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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 15 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MDT MEDTRONIC PLC Healthcare 480.0 $38K 0.00% -3.0 -0.6% $78.23 +17.7%
282 HSY HERSHEY CO Consumer Defensive 211.0 $37K 0.00% $175.31 +4.6%
283 TRGP TARGA RES CORP Energy 137.0 $37K 0.00% $268.15 +11.0%
284 VFC V F CORP Consumer Cyclical 2,186.0 $36K 0.00% $16.68 -14.2%
285 SPOT SPOTIFY TECHNOLOGY S A Communication Services 79.0 $36K 0.00% $459.14 +12.4%
286 SPDW SPDR INDEX SHS FDS 697.0 $35K 0.00% $50.39 +1.8%
287 HII HUNTINGTON INGALLS INDS INC Industrials 125.0 $35K 0.00% $279.90 +13.5%
288 ETF OPPORTUNITIES TRUST 4,004.0 $34K 0.00% $8.58
289 RIOT RIOT PLATFORMS INC Financial Services 1,250.0 $34K 0.00% $27.38 -30.9%
290 NUTX NUTEX HEALTH INC Healthcare 200.0 $34K 0.00% $170.89 +9.8%
291 MBB ISHARES TR 358.0 $34K 0.00% NEW $94.52 -1.5%
292 THRO BLACKROCK ETF TRUST 784.0 $34K 0.00% NEW $43.13 +2.0%
293 MA MASTERCARD INCORPORATED Financial Services 66.0 $34K 0.00% $512.29 +12.1%
294 DGRO ISHARES TR 446.0 $34K 0.00% -50.0 -10.1% $75.79 +5.1%
295 NEO NEOGENOMICS INC Healthcare 2,225.0 $32K 0.00% $14.59 +9.0%
296 INTC INTEL CORP Technology 230.0 $32K 0.00% +223.0 +3185.7% $139.72 -30.8%
297 DIGITALBRIDGE GROUP INC 2,003.0 $32K 0.00% $15.78
298 TYL TYLER TECHNOLOGIES INC Technology 107.0 $31K 0.00% $292.47 +13.6%
299 NVTS NAVITAS SEMICONDUCTOR CORP Technology 1,739.0 $31K 0.00% +1K +247.8% $17.92 -26.5%
300 BX BLACKSTONE INC Financial Services 262.0 $31K 0.00% -81.0 -23.6% $117.67 +19.5%
Page 15 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%