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Portfolio (Quarterly) Guide ↗

Beirne Wealth Consulting Services, LLC

· CIK 0001697303
13F Portfolio $503M AUM 102 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 9 New 34 Added 45 Reduced 13 Exited
Page 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ENVX ENOVIX CORPORATION Industrials 82,281.0 $499K 0.10% +6K +7.5% $6.07 -46.1%
62 JHML JOHN HANCOCK EXCHANGE TRADED 5,345.0 $477K 0.10% -2K -23.0% $89.19 +1.8%
63 UNH UNITEDHEALTH GROUP INC Healthcare 1,142.0 $475K 0.09% -66.0 -5.5% $415.63 -4.1%
64 CEG CONSTELLATION ENERGY CORP Utilities 1,747.0 $434K 0.09% NEW $248.37 +10.1%
65 VNOM VIPER ENERGY INC Energy 10,158.0 $431K 0.09% -1K -9.9% $42.40 +5.4%
66 AEM AGNICO EAGLE MINES LTD Basic Materials 2,700.0 $419K 0.08% -7K -72.3% $155.13 +40.5%
67 NEAR ISHARES U S ETF TR 8,166.0 $414K 0.08% +324.0 +4.1% $50.67 -0.2%
68 IWB ISHARES TR 1,003.0 $411K 0.08% -328.0 -24.6% $409.89 +2.1%
69 RKT ROCKET COS INC Financial Services 24,750.0 $390K 0.08% -33K -57.1% $15.75 -10.5%
70 TSLA TESLA INC Consumer Cyclical 920.0 $387K 0.08% -12.0 -1.3% $420.60 -17.0%
71 COP CONOCOPHILLIPS Energy 3,699.0 $385K 0.08% -38.0 -1.0% $103.96 +28.3%
72 XLK SELECT SECTOR SPDR TR 1,992.0 $380K 0.08% $190.53 -5.5%
73 VTV VANGUARD INDEX FDS 1,737.0 $379K 0.07% $217.93 +4.0%
74 MUX MCEWEN INC. Basic Materials 20,000.0 $363K 0.07% $18.13 +15.9%
75 ORCL ORACLE CORP Technology 2,443.0 $358K 0.07% $146.55 -2.8%
76 UAMY UNITED STATES ANTIMONY CORP Basic Materials 49,000.0 $356K 0.07% -1K -2.0% $7.26 -29.8%
77 LLY ELI LILLY & CO Healthcare 294.0 $353K 0.07% -13.0 -4.2% $1199.43 +4.0%
78 TDW TIDEWATER INC NEW Energy 5,000.0 $333K 0.07% -2K -33.3% $66.63 +39.5%
79 BA BOEING CO Industrials 1,523.0 $330K 0.07% $216.47 -2.8%
80 DUK DUKE ENERGY CORP NEW Utilities 2,565.0 $325K 0.07% +13.0 +0.5% $126.61 -3.7%
Page 4 of 6  ·  102 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
Technology 25.7%
Financial Services 19.5%
Energy 15.0%
Basic Materials 10.7%
Consumer Cyclical 8.3%
Healthcare 7.8%
Communication Services 5.5%
Industrials 4.2%
Utilities 3.3%