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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 22 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 174.0 $11K 0.01% $65.18
422 FEDEX FGHT HLDG CO INC 75.0 $11K 0.01% NEW $151.00
423 NJR NEW JERSEY RES CORP Utilities 200.0 $11K 0.01% $56.04 -1.8%
424 PERFORMANCE FOOD GROUP C 100.0 $11K 0.01% $111.79
425 ARES MGMT CORP CLASS A 100.0 $11K 0.01% $111.31
426 HUM HUMANA INC Healthcare 28.0 $11K 0.01% $397.21 -3.4%
427 PDD HOLDINGS INC ADR FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS 145.0 $11K 0.01% -60.0 -29.3% $76.28
428 MYRG MYR GROUP INC DEL Industrials 22.0 $11K 0.01% -30.0 -57.7% $500.41 -35.7%
429 IXN ISHARES GLOBAL TECH ETF 76.0 $11K 0.01% $144.47 -3.5%
430 WPC W P CAREY INC REIT Real Estate 160.0 $11K 0.01% $67.72 +6.7%
431 ETN EATON CORP PLC F Industrials 25.0 $11K 0.01% NEW $426.12 -1.6%
432 LIONSGATE STUDIOS CORP F 695.0 $11K 0.01% -17K -96.2% $15.31
433 BLOOM ENERGY CORP CLASS A 35.0 $11K 0.01% -55.0 -61.1% $302.71
434 CCL CARNIVAL CORP LTD F Consumer Cyclical 370.0 $11K 0.01% +20.0 +5.7% $28.57 -10.0%
435 LINDE PLC F 20.0 $10K 0.01% NEW $520.55
436 MTZ MASTEC INC Industrials 25.0 $10K 0.01% $416.08 -35.6%
437 ICICI BK LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS 350.0 $10K 0.01% $29.03
438 GLPI GAMING & LEISURE PPTYS IREIT Real Estate 228.0 $10K 0.01% $44.50 -1.9%
439 UAA UNDER ARMOUR INC CLASS A Consumer Cyclical 1,600.0 $10K 0.01% $6.30 -17.1%
440 FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 96.0 $10K 0.01% $102.84 -0.5%
Page 22 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%