Fund HoldingsByrne Asset Management LLC

Total Portfolio Value
$140.18M
Total Bought
$6.59M
Total Sold
$16.59M
Net Transaction
-$10.00M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)033,154+33,15407,0985.06%+7,098
NVIDIA CORP(NVDA)2,38026,808+24,4282,1503,3242.37%+1,173
ALPHABET INC. CLASS A34,28333,725-5585,1746,2534.46%+1,079
NRG ENERGY INC(NRG)1,27512,025+10,750869460.67%+860
LULULEMON ATHLETICA(LULU)02,491+2,49107680.55%+768
GE VERNOVA INC(GEV)00006050.43%+605
MICROSOFT CORP(MSFT)21,65221,399-2539,1099,6916.91%+581
PAN AMERN SILVER CORP F(PAAS)00004450.32%+445
ISHARES CHINA LARGE CAP ETF17,8630-17,8634307130.51%+283
AMAZON.COM INC(AMZN)29,32528,157-1,1685,2905,5713.97%+281
AST SPACEMOBILE INC CLASS A(ASTS)020,975+20,97502400.17%+240
TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS(TSM)4,8494,939+906608480.60%+188
BYD CO LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS03,151+3,15101850.13%+185
NETFLIX INC(NFLX)241433+1921462960.21%+150
OCCIDENTAL PETROL CO(OXY)02,469+2,46901540.11%+154
ADOBE INC(ADBE)02,850+2,85001,5581.11%+1,558
QUALCOMM INC(QCOM)06,095+6,0951,0761,1890.85%+114
WALMART INC(WMT)17,35016,725-6251,0441,1350.81%+91
APPLIED MATERIALS9,6438,939-7041,9892,0791.48%+90
GUARDANT HEALTH INC(GH)02,660+2,6600770.06%+77
NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS(NVO)4,8370-4,8376216880.49%+67
RIMINI STREET INC DELAWA020,100+20,1000620.04%+62
HP INC.09,815+9,81503410.24%+341
MICRON TECHNOLOGY(MU)1,5001,780+2801772350.17%+59
ELI LILLY AND CO(LLY)472466-63674240.30%+56
CELESTICA INC F(CLS)1,2501,910+660561090.08%+53
TEVA PHARMACEUTICAL IN FSPONSORED ADR 1 ADR REPS 1 ORD SHS(TEVA)03,210+3,2100520.04%+52
ORACLE CORP(ORCL)0006486990.50%+51
CORNING INC(GLW)26,72024,025-2,6958819270.66%+46
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS(UL)00004590.33%+459
CHART INDUSTRIES INC(GTLS)0280+2800400.03%+40
TECHNOLOGY SELECT SECTORSPDR ETF
ST STR TECHN ETF
2,1350-2,1354454810.34%+37
FIRST SOLAR INC(FSLR)560522-38951300.09%+36
SPDR BLOOMBERG 1 3 MNTH T BLL ETF1,9150-1,9151762110.15%+36
LANDSEA HOMES CORP03,500+3,5000320.02%+32
SPIRIT AEROSYSTEMS0910+9100300.02%+30
RTX CORP(RTX)16,66616,430-2361,6251,6531.18%+28
KKR & CO INC25,57624,536-1,0402,5722,5971.85%+25
SOUTHERN CO(SO)00003060.22%+306
INVSC QQQ TRUST SRS 1 ETF IV00001040.07%+104
AEROVIRONMENT INC0126+1260220.02%+22
AVIDITY BIOSCIENCES INC2,4252,075-35062840.06%+22
NTNL CINEMEDIA05,230+5,2300220.02%+22
QUICKLOGIC CORP02,100+2,1000210.02%+21
FEDERAL AGRIC MTG CORP(AGM)0118+1180210.02%+21
FIVE BELOW(FIVE)0190+1900210.01%+21
AXT INC(AXTI)6,00013,500+7,50028480.03%+20
CLEVELAND-CLIFFS INC(CLF)01,340+1,3400200.01%+20
ELANCO ANIMAL HEALTH INC01,380+1,3800200.01%+20
INTL FLAVORS& FRAGRA(IFF)07,207+7,2076706900.49%+19
CHEGG INC06,500+6,5000190.01%+19
SMITH & WESSON BRANDS IN01,300+1,3000190.01%+19
FULTON FINL CORP PA(FULT)01,140+1,1400190.01%+19
STURM RUGER & CO INC0420+4200180.01%+18
AMC NETWORKS INC CL CLASS A01,900+1,9000170.01%+17
ALPHABET INC. CLASS C0690+69001290.09%+129
VIKING THERAPEUTICS(VKTX)0000220.02%+22
COSTCO WHOLESALE CO(COST)0189+18901610.11%+161
KLA CORP(KLAC)0149+14901210.09%+121
CALAVO GROWERS INC0680+6800150.01%+15
MITEK SYSTEMS INC01,300+1,3000150.01%+15
EXXON MOBIL CORP09,788+9,7881,1101,1250.80%+15
PUB SVC ENTERPISE GP(PEG)02,265+2,26501660.12%+166
A M M O INC08,600+8,6000140.01%+14
ISHARES S&P 100 ETF00002170.15%+217
BEYOND INC01,100+1,1000140.01%+14
TESLA INC(TSLA)0581+58101150.08%+115
LATTICE SEMICONDUCTR(LSCC)0230+2300130.01%+13
ROYAL CARIBBEAN GROUP F
COM
080+800130.01%+13
CHIPOTLE MEXICAN GRL(CMG)380-381101220.09%+11
PROCTER & GAMBLE(PG)7,1397,014-1251,1581,1690.83%+10
SKYLINE CORP(SKY)0150+1500100.01%+10
ATOUR LIFESTYLE HOLDIN FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS(ATAT)0550+5500100.01%+10
GETTY IMAGES HLDGS INC CLASS A09,200+9,2000290.02%+29
POWELL INDUSTRIES(POWL)068+680100.01%+10
LUCID DIAGNOSTICS INC011,000+11,0000100.01%+10
ISHARES CORE S&P 500 ETF5630-5632963050.22%+9
BOOKING HOLDINGS INC022+220880.06%+88
AIR PROD & CHEMICALS0633+63301670.12%+167
META PLATFORMS INC CLASS A(META)5,7165,358-3582,7762,7841.99%+8
CLEAN HARBORS INC(CLH)035+35080.01%+8
QUEST DIAGNOSTIC INC(DGX)06,944+6,94409540.68%+954
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
0000840.06%+84
KE HLDGS INC SPONSORED FSPONSORED ADR 1 ADR REPS 3 ORD SHS(BEKE)0525+525080.01%+8
TURKCELL ILETISIM HIZM FSPONSORED ADR 1 ADR REPS 2.5 ORD SHS(TKC)01,000+1,000070.01%+7
PALO ALTO NETWORKS(PANW)0126+1260430.03%+43
A T & T INC(T)43,65641,354-2,3027687750.55%+7
PACIFIC BIOSCIENCES014,000+14,0000190.01%+19
TYSON FOODS INC CLASS A(TSN)0120+120070.00%+7
VELO3D INC CLASS EQUITY01,900+1,900070.00%+7
JEFFERIES FINL0990+9900480.03%+48
PALANTIR TECHNOLOGIES INCLASS A(PLTR)02,825+2,8250710.05%+71
INTUITIVE SURGICAL02,012+2,01201050.08%+105
MURPHY USA INC(MUSA)0000470.03%+47
TENET HEALTHCARE(THC)0150+1500210.01%+21
HUMACYTE INC03,000+3,0000140.01%+14
DUPONT DE NEMOURS INC IA0470+4700380.03%+38
SOLVENTUM CORP(SOLV)090+90050.00%+5
3M CO(MMM)01,574+1,57401620.12%+162
COSTAMARE INC F(CMRE)0820+8200140.01%+14
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