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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 25 of 29  ·  566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CMCSA COMCAST CORP NEW CLASS A Communication Services 180.0 $5K 0.00% NEW $28.71 -12.4%
482 SNPS SYNOPSYS INC Technology 13.0 $5K 0.00% NEW $396.46 +34.6%
483 BSX BOSTON SCIENTIFIC CORP Healthcare 82.0 $5K 0.00% +72.0 +720.0% $62.76 -8.6%
484 ALBERTSONS CO SHS CL A CLASS CLASS A 300.0 $5K 0.00% NEW $17.04
485 TRUIST FINL CORP 110.0 $5K 0.00% NEW $45.97
486 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 20.0 $5K 0.00% $248.85 +18.5%
487 HUM HUMANA INC Healthcare 28.0 $5K 0.00% -2.0 -6.7% $173.39 +75.4%
488 SOLVENTUM CORP 73.0 $5K 0.00% +2.0 +2.8% $65.30
489 CARR CARRIER GLOBAL CORP Industrials 80.0 $5K 0.00% NEW $56.31 +14.3%
490 IRIDIUM COMMUNICATIONS I 155.0 $4K 0.00% -5.0 -3.1% $27.74
491 MIRION TECHNOLOGIES INC CLASS CLASS A 225.0 $4K 0.00% $18.59
492 HOEGH LNG PAR 8.75 PFDPFD SER A 200.0 $4K 0.00% $20.87
493 NACP IMPACT SHARES NAACP MINORITY EMPOWERMENT ETF 85.0 $4K 0.00% $48.36 +21.2%
494 CTVA CORTEVA INC Basic Materials 48.0 $4K 0.00% $83.71 -4.4%
495 AGNC INVT CORP REIT 400.0 $4K 0.00% $10.03
496 ENSTAR GROUP LIM 7 PFD 200.0 $4K 0.00% $20.00
497 SYK STRYKER CORP Healthcare 12.0 $4K 0.00% $328.58 -5.2%
498 SOLSTICE ADVANCED MATLS 50.0 $4K 0.00% -3K -98.2% $76.16
499 BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES 51.0 $4K 0.00% $73.65 -0.6%
500 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 205.0 $4K 0.00% $18.29 +25.4%
Page 25 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%