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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 11 of 29  ·  565 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FSLY FASTLY INC CLASS A Technology 11,630.0 $118K 0.07% NEW $10.18 +68.4%
202 OTEX OPEN TEXT CORP F Technology 3,632.0 $118K 0.07% NEW $32.58 -28.7%
203 CRVO CERVOMED INC Healthcare 14,700.0 $116K 0.06% NEW $7.90 -61.8%
204 PINTEREST INC CLASS A 4,425.0 $115K 0.06% NEW $25.89
205 XLP STE SRT CNSR STPLS SLCT SEC SPDR ETF 1,459.0 $113K 0.06% NEW $77.68 +7.7%
206 CVLT COMMVAULT SYS INC Technology 898.0 $113K 0.06% NEW $125.36 -13.4%
207 ALL ALLSTATE CORP Financial Services 540.0 $112K 0.06% NEW $208.15 +2.4%
208 UAMY UNITED STS ANTIMONY CORP Basic Materials 22,080.0 $111K 0.06% NEW $5.02 +74.8%
209 ARCT ARCTURUS THERAPEUTICS HL Healthcare 18,050.0 $111K 0.06% NEW $6.13 +16.0%
210 UVV UNIVERSAL CORP VA Consumer Defensive 2,093.0 $110K 0.06% NEW $52.75 +3.6%
211 FUN SIX FLAGS ENTMT CORP CLASS EQUITY Consumer Cyclical 7,158.0 $110K 0.06% NEW $15.34 +31.4%
212 TOWNSQUARE MEDIA INC CLASS CLASS A 21,130.0 $109K 0.06% NEW $5.14
213 APD AIR PRODS & CHEMS INC Basic Materials 438.0 $108K 0.06% NEW $247.02 +16.7%
214 FUBOTV INC CLASS A 42,600.0 $107K 0.06% NEW $2.52
215 WESTROCK COFFEE CO 26,350.0 $107K 0.06% NEW $4.07
216 ROCKET COMPANIES CLA A CLASS A 5,518.0 $107K 0.06% NEW $19.36
217 MEDTRONIC PLC F 1,105.0 $106K 0.06% NEW $96.06
218 FLR FLUOR CORP NEW Industrials 2,675.0 $106K 0.06% NEW $39.63 +16.6%
219 BYRN BYRNA TECHNOLOGIES INC Industrials 6,300.0 $106K 0.06% NEW $16.79 -66.0%
220 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 4,296.0 $104K 0.06% NEW $24.30 -27.0%
Page 11 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%