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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 11 of 29  ·  566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SEAGATE TECHNOLOGY H F 308.0 $121K 0.07% NEW $391.76
202 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,969.0 $121K 0.07% -178.0 -8.3% $61.26 -5.2%
203 BWMN BOWMAN CONSULTING GROUP Industrials 4,218.0 $120K 0.07% NEW $28.44 +14.2%
204 DUK DUKE ENERGY CORP NEW Utilities 908.0 $119K 0.07% -110.0 -10.8% $130.94 -4.1%
205 SKYX SKYX PLATFORMS CORP Industrials 106,000.0 $119K 0.07% +10K +10.4% $1.12 -0.4%
206 ENCORE ENERGY CORP F 64,100.0 $115K 0.07% +11K +20.7% $1.80
207 PERRIGO CO PLC F 10,740.0 $115K 0.07% +1K +12.8% $10.74
208 HOVNANIAN ENTERPRISES INCLASS A 1,040.0 $115K 0.07% $110.91
209 BMY BRISTOL MYERS SQUIBB CO Healthcare 1,883.0 $114K 0.07% -396.0 -17.4% $60.65 -4.1%
210 LENDINGTREE INC NEW 2,634.0 $113K 0.07% NEW $42.88
211 ADP AUTOMATIC DATA PROCESSIN Industrials 554.0 $113K 0.07% -354.0 -39.0% $203.18 +7.9%
212 BTBT BIT DIGITAL INC. F Financial Services 85,700.0 $112K 0.07% +11K +15.2% $1.31 +51.5%
213 CLIP GLOBAL X 1-3 MONTH T-BILL ETF 1,112.0 $112K 0.07% +326.0 +41.5% $100.36 -0.0%
214 UVV UNIVERSAL CORP VA Consumer Defensive 2,093.0 $110K 0.07% $52.70 +3.7%
215 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 1,327.0 $109K 0.06% -132.0 -9.1% $81.98 +2.1%
216 TXT TEXTRON INC Industrials 1,239.0 $108K 0.06% -334.0 -21.2% $87.56 +5.8%
217 RMBS RAMBUS INC DEL Technology 1,237.0 $106K 0.06% NEW $86.03 +80.3%
218 SPHY ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 6,298.0 $106K 0.06% NEW $16.89 +39.0%
219 EPD ENTERPRISE PRODS PART LP Energy 2,800.0 $106K 0.06% $37.84 +1.8%
220 KLAC KLA CORP Technology 71.0 $105K 0.06% -35.0 -33.0% $1472.41 +36.6%
Page 11 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%