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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 23 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 FOX CORP CLASS B 210.0 $10K 0.01% +140.0 +200.0% $46.84
442 IJH ISHARES CORE S&P MID-CAPETF 125.0 $10K 0.01% $77.11 -0.7%
443 MONSTER BEVERAGE CORP NE 100.0 $10K 0.01% $96.12
444 HERMES INTL SCA FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 51.0 $9K 0.01% $183.04
445 NXRT NEXPOINT RESIDENTIAL TR REIT Real Estate 333.0 $9K 0.01% $27.92 -13.8%
446 ARI APOLLO COML REAL ESTATE REIT Real Estate 850.0 $9K 0.01% $10.68 -35.7%
447 ARCELORMITTAL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 150.0 $9K 0.01% -150.0 -50.0% $60.22
448 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 150.0 $9K 0.01% NEW $58.92 -4.3%
449 ASHR XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF 240.0 $9K 0.01% -200.0 -45.5% $36.66 -6.8%
450 SLV ISHARES SILVER TRUST Financial Services 160.0 $9K 0.01% $53.47 +15.1%
451 IRIDIUM COMMUNICATIONS I 155.0 $9K 0.01% $54.85
452 AON PLC FCLASS A 25.0 $8K 0.00% $331.68
453 AFRM AFFIRM HLDGS INC CLASS A Technology 100.0 $8K 0.00% -150.0 -60.0% $81.55 -8.7%
454 ING ING GROEP N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS Financial Services 256.0 $8K 0.00% $31.38 +10.4%
455 SUPER MICRO COMPUTER INC 270.0 $8K 0.00% NEW $29.33
456 NSC NORFOLK SOUTHN CORP Industrials 25.0 $8K 0.00% $314.60 +11.6%
457 MORGAN STANL 4.875 PFDPFD SER L 400.0 $8K 0.00% $19.53
458 NTRSO NORTHERN TRUST 4.7 PFDPFD SER E Financial Services 400.0 $8K 0.00% $18.77 -1.8%
459 UAL UNITED AIRLINES HLDG Industrials 55.0 $7K 0.00% NEW $135.98 -17.3%
460 FAX ABRDN ASIA-PACIFIC INCOM Financial Services 500.0 $7K 0.00% $14.71 -0.1%
Page 23 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%