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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 30 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RIVN RIVIAN AUTOMOTIVE INC CLASS A Consumer Cyclical 6.0 $104.0 $17.33 -9.2%
582 SONY FINL GROUP INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS 16.0 $69.0 $4.31
583 ADAPTIVE BIOTECHNOLOGIES 3.0 $64.0 $21.33
584 FVRR FIVERR INTL LTD F Communication Services 5.0 $52.0 $10.40 -10.8%
585 BARNES & NOBLE EDUCA EQUCLASS EQUITY 4.0 $50.0 $12.50
586 FILANA THERAPEUTICS INC 40.0 $48.0 $1.20
587 VIRC VIR BIOTECHNOLOGY INC Consumer Cyclical 2.0 $20.0 $10.00 -41.0%
588 ELDN ELEDON PHARMACEUTICALS I Healthcare 1.0 $4.0 $4.00 -11.2%
589 INOVIO PHARMACEUTICALS I 4.0 $4.0 $1.00
590 BYND BEYOND MEAT INC Consumer Defensive 4.0 $3.0 $0.75 +1777.3%
591 CNFIN HLDGS LTD FSPONSORED ADR 1 ADR REPS 200 ORD SHS 1.0 $3.0 $3.00
Page 30 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%