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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 10 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ED CONSOLIDATED EDISON INC Utilities 215.0 $24K 0.01% -10.0 -4.4% $113.18 -4.8%
182 NTES NETEASE INC FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 215.0 $24K 0.01% -5.0 -2.3% $111.94 +10.2%
183 AES AES CORP Utilities 1,670.0 $24K 0.01% -230.0 -12.1% $14.09 +4.1%
184 NOW SERVICENOW INC Technology 223.0 $23K 0.01% -52.0 -18.9% $104.55 -4.4%
185 TIGO THE MAGNUM ICE CREAM C F Communication Services 1,474.0 $22K 0.01% -20.0 -1.3% $14.95 +455.3%
186 COO COOPER COS INC Healthcare 300.0 $21K 0.01% -60.0 -16.7% $71.50 -13.2%
187 PFS PROVIDENT FINL SVCS INC Financial Services 1,000.0 $21K 0.01% -7K -88.1% $21.16 +6.0%
188 PDD HOLDINGS INC ADR FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS 205.0 $21K 0.01% -50.0 -19.6% $102.18
189 DELL TECHNOLOGIES INC CLASS CLASS C 109.0 $18K 0.01% -2.0 -1.8% $164.13
190 SHAK SHAKE SHACK INC CLASS CLASS A Consumer Cyclical 200.0 $18K 0.01% -180.0 -47.4% $88.47 -30.1%
191 REGN REGENERON PHARMACEUTICAL Healthcare 22.0 $17K 0.01% -1.0 -4.3% $772.64 -17.9%
192 OII OCEANEERING INTL INC Energy 470.0 $17K 0.01% -155.0 -24.8% $35.47 +10.1%
193 ATAT ATOUR LIFESTYLE HLDGS FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS Consumer Cyclical 450.0 $17K 0.01% -75.0 -14.3% $36.81 -10.6%
194 LUV SOUTHWEST AIRLS CO Industrials 440.0 $17K 0.01% -60.0 -12.0% $37.57 +12.5%
195 INVESCO FINANCIAL PREFERRED ETF 1,200.0 $17K 0.01% -50.0 -4.0% $13.76
196 QNITY ELECTRONICS INC 138.0 $16K 0.01% -3.0 -2.1% $115.38
197 APOLLO GLOBAL MGMT INC NCLASS CLASS A 140.0 $16K 0.01% -320.0 -69.6% $111.42
198 RRC RANGE RES CORP Energy 330.0 $15K 0.01% -90.0 -21.4% $45.18 -11.4%
199 CMG CHIPOTLE MEXICAN GRILL I Consumer Cyclical 465.0 $15K 0.01% -260.0 -35.9% $32.01 +1.0%
200 JEFFERIES FINL GROUP INC 355.0 $15K 0.01% -120.0 -25.3% $41.27
Page 10 of 13  ·  243 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%