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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 12 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PERRIGO CO PLC F 11,740.0 $122K 0.07% +1K +9.3% $10.39
222 B BARRICK MNG CORP F Basic Materials 3,317.0 $122K 0.07% -2K -41.8% $36.73 +29.6%
223 EDGEWELL PERS CARE CO 4,342.0 $117K 0.06% NEW $26.86
224 FRBA FIRST BK WILLIAMSTOWN NE Financial Services 6,522.0 $116K 0.06% $17.73 +2.7%
225 DUK DUKE ENERGY CORP NEW Utilities 908.0 $115K 0.06% $126.58 -5.3%
226 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 12,240.0 $115K 0.06% +590.0 +5.1% $9.39 +20.0%
227 TXT TEXTRON INC Industrials 1,241.0 $114K 0.06% $91.73 -9.6%
228 QSR RESTAURANT BRANDS INTL F Consumer Cyclical 1,555.0 $113K 0.06% -200.0 -11.4% $72.51 +11.5%
229 IQVIA HLDGS INC 583.0 $113K 0.06% -308.0 -34.6% $193.22
230 ALL ALLSTATE CORP Financial Services 469.0 $112K 0.06% $237.94 +6.7%
231 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 1,334.0 $111K 0.06% +7.0 +0.5% $83.07 +3.5%
232 FRMI FERMI INC Utilities 11,950.0 $109K 0.06% NEW $9.16 -35.4%
233 HCA HCA HEALTHCARE INC Healthcare 280.0 $109K 0.06% -29.0 -9.4% $389.89 +10.1%
234 ASTERA LABS INC 225.0 $109K 0.06% -1K -84.3% $483.02
235 FSLR FIRST SOLAR INC Energy 457.0 $108K 0.06% -46.0 -9.2% $235.96 -9.2%
236 CLIP GLOBAL X 1-3 MONTH T-BILL ETF 1,069.0 $107K 0.06% -43.0 -3.9% $100.34 -0.0%
237 OTEX OPEN TEXT CORP F Technology 4,837.0 $107K 0.06% +500.0 +11.5% $22.15 +11.4%
238 COST COSTCO WHSL CORP NEW Consumer Defensive 114.0 $107K 0.06% -55.0 -32.5% $935.47 +1.3%
239 PKBK PARKE BANCORP INC Financial Services 3,200.0 $106K 0.06% +400.0 +14.3% $33.16 +3.0%
240 RGR STURM RUGER & CO INC Industrials 2,786.0 $105K 0.06% -965.0 -25.7% $37.85 +3.2%
Page 12 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%