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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 19 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 USMV ISHARES MSCI USA MIN VOLFACTOR ETF 226.0 $22K 0.01% NEW $96.34 +4.5%
362 INVESCO S&P 500 EQUAL WEIGHT ETF 102.0 $22K 0.01% $212.77
363 COO COOPER COS INC Healthcare 300.0 $22K 0.01% $71.71 +6.2%
364 UPS UNITED PARCEL SVC INC CLASS B Industrials 200.0 $22K 0.01% -50.0 -20.0% $107.50 -4.6%
365 LSCC LATTICE SEMICONDUCTOR CO Technology 140.0 $21K 0.01% $152.96 -23.1%
366 ACN ACCENTURE PLC IRELAND FCLASS A Technology 166.0 $21K 0.01% -115.0 -40.9% $124.44 +45.7%
367 PHM PULTEGROUP INC Consumer Cyclical 150.0 $21K 0.01% $137.21 -7.0%
368 HWM HOWMET AEROSPACE INC Industrials 76.0 $20K 0.01% NEW $268.86 +1.8%
369 MCK MCKESSON CORP Healthcare 27.0 $20K 0.01% NEW $755.59 +11.0%
370 KDEF PLUS KOREA DEFENSE INDUSTRY INDEX ETF 500.0 $20K 0.01% $40.50 +8.1%
371 QTEC FIRST TRUST NASDAQ-100-TECHNOLOGY SECTOR INDEX FUND 60.0 $20K 0.01% $334.68 -6.3%
372 COF CAPITAL ONE FINL CORP Financial Services 100.0 $20K 0.01% +3.0 +3.1% $200.62 +5.9%
373 TSLA TESLA INC Consumer Cyclical 47.0 $20K 0.01% +15.0 +46.9% $420.60 -17.9%
374 VLO VALERO ENERGY CORP NEW Energy 75.0 $20K 0.01% NEW $260.44 +31.1%
375 EXEL EXELIXIS INC Healthcare 357.0 $19K 0.01% -150.0 -29.6% $54.41 -1.3%
376 LEIDOS HLDGS INC 188.0 $19K 0.01% +6.0 +3.3% $102.97
377 INCY INCYTE CORP Healthcare 165.0 $19K 0.01% $113.36 +12.2%
378 VERSANT MEDIA GROUP INC 500.0 $18K 0.01% NEW $36.01
379 PUBLIC STORA 4.625 PFDPFD SER L 1,000.0 $18K 0.01% $17.79
380 THC TENET HEALTHCARE CORP Healthcare 95.0 $18K 0.01% -65.0 -40.6% $187.08 +45.7%
Page 19 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%