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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ARCELORMITTAL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 300.0 $16K 0.01% NEW $51.98
42 INCY INCYTE CORP Healthcare 165.0 $16K 0.01% NEW $94.12 +3.2%
43 ELDORADO GOLD CP F 450.0 $15K 0.01% NEW $34.33
44 EQX EQUINOX GOLD CORP F Basic Materials 1,050.0 $15K 0.01% NEW $14.46 -16.1%
45 MYRG MYR GROUP INC DEL Industrials 52.0 $15K 0.01% NEW $282.33 +58.3%
46 ORLA ORLA MNG LTD NEW F Basic Materials 900.0 $15K 0.01% NEW $16.13 -25.6%
47 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 372.0 $13K 0.01% NEW $36.27 +15.1%
48 QTEC FIRST TRUST NASDAQ-100-TECHNOLOGY SECTOR INDEX FUND 60.0 $13K 0.01% NEW $215.98 +41.0%
49 HMY HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS Basic Materials 800.0 $12K 0.01% NEW $15.37 +9.0%
50 PODCASTONE INC 6,000.0 $12K 0.01% NEW $2.04
51 BLOOM ENERGY CORP CLASS CLASS A 90.0 $12K 0.01% NEW $135.49
52 AFRM AFFIRM HLDGS INC CLASS A Technology 250.0 $11K 0.01% NEW $45.82 +42.3%
53 NEM NEWMONT CORP Basic Materials 100.0 $11K 0.01% NEW $108.25 -0.6%
54 FESM FIDELITY ENHANCED SMALL CAP ETF 245.0 $9K 0.01% NEW $38.00 +17.9%
55 FIRST TRUST NASDAQ CYBERSECURITY ETF 148.0 $9K 0.01% NEW $62.68
56 PTC PTC INC Technology 40.0 $6K 0.00% NEW $142.50 +4.0%
57 CMCSA COMCAST CORP NEW CLASS A Communication Services 180.0 $5K 0.00% NEW $28.71 -12.2%
58 SNPS SYNOPSYS INC Technology 13.0 $5K 0.00% NEW $396.46 +32.4%
59 ALBERTSONS CO SHS CL A CLASS CLASS A 300.0 $5K 0.00% NEW $17.04
60 TRUIST FINL CORP 110.0 $5K 0.00% NEW $45.97
Page 3 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%