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Portfolio (Quarterly) Guide ↗

Byrne Asset Management LLC

· CIK 0001911322
13F Portfolio $181M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 565 New
Page 14 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KOF COCA-COLA FEMSA S A EQ FSPONSORED ADR 1 ADR REPS 10 ORD SHS Consumer Defensive 650.0 $62K 0.03% NEW $94.71 +14.7%
262 XLB STATE STRET MATRL SLCT SCTR SPDR ETF 1,297.0 $59K 0.03% NEW $45.35 +12.5%
263 SCHW CHARLES SCHWAB CORP Financial Services 579.0 $58K 0.03% NEW $99.91 -10.5%
264 ARISTA NETWORKS INC 435.0 $57K 0.03% NEW $131.03
265 BARK INC CLASS A 94,500.0 $57K 0.03% NEW $0.60
266 AEP AMERICAN ELEC PWR CO INC Utilities 490.0 $57K 0.03% NEW $115.31 +13.5%
267 SBUX STARBUCKS CORP Consumer Cyclical 665.0 $56K 0.03% NEW $84.21 +20.4%
268 WFC WELLS FARGO & CO Financial Services 574.0 $53K 0.03% NEW $93.20 -18.0%
269 TMUS T-MOBILE US INC Communication Services 263.0 $53K 0.03% NEW $203.04 -5.9%
270 DG DOLLAR GEN CORP NEW Consumer Defensive 400.0 $53K 0.03% NEW $132.77 -22.0%
271 PCG PG&E CORP Utilities 3,300.0 $53K 0.03% NEW $16.07 +2.2%
272 INVSC WATER RESC PORTFOLIO ETF 750.0 $53K 0.03% NEW $70.41
273 ENB ENBRIDGE INC F Energy 1,100.0 $53K 0.03% NEW $47.83 +19.2%
274 AGX ARGAN INC Industrials 165.0 $52K 0.03% NEW $313.32 +114.0%
275 XLU STATE STRT UTLTES SLET SCTR SPDR ETF 1,204.0 $51K 0.03% NEW $42.69 +6.2%
276 MS MORGAN STANLEY Financial Services 284.0 $50K 0.03% NEW $177.53 +13.6%
277 OXY OCCIDENTAL PETE CORP Energy 1,219.0 $50K 0.03% NEW $41.12 +39.7%
278 CVX CHEVRON CORP NEW Energy 327.0 $50K 0.03% NEW $152.41 +21.2%
279 M MACYS INC Consumer Cyclical 2,250.0 $50K 0.03% NEW $22.05 -1.7%
280 ZTS ZOETIS INC CLASS CLASS A Healthcare 390.0 $49K 0.03% NEW $125.82 -35.4%
Page 14 of 29  ·  565 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 34.3%
Financial Services 14.1%
Consumer Cyclical 10.9%
Healthcare 10.7%
Communication Services 7.0%
Industrials 6.6%
Consumer Defensive 5.0%
Energy 3.6%
Utilities 3.5%
Basic Materials 3.2%