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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 18 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FBP FIRST BANCORP P R F Financial Services 1,000.0 $26K 0.01% $26.07 +8.2%
342 BKH BLACK HILLS CORP Utilities 350.0 $26K 0.01% $74.40 -1.5%
343 HON HONEYWELL INTL INC Industrials 116.0 $26K 0.01% -123.0 -51.5% $223.90 -2.5%
344 DAL DELTA AIR LINES INC DEL Industrials 275.0 $26K 0.01% -125.0 -31.2% $93.66 -13.5%
345 TIGO THE MAGNUM ICE CREAM C F Communication Services 1,474.0 $26K 0.01% $17.41 +419.7%
346 HONEYWELL AEROSPACE INC 116.0 $26K 0.01% NEW $221.08
347 SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 806.0 $26K 0.01% NEW $31.72 +9.8%
348 BTI BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS Consumer Defensive 400.0 $25K 0.01% $61.76 -8.2%
349 ARKK ARK INNOVATION ETF 298.0 $24K 0.01% $80.82 +3.0%
350 ED CONSOLIDATED EDISON INC Utilities 215.0 $24K 0.01% $110.63 -2.1%
351 SIG SIGNET JEWELERS LIMITE F Consumer Cyclical 275.0 $24K 0.01% -50.0 -15.4% $86.20 -6.0%
352 PFS PROVIDENT FINL SVCS INC Financial Services 1,000.0 $24K 0.01% $23.64 +0.2%
353 OXY OCCIDENTAL PETE CORP Energy 479.0 $23K 0.01% -525.0 -52.3% $48.57 +26.7%
354 CMC COMMERCIAL METALS CO Basic Materials 370.0 $23K 0.01% $62.75 +4.0%
355 AES AES CORP Utilities 1,570.0 $23K 0.01% -100.0 -6.0% $14.66 +0.8%
356 EWH ISHARES MSCI HONG KONG ETF 1,100.0 $23K 0.01% NEW $20.92 +9.7%
357 VDC VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES 100.0 $23K 0.01% $225.49 +2.1%
358 QNITY ELECTRONICS INC 138.0 $23K 0.01% $163.31
359 NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 215.0 $22K 0.01% $102.69
360 CL COLGATE PALMOLIVE CO Consumer Defensive 240.0 $22K 0.01% NEW $91.68 -2.2%
Page 18 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 14.7%
Healthcare 9.6%
Consumer Cyclical 8.8%
Industrials 8.1%
Communication Services 5.4%
Consumer Defensive 4.2%
Utilities 3.6%
Energy 3.1%
Basic Materials 2.7%