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Portfolio (Quarterly) Guide ↗

Byrne Asset Management LLC

· CIK 0001911322
13F Portfolio $171M AUM 569 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 80 Added 243 Reduced 62 Exited
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TWI TITAN INTL INC DEL Industrials 19,150.0 $132K 0.08% +3K +17.4% $6.91 +6.4%
42 CAPRI HLDGS LTD F 7,444.0 $131K 0.08% +4K +121.2% $17.62
43 SSTK SHUTTERSTOCK INC MERGER ELECTION EXP: 04/30/26 Communication Services 7,300.0 $121K 0.07% +800.0 +12.3% $16.61 -2.3%
44 SKYX SKYX PLATFORMS CORP Industrials 106,000.0 $119K 0.07% +10K +10.4% $1.12 +0.9%
45 ENCORE ENERGY CORP F 64,100.0 $115K 0.07% +11K +20.7% $1.80
46 PERRIGO CO PLC F 10,740.0 $115K 0.07% +1K +12.8% $10.74
47 BTBT BIT DIGITAL INC. F Financial Services 85,700.0 $112K 0.07% +11K +15.2% $1.31 +51.9%
48 CLIP GLOBAL X 1-3 MONTH T-BILL ETF 1,112.0 $112K 0.07% +326.0 +41.5% $100.36 -0.1%
49 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 11,650.0 $98K 0.06% +2K +21.7% $8.45 +32.9%
50 BYRN BYRNA TECHNOLOGIES INC Industrials 10,560.0 $97K 0.06% +4K +67.6% $9.18 -39.7%
51 OTEX OPEN TEXT CORP F Technology 4,337.0 $96K 0.06% +705.0 +19.4% $22.24 +5.5%
52 VICI PPTYS INC REIT 3,323.0 $91K 0.05% +190.0 +6.1% $27.32
53 ANGX ANGEL STUDIOS INC CLASS CLASS A Communication Services 27,380.0 $84K 0.05% +5K +23.3% $3.05 -6.9%
54 CVLT COMMVAULT SYS INC Technology 1,036.0 $81K 0.05% +138.0 +15.4% $77.89 +37.7%
55 UBER UBER TECHNOLOGIES INC Technology 1,030.0 $74K 0.04% +519.0 +101.6% $71.93 -0.2%
56 BROADCOM INC 222.0 $69K 0.04% +22.0 +11.0% $309.51
57 BARK INC XXXREVERSE SPLIT EFF: 04/01/26 134,640.0 $68K 0.04% +40K +42.5% $0.51
58 ASTS AST SPACEMOBILE INC CLASS A Technology 745.0 $62K 0.04% +345.0 +86.2% $82.87 +27.7%
59 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 1,224.0 $56K 0.03% +20.0 +1.7% $45.89 -1.2%
60 ZTS ZOETIS INC CLASS CLASS A Healthcare 430.0 $51K 0.03% +40.0 +10.3% $118.21 -32.3%
Page 3 of 4  ·  80 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 32.2%
Financial Services 16.8%
Healthcare 10.4%
Consumer Cyclical 9.0%
Industrials 7.4%
Communication Services 6.6%
Consumer Defensive 5.6%
Energy 4.0%
Utilities 3.6%
Basic Materials 3.0%