Position in CETX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$21
New position
Shares Held
7
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 2 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $2,891,693 across 12 Software - Infrastructure names. CETX ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,183 | $2,306,382 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,891 | $453,962 | |
| 3 | PANW |
Palo Alto Networks Inc
|
372 | $126,859 | |
| 4 | PATH |
UiPath, Inc.
|
150 | $1,630 | |
| 5 | NET |
Cloudflare, Inc.
|
3 | $735 | |
| 6 | GDDY |
GoDaddy Inc.
|
8 | $679 | |
| 7 | SNPS |
Synopsys Inc
|
1 | $446 | |
| 8 | OKTA |
Okta, Inc.
|
3 | $409 |
All Filings in CETX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21 | 7 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||