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Portfolio (Quarterly) Guide ↗

Beaird Harris Wealth Management, LLC

· CIK 0001908938
13F Portfolio $1.5B AUM 688 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 57 Added 141 Reduced 54 Exited
Page 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NXPI NXP SEMICONDUCTORS N V Technology 10.0 $2K -14.0 -58.3% $194.40 +71.1%
122 MFG MIZUHO FINANCIAL GROUP INC Financial Services 242.0 $2K -119.0 -33.0% $7.93 +16.5%
123 OGS ONE GAS INC Utilities 22.0 $2K -523.0 -96.0% $85.00 -3.8%
124 MTG MGIC INVT CORP WIS Financial Services 54.0 $1K -88.0 -62.0% $26.26 -0.9%
125 SOLV SOLVENTUM CORP Healthcare 20.0 $1K -25.0 -55.6% $65.30 +16.8%
126 FNDE SCHWAB STRATEGIC TR 33.0 $1K -19.0 -36.5% $38.27 +7.9%
127 HWM HOWMET AEROSPACE INC Industrials 5.0 $1K -4.0 -44.4% $229.60 +14.1%
128 WBD WARNER BROS DISCOVERY INC Communication Services 25.0 $689.0 -44.0 -63.8% $27.56 -2.0%
129 UGI UGI CORP NEW Utilities 12.0 $438.0 -2K -99.5% $36.50 -1.8%
130 IX ORIX CORP Financial Services 14.0 $405.0 -65.0 -82.3% $28.93 +38.0%
131 PRU PRUDENTIAL FINL INC Financial Services 4.0 $391.0 -15.0 -79.0% $97.75 +5.0%
132 INTC INTEL CORP Technology 7.0 $317.0 -126.0 -94.7% $45.29 +172.8%
133 IRM IRON MTN INC DEL Real Estate 2.0 $205.0 -350.0 -99.4% $102.50 +25.3%
134 WPC WP CAREY INC Real Estate 3.0 $204.0 -300.0 -99.0% $68.00 +10.1%
135 DLR DIGITAL RLTY TR INC Real Estate 1.0 $181.0 -325.0 -99.7% $181.00 +7.0%
136 AFRM AFFIRM HLDGS INC Technology 1.0 $67.0 -18.0 -94.7% $67.00 +3.4%
137 OPENDOOR TECHNOLOGIES INC 26.0 $16.0 -16.0 -38.1% $0.62
138 YUMC YUM CHINA HLDGS INC Consumer Cyclical $13.0 -100.0%
139 OPENDOOR TECHNOLOGIES INC 26.0 $7.0 -16.0 -38.1% $0.27
140 OPENDOOR TECHNOLOGIES INC 26.0 $7.0 -16.0 -38.1% $0.27
Page 7 of 8  ·  141 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 50.3%
Technology 19.0%
Consumer Cyclical 13.0%
Energy 5.8%
Healthcare 2.9%
Basic Materials 2.3%
Communication Services 2.0%
Industrials 1.9%
Consumer Defensive 1.6%
Utilities 1.2%