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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 24 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SLB SLB LIMITED Energy 87.0 $4K $46.49 +14.4%
462 BBY BEST BUY INC Consumer Cyclical 52.0 $4K -105.0 -66.9% $75.88 +15.0%
463 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 44.0 $4K +29.0 +193.3% $88.61 -32.2%
464 VST VISTRA CORP Utilities 24.0 $4K $161.62 -13.1%
465 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 164.0 $4K $23.61 +9.3%
466 HSBC HSBC HLDGS PLC Financial Services 40.0 $4K $95.62 +7.9%
467 DMLP DORCHESTER MINERALS L P Energy 150.0 $4K $25.25 +11.1%
468 FEDEX FGHT HLDG CO INC 25.0 $4K NEW $151.00
469 PGR PROGRESSIVE CORP Financial Services 17.0 $4K $221.59 -6.5%
470 RF REGIONS FINANCIAL CORP NEW Financial Services 124.0 $4K $30.20 +5.0%
471 RB GLOBAL INC 32.0 $4K $116.47
472 AON AON PLC Financial Services 11.0 $4K $337.73 +1.6%
473 GLOB GLOBANT S A Technology 127.0 $4K NEW $28.94 +28.9%
474 CFG CITIZENS FINL GROUP INC Financial Services 52.0 $4K $70.08 +4.8%
475 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 60.0 $4K $59.83 +20.3%
476 ALL ALLSTATE CORP Financial Services 15.0 $4K $238.00 +9.7%
477 SMURFIT WESTROCK PLC 77.0 $4K -157.0 -67.1% $46.27
478 AVES AMERICAN CENTY ETF TR 51.0 $3K NEW $66.14 -2.5%
479 BTI BRITISH AMERN TOB PLC Consumer Defensive 54.0 $3K $61.70 -8.6%
480 MSI MOTOROLA SOLUTIONS INC Technology 8.0 $3K $416.12 +12.8%
Page 24 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%