Fund HoldingsByrne Asset Management LLC

Total Portfolio Value
$142.18M
Total Bought
$4.83M
Total Sold
$17.88M
Net Transaction
-$13.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
EXPAND ENERGY CORP014,770+14,77001,4701.03%+1,470
AMAZON.COM INC(AMZN)027,518+27,51806,0374.25%+6,037
ALPHABET INC CLASS A033,101+33,10106,2664.41%+6,266
APPLE INC(AAPL)32,14831,903-2457,4907,9895.62%+499
NVIDIA CORP(NVDA)028,225+28,22503,7902.67%+3,790
VISA INC CLASS A(V)8,9208,808-1122,4532,7841.96%+331
LULULEMON ATHLETICA INC(LULU)02,735+2,73501,0460.74%+1,046
JPMORGAN CHASE & CO(JPM)12,10611,731-3752,5532,8121.98%+259
GE VERNOVA INC(GEV)3,5860-3,5869141,1490.81%+235
SALESFORCE INC(CRM)4,1594,069-901,1381,3600.96%+222
DISNEY WALT CO(DIS)017,679+17,67901,9691.38%+1,969
KKR & CO INC23,86622,354-1,5123,1163,3062.33%+190
PAYPAL HLDGS INC(PYPL)14,07815,028+9501,0991,2830.90%+184
BLACKSTONE INC9,8149,755-591,5031,6821.18%+179
NRG ENERGY INC(NRG)12,15713,975+1,8181,1081,2610.89%+153
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS(UL)7,4000-7,4004816090.43%+129
WARNER BROS DISCOVERY IN91,2500-91,2507538770.62%+124
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS(TSM)5,0595,009-508799890.70%+111
CISCO SYS INC(CSCO)21,96221,597-3651,1691,2790.90%+110
WALMART INC(WMT)16,75016,120-6301,3531,4561.02%+104
SPDR S&P 500 ETF IV(SPY)0176+17601030.07%+103
PALANTIR TECHNOLOGIES INCLASS A(PLTR)2,8752,565-3101071940.14%+87
BLACKROCK INC NEW(BLK)2,0181,951-671,9162,0001.41%+84
TESLA INC(TSLA)0516+51602080.15%+208
NETFLIX INC(NFLX)0415+41503700.26%+370
AMERICAN EXPRESS CO(AXP)4,5904,434-1561,2451,3160.93%+71
CELESTICA INC FCLASS EQUITY(CLS)01,780+1,78001640.12%+164
MASTERCARD INC CLASS A(MA)1,8031,804+18909500.67%+60
BOEING CO(BA)00006630.47%+663
ICICI BK LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS(IBN)01,750+1,7500520.04%+52
SPIRIT AEROSYSTEMS HLDGS02,050+2,0500700.05%+70
CORNING INC(GLW)22,78022,640-1401,0291,0760.76%+47
UNITED STS STL CORP NEW01,195+1,1950410.03%+41
LYFT INC CLASS A(LYFT)02,700+2,7000350.02%+35
INVSC QQQ TRUST SRS 1 ETF0000330.02%+33
HDFC BK LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS(HDB)0475+4750300.02%+30
EXTREME NETWORKS INC(EXTR)01,800+1,8000300.02%+30
SPDR FUND CONSUMER DISCRE SELECT ETF
ST STR DISCR ETF
0940+94002110.15%+211
TOOTSIE ROLL INDS INC(TR)0840+8400270.02%+27
META PLATFORMS INC CLASS A(META)5,1235,054-692,9332,9592.08%+27
BERRY CORP06,300+6,3000260.02%+26
AT&T INC(T)39,20839,011-1978638880.62%+26
TECHNOLOGY SELECT SECTORSPDR ETF IV
ST STR TECHN ETF
00005020.35%+502
FLAGSTAR FINL INC02,400+2,4000220.02%+22
LIFEWAY FOODS INC0000220.02%+22
MERITAGE HOMES CORP(MTH)0144+1440220.02%+22
THE MOSAIC CO(MOS)0900+9000220.02%+22
ISHARES CHINA LARGE CAP ETF00007020.49%+702
ELANCO ANIMAL HEALTH INC0000220.02%+22
PUBLIC STORAGE REIT(PSA)482657+1751751970.14%+21
OSI SYS INC(OSIS)0124+1240210.01%+21
JEFFERIES FINL GROUP INC01,040+1,0400820.06%+82
BLOOM ENERGY CORP CLASS A0000200.01%+20
ELBIT SYSTEMS LTD F(ESLT)0340+3400880.06%+88
MATIV HOLDINGS INC01,800+1,8000200.01%+20
COMMUNICAT SVS SLCT SEC SPDR ETF IV
ST STR SVC ETF
02,161+2,16102090.15%+209
GOLDMAN SACHS GROUP INC(GS)0249+24901430.10%+143
CONSTRUCTION PARTNERS INCLASS A(ROAD)0000470.03%+47
GENWORTH FINL INC(GNW)04,480+4,4800310.02%+31
WISDOMTREE INC(WT)01,800+1,8000190.01%+19
RIOT PLATFORMS INC(RIOT)01,800+1,8000180.01%+18
HERBALIFE LTD F(HLF)02,700+2,7000180.01%+18
LUCKY STRIKE ENTERTAINMECLASS A01,800+1,8000180.01%+18
PENN ENTMT INC(PENN)0900+9000180.01%+18
BYD CO LTD FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS3,3503,758+4082382550.18%+18
CLEVELAND-CLIFFS INC NEW(CLF)04,600+4,6000430.03%+43
FORWARD AIR CORP01,070+1,0700350.02%+35
CONSOLIDATED WATER CO F
ORD
1,0800-1,08027450.03%+17
PAGAYA TECHNOLOGIES LT FCLASS A(PGY)01,800+1,8000170.01%+17
BIT DIGITAL INC. F05,700+5,7000170.01%+17
CORECIVIC INC(CXW)0000480.03%+48
STURM RUGER & CO INC0450+4500160.01%+16
SERVICENOW INC(NOW)095+9501010.07%+101
EXPEDIA GROUP INC(EXPE)084+840160.01%+16
SELECT STR FINANCIAL SELECT SPDR ETF
ST STR FINL ETF
00001700.12%+170
BANK OF AMERICA CORP00003200.22%+320
BROADCOM INC(AVGO)0220+2200510.04%+51
LUMINAR TECHNOLOGIES INCCLASS A02,700+2,7000150.01%+15
ESPERION THERAPEUTICS IN(ESPR)06,600+6,6000150.01%+15
FIRST HORIZON CORP(FHN)0720+7200150.01%+15
ARISTA NETWORKS INC0460+4600510.04%+51
QIFU TECHNOLOGY INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS(QFIN)0360+3600140.01%+14
AUDIOEYE INC0900+9000140.01%+14
SHAKE SHACK INC CLASS A(SHAK)0665+6650860.06%+86
STERLING INFRASTRUCTURE(STRL)075+750130.01%+13
US FOODS HLDG CORP(USFD)0185+1850120.01%+12
LESLIES INC05,400+5,4000120.01%+12
ALPHABET INC CLASS C0660+66001260.09%+126
ACUITY BRANDS INC(AYI)041+410120.01%+12
QURATE RETAIL INC CLASS A036,000+36,0000120.01%+12
BOOKING HLDGS INC021+2101040.07%+104
TELEDYNE TECHNOLOGIES IN(TDY)0423+42301960.14%+196
BLOCK INC CLASS A(XYZ)0125+1250110.01%+11
DORMAN PRODS INC(DORM)080+800100.01%+10
EXELIXIS INC(EXEL)0310+3100100.01%+10
LEXARIA BIOSCIENCE CORP013,000+13,0000270.02%+27
ISHARES MSCI SOUTH KOREAETF0200+2000100.01%+10
BRISTOL MYERS SQUIBB CO(BMY)01,249+1,2490710.05%+71
DENTSPLY SIRONA INC0500+500090.01%+9
COSTCO WHSL CORP NEW(COST)0195+19501790.13%+179
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