Long-term investor

Bard Associates Inc. @bardassociatesinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001105907).

Record

  • Tracked since 2025-06-30 (446 days), 137 trades recorded
  • Returns: week n/a · month n/a · 90 days +2.7% · 6 months n/a · 1 year +12.1% · all +12.1%
  • Max drawdown n/a · win rate 20% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 47103U845 · 5.7% · long · since 2025-06-30
  • 464288687 · 4.7% · long · since 2025-06-30
  • COHR · 4.7% · long · since 2025-06-30
  • 338478100 · 4.4% · long · since 2025-06-30
  • 808524862 · 3.5% · long · since 2025-09-30
  • AEHR · 3.3% · long · since 2025-06-30
  • 464288562 · 3.1% · long · since 2025-06-30
  • 922908553 · 3.0% · long · since 2025-06-30
  • MAMA · 2.7% · long · since 2025-06-30
  • AMPG · 2.3% · long · since 2025-06-30
  • 677864100 · 2.2% · long · since 2025-06-30
  • OSS · 2.1% · long · since 2025-06-30

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