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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 20 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SYF SYNCHRONY FINL Financial Services 180.0 $15K 0.01% NEW $83.43 -12.8%
382 NJR NEW JERSEY RES CORP Utilities 325.0 $15K 0.01% NEW $46.12 +24.9%
383 RRC RANGE RES CORP Energy 420.0 $15K 0.01% NEW $35.26 +15.0%
384 DASH DOORDASH INC CLASS A Communication Services 65.0 $15K 0.01% NEW $226.48 -31.4%
385 YMM FULL TRUCK ALLIANCE CO FUNSPONSORED ADR 1 ADR REPS 20 ORD SHS Technology 1,370.0 $15K 0.01% NEW $10.73 -18.4%
386 JD JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS Consumer Cyclical 500.0 $14K 0.01% NEW $28.70 +4.7%
387 EXPE EXPEDIA GROUP INC Consumer Cyclical 50.0 $14K 0.01% NEW $283.32 -21.8%
388 VIPS VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS Consumer Cyclical 800.0 $14K 0.01% NEW $17.69 -16.1%
389 SAP SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 58.0 $14K 0.01% NEW $242.91 -27.5%
390 FIRST CTZNS BANCSHARES ICLASS B 8.0 $14K 0.01% NEW $1760.00
391 TME TENCENT MUSIC ENTMT GR F Communication Services 800.0 $14K 0.01% NEW $17.53 -47.5%
392 AKRE AKRE FOCUS ETF 214.0 $14K 0.01% NEW $65.51 -17.2%
393 DELL TECHNOLOGIES INC CLASS CLASS C 111.0 $14K 0.01% NEW $125.88
394 OKE ONEOK INC NEW Energy 186.0 $14K 0.01% NEW $73.50 +24.6%
395 NLY ANNALY CAP MGMT INC REIT Real Estate 605.0 $14K 0.01% NEW $22.36 -3.3%
396 EQT EQT CORP Energy 250.0 $13K 0.01% NEW $53.60 +5.7%
397 PFF ISHARES PREFERRED INCOMESEC ETF 425.0 $13K 0.01% NEW $30.96 +1.2%
398 CRL CHARLES RIV LABORATORIES Healthcare 65.0 $13K 0.01% NEW $199.48 -21.8%
399 EUFN ISHARES MSCI EUROPE FINANCIALS ETF 347.0 $13K 0.01% NEW $37.09 +4.6%
400 FAST FASTENAL CO Industrials 320.0 $13K 0.01% NEW $40.13 +10.1%
Page 20 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%