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Portfolio (Quarterly) Guide ↗

Byrne Asset Management LLC

· CIK 0001911322
13F Portfolio $185M AUM 594 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 73 New 89 Added 190 Reduced 48 Exited
Page 10 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EQX EQUINOX GOLD CORP F Basic Materials 400.0 $4K 0.00% -650.0 -61.9% $9.72 +39.2%
182 CAPFORCE IBD 50 ETF 75.0 $3K 0.00% -15.0 -16.7% $43.55
183 MNSO MINISO GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS Consumer Cyclical 250.0 $3K 0.00% -425.0 -63.0% $12.06 -8.6%
184 GPC GENUINE PARTS CO Consumer Cyclical 25.0 $3K 0.00% -1K -98.3% $118.00 +13.5%
185 RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS Basic Materials 30.0 $3K 0.00% -10.0 -25.0% $94.93 +10.9%
186 CMCSA COMCAST CORP NEW CLASS A Communication Services 110.0 $3K 0.00% -70.0 -38.9% $24.55 +9.3%
187 BAX BAXTER INTL INC Healthcare 100.0 $2K 0.00% -320.0 -76.2% $21.32 +23.5%
188 TSCO TRACTOR SUPPLY CO Consumer Cyclical 50.0 $2K 0.00% -75.0 -60.0% $31.62 +10.6%
189 ATRIUM THERAPEUTICS INC 102.0 $1K 0.00% -75.0 -42.4% $13.45
190 BEP BROOKFIELD RENEW PAR LP Utilities 25.0 $868.0 -75.0 -75.0% $34.72 -5.6%
Page 10 of 10  ·  190 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 38.6%
Financial Services 14.8%
Healthcare 9.6%
Consumer Cyclical 8.8%
Industrials 8.1%
Communication Services 5.4%
Consumer Defensive 4.2%
Utilities 3.6%
Energy 3.0%
Basic Materials 2.7%