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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 27 of 29  ·  566 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 IDXX IDEXX LABS INC Healthcare 4.0 $2K 0.00% $562.00 -0.7%
522 CPB THE CAMPBELL'S CO Consumer Defensive 100.0 $2K 0.00% -180.0 -64.3% $22.27 -9.4%
523 EME EMCOR GROUP INC Industrials 3.0 $2K 0.00% $738.33 +16.7%
524 LVMH MOET HENNESSY ORDF 4.0 $2K 0.00% -21.0 -84.0% $535.00
525 SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF 65.0 $2K 0.00% $31.22 +11.6%
526 HLX HELIX ENERGY SOLUTIONS G Energy 200.0 $2K 0.00% $9.89 +2.4%
527 ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS 125.0 $2K 0.00% $15.42
528 MANU MANCHESTER UTD PLC NEW FCLASS A Communication Services 100.0 $2K 0.00% $16.82 +17.7%
529 SONY SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 80.0 $2K 0.00% $20.70 +7.3%
530 VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES 21.0 $2K 0.00% $78.57 +9.6%
531 CLH CLEAN HBRS INC Industrials 5.0 $1K 0.00% $286.80 -0.3%
532 DHI D R HORTON INC Consumer Cyclical 10.0 $1K 0.00% $137.20 +6.2%
533 THE CIGNA GROUP 5.0 $1K 0.00% -100.0 -95.2% $266.80
534 TEI TEMPLETON EMERGING MARKE Financial Services 200.0 $1K 0.00% $6.01 +5.5%
535 LIT GLOBAL X LITHIUM & BATTERY TECH ETF 15.0 $1K 0.00% $74.33 +15.9%
536 RXO RXO INC Industrials 70.0 $1K 0.00% $14.61 +70.1%
537 TURTLE BEACH CORP 100.0 $1K 0.00% $10.14
538 VPU VANGUARD UTILITIES INDEXFUND ETF SHARES 5.0 $1K 0.00% $200.80 -1.7%
539 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 30.0 $973.0 0.00% $32.43 +11.7%
540 SPOTIFY TECHNOLOGY S A F 2.0 $970.0 0.00% $485.00
Page 27 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%