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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 7 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ADP AUTOMATIC DATA PROCESSIN Industrials 554.0 $113K 0.07% -354.0 -39.0% $203.18 +10.9%
122 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 1,327.0 $109K 0.06% -132.0 -9.1% $81.98 +3.4%
123 TXT TEXTRON INC Industrials 1,239.0 $108K 0.06% -334.0 -21.2% $87.56 +4.9%
124 KLAC KLA CORP Technology 71.0 $105K 0.06% -35.0 -33.0% $1472.41 +28.3%
125 FRBA FIRST BK WILLIAMSTOWN NE Financial Services 6,522.0 $104K 0.06% -800.0 -10.9% $16.00 -3.2%
126 NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 2,785.0 $102K 0.06% -817.0 -22.7% $36.75 +22.3%
127 PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A Technology 693.0 $101K 0.06% -61.0 -8.1% $146.28 -6.4%
128 FSLR FIRST SOLAR INC Energy 503.0 $99K 0.06% -157.0 -23.8% $197.26 +30.7%
129 FUBOTV INC 10,440.0 $99K 0.06% -32K -75.5% $9.46
130 INTC INTEL CORP Technology 2,229.0 $98K 0.06% -409.0 -15.5% $44.13 +171.6%
131 ALL ALLSTATE CORP Financial Services 469.0 $97K 0.06% -71.0 -13.2% $207.34 +4.5%
132 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 138,300.0 $97K 0.06% -10K -6.9% $0.70 +11.5%
133 MEDTRONIC PLC F 1,090.0 $94K 0.06% -15.0 -1.4% $86.65
134 NX QUANEX BLDG PRODS CORP CLASS CLASS A Industrials 5,230.0 $94K 0.06% -6K -54.7% $17.97 -1.4%
135 OEF ISHARES S&P 100 ETF 281.0 $89K 0.05% -14.0 -4.8% $318.07 +16.7%
136 CELESTICA INC EQUITY FCLASS EQUITY 309.0 $87K 0.05% -39.0 -11.2% $281.68
137 AGX ARGAN INC Industrials 155.0 $84K 0.05% -10.0 -6.1% $544.65 +20.5%
138 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 909.0 $84K 0.05% -46.0 -4.8% $92.31 -0.6%
139 TD TORONTO DOMINION BK ON F Financial Services 859.0 $80K 0.05% -30.0 -3.4% $93.31 +19.9%
140 PKBK PARKE BANCORP INC Financial Services 2,800.0 $80K 0.05% -200.0 -6.7% $28.40 +10.9%
Page 7 of 13  ·  243 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%