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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 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PERRIGO CO PLC F 11,740.0 $122K 0.07% +1K +9.3% $10.39
62 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 12,240.0 $115K 0.06% +590.0 +5.1% $9.39 +11.3%
63 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 1,334.0 $111K 0.06% +7.0 +0.5% $83.07 +3.2%
64 OTEX OPEN TEXT CORP F Technology 4,837.0 $107K 0.06% +500.0 +11.5% $22.15 +10.0%
65 PKBK PARKE BANCORP INC Financial Services 3,200.0 $106K 0.06% +400.0 +14.3% $33.16 +2.3%
66 ASTS AST SPACEMOBILE INC CLASS A Technology 1,000.0 $89K 0.05% +255.0 +34.2% $88.86 -29.0%
67 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 152,300.0 $85K 0.05% +14K +10.1% $0.56 +6.0%
68 MS MORGAN STANLEY Financial Services 359.0 $75K 0.04% +100.0 +38.6% $209.04 +0.9%
69 BYRN BYRNA TECHNOLOGIES INC Industrials 10,920.0 $73K 0.04% +360.0 +3.4% $6.71 -46.4%
70 BOOKING HLDGS INC 375.0 $67K 0.04% +360.0 +2400.0% $178.24
71 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 1,287.0 $65K 0.04% +15.0 +1.2% $50.83 +3.9%
72 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 2,955.0 $61K 0.03% +3K +1341.5% $20.49 -14.1%
73 SALEM MEDIA GROUP INC CLASS A 60,003.0 $59K 0.03% +6K +12.1% $0.98
74 LEN LENNAR CORP CLASS A Consumer Cyclical 635.0 $57K 0.03% +20.0 +3.2% $90.49 -5.6%
75 RDDT REDDIT INC CLASS A Communication Services 295.0 $51K 0.03% +249.0 +541.3% $173.58 -16.8%
76 VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES 163.0 $49K 0.03% +3.0 +1.9% $303.12 +0.1%
77 ZTS ZOETIS INC CLASS A Healthcare 670.0 $48K 0.03% +240.0 +55.8% $71.86 +6.1%
78 WTRG ESSENTIAL UTILS INC Utilities 1,250.0 $48K 0.03% +150.0 +13.6% $38.31 +7.2%
79 CRWD CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES Technology 44.0 $34K 0.02% +10.0 +29.4% $190.78 +1.5%
80 VUG VANGUARD GROWTH INDEX FUND ETF SHARES 372.0 $32K 0.02% +310.0 +500.0% $86.14 +1.3%
Page 4 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%