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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 34 of 36  ·  707 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 BALL BALL CORP Consumer Cyclical 3.0 $188.0 $62.67 -1.8%
662 FERG FERGUSON ENTERPRISES INC Industrials 1.0 $186.0 $186.00 +30.8%
663 TXT TEXTRON INC Industrials 2.0 $184.0 $92.00 -4.5%
664 FIVE FIVE BELOW INC Consumer Cyclical 1.0 $182.0 $182.00 +32.9%
665 DLR DIGITAL RLTY TR INC Real Estate 1.0 $180.0 $180.00 +9.5%
666 NXST NEXSTAR MEDIA GROUP INC Communication Services 1.0 $179.0 $179.00 +3.3%
667 CELH CELSIUS HLDGS INC Consumer Defensive 6.0 $176.0 $29.33 +1.2%
668 LYFT LYFT INC Technology 12.0 $176.0 $14.67 +16.7%
669 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2.0 $175.0 $87.50 +7.1%
670 DXC DXC TECHNOLOGY CO Technology 18.0 $160.0 $8.89 +18.1%
671 FNB F N B CORP Financial Services 8.0 $153.0 $19.12 +0.2%
672 UHS UNIVERSAL HLTH SVCS INC Healthcare 1.0 $149.0 $149.00 +17.7%
673 EXR EXTRA SPACE STORAGE INC Real Estate 1.0 $146.0 $146.00 +1.3%
674 POWERBANK CORP 200.0 $138.0 NEW $0.69
675 AGCO AGCO CORP Industrials 1.0 $135.0 $135.00 -26.7%
676 CAR AVIS BUDGET GROUP INC Industrials 1.0 $129.0 $129.00 +7.0%
677 CCK CROWN HLDGS INC Consumer Cyclical 1.0 $126.0 $126.00 -6.7%
678 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1.0 $123.0 $123.00 +108.3%
679 AFRM AFFIRM HLDGS INC Technology 1.0 $119.0 $119.00 -37.6%
680 ELAN ELANCO ANIMAL HEALTH INC Healthcare 5.0 $119.0 $23.80 -0.9%
Page 34 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%