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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 29 of 29  ·  566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 VIRC VIR BIOTECHNOLOGY INC Consumer Cyclical 2.0 $18.0 $9.00 -33.6%
562 AYR WELLNESS INC FCLASS CLASS A 1,150.0 $18.0 $0.02
563 INOVIO PHARMACEUTICALS I 4.0 $7.0 $1.75
564 CNFIN HLDGS LTD FSPONSORED ADR 1 ADR REPS 200 ORD SHS 1.0 $4.0 $4.00
565 BYND BEYOND MEAT INC Consumer Defensive 4.0 $3.0 $0.75 +2.1%
566 ELDN ELEDON PHARMACEUTICALS I Healthcare 1.0 $3.0 $3.00 +29.7%
Page 29 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%