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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 21 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BBP VIRTUS LIFESCI BIOTECH PRODUCTS ETF 142.0 $14K 0.01% $96.27 +11.4%
402 APOLLO GLOBAL MGMT INC NCLASS A 115.0 $14K 0.01% -25.0 -17.9% $118.31
403 EUFN ISHARES MSCI EUROPE FINANCIALS ETF 347.0 $14K 0.01% $38.99 +7.3%
404 NLY ANNALY CAP MGMT INC REIT Real Estate 605.0 $14K 0.01% $22.36 +4.7%
405 TRGP TARGA RES CORP Energy 50.0 $13K 0.01% $268.14 +12.1%
406 FIRST TRUST NASDAQ CYBERSECURITY ETF 148.0 $13K 0.01% $89.85
407 TELEFONICA BRASIL SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS 1,000.0 $13K 0.01% $13.16
408 PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 425.0 $13K 0.01% $30.49 +0.1%
409 HIGHLAND OPRNT AND INCOM 1,800.0 $13K 0.01% $7.13
410 EXPE EXPEDIA GROUP INC Consumer Cyclical 50.0 $13K 0.01% $255.88 +27.9%
411 PPL PPL CORP Utilities 350.0 $13K 0.01% $36.35 -2.9%
412 DUPONT DE NEMOURS INC 93.0 $13K 0.01% -193.0 -67.5% $135.65
413 VEOLIA ENVIRONNEMENT FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 600.0 $12K 0.01% $20.83
414 FEDERAL RLTY INVT TR NEWREIT 100.0 $12K 0.01% $123.44
415 LUV SOUTHWEST AIRLS CO Industrials 240.0 $12K 0.01% -200.0 -45.5% $51.42 -21.4%
416 NTES NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 95.0 $12K 0.01% -120.0 -55.8% $128.14 -5.7%
417 FESM FIDELITY ENHANCED SMALL CAP CORE ETF 245.0 $12K 0.01% $48.29 -1.3%
418 CEREBRAS SYS INC CLASS A 53.0 $12K 0.01% NEW $221.00
419 XRT STATE STREET SPDR S&P RETAIL ETF 130.0 $11K 0.01% $87.74 -1.0%
420 AKRE AKRE FOCUS ETF 214.0 $11K 0.01% $53.19 +13.7%
Page 21 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%