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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 22 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 118.0 $5K $38.97 -1.5%
422 ASTS AST SPACEMOBILE INC Technology 55.0 $5K +31.0 +129.2% $82.87 +44.4%
423 ROST ROSS STORES INC Consumer Cyclical 21.0 $5K $216.67 +8.3%
424 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 412.0 $5K NEW $11.02 -0.1%
425 VTRS VIATRIS INC Healthcare 335.0 $5K -36.0 -9.7% $13.53 +23.1%
426 SLB SLB LIMITED Energy 87.0 $4K $51.39 +12.8%
427 BCX BLACKROCK RES & COMMODITIES Financial Services 364.0 $4K NEW $12.05 +0.4%
428 MET METLIFE INC Financial Services 62.0 $4K $70.73 +17.7%
429 NVTS NAVITAS SEMICONDUCTOR CORP Technology 500.0 $4K -73.0 -12.7% $8.77 +262.5%
430 CSWC CAPITAL SOUTHWEST CORP Financial Services 197.0 $4K NEW $22.12 +4.6%
431 STT STATE STR CORP Financial Services 33.0 $4K $126.58 +25.2%
432 RVT ROYCE SMALL CAP TRUST INC Financial Services 249.0 $4K NEW $16.60 +12.4%
433 MPC MARATHON PETE CORP Energy 17.0 $4K $241.65 +2.6%
434 SHOP SHOPIFY INC Technology 34.0 $4K $119.82 -12.5%
435 DMLP DORCHESTER MINERALS L P Energy 150.0 $4K $27.10 +2.7%
436 RVMD REVOLUTION MEDICINES INC Healthcare 41.0 $4K $97.27 +59.2%
437 ROL ROLLINS INC Consumer Cyclical 72.0 $4K $53.42 -0.5%
438 DES WISDOMTREE TR 107.0 $4K $35.94 +8.2%
439 D DOMINION ENERGY INC Utilities 62.0 $4K $61.82 +8.8%
440 BLUEROCK PVT REAL ESTATE FD 227.0 $4K +5.0 +2.2% $16.58
Page 22 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%