Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Byrne Asset Management LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Byrne Asset Management LLC (CIK 1911322) reported $185.1M across 565 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($10.5M, 5.70%), AAPL ($8.2M, 4.41%), MSFT ($7.1M, 3.82%), NVDA ($6.6M, 3.58%), AMZN ($5.4M, 2.94%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GOOGLALPHABET INC CLASS A$10.5M5.70%29,514Trimmed
2AAPLAPPLE INC$8.2M4.41%28,225Trimmed
3MSFTMICROSOFT CORP$7.1M3.82%18,971Trimmed
4NVDANVIDIA CORP$6.6M3.58%33,097Trimmed
5AMZNAMAZON.COM INC$5.4M2.94%22,805Trimmed
6AMDADVANCED MICRO DEVICES I$5.1M2.78%8,858Trimmed
7JNJJOHNSON & JOHNSON$4.6M2.49%18,171Trimmed
8GLWCORNING INC$4.6M2.49%18,019Trimmed
9AMATAPPLIED MATLS INC$4.2M2.25%5,748Trimmed
10CATCATERPILLAR INC$3.7M1.98%3,440Trimmed
11JPMJPMORGAN CHASE & CO$2.9M1.57%8,888Trimmed
12RTX CORP$2.5M1.37%13,340Trimmed
13VVISA INC CLASS A$2.5M1.36%7,331Trimmed
14TOLTOLL BROS INC$2.5M1.34%15,046Trimmed
15CSCOCISCO SYS INC$2.4M1.29%20,330Trimmed
16VOOVANGUARD S&P 500 ETF$2.3M1.22%3,300Hold
17METAMETA PLATFORMS INC CLASS A$2.2M1.18%3,864Trimmed
18MUMICRON TECHNOLOGY INC$2.2M1.17%1,872Added
19IBMIBM CORP$2.0M1.06%6,981Trimmed
20ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS$1.9M1.02%953Trimmed
21GEGE AEROSPACE$1.8M0.99%4,887Trimmed
22TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS$1.7M0.92%3,579Trimmed
23BRK/BBERKSHIRE HATHAWAY CLASS B$1.6M0.87%3,205Trimmed
24NRGNRG ENERGY INC$1.5M0.80%10,179Trimmed
25BLKBLACKROCK INC NEW$1.5M0.80%1,531Trimmed

Source: SEC Form 13F filings · as of 2026-06-30