Byrne Asset Management LLC Q2 2025 Filing

Filed July 9, 2025

Portfolio Value

$151.0B

Holdings

540

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (540 positions)

#StockSharesValue% PortfolioType
101
UNHUNITEDHEALTH GROUP INC
783$244.3M0.16%
102
MRKMERCK & CO. INC.
2,998$237.3M0.16%
103
VWOVANGUARD FTSE EMERGING MARKETS ETF
4,730$233.9M0.15%
104
IVVISHARES CORE S&P 500 ETF
372$231.0M0.15%
105
ADPAUTOMATIC DATA PROCESSIN
738$227.6M0.15%
106
XLVSELECT SECTOR HEALTH CARE SPDR ETF
1,687$227.4M0.15%
107
BBARRICK MNG CORP F
10,570$220.1M0.15%
108
TDYTELEDYNE TECHNOLOGIES IN
423$216.7M0.14%
109
XLISELECT SECTOR INDUSTRIALSPDR ETF
1,450$213.9M0.14%
110
VOVANGUARD MID CAP ETF
757$211.8M0.14%
111
GSGOLDMAN SACHS GROUP INC
293$207.4M0.14%
112
VVVANGUARD LARGE CAP ETF
712$203.1M0.13%
113
PINSPINTEREST INC CLASS A
5,645$202.4M0.13%
114
AZOAUTOZONE INC
53$196.7M0.13%
115
TMOTHERMO FISHER SCIENTIFIC
485$196.6M0.13%
116
FLRFLUOR CORP NEW
3,780$193.8M0.13%
117
PSAPUBLIC STORAGE REIT
657$192.8M0.13%
118
DKSDICKS SPORTING GOODS INC
967$191.3M0.13%
119
4I1PHILIP MORRIS INTL INC
950$173.0M0.11%
120
COSTCOSTCO WHSL CORP NEW
172$170.3M0.11%
121
MMM3M CO
1,071$163.0M0.11%
122
HOVNANIAN ENTERPRISES INCLASS A
1,523$159.2M0.11%
123
HCAHCA HEALTHCARE INC
410$157.1M0.10%
124
ESLTELBIT SYSTEMS LTD F
340$152.8M0.10%
125
SNDKSANDISK CORP
3,335$151.2M0.10%
126
LMTLOCKHEED MARTIN CORP
319$147.7M0.10%
127
GRBKGREEN BRICK PARTNERS INC
2,241$140.9M0.09%
128
PEPPEPSICO INC
1,058$139.7M0.09%
129
UNPUNION PAC CORP
585$134.6M0.09%
130
TXTTEXTRON INC
1,665$133.7M0.09%
131
HPEHP INC
5,460$133.6M0.09%
132
FRBAFIRST BK WILLIAMSTOWN NE
8,472$131.1M0.09%
133
TGTTARGET CORP EQUITY CLASS EQUITY
1,265$124.8M0.08%
134
APDAIR PRODS & CHEMS INC
440$124.1M0.08%
135
SPDR BLOOMBERG 1 3 MNTH T BLL ETF
1,345$123.4M0.08%
136
BKNGBOOKING HLDGS INC
21$121.6M0.08%
137
PLTRPALANTIR TECHNOLOGIES INCLASS A
885$120.6M0.08%
138
DUKDUKE ENERGY CORP NEW
1,018$120.1M0.08%
139
ALPHABET INC CLASS C
670$118.9M0.08%
140
NWPXNWPX INFRASTRUCTURE INC
2,883$118.2M0.08%
141
QSRRESTAURANT BRANDS INTL F
1,780$118.0M0.08%
142
ACNACCENTURE PLC IRELAND FCLASS A
386$115.4M0.08%
143
KLACKLA CORP
128$114.7M0.08%
144
LENLENNAR CORP CLASS A
1,036$114.6M0.08%
145
XLFISPDR FUND CONSUMER STAPLES ETF
1,404$113.7M0.08%
146
ALSALLSTATE CORP
550$110.7M0.07%
147
TXNTEXAS INSTRS INC
532$110.5M0.07%
148
PSA 4.625 PERP LPUBLIC STORA 4.625 PFDPFD SER L
6,000$109.6M0.07%
149
MAGCROUNDHILL CHINA DRAGONS ETF
4,300$109.3M0.07%
150
NEENEXTERA ENERGY INC
1,551$107.7M0.07%
151
AMTAMERICAN TOWER CORP NEW REIT
482$106.5M0.07%
152
PCGPG&E CORP
7,500$104.5M0.07%
153
LRCXEURLAM RESH CORP
1,070$104.2M0.07%
154
VICI PPTYS INC REIT
3,183$103.8M0.07%
155
KMBKIMBERLY CLARK CORP
787$101.5M0.07%
156
INVHINVITATION HOMES INC
3,055$100.2M0.07%
157
BMYBRISTOL MYERS SQUIBB CO
2,148$99.4M0.07%
158
MDTMEDTRONIC PLC F
1,105$96.3M0.06%
159
RMNIRIMINI STR INC DEL
24,900$93.9M0.06%
160
FSLRFIRST SOLAR INC
564$93.4M0.06%
161
TREXTREX CO INC
1,697$92.3M0.06%
162
NOWSERVICENOW INC
89$91.5M0.06%
163
OEFISHARES S&P 100 ETF
299$91.0M0.06%
164
ORLYO REILLY AUTOMOTIVE INC
1,005$90.6M0.06%
165
EPDENTERPRISE PRODS PART LP
2,800$86.8M0.06%
166
KOFCOCA-COLA FEMSA S A EQ FSPONSORED ADR 1 ADR REPS 10 ORD SHS
897$86.8M0.06%
167
RDFNREDFIN CORP
7,625$85.3M0.06%
168
NCMIEURNTNL CINEMEDIA INC
17,030$82.5M0.05%
169
SBUXSTARBUCKS CORP
895$82.0M0.05%
170
GPNGLOBAL PMTS INC
1,010$80.8M0.05%
171
LMNRLIMONEIRA CO
5,151$80.6M0.05%
172
WMWASTE MGMT INC DEL
351$80.3M0.05%
173
TMTOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS
465$80.1M0.05%
174
LCIILCI INDS
852$77.7M0.05%
175
TMUST-MOBILE US INC
326$77.7M0.05%
176
EXTREXTREME NETWORKS INC
4,310$77.4M0.05%
177
CMGCHIPOTLE MEXICAN GRILL I
1,360$76.4M0.05%
178
KOTHE COCA-COLA CO
1,065$75.3M0.05%
179
VGTVANGUARD INFORMATION TECHNOLOGY ETF
112$74.3M0.05%
180
CLSEURCELESTICA INC EQUITY FCLASS EQUITY
473$73.8M0.05%
181
SSTKSHUTTERSTOCK INC
3,860$73.2M0.05%
182
XLEENERGY SELECT SECTOR SPDR ETF
856$72.6M0.05%
183
TTITETRA TECHNOLOGIES INC D
21,426$72.0M0.05%
184
CLFCLEVELAND-CLIFFS INC NEW
9,159$69.6M0.05%
185
SPYVELEVANCE HEALTH INC
177$68.8M0.05%
186
IBBISHARES BIOTECHNOLOGY ETF
543$68.7M0.05%
187
CLIPGLOBAL X 1-3 MONTH T-BILL ETF
680$68.3M0.05%
188
TDTORONTO DOMINION BK ON F
929$68.2M0.05%
189
CWCOCONSOLIDATED WATER CO F
2,254$67.7M0.04%
190
ISRGINTUITIVE SURGICAL INC
124$67.4M0.04%
191
NCNACCO INDS INC CLASS A
1,504$66.6M0.04%
192
APOAPOLLO GLOBAL MGMT INC N
460$65.3M0.04%
193
INTCINTEL CORP
2,894$64.8M0.04%
194
BKHBLACK HILLS CORP
1,151$64.6M0.04%
195
FULTFULTON FINL CORP PA
3,561$64.2M0.04%
196
NXDRNEXTDOOR HLDGS INC CLASS A
38,316$63.6M0.04%
197
GTLBGITLAB INC CLASS A
1,360$61.4M0.04%
198
SABRSUN CTRY AIRLS HLDGS INC
5,188$61.0M0.04%
199
FDO.FMACYS INC
5,215$60.8M0.04%
200
KTOSKRATOS DEFENSE & SEC SOL
1,271$59.0M0.04%
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