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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 23 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VST VISTRA CORP Utilities 24.0 $4K $153.17 +4.6%
442 AON AON PLC Financial Services 11.0 $4K $328.73 -3.1%
443 WELL WELLTOWER INC Real Estate 18.0 $4K $197.72 +10.3%
444 IDXX IDEXX LABS INC Healthcare 6.0 $4K $586.33 -6.0%
445 AZO AUTOZONE INC Consumer Cyclical 1.0 $4K $3513.00 -13.8%
446 MSI MOTOROLA SOLUTIONS INC Technology 8.0 $3K $434.88 -6.0%
447 PGR PROGRESSIVE CORP Financial Services 17.0 $3K $201.12 -2.1%
448 USA LIBERTY ALL STAR EQUITY FD Financial Services 606.0 $3K NEW $5.55 +4.8%
449 FLEX FLEXTRONICS INTL LTD Technology 51.0 $3K $65.47 +122.7%
450 HSBC HSBC HLDGS PLC Financial Services 40.0 $3K $82.95 +14.1%
451 CBRE CBRE GROUP INC Real Estate 24.0 $3K $135.50 -3.9%
452 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 164.0 $3K $19.77 +13.3%
453 RF REGIONS FINANCIAL CORP NEW Financial Services 124.0 $3K $26.12 +7.5%
454 BTI BRITISH AMERN TOB PLC Consumer Defensive 54.0 $3K $58.43 +9.6%
455 TEL TE CONNECTIVITY PLC Technology 15.0 $3K $209.07 -0.2%
456 CFG CITIZENS FINL GROUP INC Financial Services 52.0 $3K $59.98 +5.2%
457 ALL ALLSTATE CORP Financial Services 15.0 $3K $207.40 +0.7%
458 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 60.0 $3K $51.65 +32.8%
459 RB GLOBAL INC 32.0 $3K $95.88
460 RELX RELX PLC Communication Services 90.0 $3K $33.16 -0.9%
Page 23 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%