Fund HoldingsBARD ASSOCIATES INC

Total Portfolio Value
$294.29M
Total Bought
$28.57M
Total Sold
$60.69M
Net Transaction
-$32.12M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TORTOISE CAPITAL SERIES TRUS0473,321+473,32109,5093.23%+9,509
AMPLITECH GROUP INC1,989,4141,673,101-316,3131,5528,6002.92%+7,048
MOBILICOM LTD0624,496+624,49602,3790.81%+2,379
LEGACY ED INC500,000500,600+6002,3004,1651.42%+1,865
VENU HLDG CORP0203,390+203,39001,8610.63%+1,861
BK TECHNOLOGIES CORPORATION143,448141,528-1,9203,1234,8531.65%+1,730
INUVO INC04,228,497+4,228,49702,7330.93%+2,733
ATOMERA INC0168,875+168,87501,9590.67%+1,959
POLAR PWR INC0431,945+431,94501,3820.47%+1,382
OIL DRI CORP AMER(ODC)57,82057,704-1163,9895,0571.72%+1,068
ONE STOP SYS INC01,044,697+1,044,69703,5001.19%+3,500
RESEARCH SOLUTIONS INC626,725649,321+22,5961,7112,6950.92%+984
ARCHROCK INC(AROC)0205,280+205,28005,1091.74%+5,109
SMITH MIDLAND CORP86,37185,671-7002,8843,8091.29%+925
CARRIAGE SVCS INC111,861111,351-5103,6724,4371.51%+765
PURE CYCLE CORP364,995369,843+4,8483,9314,6901.59%+759
TARGA RES CORP(TRGP)23,92623,409-5173,5414,1791.42%+637
POWERFLEET INC337,091348,720+11,6291,6852,3220.79%+637
M-TRON INDS INC89,18788,937-2503,7184,3071.46%+589
MAMAS CREATIONS INC786,949786,759-1905,7456,2632.13%+518
DUOS TECHNOLOGIES GROUP INC401,023285,866-115,1571,2031,7090.58%+506
COMPOSECURE INC(GPGI)305,247305,24704,2804,6791.59%+400
COHERENT CORP(COHR)93,00091,450-1,5508,2698,6632.94%+394
INTEST CORP0210,491+210,49101,8080.61%+1,808
INTELLINETICS INC110,567115,668+5,1011,2371,5900.54%+353
TORTOISE ENERGY INFRA CORP(TYG)9,06615,895+6,8293566680.23%+312
RED VIOLET INC(RDVT)08,268+8,26802990.10%+299
EMPIRE ST RLTY OP L P(ESBA)028,778+28,77802930.10%+293
VANGUARD INDEX FDS03,107+3,10702770.09%+277
VIEMED HEALTHCARE INC345,052349,526+4,4742,5292,8030.95%+274
CREXENDO INC604,287588,125-16,1622,8043,0761.05%+272
BLACKSTONE SECD LENDING FD(BXSL)095,519+95,51903,1571.07%+3,157
META PLATFORMS INC(META)0454+45402660.09%+266
CECO ENVIRONMENTAL CORP(CECO)08,315+8,31502510.09%+251
KAYNE ANDERSON ENERGY INFRST(KYN)54,20466,954+12,7506098510.29%+242
KRATOS DEFENSE & SEC SOLUTIO(KTOS)97,84895,398-2,4502,2802,5170.86%+237
WHERE FOOD COMES FROM INC60,22166,552+6,3316498810.30%+232
PRO-DEX INC COLO13,59613,59604066360.22%+230
VANECK ETF TRUST
BDC INCOME ETF
29,68042,798+13,1184927120.24%+220
ISHARES TR12,73320,393+7,6604236410.22%+218
FITLIFE BRANDS INC06,473+6,47302110.07%+211
ISHARES TR01,980+1,98002110.07%+211
SANGOMA TECHNOLOGIES CORP88,16190,205+2,0444746440.22%+170
FS KKR CAP CORP(FSK)0167,957+167,95703,6481.24%+3,648
RUNWAY GROWTH FINANCE CORP0284,036+284,03603,1131.06%+3,113
NEWTEKONE INC0127,657+127,65701,6540.56%+1,654
OOMA INC20,34726,675+6,3282323750.13%+143
DATA STORAGE CORP0307,359+307,35901,3000.44%+1,300
ADAMS RES & ENERGY INC012,438+12,43804700.16%+470
DOLPHIN ENTMT INC0118,159+118,15901260.04%+126
RIMINI STR INC DEL0286,507+286,50707650.26%+765
USA COMPRESSION PARTNERS LP(USAC)0198,920+198,92004,6871.59%+4,687
ALPS ETF TR
ALERIAN MLP
8,22310,135+1,9123884880.17%+101
INFUSYSTEM HLDGS INC056,600+56,60004780.16%+478
KINGSWAY FINL SVCS INC0296,059+296,05902,4780.84%+2,478
MOBILICOM LTD0151,650+151,65001210.04%+121
ISHARES TR
FLTG RATE NT ETF
07,740+7,74003940.13%+394
U S PHYSICAL THERAPY(USPH)048,554+48,55404,3071.46%+4,307
NEOGENOMICS INC(NEO)47,60547,405-2007027810.27%+79
AMPLITECH GROUP INC083,865+83,8650730.02%+73
HIGH ROLLER TECHNOLOGIES INC013,900+13,9000610.02%+61
MILLER INDS INC TENN16,64016,440-2001,0151,0750.37%+59
MANHATTAN BRDG CAP INC364,817364,81702,0322,0840.71%+52
BRT APARTMENTS CORP0119,152+119,15202,1770.74%+2,177
ARROWMARK FINANCIAL CORP41,81041,81008659040.31%+39
KORU MEDICAL SYSTEMS INC025,910+25,91001000.03%+100
GLOBAL SELF STORAGE INC658,984646,988-11,9963,4333,4481.17%+15
SLR INVESTMENT CORP013,535+13,53502190.07%+219
GLOBAL X FDS
US INFR DEV ETF
20,07520,675+6008268380.28%+12
SARATOGA INVT CORP(SAJ)015,945+15,94503810.13%+381
SONO TEK CORP53,42556,431+3,0062152260.08%+11
NANO DIMENSION LTD0103,508+103,50802570.09%+257
BIOFRONTERA INC0179,900+179,9000110.00%+11
EDIBLE GARDEN AG INC0157,525+157,525060.00%+6
DATA I O CORP022,188+22,1880610.02%+61
ARES CAPITAL CORP(ARCC)021,384+21,38404680.16%+468
CEA INDUSTRIES INC013,809+13,80901120.04%+112
NETCAPITAL INC0217,573+217,573040.00%+4
EATON VANCE FLTING RATE INC(EFT)15,19215,19201961960.07%0
CEA INDUSTRIES INC0229,475+229,475020.00%+2
PAYSIGN INC27,95333,450+5,4971031010.03%-2
AMERIS BANCORP(ABCB)11,55911,491-687237210.25%-2
ISHARES TR6,6087,203+5955875840.20%-3
CONCRETE PUMPING HLDGS INC067,425+67,42504490.15%+449
SILVERCREST METALS INC36,07536,07503343280.11%-5
STANDARD LITHIUM LTD039,370+39,3700570.02%+57
HENRY JACK & ASSOC INC(JKHY)5,4005,40009539470.32%-7
CALAMOS GLOBAL TOTAL RETURN014,225+14,22501630.06%+163
VOX ROYALTY CORP18,00018,000055420.01%-12
OXFORD LANE CAP CORP063,567+63,56703220.11%+322
ALICO INC54,68458,429+3,7451,5321,5180.52%-14
SIGMATRON INTL INC014,208+14,2080250.01%+25
TWIN VEE POWERCATS CO053,513+53,5130290.01%+29
DATA STORAGE CORP0159,021+159,0210600.02%+60
EVI INDS INC11,34912,113+7642231980.07%-25
J & J SNACK FOODS CORP(JJSF)01,800+1,80002810.10%+281
BLUE OWL CAPITAL CORPORATION(OBDC)068,310+68,31001,0580.36%+1,058
FULL HSE RESORTS INC035,675+35,67501460.05%+146
WELLTOWER INC(WELL)14,38414,334-501,8421,8070.61%-35
IDEX CORP(IEX)6,8506,85001,4691,4340.49%-36
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