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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 20 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 JEFFERIES FINL GROUP INC 355.0 $18K 0.01% $49.98
382 LHX L3HARRIS TECHNOLOGIES IN Industrials 60.0 $17K 0.01% +20.0 +50.0% $290.58 -6.9%
383 QUANTA SVCS INC 24.0 $17K 0.01% -1.0 -4.0% $720.04
384 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 190.0 $17K 0.01% $90.60 +12.5%
385 INVESCO FINANCIAL PREFERRED ETF 1,200.0 $16K 0.01% $13.71
386 GNW GENWORTH FINL INC CLASS A Financial Services 1,700.0 $16K 0.01% -100.0 -5.6% $9.47 +4.1%
387 AVB AVALONBAY CMNTYS INC REIT Real Estate 85.0 $16K 0.01% $188.69 -2.5%
388 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 372.0 $16K 0.01% $41.91 +3.2%
389 OKE ONEOK INC NEW Energy 176.0 $15K 0.01% -12.0 -6.4% $86.94 +8.8%
390 TEVA TEVA PHARMACEUTICAL IN FSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 440.0 $15K 0.01% $33.88 +8.6%
391 FIRST CTZNS BANCSHARES ICLASS B 8.0 $15K 0.01% $1850.00
392 FISV FISERV INC Technology 300.0 $15K 0.01% NEW $49.05 +4.8%
393 ITA ISHARES U.S. AEROSPACE &DEFENSE ETF 60.0 $15K 0.01% NEW $242.58 -2.1%
394 NOW SERVICENOW INC Technology 146.0 $14K 0.01% -77.0 -34.5% $99.28 +30.7%
395 BOMBARDIER INC FCLASS B 63.0 $14K 0.01% $229.57
396 CMG CHIPOTLE MEXICAN GRILL I Consumer Cyclical 415.0 $14K 0.01% -50.0 -10.8% $34.00 +3.8%
397 EXC EXELON CORP Utilities 300.0 $14K 0.01% -200.0 -40.0% $46.62 -3.3%
398 STZ CONSTELLATION BRANDS INCCLASS A Consumer Defensive 100.0 $14K 0.01% -305.0 -75.3% $139.09 -3.6%
399 REGN REGENERON PHARMACEUTICAL Healthcare 22.0 $14K 0.01% $623.55 +32.6%
400 ARGT GLOBAL X MSCI ARGENTINA ETF 150.0 $14K 0.01% NEW $91.30 +1.1%
Page 20 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%