Beirne Wealth Consulting Services, LLC
Filing Date
Global Rank
#6,729
/ 8,586
▲ 123
Top Industry
Gold
17.1%
3Y Alpha vs SPY
-3.9%
Period ended 3 months ago
Filed Apr 30, 2026 · 47d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.6%
SPY
+78.1%
Annualised alpha
-3.9%
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, 2025Top 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 |
|---|---|---|
| Energy | 20.8% | $11,270,766 |
| Technology | 19.2% | $10,389,978 |
| Basic Materials | 18.0% | $9,767,626 |
| Financial Services | 13.7% | $7,419,346 |
| Unclassified | 8.3% | $4,495,747 |
| Healthcare | 6.2% | $3,334,271 |
| Consumer Cyclical | 5.5% | $2,962,073 |
| Industrials | 3.3% | $1,761,547 |
| Communication Services | 3.1% | $1,687,977 |
| Utilities | 2.0% | $1,083,318 |
| Consumer Defensive | 0.0% | $3,096 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| PSX | Phillips 66 | +13 | 1,913 | $348,510 | |
| EQX | Equinox Gold Corp. | +13 | 75,013 | $1,084,687 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | |
| ORCL | Oracle Corp | −9 | 2,443 | $359,389 | |
| UNH | Unitedhealth Group Inc | −9 | 1,199 | $324,437 | |
| 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
1 positions ·
$3,096 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SRXH |
SRx Health Solutions, Inc.
Consumer Defensive
|
NEW | 24,000 | $3,096 | 100.00% |