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Portfolio (Quarterly) Guide ↗

Byrne Asset Management LLC

· CIK 0001911322
13F Portfolio $171M AUM 569 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 80 Added 243 Reduced 62 Exited
Page 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SNAP SNAP INC CLASS CLASS A Communication Services 27,160.0 $125K 0.07% NEW $4.60 +24.3%
22 SEAGATE TECHNOLOGY H F 308.0 $121K 0.07% NEW $391.76
23 BWMN BOWMAN CONSULTING GROUP Industrials 4,218.0 $120K 0.07% NEW $28.44 +11.6%
24 LENDINGTREE INC NEW 2,634.0 $113K 0.07% NEW $42.88
25 RMBS RAMBUS INC DEL Technology 1,237.0 $106K 0.06% NEW $86.03 +66.2%
26 SPHY ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 6,298.0 $106K 0.06% NEW $16.89 +38.6%
27 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 1,000.0 $101K 0.06% NEW $100.66 -0.0%
28 WGO WINNEBAGO INDS INC Consumer Cyclical 3,202.0 $99K 0.06% NEW $30.99 -3.9%
29 CENTRUS ENERGY CORP CLASS A 532.0 $92K 0.05% NEW $173.59
30 ABRDN PHYSICAL SILVER SHARES ETF 1,030.0 $74K 0.04% NEW $71.61
31 MARVELL TECHNOLOGY INC 730.0 $72K 0.04% NEW $99.05
32 DB DEUTSCHE BANK AG FCLASS CLASS N Financial Services 1,895.0 $56K 0.03% NEW $29.78 +8.9%
33 ISHARES GOLD TRUST 440.0 $39K 0.02% NEW $88.16
34 DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 195.0 $31K 0.02% NEW $158.58 +6.9%
35 KDEF PLUS KOREA DEFENSE INDUSTRY INDEX ETF 500.0 $26K 0.01% NEW $52.73 +0.6%
36 CMC COMMERCIAL METALS CO Basic Materials 370.0 $23K 0.01% NEW $61.43 +17.0%
37 WAT WATERS CORP Healthcare 75.0 $22K 0.01% NEW $297.80 +15.0%
38 FORTUNA MNG CORP F 1,700.0 $17K 0.01% NEW $9.93
39 TGB TASEKO MINES LTD F Basic Materials 2,600.0 $17K 0.01% NEW $6.45 +1.9%
40 HBM HUDBAY MINERALS INC F Basic Materials 800.0 $17K 0.01% NEW $20.90 +16.7%
Page 2 of 4  ·  63 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 32.2%
Financial Services 16.8%
Healthcare 10.4%
Consumer Cyclical 9.0%
Industrials 7.4%
Communication Services 6.6%
Consumer Defensive 5.6%
Energy 4.0%
Utilities 3.6%
Basic Materials 3.0%