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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 16 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CHD CHURCH & DWIGHT INC Consumer Defensive 415.0 $35K 0.02% NEW $83.85 +15.9%
302 DAL DELTA AIR LINES INC DEL Industrials 500.0 $35K 0.02% NEW $69.40 +13.4%
303 CHUBB LTD F 110.0 $34K 0.02% NEW $312.12
304 BDX BECTON DICKINSON & CO Healthcare 175.0 $34K 0.02% NEW $194.07 -23.4%
305 IRON MTN INC NEW REIT 400.0 $33K 0.02% NEW $82.95
306 VYM VANGUARD HIGH DIVIDEND YIELD ETF 229.0 $33K 0.02% NEW $143.52 +10.5%
307 ROAD CONSTRUCTION PARTNERS INCLASS A Industrials 300.0 $33K 0.02% NEW $108.55 +6.7%
308 EQUINIX INC REIT 42.0 $32K 0.02% NEW $766.17
309 SIG SIGNET JEWELERS LIMITE F Consumer Cyclical 375.0 $31K 0.02% NEW $82.88 -0.2%
310 SHAK SHAKE SHACK INC CLASS CLASS A Consumer Cyclical 380.0 $31K 0.02% NEW $81.17 -24.3%
311 MDLZ MONDELEZ INTL INC CLASS A Consumer Defensive 565.0 $30K 0.02% NEW $53.83 +14.2%
312 NTES NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 220.0 $30K 0.02% NEW $137.62 -10.1%
313 VUG VANGUARD GROWTH ETF 62.0 $30K 0.02% NEW $487.85 -81.9%
314 COO COOPER COS INC Healthcare 360.0 $30K 0.02% NEW $81.96 -23.9%
315 JEFFERIES FINL GROUP INC 475.0 $29K 0.02% NEW $61.97
316 ASTS AST SPACEMOBILE INC CLASS A Technology 400.0 $29K 0.02% NEW $72.63 +69.2%
317 PDD HOLDINGS INC ADR FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS 255.0 $29K 0.02% NEW $113.39
318 THE CIGNA GROUP 105.0 $29K 0.02% NEW $275.23
319 XLRE STATE SRT REL EST SLCT SCTR SPDR ETF 715.0 $29K 0.02% NEW $40.35 +10.6%
320 ABNB AIRBNB INC CLASS A Consumer Cyclical 212.0 $29K 0.02% NEW $135.72 -1.9%
Page 16 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%