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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 14 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LIQUIDMETAL TECHNOLOGIES 400,000.0 $80K 0.04% NEW $0.20
262 KMB KIMBERLY CLARK CORP Consumer Defensive 725.0 $80K 0.04% $109.77 -0.4%
263 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 859.0 $79K 0.04% -50.0 -5.5% $92.09 -3.2%
264 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 750.0 $76K 0.04% -250.0 -25.0% $100.67 -0.0%
265 MS MORGAN STANLEY Financial Services 359.0 $75K 0.04% +100.0 +38.6% $209.04 +2.5%
266 UBER UBER TECHNOLOGIES INC Technology 1,030.0 $74K 0.04% $72.16 +9.2%
267 BYRN BYRNA TECHNOLOGIES INC Industrials 10,920.0 $73K 0.04% +360.0 +3.4% $6.71 -45.0%
268 CELESTICA INC F 199.0 $73K 0.04% -110.0 -35.6% $364.80
269 AEP AMERICAN ELEC PWR CO INC Utilities 490.0 $67K 0.04% $136.81 -11.6%
270 BOOKING HLDGS INC 375.0 $67K 0.04% +360.0 +2400.0% $178.24
271 SPYV ELEVANCE HEALTH INC 172.0 $67K 0.04% $386.73 -83.6%
272 PANW PALO ALTO NETWORKS INC Technology 192.0 $65K 0.04% $341.02 +4.9%
273 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 1,287.0 $65K 0.04% +15.0 +1.2% $50.83 +5.3%
274 ROCKET COMPANIES CLA A CLASS A 4,141.0 $65K 0.04% -1K -22.3% $15.75
275 STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 700.0 $64K 0.04% -950.0 -57.6% $91.64
276 ARISTA NETWORKS INC 372.0 $63K 0.03% $169.88
277 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 2,955.0 $61K 0.03% +3K +1341.5% $20.49 -14.2%
278 ENB ENBRIDGE INC F Energy 1,100.0 $60K 0.03% $54.21 -6.9%
279 MCHP MICROCHIP TECHNOLOGY INC Technology 650.0 $59K 0.03% -50.0 -7.1% $91.20 -16.6%
280 SALEM MEDIA GROUP INC CLASS A 60,003.0 $59K 0.03% +6K +12.1% $0.98
Page 14 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%