Beirne Wealth Consulting Services, LLC

CIK

1697303

Location

SHELTON, CT

Portfolio Value

Micro $54,175,745

Diversification

Diversified

Filing Date

Global Rank

#6,381 / 8,232 ▲ 241

Top Industry

Gold 17.1%

3Y Alpha vs SPY

-3.6%

Period ended 2 months ago

Filed Apr 30, 2026 · 45d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.0%

SPY

+76.3%

Annualised alpha

-3.6%

Max drawdown

−22.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

61 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.8%

−1.4 pts

Top 5

30.9%

−2.1 pts

Top 10

50.6%

−1.6 pts

HHI

347

Diversified−33

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Energy	20.8%	$11,270,766	13
Technology	19.2%	$10,389,978	5
Basic Materials	18.0%	$9,767,626	10
Financial Services	13.7%	$7,419,346	11
Unclassified	8.3%	$4,495,747	2
Healthcare	6.2%	$3,334,271	7
Consumer Cyclical	5.5%	$2,962,073	3
Industrials	3.3%	$1,761,547	4
Communication Services	3.1%	$1,687,977	1
Utilities	2.0%	$1,083,318	4
Consumer Defensive	0.0%	$3,096	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
ALT	Altimmune, Inc.	+35,400	411,858	$1,268,522
SLB	Slb Limited/Nv	+1,965	8,837	$454,133
XOM	Exxon Mobil Corp	+996	14,062	$2,385,758
AMZN	Amazon Com Inc	+761	11,560	$2,407,601
VNOM	Viper Energy, Inc.	+534	11,815	$555,186
C	Citigroup Inc	+66	4,405	$499,571
GLW	Corning Inc /Ny	+64	8,045	$1,093,878
CVX	Chevron Corp	+43	6,148	$1,272,021
PAAS	Pan American Silver Corp	+41	52,223	$2,852,942
BAC	Bank Of America Corp /De/	+14	11,007	$536,591
EQX	Equinox Gold Corp.	+13	75,013	$1,084,687
PSX	Phillips 66	+13	1,913	$348,510
AEM	Agnico Eagle Mines Ltd	+10	9,757	$1,980,475
SII	Sprott Inc.	+8	2,866	$409,551
DUK	Duke Energy CORP	+6	2,558	$334,944
BA	Boeing Co	+5	1,523	$303,122
JPM	Jpmorgan Chase & Co	+4	2,386	$701,865
GLD	Spdr Gold Trust	+2	6,115	$2,631,223
GS	Goldman Sachs Group Inc	+1	780	$659,872
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
RKT	Rocket Companies, Inc.	−22,000	35,750	$509,437
UAMY	United States Antimony Corp	−1,000	49,000	$427,770
AAPL	Apple Inc.	−633	16,547	$4,199,463
NVDA	Nvidia Corp	−549	5,855	$1,021,112
WPM	Wheaton Precious Metals Corp.	−192	12,995	$1,702,474
MSFT	Microsoft Corp	−120	10,039	$3,716,136
GOOGL	Alphabet Inc.	−66	5,870	$1,687,977
NEM	NEWMONT Corp /DE/	−50	4,296	$465,042
BRK-B	Berkshire Hathaway Inc	−41	1,698	$813,681
COP	Conocophillips	−38	3,699	$488,268
V	Visa Inc.	−36	1,435	$433,714
ES	Eversource Energy	−29	4,073	$282,177
MS	Morgan Stanley	−27	1,619	$266,438
HD	Home Depot, Inc.	−17	646	$212,462
LLY	ELI LILLY & Co	−13	294	$270,412
TSLA	Tesla, Inc.	−12	920	$342,010
UNH	Unitedhealth Group Inc	−9	1,199	$324,437
ORCL	Oracle Corp	−9	2,443	$359,389
HON	Honeywell International Inc	−3	1,570	$354,867
APO	Apollo Global Management, Inc.	−1	18,543	$2,066,061
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
HAL	Halliburton Co	8,651	$337,302
APD	Air Products & Chemicals, Inc.	800	$232,392
NOV	NOV Inc.	11,228	$211,198
AEP	American Electric Power Co Inc	1,605	$210,383
SRXH	SRx Health Solutions, Inc.	24,000	$3,096
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MDY	Spdr S&P Midcap 400 ETF Trust	935	$564,066
OPEN	Opendoor Technologies Inc.	55,606	$324,182
MA	Mastercard Inc	400	$228,352
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 positions · $54,175,745 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	16,547	-633	$4,199,463	−10.1%	7.75%
MSFT	Microsoft Corp Technology	Reduced	10,039	-120	$3,716,136	−24.4%	6.86%
CCJ	Cameco Corp Energy	Held	30,538	0	$3,316,732	+18.7%	6.12%
PAAS	Pan American Silver Corp Basic Materials	Added	52,223	+41	$2,852,942	+5.5%	5.27%
GLD	Spdr Gold Trust	Added	6,115	+2	$2,631,223	+8.6%	4.86%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,560	+761	$2,407,601	−3.4%	4.44%
XOM	Exxon Mobil Corp Energy	Added	14,062	+996	$2,385,758	+51.7%	4.40%
APO	Apollo Global Management, Inc. Financial Services	Reduced	18,543	-1	$2,066,061	−23.0%	3.81%
AEM	Agnico Eagle Mines Ltd Basic Materials	Added	9,757	+10	$1,980,475	+19.9%	3.66%
SPY	Spdr S&P 500 ETF Trust	Held	2,867	0	$1,864,524	−4.6%	3.44%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	12,995	-192	$1,702,474	+9.9%	3.14%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,870	-66	$1,687,977	−9.1%	3.12%
CVX	Chevron Corp Energy	Added	6,148	+43	$1,272,021	+36.7%	2.35%
ALT	Altimmune, Inc. Healthcare	Added	411,858	+35,400	$1,268,522	−6.7%	2.34%
GLW	Corning Inc /Ny Technology	Added	8,045	+64	$1,093,878	+56.5%	2.02%
EQX	Equinox Gold Corp. Basic Materials	Added	75,013	+13	$1,084,687	+3.0%	2.00%
NVDA	Nvidia Corp Technology	Reduced	5,855	-549	$1,021,112	−14.5%	1.88%
AMGN	Amgen Inc Healthcare	Held	2,772	0	$975,328	+7.5%	1.80%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,698	-41	$813,681	−6.9%	1.50%
DE	Deere & Co Industrials	Held	1,255	0	$706,941	+21.0%	1.30%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,386	+4	$701,865	−8.6%	1.30%
RIG	Transocean Ltd. Energy	Held	100,040	0	$663,265	+60.5%	1.22%
GS	Goldman Sachs Group Inc Financial Services	Added	780	+1	$659,872	−3.6%	1.22%
TDW	Tidewater Inc Energy	Held	7,500	0	$626,625	+65.4%	1.16%
VNOM	Viper Energy, Inc. Energy	Added	11,815	+534	$555,186	+27.4%	1.02%
BAC	Bank Of America Corp /De/ Financial Services	Added	11,007	+14	$536,591	−11.3%	0.99%
BNY	Bank of New York Mellon Corp Financial Services	Held	4,405	0	$522,565	+2.2%	0.96%
RKT	Rocket Companies, Inc. Financial Services	Reduced	35,750	-22,000	$509,437	−54.4%	0.94%
C	Citigroup Inc Financial Services	Added	4,405	+66	$499,571	−1.3%	0.92%
COP	Conocophillips Energy	Reduced	3,699	-38	$488,268	+39.6%	0.90%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	4,296	-50	$465,042	+7.2%	0.86%
SLB	Slb Limited/Nv Energy	Added	8,837	+1,965	$454,133	+72.2%	0.84%
V	Visa Inc. Financial Services	Reduced	1,435	-36	$433,714	−15.9%	0.80%
UAMY	United States Antimony Corp Basic Materials	Reduced	49,000	-1,000	$427,770	+70.4%	0.79%
B	Barrick Mining Corp Basic Materials	Held	10,366	0	$422,829	−6.3%	0.78%
SII	Sprott Inc. Financial Services	Added	2,866	+8	$409,551	+46.3%	0.76%
MUX	McEwen Inc. Basic Materials	Held	20,000	0	$408,400	+10.3%	0.75%
ENVX	Enovix Corp Industrials	Held	76,567	0	$396,617	−29.1%	0.73%
ORCL	Oracle Corp Technology	Reduced	2,443	-9	$359,389	−24.8%	0.66%
HON	Honeywell International Inc Industrials	Reduced	1,570	-3	$354,867	+15.6%	0.66%
PSX	Phillips 66 Energy	Added	1,913	+13	$348,510	+42.1%	0.64%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	920	-12	$342,010	−18.4%	0.63%
HAL	Halliburton Co Energy	NEW	8,651	NEW	$337,302	NEW	0.62%
DUK	Duke Energy CORP Utilities	Added	2,558	+6	$334,944	+12.0%	0.62%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,199	-9	$324,437	−18.6%	0.60%
PDS	PRECISION DRILLING Corp Energy	Held	3,270	0	$321,768	+36.9%	0.59%
BA	Boeing Co Industrials	Added	1,523	+5	$303,122	−8.0%	0.56%
JNJ	Johnson & Johnson Healthcare	Held	1,237	0	$302,372	+18.1%	0.56%
NXE	NexGen Energy Ltd. Energy	Held	25,000	0	$290,000	+26.1%	0.54%
ES	Eversource Energy Utilities	Reduced	4,073	-29	$282,177	+2.2%	0.52%