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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 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TXN TEXAS INSTRS INC Technology 532.0 $159K 0.09% $298.07 -11.6%
182 SKYX SKYX PLATFORMS CORP Industrials 142,800.0 $159K 0.09% +37K +34.7% $1.11 +2.3%
183 UNP UNION PAC CORP Industrials 582.0 $158K 0.09% $272.00 +12.3%
184 PARDEE RES CO 550.0 $158K 0.09% +122.0 +28.5% $287.50
185 FUBOTV INC 17,120.0 $158K 0.09% +7K +64.0% $9.20
186 CWCO CONSOLIDATED WATER CO F Utilities 5,324.0 $157K 0.09% +5K +1674.7% $29.50 +0.6%
187 NX QUANEX BLDG PRODS CORP CLASS A Industrials 8,290.0 $154K 0.08% +3K +58.5% $18.62 +8.8%
188 COTY COTY INC CLASS A Consumer Defensive 71,040.0 $153K 0.08% NEW $2.16 +22.5%
189 SCOR COMSCORE INC Communication Services 20,680.0 $153K 0.08% +2K +10.7% $7.38 -32.4%
190 PM PHILIP MORRIS INTL INC Consumer Defensive 843.0 $153K 0.08% -50.0 -5.6% $180.91 +4.4%
191 TREX TREX CO INC Industrials 3,047.0 $152K 0.08% NEW $50.04 -6.0%
192 PEP PEPSICO INC Consumer Defensive 1,113.0 $151K 0.08% +135.0 +13.8% $135.40 +5.6%
193 BYD CO LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 16,185.0 $150K 0.08% -18K -53.0% $9.27
194 MATIV HOLDINGS INC 19,620.0 $149K 0.08% NEW $7.57
195 HOVNANIAN ENTERPRISES INCLASS A 1,040.0 $148K 0.08% $142.41
196 KODK EASTMAN KODAK CO Industrials 15,940.0 $147K 0.08% -3K -15.5% $9.25 +5.2%
197 PLUG PLUG PWR INC Industrials 54,240.0 $147K 0.08% NEW $2.71 -15.3%
198 CRSR CORSAIR GAMING INC Technology 15,180.0 $147K 0.08% NEW $9.67 +13.8%
199 CPK CHESAPEAKE UTILS CORP Utilities 1,176.0 $144K 0.08% +120.0 +11.4% $122.48 +10.1%
200 NL NLI HOLDINGS INC Industrials 24,100.0 $143K 0.08% NEW $5.95 +8.7%
Page 10 of 30  ·  591 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%