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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 9 of 30  ·  591 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FIX COMFORT SYS USA INC Industrials 93.0 $184K 0.10% +4.0 +4.5% $1981.95 -16.5%
162 MMM 3M CO Industrials 1,116.0 $181K 0.10% -10.0 -0.9% $161.91 +10.5%
163 OCFC OCEANFIRST FINL CORP Financial Services 9,230.0 $180K 0.10% +600.0 +7.0% $19.53 -2.4%
164 REGIS CORP 6,412.0 $180K 0.10% +540.0 +9.2% $28.00
165 TWI TITAN INTL INC DEL Industrials 23,100.0 $178K 0.10% +4K +20.6% $7.71 -7.3%
166 SRAD SPORTRADAR GROUP AG FCLASS A Technology 11,750.0 $176K 0.10% NEW $14.97 -13.2%
167 FMDE FIDELITY ENHANCED MID CAP CORE ETF 4,325.0 $176K 0.10% $40.58 +4.5%
168 AVAV AEROVIRONMENT INC Industrials 1,063.0 $175K 0.10% +8.0 +0.8% $165.07 -2.9%
169 VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES 1,454.0 $174K 0.09% +1K +1339.6% $119.50 -0.9%
170 SENEA SENECA FOODS CORP NEW CLASS A Consumer Defensive 997.0 $173K 0.09% -109.0 -9.9% $173.94 +11.6%
171 FSLY FASTLY INC CLASS A Technology 9,410.0 $173K 0.09% NEW $18.36 +35.9%
172 WHR WHIRLPOOL CORP Consumer Cyclical 4,357.0 $172K 0.09% -3K -38.0% $39.42 +2.4%
173 INTT INTEST CORP Technology 9,390.0 $171K 0.09% NEW $18.17 -35.7%
174 CAPRI HLDGS LTD F 9,180.0 $170K 0.09% +2K +23.3% $18.57
175 SAFE PRO GROUP INC EQUITCLASS EQUITY 39,300.0 $170K 0.09% +4K +10.4% $4.33
176 PAAS PAN AMERN SILVER CORP F Basic Materials 3,796.0 $170K 0.09% -2K -29.4% $44.79 +18.5%
177 CRONOS GROUP INC F 60,300.0 $168K 0.09% NEW $2.78
178 ZION ZIONS BANCORP N A Financial Services 2,398.0 $166K 0.09% -430.0 -15.2% $69.19 -1.5%
179 AZO AUTOZONE INC Consumer Cyclical 51.0 $163K 0.09% -1.0 -1.9% $3195.94 -7.4%
180 CRVO CERVOMED INC Healthcare 51,250.0 $159K 0.09% +37K +248.6% $3.10 -15.5%
Page 9 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 14.8%
Healthcare 9.6%
Consumer Cyclical 8.8%
Industrials 8.1%
Communication Services 5.4%
Consumer Defensive 4.2%
Utilities 3.6%
Energy 3.0%
Basic Materials 2.7%