Fund Holdings — BARD ASSOCIATES INC

Total Portfolio Value
$376.82M
Total Bought
$71.40M
Total Sold
$67.24M
Net Transaction
+$4.16M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ISHARES TR221,074469,290+248,2166,78314,8393.94%+8,056
FLAHERTY & CRUMRINE PFD SECS445,640854,839+409,1997,25914,4383.83%+7,179
SCHWAB STRATEGIC TR0276,368+276,36806,7431.79%+6,743
ISHARES TR7,79278,266+70,4746426,6501.76%+6,009
VANGUARD INDEX FDS3,67968,479+64,8003286,2601.66%+5,933
JANUS DETROIT STR TR
HENDRSON AAA CL
78,863173,503+94,6404,0028,8112.34%+4,808
TORTOISE ENERGY INFRA CORP(TYG)16,727114,419+97,6927344,9301.31%+4,196
ALPS ETF TR
ALERIAN MLP
11,554101,081+89,5275654,7441.26%+4,179
KAYNE ANDERSON ENERGY INFRST(KYN)69,844393,005+323,1618884,8611.29%+3,973
KRATOS DEFENSE & SEC SOLUTIO(KTOS)91,97381,758-10,2154,2727,4701.98%+3,198
AEHR TEST SYS(AEHR)194,540181,620-12,9202,5155,4691.45%+2,953
AMPLITECH GROUP INC(AMPG)1,622,7291,623,729+1,0003,4406,3161.68%+2,876
NEXTERA ENERGY INC(NEE)22,50457,750+35,2461,5624,3601.16%+2,797
MOBILICOM LTD(MOB)593,196460,033-133,1631,4954,2781.14%+2,783
CORE MOLDING TECHNOLOGIES IN(CMT)0130,872+130,87202,6890.71%+2,689
VANGUARD WORLD FD
UTILITIES ETF
9,70021,537+11,8371,7124,0791.08%+2,367
EQUINOX GOLD CORP(EQX)428,531415,127-13,4042,4644,6581.24%+2,194
OR ROYALTIES INC(OR)195,913177,611-18,3025,0377,1191.89%+2,082
ASCENT INDUSTRIES CO(ACNT)172,060326,948+154,8882,1704,2111.12%+2,041
COMPOSECURE INC(GPGI)291,500288,811-2,6894,1076,0131.60%+1,906
TECOGEN INC NEW(TGEN)623,582690,611+67,0294,2406,0841.61%+1,844
VANECK ETF TRUST
BDC INCOME ETF
501,955668,781+166,8268,1729,9922.65%+1,820
BK TECHNOLOGIES CORPORATION(BKTI)88,03670,218-17,8184,1495,9321.57%+1,783
ONE STOP SYS INC(OSS)947,857917,302-30,5553,3654,9171.30%+1,552
MAMAS CREATIONS INC(MAMA)734,600721,387-13,2136,0977,5822.01%+1,485
M-TRON INDS INC(MPTI)87,08787,037-503,6584,8291.28%+1,171
COHERENT CORP(COHR)89,33481,831-7,5037,9698,8152.34%+845
LEGACY HOUSING CORP(LEGH)186,367182,236-4,1314,2235,0131.33%+790
PERFECT MOMENT LTD(PMNT)4,400,0004,380,000-20,0001,1881,9310.51%+743
HARROW INC(HROW)42,00041,955-451,2832,0210.54%+739
AVINO SILVER & GOLD MINES LT665,099578,776-86,3232,3943,0390.81%+644
POLAR PWR INC(POLA)386,032380,926-5,1066721,2630.34%+591
MOBILICOM LTD(MOB)144,650144,6500546280.17%+574
FRANCO NEV CORP(FNV)11,30210,756-5461,8532,3980.64%+545
RESEARCH SOLUTIONS INC(RSSS)621,632608,761-12,8711,7842,2710.60%+487
PACER FDS TR
INDUSTRIAL RELET
15,42427,814+12,3905711,0350.27%+464
CELSIUS HLDGS INC(CELH)41,60041,60001,9302,3920.63%+462
NEWMONT CORP(NEM)17,36416,979-3851,0121,4320.38%+420
COEUR MNG INC(CDE)55,79948,666-7,1334949130.24%+419
A-MARK PRECIOUS METALS INC(GOLD)92,16694,201+2,0352,0442,4370.65%+393
VANECK ETF TRUST
GOLD MINERS ETF
25,36522,397-2,9681,3211,7110.45%+391
NEUROONE MED TECHNOLOGIES CO
COM NEW
1,854,6001,851,000-3,6001,2581,6450.44%+387
ROYAL GOLD INC(RGLD)16,41816,123-2952,9203,2340.86%+314
WHEATON PRECIOUS METALS CORP(WPM)58,09649,291-8,8055,2175,5131.46%+296
QUAKER HOUGHTON(KWR)17,57317,120-4531,9672,2560.60%+288
POWERFLEET INC(AIOT)323,759316,274-7,4851,3951,6570.44%+262
SMITH MIDLAND CORP(SMID)81,67181,371-3002,7413,0030.80%+262
KINGSWAY FINL SVCS INC(KWY)284,172280,490-3,6823,8484,1011.09%+253
VANECK ETF TRUST
JUNIOR GOLD MINE
68,07649,011-19,0654,6014,8541.29%+252
DATA STORAGE CORP(DTST)281,717280,700-1,0179661,2130.32%+246
RIMINI STR INC DEL(RMNI)244,878246,963+2,0859231,1560.31%+233
CREXENDO INC(CXDO)623,038614,700-8,3383,7823,9961.06%+214
VANGUARD MALVERN FDS04,000+4,00002030.05%+203
VENU HLDG CORP197,040196,840-2002,3232,5220.67%+198
INFUSYSTEM HLDGS INC(INFU)45,60044,400-1,2002854600.12%+175
UTAH MED PRODS INC(UTMD)20,00720,771+7641,1451,3140.35%+169
TRANSACT TECHNOLOGIES INC(TACT)120,575111,475-9,1004356040.16%+169
EVI INDS INC(EVI)14,02114,089+683064500.12%+144
U S PHYSICAL THERAPY(USPH)48,21946,069-2,1503,7713,9141.04%+143
WHERE FOOD COMES FROM INC(WFCF)62,71363,086+3736948360.22%+142
PROSHARES TR
PSHS ULTRUSS2000
17,96017,650-3106778180.22%+141
ARCHROCK INC(AROC)187,855182,416-5,4394,6644,7991.27%+135
CECO ENVIRONMENTAL CORP(CECO)8,3157,024-1,2912353600.10%+124
FITLIFE BRANDS INC(FTLF)16,14016,701+5612103320.09%+122
ALICO INC56,58756,102-4851,8521,9470.52%+95
GLOBAL X FDS
US INFR DEV ETF
20,23420,503+2698849770.26%+93
INTEST CORP(INTT)214,139210,737-3,4021,5591,6460.44%+87
SANDSTORM GOLD LTD25,07625,07602363140.08%+78
TORTOISE CAPITAL SERIES TRUS290,154286,261-3,8935,9486,0141.60%+66
NEPHROS INC(NEPH)131,121127,121-4,0005366010.16%+65
M-TRON INDS INC87,13087,280+150901530.04%+62
PURE CYCLE CORP(PCYO)344,142338,371-5,7713,6893,7460.99%+57
BERKSHIRE HATHAWAY INC DEL3,0373,03701,4751,5270.41%+52
SPDR GOLD TR(GLD)1,3121,255-574004460.12%+46
CONCRETE PUMPING HLDGS INC(BBCP)57,42556,425-1,0003533980.11%+45
JAPAN SMALLER CAPITALIZATION(JOF)48,50947,759-7504685030.13%+36
SONO TEK CORP(SOTK)40,40640,40601521790.05%+27
MULTISENSOR AI HOLDINGS INC(MSAI)579,000578,000-1,0003463730.10%+27
RED VIOLET INC(RDVT)7,6807,730+503784040.11%+26
NEOGENOMICS INC(NEO)47,38547,38503463660.10%+19
STANDARD LITHIUM LTD(SLI)19,37014,370-5,00038480.01%+10
KORU MEDICAL SYSTEMS INC(KRMD)14,59014,590052560.01%+4
DATA STORAGE CORP(DTST)145,021145,021017200.01%+2
EDIBLE GARDEN AG INC(EDBL)144,525144,525014140.00%0
PYXIS TANKERS INC70,80070,8000110.00%-1
AIRGAIN INC(AIRG)149,007142,277-6,7306186170.16%-1
BIOFRONTERA INC(BFRI)154,900154,900016150.00%-1
NETCAPITAL INC(NCPL)203,248203,188-60850.00%-2
CEA INDUSTRIES INC(BNC)210,4750-210,47550—-5
NANO DIMENSION LTD(NNDM)96,50096,50001561520.04%-5
PLYMOUTH INDL REIT INC29,42821,037-8,3914804750.13%-5
HUDBAY MINERALS INC(HBM)46,05231,745-14,3074894810.13%-7
VIEMED HEALTHCARE INC(VMD)336,328340,997+4,6692,3242,3150.61%-9
AMPLITECH GROUP INC(AMPG)83,86583,315-55044340.01%-10
BALCHEM CORP1,6001,60002552400.06%-15
FULL HSE RESORTS INC(FLL)35,67535,67501311150.03%-16
OOMA INC(OOMA)25,33125,816+4853273100.08%-17
EVOLUTION PETE CORP(EPM)180,067171,042-9,0258468240.22%-22
CROWN CRAFTS INC(CRWS)133,636124,331-9,3053943720.10%-22
AMERIS BANCORP(ABCB)11,4579,784-1,6737447190.19%-24
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BARD ASSOCIATES INC — 13F Holdings — Q3 2025 | TickerTrail