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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 25 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FE FIRSTENERGY CORP Utilities 130.0 $6K 0.00% NEW $47.54 -0.8%
482 JBL JABIL INC Technology 16.0 $6K 0.00% NEW $385.50 -16.9%
483 HMY HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS Basic Materials 400.0 $6K 0.00% -400.0 -50.0% $15.21 +38.7%
484 BLOCK INC A CLASS A 78.0 $6K 0.00% NEW $76.00
485 FORTUNA MNG CORP F 700.0 $6K 0.00% -1K -58.8% $8.45
486 TOTALENERGIES F 76.0 $6K 0.00% $77.76
487 HBM HUDBAY MINERALS INC F Basic Materials 250.0 $6K 0.00% -550.0 -68.8% $23.61 +13.5%
488 ETY EV TAX-MANAGED DIV EQUIT Financial Services 400.0 $6K 0.00% $14.54 -0.3%
489 IWY ISHARES RUSSELL TOP 200 GROWTH ETF 20.0 $6K 0.00% $290.60 -1.7%
490 TE CONNECTIVITY PLC F 28.0 $6K 0.00% NEW $201.61
491 SOLVENTUM CORP 73.0 $6K 0.00% $77.15
492 SHAK SHAKE SHACK INC CLASS A Consumer Cyclical 100.0 $6K 0.00% -100.0 -50.0% $56.02 +30.3%
493 ELDORADO GOLD CP F 180.0 $6K 0.00% -270.0 -60.0% $31.09
494 BNY MELLON MUNI BOND INF 500.0 $6K 0.00% $11.04
495 SPACE EX TECH SPACEX CLASS A 32.0 $5K 0.00% NEW $170.88
496 PENTAIR PLC F 70.0 $5K 0.00% NEW $76.66
497 TIMB TIM SA ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS Communication Services 250.0 $5K 0.00% -240.0 -49.0% $21.42 -16.6%
498 LCII LCI INDS Consumer Cyclical 50.0 $5K 0.00% $105.88 -0.8%
499 NACP IMPACT SHARES NAACP MINORITY EMPOWERMENT ETF 85.0 $5K 0.00% $60.80 -1.3%
500 DY DYCOM INDS INC Industrials 10.0 $5K 0.00% NEW $505.60 -20.7%
Page 25 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%