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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 21 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PTY PIMCO CORPORATE & INCOME OPP Financial Services 475.0 $6K NEW $12.06 -2.2%
402 INTU INTUIT Technology 13.0 $6K $432.38 -29.6%
403 FANG DIAMONDBACK ENERGY INC Energy 28.0 $5K $195.68 -0.3%
404 TDG TRANSDIGM GROUP INC Industrials 5.0 $5K $1084.80 +13.0%
405 PH PARKER-HANNIFIN CORP Industrials 6.0 $5K $895.33 -3.0%
406 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 247.0 $5K $21.62 +7.5%
407 NOW SERVICENOW INC Technology 50.0 $5K $104.56 -4.4%
408 SAN BANCO SANTANDER SA Financial Services 459.0 $5K $11.29 +10.7%
409 BTO HANCOCK JOHN FINL OPPTYS Financial Services 143.0 $5K NEW $35.87 +2.9%
410 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 68.0 $5K $74.56 +18.7%
411 MDXG MIMEDX GROUP INC Healthcare 1,270.0 $5K $3.95 -7.1%
412 SPYG SPDR SERIES TRUST 51.0 $5K $97.92 +22.3%
413 PAAS PAN AMERN SILVER CORP Basic Materials 91.0 $5K $54.64 +1.3%
414 IJJ ISHARES TR 37.0 $5K $132.51 +7.5%
415 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 287.0 $5K $16.97 +13.9%
416 SONY SONY GROUP CORP Technology 229.0 $5K $20.68 +7.2%
417 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 624.0 $5K NEW $7.54 +4.8%
418 VT VANGUARD INTL EQUITY INDEX F 34.0 $5K $138.32 +13.8%
419 UNM UNUM GROUP Financial Services 63.0 $5K $73.30 +15.2%
420 MRVL MARVELL TECHNOLOGY INC Technology 47.0 $5K $98.17 +112.1%
Page 21 of 35  ·  686 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%