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)

StockValue
MSFTMICROSOFT CORP
$10.4B
AAPLAPPLE INC
$6.4B
GOOGLALPHABET INC CLASS A
$5.9B
AMZNAMAZON.COM INC
$5.7B
NVDANVIDIA CORP
$5.5B
METAMETA PLATFORMS INC CLASS A
$3.5B
JPMJPMORGAN CHASE & CO
$3.1B
JNJJOHNSON & JOHNSON
$2.9B
VVISA INC CLASS A
$2.9B
KKR & CO INC
$2.6B
$2.4B
IBMIBM CORP
$2.3B
DISDISNEY WALT CO
$2.1B
AMDADVANCED MICRO DEVIC
$1.9B
BLKCHFBLACKROCK INC NEW
$1.9B
BRK/BBERKSHIRE HATHAWAY CLASS B
$1.9B
NRANRG ENERGY INC
$1.9B
GEGE AEROSPACE
$1.8B
ABTABBOTT LABS
$1.7B
AMATAPPLIED MATLS INC
$1.7B
CXDOEXPAND ENERGY CORP
$1.7B
HDHOME DEPOT INC
$1.7B
TOLTOLL BROS INC
$1.6B
LENLENNAR CORP CLASS B
$1.5B
AIGAMERICAN INTL GROUP INC
$1.5B
CATCATERPILLAR INC
$1.5B
CSCOCISCO SYS INC
$1.5B
WMTWALMART INC
$1.4B
SSNCSS&C TECHNOLOGIES HLDGS
$1.3B
KVUEKENVUE INC
$1.3B
GEHCGE HEALTHCARE TECHNOLOGITENDER OFFER EXP:
$1.3B
DEDEERE & CO
$1.2B
DGXQUEST DIAGNOSTICS INC
$1.2B
BXUSDBLACKSTONE INC
$1.2B
AXPAMERICAN EXPRESS CO
$1.2B
GLWCORNING INC
$1.2B
ADBEADOBE INC
$1.2B
CRMSALESFORCE INC
$1.2B
PGPROCTER & GAMBLE CO
$1.1B
PYPLPAYPAL HLDGS INC
$1.1B
TAT&T INC
$1.1B
PKNREVVITY INC
$1.1B
RHCRH PUBLIC LIMITED CO F
$1.1B
ORCLORACLE CORP
$1.1B
HIIHUNTINGTON INGALLS INDS
$1.1B
IXUSISHARES CORE MSCI TOTL INTL STCK ETF
$1.1B
QCOMQUALCOMM INC
$1.0B
COPCONOCOPHILLIPS
$1.0B
IQVIQVIA HLDGS INC
$1.0B
XOMEXXON MOBIL CORP
$1.0B
TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
$1.0B
GQ9SPDR GOLD SHARES ETF
$1.0B
TDUPTHREDUP INC CLASS A
$973.7M
MAMASTERCARD INC CLASS A
$966.0M
FCXFREEPORT-MCMORAN INC
$893.9M
CVSCVS HEALTH CORP
$874.4M
BYDDYBYD CO LTD FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS
$860.6M
BABOEING CO
$849.0M
PFEPFIZER INC
$838.5M
WHRWHIRLPOOL CORP
$811.0M
GEVGE VERNOVA INC
$802.7M
FXIISHARES CHINA LARGE CAP ETF
$714.2M
LYFTLYFT INC CLASS A
$680.9M
LULULULULEMON ATHLETICA INC
$670.9M
XLKTECHNOLOGY SELECT SECTORSPDR ETF
$667.3M
GPCGENUINE PARTS CO
$664.2M
ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$652.3M
WBDWARNER BROS DISCOVERY IN
$631.5M
STZCONSTELLATION BRANDS INCCLASS A
$619.8M
ULUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$617.5M
NFLXNETFLIX INC
$534.3M
SRESEMPRA
$517.9M
LVLNSPDR S&P REGIONAL BANKING ETF
$457.5M
CSIQCANADIAN SOLAR INC F
$447.9M
SPGIS&P GLOBAL INC
$393.4M
MCDMCDONALDS CORP
$378.1M
EPREPR PPTYS REIT
$367.3M
BABAALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
$365.4M
SOSOUTHERN CO
$365.0M
ABBVABBVIE INC
$364.2M
MLMMARTIN MARIETTA MATLS IN
$350.8M
IWMISHARES RUSSELL 2000 ETF
$331.2M
BACBANK OF AMERICA CORP
$321.6M
LLYELI LILLY AND CO
$312.6M
GILDGILEAD SCIENCES INC
$301.6M
BACVERIZON COMMUNICATIONS I
$295.9M
IAUISHARES MSCI JAPAN ETF
$293.9M
AMGNAMGEN INC
$285.4M
MUMICRON TECHNOLOGY INC
$285.3M
MOALTRIA GROUP INC
$279.4M
PAASPAN AMERN SILVER CORP F
$275.8M
XLCCOMMUNICAT SVS SLCT SEC SPDR ETF
$271.7M
PEGPUBLIC SVC ENTERPRISE GR
$270.6M
S9QSPIRIT AEROSYSTEMS HLDGS
$267.4M
LOWLOWES COS INC
$264.0M
NVONOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$257.2M
XLFSELECT STR FINANCIAL SELECT SPDR ETF
$256.1M
XLYSPDR FUND CONSUMER DISCRE SELECT ETF
$254.3M
JOEST JOE CO
$250.0M
USBUS BANCORP DEL
$248.6M
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