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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 27 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 VIPS VIPSHOP HLDGS LTD FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS Consumer Cyclical 300.0 $4K 0.00% -500.0 -62.5% $13.26 +7.2%
522 ORLA ORLA MNG LTD NEW F Basic Materials 400.0 $4K 0.00% -500.0 -55.6% $9.79 -3.6%
523 EQX EQUINOX GOLD CORP F Basic Materials 400.0 $4K 0.00% -650.0 -61.9% $9.72 +31.0%
524 JAZZ JAZZ PHARMACEUTICALS P F Healthcare 16.0 $4K 0.00% NEW $241.00 +2.5%
525 SYK STRYKER CORP Healthcare 12.0 $4K 0.00% $314.83 +7.7%
526 MHK MOHAWK INDS INC Consumer Cyclical 31.0 $4K 0.00% $121.32 +10.4%
527 BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES 51.0 $4K 0.00% $73.41 -1.5%
528 GXO GXO LOGISTICS INC Industrials 70.0 $4K 0.00% $50.70 -10.6%
529 XAI FLOATING RATE & ALTE 200.0 $4K 0.00% $17.55
530 CAPFORCE IBD 50 ETF 75.0 $3K 0.00% -15.0 -16.7% $43.55
531 AMPLIFY CYBERSECURITY ETF 31.0 $3K 0.00% $104.94
532 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 50.0 $3K 0.00% $61.82 -3.8%
533 MNSO MINISO GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS Consumer Cyclical 250.0 $3K 0.00% -425.0 -63.0% $12.06 -8.2%
534 WMG WAYFAIR INC CLASS A Communication Services 32.0 $3K 0.00% $92.41 -70.5%
535 GPC GENUINE PARTS CO Consumer Cyclical 25.0 $3K 0.00% -1K -98.3% $118.00 +11.9%
536 GSK PLC ADR F 56.0 $3K 0.00% $52.43
537 RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS Basic Materials 30.0 $3K 0.00% -10.0 -25.0% $94.93 +7.8%
538 GLENCORE PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 200.0 $3K 0.00% $13.61
539 CMCSA COMCAST CORP NEW CLASS A Communication Services 110.0 $3K 0.00% -70.0 -38.9% $24.55 +7.3%
540 GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 40.0 $3K 0.00% NEW $65.60
Page 27 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%