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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 26 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 H WORLD GROUP LIMITE A FUNSPONSORED ADR 1 ADR REPS 10 ORD SHS 120.0 $5K 0.00% -150.0 -55.6% $41.72
502 SHEL SHELL PLC FTENDER OFFER EXP: Energy 64.0 $5K 0.00% $77.55 +19.6%
503 FIVE FIVE BELOW INC Consumer Cyclical 27.0 $5K 0.00% NEW $179.78 +34.7%
504 RRC RANGE RES CORP Energy 130.0 $5K 0.00% -200.0 -60.6% $37.19 +8.4%
505 LULU LULULEMON ATHLETICA INC Consumer Cyclical 42.0 $5K 0.00% -5.0 -10.6% $114.19 +4.6%
506 EOG EOG RES INC Energy 36.0 $5K 0.00% -8.0 -18.2% $129.72 +15.2%
507 YMM FULL TRUCK ALLIANCE CO FUNSPONSORED ADR 1 ADR REPS 20 ORD SHS Technology 570.0 $5K 0.00% -800.0 -58.4% $8.12 +7.2%
508 FEDERAL NATL MTG ASSN 700.0 $5K 0.00% -200.0 -22.2% $6.51
509 URI UNITED RENTALS INC Industrials 4.0 $5K 0.00% $1133.00 -1.4%
510 EQT EQT CORP Energy 85.0 $5K 0.00% -130.0 -60.5% $53.16 +0.9%
511 LPRE LONG POND REAL ESTATE SELECT ETF 150.0 $5K 0.00% NEW $30.10 +0.0%
512 SOLSTICE ADVANCED MATLS 50.0 $4K 0.00% $88.60
513 AGNC INVT CORP REIT 400.0 $4K 0.00% $10.90
514 CARR CARRIER GLOBAL CORP Industrials 58.0 $4K 0.00% -22.0 -27.5% $73.34 -16.6%
515 HOEGH LNG PAR 8.75 PFDPFD SER A 200.0 $4K 0.00% $21.06
516 ENSTAR GROUP LIM 7 PFD 200.0 $4K 0.00% $20.75
517 NKE NIKE INC CLASS CLASS B Consumer Cyclical 100.0 $4K 0.00% $41.05 +0.0%
518 CTVA CORTEVA INC Basic Materials 48.0 $4K 0.00% $84.69 -7.2%
519 WDAY WORKDAY INC CLASS A Technology 33.0 $4K 0.00% -90.0 -73.2% $122.42 +62.1%
520 MIRION TECHNOLOGIES INC CLASS A 225.0 $4K 0.00% $17.93
Page 26 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%