StockDriftsStockDriftsTop 50 Byrne Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.61% | 19.6K | $10.1M | +3.33%(+632) | $314.74(+69.51%) | 2026-09-30 | |
| GOOGL | ALPHABET INC CLASS A | 5.58% | 29.6K | $10.0M | +0.19%(+56) | $141.94(+142.48%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.31% | 28.8K | $9.5M | +2.05%(+578) | $168.74(+103.24%) | 2026-09-30 | |
| NVDA | NVIDIA CORP | 4.52% | 35.1K | $8.1M | +5.91%(+1.96K) | $71.00(+205.77%) | 2026-09-30 | |
| AMZN | AMAZON.COM INC | 3.21% | 23.2K | $5.8M | +1.70%(+388) | $164.86(+59.19%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 2.62% | 18.1K | $4.7M | -0.15%(-28) | $164.64(+54.15%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES I | 2.29% | 6.7K | $4.1M | -24.78%(-2.19K) | $121.06(+344.44%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 1.66% | 8.9K | $3.0M | +0.42%(+37) | $156.14(+113.61%) | 2026-09-30 | |
| GLW | CORNING INC | 1.63% | 18.2K | $2.9M | +1.19%(+214) | $38.17(+247.79%) | 2026-09-30 | |
| META | META PLATFORMS INC CLASS A | 1.59% | 3.9K | $2.8M | +1.24%(+48) | $303.52(+132.42%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.41% | +97.25% | — | — | +79.19% |
| Top 20 Holdings Unweighted | +26.99% | +104.80% | — | — | +82.29% |
Byrne Asset Management LLC reports $179.14M in US-listed equity holdings across 622 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (5.6%), GOOGL (5.6%) and AAPL (5.3%). The top 20 holdings account for 46.55% of reported assets. Its disclosed equity book has returned +97.25% on a three-year cumulative basis. Figures reflect the Q3 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