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Portfolio (Quarterly) Guide ↗

Beaird Harris Wealth Management, LLC

· CIK 0001908938
13F Portfolio $1.6B AUM 709 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 81 New 109 Added 79 Reduced 53 Exited
Page 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSCO CISCO SYS INC Technology 1,318.0 $155K 0.01% +461.0 +53.8% $117.49 -5.3%
62 ENB ENBRIDGE INC Energy 2,813.0 $152K 0.01% +642.0 +29.6% $54.21 -5.4%
63 AXP AMERICAN EXPRESS CO Financial Services 445.0 $151K 0.01% +19.0 +4.5% $338.60 -0.2%
64 PNC PNC FINL SVCS GROUP INC Financial Services 585.0 $144K 0.01% +135.0 +30.0% $246.08 +3.3%
65 HPE HEWLETT PACKARD ENTERPRISE C Technology 3,072.0 $139K 0.01% +3K +790.4% $45.11 +22.4%
66 PFE PFIZER INC Healthcare 5,560.0 $134K 0.01% +2K +42.7% $24.08 +13.0%
67 NEE NEXTERA ENERGY INC Utilities 1,494.0 $131K 0.01% +22.0 +1.5% $87.78 -1.2%
68 SBUX STARBUCKS CORP Consumer Cyclical 1,230.0 $126K 0.01% +22.0 +1.8% $102.17 +4.9%
69 VGT VANGUARD WORLD FD 1,040.0 $124K 0.01% +960.0 +1200.0% $119.52 +0.2%
70 QUAL ISHARES TR 548.0 $120K 0.01% +7.0 +1.3% $219.45 +2.2%
71 V VISA INC Financial Services 348.0 $119K 0.01% +108.0 +45.0% $343.09 +6.4%
72 XRP BITWISE XRP ETF Financial Services 9,868.0 $115K 0.01% +1K +14.4% $11.66 -4.1%
73 USB US BANCORP Financial Services 1,903.0 $115K 0.01% +582.0 +44.1% $60.40 +6.9%
74 EPD ENTERPRISE PRODS PARTNERS L Energy 2,982.0 $110K 0.01% +2K +181.8% $36.76 +5.2%
75 TGT TARGET CORP Consumer Defensive 760.0 $99K 0.01% +370.0 +94.9% $130.61 +16.5%
76 CRM SALESFORCE INC Technology 592.0 $93K 0.01% +164.0 +38.3% $156.66 +26.5%
77 EFAV ISHARES TR 1,037.0 $91K 0.01% +255.0 +32.6% $87.70 +6.3%
78 USMV ISHARES TR 909.0 $88K 0.01% +536.0 +143.7% $96.46 +4.6%
79 KLAC KLA CORP Technology 290.0 $87K 0.01% +256.0 +752.9% $301.71 -35.7%
80 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 18,500.0 $85K 0.01% +5K +37.0% $4.62 -26.5%
Page 4 of 6  ·  109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.4%
Technology 20.4%
Consumer Cyclical 14.6%
Energy 5.4%
Healthcare 3.3%
Basic Materials 2.7%
Communication Services 2.2%
Industrials 2.1%
Consumer Defensive 1.6%
Utilities 1.2%