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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWF ISHARES RUSSELL 1000 GROWTH ETF 236.0 $29K 0.02% +177.0 +300.0% $124.17 -1.2%
82 COF CAPITAL ONE FINL CORP Financial Services 100.0 $20K 0.01% +3.0 +3.1% $200.62 +10.0%
83 TSLA TESLA INC Consumer Cyclical 47.0 $20K 0.01% +15.0 +46.9% $420.60 -16.5%
84 LEIDOS HLDGS INC 188.0 $19K 0.01% +6.0 +3.3% $102.97
85 LHX L3HARRIS TECHNOLOGIES IN Industrials 60.0 $17K 0.01% +20.0 +50.0% $290.58 -4.6%
86 CCL CARNIVAL CORP LTD F Consumer Cyclical 370.0 $11K 0.01% +20.0 +5.7% $28.57 -6.6%
87 FOX CORP CLASS B 210.0 $10K 0.01% +140.0 +200.0% $46.84
88 LNG CHENIERE ENERGY INC Energy 30.0 $7K 0.00% +3.0 +11.1% $239.00 +14.8%
89 SNPS SYNOPSYS INC Technology 15.0 $7K 0.00% +2.0 +15.4% $446.07 -10.0%
Page 5 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%