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Portfolio (Quarterly) Guide ↗

Byrne Asset Management LLC

· CIK 0001911322
13F Portfolio $185M AUM 594 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 73 New 89 Added 190 Reduced 48 Exited
Page 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FIX COMFORT SYS USA INC Industrials 93.0 $184K 0.10% +4.0 +4.5% $1981.95 -15.7%
42 OCFC OCEANFIRST FINL CORP Financial Services 9,230.0 $180K 0.10% +600.0 +7.0% $19.53 -2.4%
43 REGIS CORP 6,412.0 $180K 0.10% +540.0 +9.2% $28.00
44 TWI TITAN INTL INC DEL Industrials 23,100.0 $178K 0.10% +4K +20.6% $7.71 -13.6%
45 AVAV AEROVIRONMENT INC Industrials 1,063.0 $175K 0.10% +8.0 +0.8% $165.07 -4.0%
46 VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES 1,454.0 $174K 0.09% +1K +1339.6% $119.50 -0.9%
47 CAPRI HLDGS LTD F 9,180.0 $170K 0.09% +2K +23.3% $18.57
48 SAFE PRO GROUP INC EQUITCLASS EQUITY 39,300.0 $170K 0.09% +4K +10.4% $4.33
49 CRVO CERVOMED INC Healthcare 51,250.0 $159K 0.09% +37K +248.6% $3.10 -14.5%
50 SKYX SKYX PLATFORMS CORP Industrials 142,800.0 $159K 0.09% +37K +34.7% $1.11 +4.1%
51 PARDEE RES CO 550.0 $158K 0.09% +122.0 +28.5% $287.50
52 FUBOTV INC 17,120.0 $158K 0.09% +7K +64.0% $9.20
53 CWCO CONSOLIDATED WATER CO F Utilities 5,324.0 $157K 0.09% +5K +1674.7% $29.50 +0.6%
54 NX QUANEX BLDG PRODS CORP CLASS A Industrials 8,290.0 $154K 0.08% +3K +58.5% $18.62 +6.9%
55 SCOR COMSCORE INC Communication Services 20,680.0 $153K 0.08% +2K +10.7% $7.38 -28.3%
56 PEP PEPSICO INC Consumer Defensive 1,113.0 $151K 0.08% +135.0 +13.8% $135.40 +5.6%
57 CPK CHESAPEAKE UTILS CORP Utilities 1,176.0 $144K 0.08% +120.0 +11.4% $122.48 +12.6%
58 UAMY UNITED STS ANTIMONY CORP Basic Materials 18,220.0 $132K 0.07% +990.0 +5.8% $7.26 -28.2%
59 PLTR PALANTIR TECHNOLOGIES INCLASS A Technology 1,123.0 $131K 0.07% +430.0 +62.0% $116.67 +49.7%
60 BWMN BOWMAN CONSULTING GROUP Industrials 4,254.0 $124K 0.07% +36.0 +0.8% $29.20 +45.7%
Page 3 of 5  ·  89 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 38.6%
Financial Services 14.7%
Healthcare 9.6%
Consumer Cyclical 8.8%
Industrials 8.1%
Communication Services 5.4%
Consumer Defensive 4.2%
Utilities 3.6%
Energy 3.1%
Basic Materials 2.7%