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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 30 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 IX ORIX CORP Financial Services 14.0 $405.0 -65.0 -82.3% $28.93 +37.7%
582 SNPS SYNOPSYS INC Technology 1.0 $397.0 $397.00 +34.5%
583 PRU PRUDENTIAL FINL INC Financial Services 4.0 $391.0 -15.0 -79.0% $97.75 +5.0%
584 TTD THE TRADE DESK INC Technology 17.0 $386.0 $22.71 -1.6%
585 BKR BAKER HUGHES COMPANY Energy 6.0 $375.0 $62.50 +7.2%
586 UAL UNITED AIRLS HLDGS INC Industrials 4.0 $372.0 $93.00 +13.3%
587 ULTA ULTA BEAUTY INC Consumer Cyclical 1.0 $366.0 $366.00 +41.0%
588 SNA SNAP ON INC Industrials 1.0 $364.0 $364.00 +2.2%
589 EFX EQUIFAX INC Industrials 2.0 $361.0 $180.50 -8.6%
590 ROK ROCKWELL AUTOMATION INC Industrials 1.0 $359.0 $359.00 +26.6%
591 OTIS OTIS WORLDWIDE CORP Industrials 5.0 $357.0 $71.40 +1.9%
592 ROP ROPER TECHNOLOGIES INC Industrials 1.0 $354.0 $354.00 -9.1%
593 HOPE HOPE BANCORP INC Financial Services 30.0 $336.0 $11.20 +11.0%
594 RDDT REDDIT INC Communication Services 2.0 $330.0 $165.00 -12.8%
595 CME CME GROUP INC Financial Services 1.0 $325.0 $325.00 -12.6%
596 GEN GEN DIGITAL INC Technology 17.0 $321.0 $18.88 +31.6%
597 FSLR FIRST SOLAR INC Energy 2.0 $318.0 $159.00 +68.6%
598 INTC INTEL CORP Technology 7.0 $317.0 -126.0 -94.7% $45.29 +169.6%
599 ALAB ASTERA LABS INC Technology 3.0 $308.0 $102.67 +209.0%
600 RS RELIANCE INC Basic Materials 1.0 $304.0 $304.00 +23.5%
Page 30 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%