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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 10 of 29  ·  566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UNP UNION PAC CORP Industrials 582.0 $141K 0.08% -3.0 -0.5% $242.62 +11.8%
182 CAESARS ENTMT INC NEW 5,320.0 $141K 0.08% NEW $26.43
183 C CITIGROUP INC Financial Services 1,235.0 $140K 0.08% NEW $113.41 +10.6%
184 SKYW SKYWEST INC Industrials 1,511.0 $139K 0.08% +1K +1159.2% $91.83 -5.6%
185 NEE NEXTERA ENERGY INC Utilities 1,484.0 $138K 0.08% $92.88 -5.3%
186 SEG SEAPORT ENTERTAINMEN EQU Real Estate 6,320.0 $136K 0.08% NEW $21.48 +10.1%
187 SAFE PRO GROUP INC EQUITCLASS EQUITY 35,600.0 $136K 0.08% NEW $3.81
188 CPK CHESAPEAKE UTILS CORP Utilities 1,056.0 $133K 0.08% $126.37 +0.9%
189 TWI TITAN INTL INC DEL Industrials 19,150.0 $132K 0.08% +3K +17.4% $6.91 +4.1%
190 CAPRI HLDGS LTD F 7,444.0 $131K 0.08% +4K +121.2% $17.62
191 QSR RESTAURANT BRANDS INTL F Consumer Cyclical 1,755.0 $130K 0.08% -25.0 -1.4% $73.90 +1.9%
192 SCOR COMSCORE INC Communication Services 18,680.0 $130K 0.08% -1K -7.1% $6.94 -3.5%
193 PARDEE RES CO 428.0 $128K 0.07% $300.00
194 LAM RESH CORP 597.0 $128K 0.07% -133.0 -18.2% $213.66
195 APD AIR PRODS & CHEMS INC Basic Materials 434.0 $126K 0.07% -4.0 -0.9% $290.49 -0.8%
196 SNAP SNAP INC CLASS CLASS A Communication Services 27,160.0 $125K 0.07% NEW $4.60 +25.1%
197 CRM SALESFORCE INC Technology 668.0 $125K 0.07% -4K -84.6% $186.67 -3.6%
198 FIX COMFORT SYS USA INC Industrials 89.0 $123K 0.07% -11.0 -11.0% $1378.99 +37.7%
199 CSIQ CANADIAN SOLAR INC F Energy 8,797.0 $122K 0.07% -36K -80.3% $13.85 +37.8%
200 SSTK SHUTTERSTOCK INC MERGER ELECTION EXP: 04/30/26 Communication Services 7,300.0 $121K 0.07% +800.0 +12.3% $16.61 -3.3%
Page 10 of 29  ·  566 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%