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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 10 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PERRIGO CO PLC F 9,520.0 $133K 0.07% NEW $13.92
182 SOLSTICE ADVANCED MATLS 2,725.0 $132K 0.07% NEW $48.58
183 CPK CHESAPEAKE UTILS CORP Utilities 1,056.0 $132K 0.07% NEW $124.76 +2.2%
184 ENCORE ENERGY CORP F 53,100.0 $132K 0.07% NEW $2.48
185 KBH KB HOME Consumer Cyclical 2,330.0 $131K 0.07% NEW $56.41 -13.3%
186 SCOR COMSCORE INC Communication Services 20,100.0 $131K 0.07% NEW $6.50 +3.1%
187 BATRK ATLANTA BRAVES HLDGS INCCLASS SERIES C Communication Services 3,282.0 $129K 0.07% NEW $39.45 +25.6%
188 KLAC KLA CORP Technology 106.0 $129K 0.07% NEW $1215.08 +64.3%
189 AVIDITY BIOSCIENCES INC 1,775.0 $128K 0.07% NEW $72.13
190 PARDEE RES CO 428.0 $128K 0.07% NEW $298.99
191 TWI TITAN INTL INC DEL Industrials 16,310.0 $128K 0.07% NEW $7.83 -8.1%
192 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 9,570.0 $127K 0.07% NEW $13.28 -11.0%
193 LAM RESH CORP 730.0 $125K 0.07% NEW $171.18
194 SSTK SHUTTERSTOCK INC MERGER ELECTION EXP: 03/31/26 Communication Services 6,500.0 $124K 0.07% NEW $19.10 -15.9%
195 BMY BRISTOL MYERS SQUIBB CO Healthcare 2,279.0 $123K 0.07% NEW $53.94 +8.0%
196 LMT LOCKHEED MARTIN CORP Industrials 252.0 $122K 0.07% NEW $483.67 +10.3%
197 QSR RESTAURANT BRANDS INTL F Consumer Cyclical 1,780.0 $121K 0.07% NEW $68.23 +10.4%
198 FRBA FIRST BK WILLIAMSTOWN NE Financial Services 7,322.0 $121K 0.07% NEW $16.46 -5.4%
199 NEE NEXTERA ENERGY INC Utilities 1,489.0 $120K 0.07% NEW $80.28 +9.6%
200 DUK DUKE ENERGY CORP NEW Utilities 1,018.0 $119K 0.07% NEW $117.21 +7.2%
Page 10 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%