Fund HoldingsBARD ASSOCIATES INC

Total Portfolio Value
$241.55M
Total Bought
$18.16M
Total Sold
$22.32M
Net Transaction
-$4.17M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
KINGSWAY FINL SVCS INC0284,985+284,98502,1520.89%+2,152
MODIV INDUSTRIAL INC0105,875+105,87501,7770.74%+1,777
UTAH MED PRODS INC018,181+18,18101,5640.65%+1,564
MAMAS CREATIONS INC1,322,7501,183,175-139,5753,9955,1702.14%+1,176
USA COMPRESSION PARTNERS LP(USAC)0245,725+245,72505,8632.43%+5,863
M-TRON INDS INC116,056117,074+1,0181,2882,0720.86%+783
CELSIUS HLDGS INC(CELH)035,900+35,90006,1602.55%+6,160
ACME UTD CORP123,253125,503+2,2503,0913,7511.55%+660
ARCHROCK INC(AROC)252,608253,988+1,3802,5893,2001.32%+611
ISHARES TR
FLTG RATE NT ETF
8,36015,894+7,5344258090.33%+384
DATA STORAGE CORP311,501319,696+8,1957261,0360.43%+310
RESEARCH SOLUTIONS INC629,200625,125-4,0751,2841,5630.65%+279
CREXENDO INC611,230623,142+11,9121,0761,3150.54%+239
TARGA RES CORP(TRGP)24,69724,69701,8792,1170.88%+238
EVI INDS INC08,600+8,60002130.09%+213
WILLDAN GROUP INC(WLDN)144,625143,875-7502,7712,9391.22%+168
VANGUARD MALVERN FDS03,190+3,19001510.06%+151
RUNWAY GROWTH FINANCE CORP300,345300,850+5053,7093,8571.60%+148
EAGLE POINT INCOME COMPANY I0133,660+133,66001,9050.79%+1,905
CONCRETE PUMPING HLDGS INC64,32575,575+11,2505176480.27%+132
OIL DRI CORP AMER(ODC)63,33062,455-8753,7363,8571.60%+121
FS KKR CAP CORP(FSK)174,491175,151+6603,4673,5691.48%+102
TORTOISE PIPELINE & ENERGY F149,446149,617+1714,0934,1911.73%+97
ITERIS INC NEW0358,229+358,22901,4830.61%+1,483
WHERE FOOD COMES FROM INC38,61543,615+5,0005346100.25%+76
BARINGS BDC INC(BBDC)070,272+70,27206260.26%+626
BLUE OWL CAPITAL CORPORATION(OBDC)71,85072,940+1,0909641,0340.43%+70
KRATOS DEFENSE & SEC SOLUTIO(KTOS)108,848108,548-3001,5611,6300.67%+70
MILLER INDS INC TENN016,790+16,79006580.27%+658
CAPITAL SOUTHWEST CORP(CSWC)18,91018,810-1003734310.18%+58
FTAI AVIATION LTD(FTAI)17,80017,400-4005646190.26%+55
AMERIS BANCORP(ABCB)012,698+12,69804890.20%+489
ARROWMARK FINANCIAL CORP044,091+44,09107710.32%+771
GREAT AJAX CORP0167,462+167,46201,0780.45%+1,078
URBAN-GRO INC0324,670+324,67004420.18%+442
TORTOISE PWR & ENERGY INFRAS251,499252,355+8563,3223,3711.40%+49
DOLPHIN ENTMT INC403,467409,817+6,3506947380.31%+44
INFUSYSTEM HLDGS INC48,66052,775+4,1154695090.21%+40
RCM TECHNOLOGIES INC33,40033,40006156530.27%+38
SANGOMA TECHNOLOGIES CORP090,854+90,85403150.13%+315
ISSUER DIRECT CORP0116,626+116,62602,1930.91%+2,193
BERKSHIRE HATHAWAY INC DEL3,6353,63501,2401,2730.53%+34
LIGHTPATH TECHNOLOGIES INC0358,100+358,10005190.21%+519
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
03,455+3,45502600.11%+260
XAI OCTAGON FLOATING RATE &176,062173,762-2,3001,1911,2230.51%+32
ISHARES TR
MSCI INDIA SM CP
4,8254,82502803050.13%+24
CARETRUST REIT INC(CTRE)33,22633,22606696900.29%+21
BLACKSTONE SECD LENDING FD(BXSL)99,36999,739+3702,7862,8031.16%+17
KAYNE ANDERSON ENERGY INFRST(KYN)020,719+20,71901790.07%+179
SLR INVESTMENT CORP014,475+14,47502230.09%+223
NEW MTN FIN CORP31,24831,24803894050.17%+16
EATON VANCE FLTING RATE INC(EFT)23,12523,12502702850.12%+15
ARES CAPITAL CORP(ARCC)22,68522,585-1004264400.18%+13
SONO TEK CORP20,50023,250+2,7501111210.05%+11
J & J SNACK FOODS CORP(JJSF)1,8001,80002862960.12%+10
CROWN ELECTROKINETICS CORP019,757+19,757090.00%+9
OXFORD LANE CAP CORP067,644+67,64403380.14%+338
DATA STORAGE CORP171,200169,395-1,80531370.02%+6
WELLTOWER INC(WELL)15,65015,515-1351,2661,2710.53%+5
HUDBAY MINERALS INC(HBM)54,74254,740-22632670.11%+4
SACHEM CAP CORP0633,185+633,18502,2350.93%+2,235
EDIBLE GARDEN AG INC0174,375+174,375040.00%+4
CREATIVE REALITIES INC088,025+88,025000.00%0
HARBOR CUSTOM DEVELOPMENT IN0583,525+583,525030.00%+3
SIGMATRON INTL INC14,20814,208046440.02%-2
WHITEHORSE FIN INC33,55533,55504434410.18%-2
VIEMED HEALTHCARE INC23,92534,455+10,5302342320.10%-2
GLOBAL MED REIT INC017,627+17,62701620.07%+162
CEA INDUSTRIES INC0247,325+247,325060.00%+6
JAPAN SMALLER CAPITALIZATION(JOF)72,55772,55705225160.21%-7
POLAR PWR INC0311,023+311,02303450.14%+345
MOBILICOM LTD204,800234,525+29,7253133050.13%-8
CEA INDUSTRIES INC0262,375+262,37501970.08%+197
ISHARES TR02,480+2,48002570.11%+257
NETCAPITAL INC235,225234,825-4001980.00%-10
SPDR GOLD TR(GLD)01,700+1,70002910.12%+291
DATA I O CORP022,075+22,0750840.03%+84
CALAMOS GLOBAL TOTAL RETURN14,22514,22501381240.05%-13
TUCOWS INC11,79515,320+3,5253273130.13%-15
AMPLITECH GROUP INC088,775+88,7750220.01%+22
BIOFRONTERA INC0200,900+200,900060.00%+6
KORU MEDICAL SYSTEMS INC021,800+21,8000590.02%+59
MOBILICOM LTD213,300213,025-27545270.01%-18
SILVERSUN TECHNOLOGIES INC423,699423,349-3501,4281,4100.58%-18
PYXIS TANKERS INC09,475+9,47502250.09%+225
CHICKEN SOUP FOR THE SOUL EN021,830+21,830080.00%+8
LXP INDUSTRIAL TRUST(LXP)037,156+37,15603350.14%+335
SARATOGA INVT CORP(SAJ)16,48516,48504454240.18%-21
PYXIS TANKERS INC080,000+80,0000670.03%+67
PACER FDS TR
INDUSTRIAL RELET
05,768+5,76802020.08%+202
HOUR LOOP INC090,347+90,34701270.05%+127
NEPHROS INC192,939186,039-6,9002992750.11%-24
NANO DIMENSION LTD0145,200+145,20003950.16%+395
ISHARES TR3,1593,099-602312060.09%-25
GLOBAL X FDS
US INFR DEV ETF
22,45022,395-557076800.28%-27
FLAHERTY & CRUMRINE PFD SECS057,720+57,72007490.31%+749
ISHARES SILVER TR(SLV)044,020+44,02008950.37%+895
PENNANT GROUP INC029,600+29,60003290.14%+329
INUVO INC3,908,0023,882,777-25,2258688310.34%-37
BOXLIGHT CORP87,29180,755-6,5361941540.06%-40
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