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Portfolio (Quarterly) Guide ↗

Byrne Asset Management LLC

· CIK 0001911322
13F Portfolio $171M AUM 569 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 80 Added 243 Reduced 62 Exited
Page 22 of 29  ·  566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MNSO MINISO GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS Consumer Cyclical 675.0 $11K 0.01% $16.20 -20.1%
422 ARES MGMT CORP CLASS CLASS A 100.0 $11K 0.01% -75.0 -42.9% $109.10
423 SLV ISHARES SILVER TRUST Financial Services 160.0 $11K 0.01% $68.14 +0.8%
424 NEM NEWMONT CORP Basic Materials 100.0 $11K 0.01% NEW $108.25 +2.9%
425 FEDERAL RLTY INVT TR NEWREIT 100.0 $11K 0.01% $106.21
426 HELLO GROUP INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 1,830.0 $11K 0.01% $5.76
427 XRT STATE STREET SPDR S&P RETAIL ETF 130.0 $10K 0.01% -85.0 -39.5% $80.47 +2.6%
428 WPC W P CAREY INC REIT Real Estate 160.0 $10K 0.01% $64.43 +16.0%
429 HIGHLAND OPRNT AND INCOM 1,800.0 $10K 0.01% $5.71
430 GLPI GAMING & LEISURE PPTYS IREIT Real Estate 228.0 $10K 0.01% $44.34 +7.8%
431 CWCO CONSOLIDATED WATER CO F Utilities 300.0 $10K 0.01% -300.0 -50.0% $33.12 -9.9%
432 HERMES INTL SCA FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 51.0 $10K 0.01% $189.71
433 SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 174.0 $9K 0.01% $54.43
434 UAA UNDER ARMOUR INC CLASS CLASS A Consumer Cyclical 1,600.0 $9K 0.01% -507.0 -24.1% $5.85 -3.2%
435 FESM FIDELITY ENHANCED SMALL CAP ETF 245.0 $9K 0.01% NEW $38.00 +19.8%
436 FIRST TRUST NASDAQ CYBERSECURITY ETF 148.0 $9K 0.01% NEW $62.68
437 ICICI BK LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS 350.0 $9K 0.01% -200.0 -36.4% $25.90
438 CCL CARNIVAL CORP F Consumer Cyclical 350.0 $9K 0.01% -155.0 -30.7% $25.88 +3.3%
439 STLD STEEL DYNAMICS INC Basic Materials 50.0 $9K 0.01% -40.0 -44.4% $180.00 +39.0%
440 ARI APOLLO COML REAL ESTATE REIT Real Estate 850.0 $9K 0.01% $10.56 +4.0%
Page 22 of 29  ·  566 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 32.2%
Financial Services 16.8%
Healthcare 10.4%
Consumer Cyclical 9.0%
Industrials 7.4%
Communication Services 6.6%
Consumer Defensive 5.6%
Energy 4.0%
Utilities 3.6%
Basic Materials 3.0%