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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 13 of 29  ·  566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CELESTICA INC EQUITY FCLASS EQUITY 309.0 $87K 0.05% -39.0 -11.2% $281.68
242 AGX ARGAN INC Industrials 155.0 $84K 0.05% -10.0 -6.1% $544.65 +23.2%
243 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 909.0 $84K 0.05% -46.0 -4.8% $92.31 -2.6%
244 ANGX ANGEL STUDIOS INC CLASS CLASS A Communication Services 27,380.0 $84K 0.05% +5K +23.3% $3.05 -9.5%
245 CVLT COMMVAULT SYS INC Technology 1,036.0 $81K 0.05% +138.0 +15.4% $77.89 +38.8%
246 TD TORONTO DOMINION BK ON F Financial Services 859.0 $80K 0.05% -30.0 -3.4% $93.31 +20.6%
247 PKBK PARKE BANCORP INC Financial Services 2,800.0 $80K 0.05% -200.0 -6.7% $28.40 +10.8%
248 KO THE COCA-COLA CO Consumer Defensive 1,040.0 $79K 0.05% $76.05 +5.8%
249 ROCKET COMPANIES CLA A CLASS A 5,329.0 $76K 0.04% -189.0 -3.4% $14.25
250 PSA PUBLIC STORAGE REIT Real Estate 277.0 $75K 0.04% $270.88 +12.4%
251 INVH INVITATION HOMES INC Real Estate 3,005.0 $75K 0.04% $24.85 +18.3%
252 UBER UBER TECHNOLOGIES INC Technology 1,030.0 $74K 0.04% +519.0 +101.6% $71.93 -2.5%
253 ABRDN PHYSICAL SILVER SHARES ETF 1,030.0 $74K 0.04% NEW $71.61
254 HP INC 3,820.0 $73K 0.04% -230.0 -5.7% $19.21
255 MARVELL TECHNOLOGY INC 730.0 $72K 0.04% NEW $99.05
256 VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES 101.0 $70K 0.04% $697.72 -83.1%
257 KMB KIMBERLY CLARK CORP Consumer Defensive 725.0 $70K 0.04% $96.47 +2.4%
258 BROADCOM INC 222.0 $69K 0.04% +22.0 +11.0% $309.51
259 BARK INC XXXREVERSE SPLIT EFF: 04/01/26 134,640.0 $68K 0.04% +40K +42.5% $0.51
260 OXY OCCIDENTAL PETE CORP Energy 1,004.0 $65K 0.04% -215.0 -17.6% $65.00 -11.6%
Page 13 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%