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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 11 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TMO THERMO FISHER SCIENTIFIC INC Healthcare 224.0 $112K 0.01% $501.36 +17.5%
202 GSIE GOLDMAN SACHS ETF TR 2,414.0 $110K 0.01% $45.70 +4.5%
203 EPD ENTERPRISE PRODS PARTNERS L Energy 2,982.0 $110K 0.01% +2K +181.8% $36.76 +5.1%
204 CL COLGATE PALMOLIVE CO Consumer Defensive 1,183.0 $109K 0.01% $91.72 -0.3%
205 ONDS ONDAS INC Technology 12,250.0 $101K 0.01% $8.24 +10.0%
206 DVY ISHARES TR 642.0 $100K 0.01% $156.30 +5.5%
207 TGT TARGET CORP Consumer Defensive 760.0 $99K 0.01% +370.0 +94.9% $130.61 +16.7%
208 GOVT ISHARES TR 4,320.0 $98K 0.01% NEW $22.78 -1.4%
209 AGG ISHARES TR 988.0 $98K 0.01% $98.93 -1.6%
210 NFLX NETFLIX INC. Communication Services 1,349.0 $96K 0.01% -40.0 -2.9% $71.42 +8.9%
211 TJX TJX COS INC NEW Consumer Cyclical 630.0 $95K 0.01% $151.48 -0.4%
212 SPYM SPDR SERIES TRUST 1,077.0 $95K 0.01% $87.88 +2.8%
213 SCHM SCHWAB STRATEGIC TR 2,530.0 $93K 0.01% $36.87 -2.2%
214 CRM SALESFORCE INC Technology 592.0 $93K 0.01% +164.0 +38.3% $156.66 +25.2%
215 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,607.0 $93K 0.01% $57.61 +14.6%
216 LHX L3HARRIS TECHNOLOGIES INC Industrials 316.0 $92K 0.01% $290.59 -3.8%
217 EFAV ISHARES TR 1,037.0 $91K 0.01% +255.0 +32.6% $87.70 +6.1%
218 USMV ISHARES TR 909.0 $88K 0.01% +536.0 +143.7% $96.46 +4.2%
219 KLAC KLA CORP Technology 290.0 $87K 0.01% +256.0 +752.9% $301.71 -35.4%
220 DHR DANAHER CORP DEL Healthcare 452.0 $86K 0.01% $190.48 +4.8%
Page 11 of 36  ·  707 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%