
$311.11M
Total Bought
$44.26M
Total Sold
$51.06M
Net Transaction
-$6.80M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
VANECK ETF TRUST
BDC INCOME ETF
45,475501,955+456,4807628,1722.63%+7,410
FLAHERTY & CRUMRINE PFD SECS63,843445,640+381,7971,0177,2592.33%+6,242
ISHARES TR21,825221,074+199,2496716,7832.18%+6,112
OR ROYALTIES INC(OR)0195,913+195,91305,0371.62%+5,037
TECOGEN INC NEW0623,582+623,58204,2401.36%+4,240
JANUS DETROIT STR TR
HENDRSON AAA CL
078,863+78,86304,0021.29%+4,002
WILLDAN GROUP INC(WLDN)134,584130,698-3,8865,4808,1702.63%+2,690
AEHR TEST SYS(AEHR)0194,540+194,54002,5150.81%+2,515
ASCENT INDUSTRIES CO0172,060+172,06002,1700.70%+2,170
COHERENT CORP(COHR)089,334+89,33407,9692.56%+7,969
LEGACY ED INC0482,600+482,60005,3951.73%+5,395
INUVO INC0389,563+389,56301,7920.58%+1,792
ENSIGN GROUP INC(ENSG)084,993+84,993013,1164.22%+13,116
FTAI INFRASTRUCTURE INC01,085,515+1,085,51506,6982.15%+6,698
KINGSWAY FINL SVCS INC0284,172+284,17203,8481.24%+3,848
KRATOS DEFENSE & SEC SOLUTIO(KTOS)93,35791,973-1,3842,7724,2721.37%+1,500
INTELLINETICS INC0219,935+219,93502,7490.88%+2,749
NEUROONE MED TECHNOLOGIES CO
COM NEW
01,854,600+1,854,60001,2580.40%+1,258
OIL DRI CORP AMER(ODC)113,881109,663-4,2185,2296,4692.08%+1,240
PERFECT MOMENT LTD04,400,000+4,400,00001,1880.38%+1,188
AVINO SILVER & GOLD MINES LT689,399665,099-24,3001,2682,3940.77%+1,126
MAMAS CREATIONS INC0734,600+734,60006,0971.96%+6,097
ONE STOP SYS INC0947,857+947,85703,3651.08%+3,365
AMPLITECH GROUP INC01,622,729+1,622,72903,4401.11%+3,440
COMPOSECURE INC(GPGI)0291,500+291,50004,1071.32%+4,107
CARRIAGE SVCS INC0107,310+107,31004,9081.58%+4,908
CREXENDO INC666,093623,038-43,0553,2443,7821.22%+538
WHEATON PRECIOUS METALS CORP(WPM)61,31658,096-3,2204,7605,2171.68%+457
MOBILICOM LTD0593,196+593,19601,4950.48%+1,495
LGL GROUP INC540,031515,381-24,6503,5263,9271.26%+401
ACCESS NEWSWIRE INC138,516131,941-6,5751,2231,6230.52%+400
VENU HLDG CORP211,090197,040-14,0501,9532,3230.75%+371
VANECK ETF TRUST
JUNIOR GOLD MINE
75,02768,076-6,9514,2924,6011.48%+310
NEPHROS INC143,221131,121-12,1002465360.17%+290
U S PHYSICAL THERAPY(USPH)048,219+48,21903,7711.21%+3,771
CECO ENVIRONMENTAL CORP(CECO)08,315+8,31502350.08%+235
EMPIRE ST RLTY OP L P(ESBA)028,778+28,77802260.07%+226
CELSIUS HLDGS INC(CELH)48,30041,600-6,7001,7201,9300.62%+209
PAYSIGN INC36,34436,3440772620.08%+185
NEWMONT CORP(NEM)17,41417,364-508411,0120.33%+171
COEUR MNG INC(CDE)55,86055,799-613314940.16%+164
CALLAN JMB INC416,135395,035-21,1001,8682,0250.65%+156
HUDBAY MINERALS INC(HBM)046,052+46,05204890.16%+489
ROYCE MICRO-CAP TR INC0153,901+153,90101,4240.46%+1,424
PENNANT GROUP INC026,500+26,50007910.25%+791
GLOBAL X FDS
US INFR DEV ETF
020,234+20,23408840.28%+884
ALICO INC58,51656,587-1,9291,7491,8520.60%+103
SMITH MIDLAND CORP081,671+81,67102,7410.88%+2,741
M-TRON INDS INC087,130+87,1300900.03%+90
RESEARCH SOLUTIONS INC0621,632+621,63201,7840.57%+1,784
EVI INDS INC13,03114,021+9902193060.10%+87
AIRGAIN INC0149,007+149,00706180.20%+618
GLOBAL SELF STORAGE INC0626,322+626,32203,3451.08%+3,345
AMERIS BANCORP(ABCB)011,457+11,45707440.24%+744
INTEST CORP0214,139+214,13901,5590.50%+1,559
META PLATFORMS INC(META)45345302613340.11%+73
PROSHARES TR
PSHS ULTRUSS2000
017,960+17,96006770.22%+677
CLEARFIELD INC11,9709,820-2,1503564260.14%+71
VANGUARD WORLD FD
UTILITIES ETF
9,6159,700+851,6421,7120.55%+70
SANGOMA TECHNOLOGIES CORP074,380+74,38004500.14%+450
ATOMERA INC0144,575+144,57507290.23%+729
FRANCO NEV CORP(FNV)11,32211,302-201,7841,8530.60%+69
ISHARES SILVER TR(SLV)34,92834,708-2201,0821,1390.37%+56
CARETRUST REIT INC(CTRE)31,90531,575-3309229760.31%+54
JAPAN SMALLER CAPITALIZATION(JOF)49,45948,509-9504154680.15%+53
TORTOISE ENERGY INFRA CORP(TYG)15,89516,727+8326847340.24%+50
SANDSTORM GOLD LTD025,076+25,07602360.08%+236
RED VIOLET INC(RDVT)8,8227,680-1,1423323780.12%+46
POSTAL REALTY TRUST INC(PSTL)157,674155,974-1,7002,2522,2970.74%+46
ACME UTD CORP116,466112,592-3,8744,6304,6671.50%+37
PACER FDS TR
INDUSTRIAL RELET
14,48915,424+9355365710.18%+35
VANGUARD INDEX FDS3,2763,679+4032973280.11%+31
KAYNE ANDERSON ENERGY INFRST(KYN)66,95469,844+2,8908598880.29%+29
SIGMATRON INTL INC14,20814,208018420.01%+25
ASURE SOFTWARE INC0111,649+111,64901,0900.35%+1,090
MILLER INDS INC TENN016,190+16,19007200.23%+720
SPDR GOLD TR(GLD)1,3121,31203784000.13%+22
CALAMOS GLOBAL TOTAL RETURN14,22514,22501471670.05%+20
DLH HLDGS CORP10,73710,262-47543600.02%+16
DATA I O CORP22,18821,738-45054670.02%+12
AMPLITECH GROUP INC083,865+83,8650440.01%+44
EDIBLE GARDEN AG INC157,525144,525-13,0008140.00%+7
BIOFRONTERA INC179,900154,900-25,00011160.01%+5
MOBILICOM LTD0144,650+144,6500540.02%+54
ISHARES TR7,3917,792+4016396420.21%+3
CEA INDUSTRIES INC11,73810,711-1,0271051080.03%+3
BRIDGELINE DIGITAL INC1,317,1941,403,982+86,7881,9491,9520.63%+2
NETCAPITAL INC217,573203,248-14,325580.00%+2
CEA INDUSTRIES INC229,475210,475-19,000350.00%+1
ISHARES TR
FLTG RATE NT ETF
11,05711,086+295645660.18%+1
PYXIS TANKERS INC77,20070,800-6,400210.00%-0
EATON VANCE FLTING RATE INC(EFT)15,19215,19201911900.06%-1
NANO DIMENSION LTD096,500+96,50001560.05%+156
ISHARES TR1,9801,98002202180.07%-2
ARES CAPITAL CORP(ARCC)21,38421,38404744700.15%-4
CAPITAL SOUTHWEST CORP(CSWC)17,25617,25603853800.12%-5
WELLTOWER INC(WELL)14,28414,194-902,1882,1820.70%-6
ALPS ETF TR
ALERIAN MLP
11,02411,554+5305735650.18%-8
BIOCERES CROP SOLUTIONS CORP14,22512,625-1,60065560.02%-9
PLYMOUTH INDL REIT INC029,428+29,42804800.15%+480
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