Byrne Asset Management LLC holds a diversified book of 591 stocks worth $185.1M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened UNIVERSAL DISPLAY CORP and trimmed ALPHABET INC CLASS A. Their largest long position is ALPHABET INC CLASS A at 6% of the equity book.
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Use Arkolith to show Byrne Asset Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc Class A COM | $10.5M | 29.5K | 5.7% | ▼−5.9% Reduced · −2K sh | |
| 2 | Apple Inc COM | $8.2M | 28.2K | 4.4% | ▼−4.3% Reduced · −1K sh | |
| 3 | Microsoft Corp COM | $7.1M | 19.0K | 3.8% | ▼−6.0% Reduced · −1K sh | |
| 4 | Nvidia Corp COM | $6.6M | 33.1K | 3.6% | ▼−6.9% Reduced · −2K sh | |
| 5 | Amazon.com Inc COM | $5.4M | 22.8K | 2.9% | ▼−6.5% Reduced · −2K sh | |
| 6 | Advanced Micro Devices I COM | $5.1M | 8.9K | 2.8% | ▼−22% Reduced · −2K sh | |
| 7 | Johnson & Johnson COM | $4.6M | 18.2K | 2.5% | ▼−1.9% Reduced · −353 sh | |
| 8 | Corning Inc COM | $4.6M | 18.0K | 2.5% | ▼−10% Reduced · −2K sh | |
| 9 | Applied Matls Inc COM | $4.2M | 5.7K | 2.2% | ▼−12% Reduced · −818 sh | |
| 10 | Caterpillar Inc COM | $3.7M | 3.4K | 2.0% | ▼−7.9% Reduced · −295 sh | |
| 11 | JPMorgan Chase & Co COM | $2.9M | 8.9K | 1.6% | ▼−7.6% Reduced · −727 sh | |
| 12 | RTX Corp COM | $2.5M | 13.3K | 1.4% | ▼−6.8% Reduced · −977 sh | |
| 13 | Visa Inc Class A COM | $2.5M | 7.3K | 1.4% | ▼−6.1% Reduced · −480 sh | |
| 14 | Toll Bros Inc COM | $2.5M | 15.0K | 1.3% | ▼−5.9% Reduced · −949 sh | |
| 15 | Cisco Sys Inc COM | $2.4M | 20.3K | 1.3% | ▼−6.7% Reduced · −1K sh | |
| 16 | Vanguard S&P 500 ETF COM | $2.3M | 3.3K | 1.2% | —Held | |
| 17 | Meta Platforms Inc Class A COM | $2.2M | 3.9K | 1.2% | ▼−7.6% Reduced · −319 sh | |
| 18 | Micron Technology Inc COM | $2.2M | 1.9K | 1.2% | ▲+2.9% Added · +52 sh | |
| 19 | Ibm Corp COM | $2.0M | 7.0K | 1.1% | ▼−5.0% Reduced · −372 sh | |
| 20 | Asml Hldg N V Fsponsored ADR 1 ADR Reps 1 Ord SHS COM | $1.9M | 953 | 1.0% | ▼−5.9% Reduced · −60 sh | |
| 21 | Ge Aerospace COM | $1.8M | 4.9K | 1.0% | ▼−10% Reduced · −555 sh | |
| 22 | Taiwan Semiconductor M Fsponsored ADR 1 ADR Reps 5 Ord SHS COM | $1.7M | 3.6K | 0.9% | ▼−7.8% Reduced · −301 sh | |
| 23 | Berkshire Hathaway Class B COM | $1.6M | 3.2K | 0.9% | ▼−7.9% Reduced · −276 sh | |
| 24 | NRG Energy Inc COM | $1.5M | 10.2K | 0.8% | ▼−6.0% Reduced · −656 sh | |
| 25 | BlackRock Inc New COM | $1.5M | 1.5K | 0.8% | ▼−6.1% Reduced · −99 sh | |
| 26 | Allspring Multi Sector I COM | $1.5M | 159.0K | 0.8% | ▼−14% Reduced · −26K sh | |
| 27 | BlackRock Float Rate STR COM | $1.5M | 132.8K | 0.8% | ▼−14% Reduced · −21K sh | |
| 28 | Deere & Co COM | $1.5M | 2.3K | 0.8% | ▼−4.8% Reduced · −117 sh | |
| 29 | BlackRock Floating Rate COM | $1.4M | 133.9K | 0.8% | ▼−14% Reduced · −22K sh | |
| 30 | Franklin Limited Duratio COM | $1.4M | 243.6K | 0.8% | ▼−14% Reduced · −39K sh | |
| 31 | Walmart Inc COM | $1.4M | 12.3K | 0.8% | ▼−8.9% Reduced · −1K sh | |
| 32 | Disney Walt Co COM | $1.4M | 14.4K | 0.7% | ▼−8.8% Reduced · −1K sh | |
| 33 | Invesco Senior Income TR COM | $1.4M | 460.5K | 0.7% | ▼−14% Reduced · −74K sh | |
| 34 | State Street SPDR S&P Biotech ETF COM | $1.3M | 8.4K | 0.7% | ▼−8.8% Reduced · −817 sh | |
| 35 | Ishares Core Msci Total International Stock ETF COM | $1.3M | 13.7K | 0.7% | ▼−6.3% Reduced · −917 sh | |
| 36 | Warner Bros Discovery Inclass Series A COM | $1.3M | 47.6K | 0.7% | ▼−11% Reduced · −6K sh | |
| 37 | Huntington Ingalls Inds COM | $1.2M | 4.4K | 0.7% | ▼−5.3% Reduced · −245 sh | |
| 38 | Exxon Mobil Corp COM | $1.2M | 8.8K | 0.6% | ▼−4.4% Reduced · −407 sh | |
| 39 | Expand Energy Corp COM | $1.2M | 12.9K | 0.6% | ▼−9.6% Reduced · −1K sh | |
| 40 | Lennar Corp Class B COM | $1.1M | 12.9K | 0.6% | ▼−9.5% Reduced · −1K sh | |
| 41 | Ge Vernova Inc COM | $1.1M | 970 | 0.6% | ▼−20% Reduced · −241 sh | |
| 42 | Oracle Corp COM | $1.1M | 7.7K | 0.6% | ▼−3.0% Reduced · −236 sh | |
| 43 | Freeport-McMoran Inc COM | $1.1M | 17.7K | 0.6% | ▼−6.2% Reduced · −1K sh | |
| 44 | American Intl Group Inc COM | $1.1M | 14.6K | 0.6% | ▼−10% Reduced · −2K sh | |
| 45 | Quest Diagnostics Inc COM | $1.1M | 5.1K | 0.6% | ▼−7.6% Reduced · −417 sh | |
| 46 | KKR & Co Inc COM | $1.0M | 11.4K | 0.6% | ▼−0.3% Reduced · −35 sh | |
| 47 | American Express Co COM | $1.0M | 3.1K | 0.6% | ▼−6.0% Reduced · −195 sh | |
| 48 | CRH Public Limited Co F COM | $1.0M | 9.6K | 0.6% | ▼−9.2% Reduced · −972 sh | |
| 49 | Qualcomm Inc COM | $1.0M | 5.5K | 0.5% | ▼−15% Reduced · −955 sh | |
| 50 | ConocoPhillips COM | $998K | 9.6K | 0.5% | ▼−7.0% Reduced · −724 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 594 | $185.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 2, 2026 | 569 | $170.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 567 | $181.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 564 | $162.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 543 | $151.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 560 | $135.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Jan 29, 2025 | 541 | $146.7M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.