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Holders — by stockHoldings — by fund

Byrne Asset Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1911322

$185.1M

disclosed book value

591

positions

5.7%

largest position share

Positions, as of 2026-06-30

top 100 of 591 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1ALPHABET INC CLASS A29,514$10.5M5.7%
2AAPLAPPLE INC28,225$8.2M4.4%
3MSFTMICROSOFT CORP18,971$7.1M3.8%
4NVDANVIDIA CORP33,097$6.6M3.6%
5AMZNAMAZON.COM INC22,805$5.4M2.9%
6AMDADVANCED MICRO DEVICES I8,858$5.1M2.8%
7JNJJOHNSON & JOHNSON18,171$4.6M2.5%
8GLWCORNING INC18,019$4.6M2.5%
9AMATAPPLIED MATLS INC5,748$4.2M2.2%
10CATCATERPILLAR INC3,440$3.7M2%
11JPMJPMORGAN CHASE & CO8,888$2.9M1.6%
12RTX CORP13,340$2.5M1.4%
13VVISA INC CLASS A7,331$2.5M1.4%
14TOLTOLL BROS INC15,046$2.5M1.3%
15CSCOCISCO SYS INC20,330$2.4M1.3%
16VOOVANGUARD S&P 500 ETF3,300$2.3M1.2%
17METAMETA PLATFORMS INC CLASS A3,864$2.2M1.2%
18MUMICRON TECHNOLOGY INC1,872$2.2M1.2%
19IBMIBM CORP6,981$2.0M1.1%
20ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS953$1.9M1%
21GE AEROSPACE4,887$1.8M1%
22TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS3,579$1.7M0.9%
23BRK/BBERKSHIRE HATHAWAY CLASS B3,205$1.6M0.9%
24NRGNRG ENERGY INC10,179$1.5M0.8%
25BLKCHFBLACKROCK INC NEW1,531$1.5M0.8%
26ALLSPRING MULTI SECTOR I158,970$1.5M0.8%
27BLACKROCK FLOAT RATE STR132,750$1.5M0.8%
28DEDEERE & CO2,292$1.5M0.8%
29BLACKROCK FLOATING RATE133,860$1.4M0.8%
30FRANKLIN LIMITED DURATIO243,580$1.4M0.8%
31WMTWALMART INC12,346$1.4M0.8%
32DISDISNEY WALT CO14,417$1.4M0.7%
33INVESCO SENIOR INCOME TR460,490$1.4M0.7%
34XBISTATE STREET SPDR S&P BIOTECH ETF8,413$1.3M0.7%
35IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF13,677$1.3M0.7%
36WARNER BROS DISCOVERY INCLASS SERIES A47,610$1.3M0.7%
37HIIHUNTINGTON INGALLS INDS4,401$1.2M0.7%
38EXMOCEXXON MOBIL CORP8,750$1.2M0.6%
39EXPAND ENERGY CORP12,865$1.2M0.6%
40LEN/BLENNAR CORP CLASS B12,917$1.1M0.6%
41GEVGE VERNOVA INC970$1.1M0.6%
42ORCLORACLE CORP7,653$1.1M0.6%
43FCXFREEPORT-MCMORAN INC17,729$1.1M0.6%
44AIGAMERICAN INTL GROUP INC14,629$1.1M0.6%
45DGXQUEST DIAGNOSTICS INC5,078$1.1M0.6%
46KKR & CO INC11,387$1.0M0.6%
47AXPAMERICAN EXPRESS CO3,075$1.0M0.6%
48CRH PUBLIC LIMITED CO F9,605$1.0M0.6%
49QCOMQUALCOMM INC5,455$1.0M0.5%
50COPCONOCOPHILLIPS9,599$997,9120.5%
51XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF5,115$974,5100.5%
52CVSCVS HEALTH CORP9,350$967,2580.5%
53GLDSPDR GOLD SHARES2,581$950,7890.5%
54PGPROCTER & GAMBLE CO6,333$928,6710.5%
55KVUEKENVUE INC47,718$911,8910.5%
56HDHOME DEPOT INC2,497$880,6420.5%
57GEHCGE HEALTHCARE TECHNOLOGI13,675$875,3370.5%
58KRESTATE STREET SPDR S&P REGIONAL BANKING ETF11,557$865,0410.5%
59RVTYREVVITY INC7,646$850,6940.5%
60JOEST JOE CO13,527$847,1960.5%
61BABOEING CO3,908$845,9650.5%
62ABTABBOTT LABS9,203$835,0800.5%
63SANDISK CORP364$827,6380.4%
64MAMASTERCARD INC CLASS CLASS A1,560$801,2160.4%
65EPREPR PPTYS REIT13,058$757,4950.4%
66TDUPTHREDUP INC CLASS A110,000$753,5000.4%
67LYFTLYFT INC CLASS A49,990$730,3540.4%
68TAT&T INC34,958$723,6400.4%
69BLACKSTONE INC5,969$702,3720.4%
70PFEPFIZER INC26,848$646,5000.3%
71WISDOMTREE FLOATING RATETREASURY FUND12,701$639,4950.3%
72LLYELI LILLY AND CO517$620,1250.3%
73SRESEMPRA6,185$573,4110.3%
74CCITIGROUP INC3,635$508,7550.3%
75CVXCHEVRON CORP NEW3,051$505,7340.3%
76DGDOLLAR GEN CORP NEW4,136$476,0950.3%
77UNHUNITEDHEALTH GROUP INC1,140$473,8890.3%
78ABBVABBVIE INC1,836$462,0110.2%
79INTCINTEL CORP3,296$460,2200.2%
80ADSKAUTODESK INC2,296$446,3880.2%
81PYPLPAYPAL HLDGS INC10,215$441,0840.2%
82FXIISHARES CHINA LARGE-CAP ETF13,467$425,4230.2%
83EPAMEPAM SYS INC5,215$413,8100.2%
84ADBEADOBE INC1,946$398,9690.2%
85MRKMERCK & CO. INC.3,027$388,9700.2%
86IWMISHARES RUSSELL 2000 ETF1,275$383,0740.2%
87JOHNSON CONTROLS INT F2,574$376,0870.2%
88WFCWELLS FARGO & CO4,453$367,9960.2%
89PINTEREST INC CLASS A16,880$354,9860.2%
90AMGNAMGEN INC977$353,7910.2%
91GRBKGREEN BRICK PARTNERS INC4,213$337,2090.2%
92SKYCHAMPION HOMES INC3,796$334,5040.2%
93UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS5,560$334,2670.2%
94NEXTDOOR HLDGS INC CLASS A145,600$330,5120.2%
95OLEDUNIVERSAL DISPLAY CORP3,796$328,6960.2%
96BACBANK OF AMERICA CORP5,757$328,0340.2%
97SOSOUTHERN CO3,331$318,8100.2%
98IBBISHARES BIOTECHNOLOGY ETF1,674$318,3780.2%
99SPGIS&P GLOBAL INC779$317,2560.2%
100GILDGILEAD SCIENCES INC2,485$313,9550.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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