Fund Holdings

Byrne Asset Management LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
ALLSPRING MULTI SECTOR I0184,930+184,93001,666,219+1,666,219
FRANKLIN LIMITED DURATIO0282,560+282,56001,647,325+1,647,325
CORNING INC020,034+20,03402,724,023+2,724,023
INVESCO SENIOR INCOME TR0534,640+534,64001,721,541+1,721,541
CHEVRON CORP NEW03,399+3,3990703,253+703,253
EPAM SYS INC04,530+4,5300613,362+613,362
JOHNSON & JOHNSON018,524+18,52404,528,007+4,528,007
BLACKROCK FLOATING RATE0155,600+155,60001,674,256+1,674,256
BLACKROCK FLOAT RATE STR0153,930+153,93001,696,309+1,696,309
STATE STREET SPDR S&P BIOTECH ETF09,230+9,23001,178,948+1,178,948
DOLLAR GEN CORP NEW04,779+4,7790567,411+567,411
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS01,013+1,01301,338,001+1,338,001
EXXON MOBIL CORP09,157+9,15701,553,577+1,553,577
CATERPILLAR INC03,735+3,73502,646,098+2,646,098
JOHNSON CONTROLS INT F02,928+2,9280383,422+383,422
CONOCOPHILLIPS010,323+10,32301,362,636+1,362,636
WELLS FARGO & CO05,305+5,3050422,331+422,331
AUTODESK INC01,540+1,5400368,676+368,676
SPHERE ENTERTAINMENT A CLASS CLASS A01,728+1,7280275,899+275,899
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF03,950+3,9500199,949+199,949
DEERE & CO02,409+2,40901,356,990+1,356,990
AEROVIRONMENT INC01,055+1,0550193,118+193,118
GE VERNOVA INC01,211+1,21101,057,082+1,057,082
THE MOSAIC CO07,420+7,4200189,210+189,210
INVESCO AEROSPACE & DEFENSE ETF01,125+1,1250186,413+186,413
ALICO INC04,340+4,3400179,068+179,068
CAVCO INDS INC DEL0351+3510169,986+169,986
SENECA FOODS CORP NEW CLASS A01,106+1,1060167,139+167,139
HIMS & HERS HEALTH INC CLASS CLASS A08,050+8,0500167,118+167,118
CALAVO GROWERS INC06,385+6,3850164,669+164,669
AT&T INC037,924+37,92401,099,413+1,099,413
ALASKA AIR GROUP INC03,852+3,8520141,677+141,677
CAESARS ENTMT INC NEW05,320+5,3200140,608+140,608
CITIGROUP INC01,235+1,2350140,061+140,061
FLUOR CORP NEW05,250+5,2500244,913+244,913
ORACLE CORP07,889+7,88901,160,551+1,160,551
SEAPORT ENTERTAINMEN EQU06,320+6,3200135,754+135,754
SAFE PRO GROUP INC EQUITCLASS EQUITY035,600+35,6000135,636+135,636
SKYWEST INC01,511+1,5110138,755+138,755
SNAP INC CLASS CLASS A027,160+27,1600124,936+124,936
WALMART INC013,550+13,55001,683,994+1,683,994
SEAGATE TECHNOLOGY H F0308+3080120,662+120,662
MICRON TECHNOLOGY INC01,820+1,8200614,869+614,869
BOWMAN CONSULTING GROUP04,218+4,2180119,960+119,960
LENDINGTREE INC NEW02,634+2,6340112,946+112,946
RAMBUS INC DEL01,237+1,2370106,419+106,419
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF06,298+6,2980106,373+106,373
ISHARES 0-3 MONTH TREASURY BOND ETF03,403+3,4030184,785+184,785
WINNEBAGO INDS INC03,202+3,202099,230+99,230
SANDISK CORP0400+4000254,136+254,136
HUNTINGTON INGALLS INDS04,646+4,64601,765,015+1,765,015
FREEPORT-MCMORAN INC018,909+18,90901,111,471+1,111,471
CENTRUS ENERGY CORP CLASS A0532+532092,350+92,350
ASTERA LABS INC01,430+1,4300156,728+156,728
PINTEREST INC CLASS A010,565+10,5650193,762+193,762
ABRDN PHYSICAL SILVER SHARES ETF01,030+1,030073,758+73,758
PFIZER INC029,711+29,7110834,285+834,285
MARVELL TECHNOLOGY INC0730+730072,307+72,307
SEMPRA07,105+7,1050690,393+690,393
CAL MAINE FOODS INC03,226+3,2260255,338+255,338
PUBLIC SVC ENTERPRISE GR03,893+3,8930315,138+315,138
NACCO INDS INC CLASS A04,167+4,1670216,559+216,559
VERIZON COMMUNICATIONS I07,709+7,7090386,992+386,992
DEUTSCHE BANK AG FCLASS CLASS N01,895+1,895056,433+56,433
BELLRING BRANDS INC011,660+11,6600187,609+187,609
CAPRI HLDGS LTD F07,444+7,4440131,163+131,163
LIFEWAY FOODS INC012,850+12,8500248,519+248,519
UNITED STS ANTIMONY CORP017,230+17,2300150,418+150,418
ISHARES GOLD TRUST0440+440038,790+38,790
VELO3D INC029,310+29,3100275,221+275,221
PAVMED INC06,420+6,420065,163+65,163
MERCK & CO. INC.03,037+3,0370365,321+365,321
GILEAD SCIENCES INC02,505+2,5050349,122+349,122
ST JOE CO010,257+10,2570644,140+644,140
LIONSGATE STUDIOS CORP F018,135+18,1350173,915+173,915
GLOBAL X 1-3 MONTH T-BILL ETF01,112+1,1120111,600+111,600
ARGAN INC0155+155084,421+84,421
AST SPACEMOBILE INC CLASS A0745+745061,738+61,738
UBER TECHNOLOGIES INC01,030+1,030074,088+74,088
WISDOMTREE JAPAN HEDGED EQUITY FUND0195+195030,923+30,923
LOCKHEED MARTIN CORP0252+2520152,306+152,306
CHAMPION HOMES INC02,790+2,7900207,492+207,492
COMFORT SYS USA INC089+890122,730+122,730
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF014,594+14,59401,264,424+1,264,424
BYD CO LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS034,440+34,4400469,417+469,417
CENTURI HLDGS INC EQUITYCLASS EQUITY06,960+6,9600203,302+203,302
PEABODY ENERGY CORP NEW06,885+6,8850226,861+226,861
STATE STREET ENERGY SELECT SECTOR SPDR ETF01,969+1,9690120,621+120,621
BURNHAM HLDGS INC CLASS A06,391+6,3910166,166+166,166
COMMERCIAL METALS CO0370+370022,729+22,729
WATERS CORP075+75022,335+22,335
COSTCO WHSL CORP NEW0169+1690168,397+168,397
AMGEN INC0977+9770343,757+343,757
NETFLIX INC04,238+4,2380407,484+407,484
NEXTERA ENERGY INC01,484+1,4840137,834+137,834
AIR PRODS & CHEMS INC0434+4340126,073+126,073
CONAGRA BRANDS INC01,665+1,665026,174+26,174
TELEDYNE TECHNOLOGIES IN0377+3770228,089+228,089
FORTUNA MNG CORP F01,700+1,700016,881+16,881
TASEKO MINES LTD F02,600+2,600016,770+16,770
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