StockDriftsStockDriftsTop 50 Byrne Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CLASS A | 5.7% | 29.5K | $10.5M | -5.91%(-1.85K) | $139.04(+152.79%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.41% | 28.2K | $8.2M | -4.28%(-1.26K) | $165.82(+84.94%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.82% | 19.0K | $7.1M | -6.02%(-1.22K) | $310.47(+61.94%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 3.58% | 33.1K | $6.6M | -6.93%(-2.47K) | $62.54(+252.53%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 2.94% | 22.8K | $5.4M | -6.45%(-1.57K) | $163.52(+68.15%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES I | 2.78% | 8.9K | $5.1M | -21.65%(-2.45K) | $121.06(+284.97%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.49% | 18.2K | $4.6M | -1.91%(-353) | $164.64(+59.54%) | 2026-06-30 | |
| GLW | CORNING INC | 2.49% | 18.0K | $4.6M | -10.06%(-2.02K) | $36.19(+340.41%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.25% | 5.7K | $4.2M | -12.46%(-818) | $134.29(+297.29%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 1.98% | 3.4K | $3.7M | -7.90%(-295) | $209.50(+308.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.21% | +96.29% | — | — | +77.96% |
| Top 20 Holdings Unweighted | +27.62% | +107.86% | — | — | +86.62% |
Byrne Asset Management LLC reports $185.08M in US-listed equity holdings across 591 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (5.7%), AAPL (4.4%) and MSFT (3.8%). The top 20 holdings account for 45.02% of reported assets. Its disclosed equity book has returned +96.29% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Byrne Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911322). View Byrne Asset Management LLC’s 13F filings on SEC