Byrne Asset Management LLC

What did the manager actually do? It initiated four new positions: Micron ($2.2 million), KKR ($1.0 million), American Express ($1.0 million), and Qualcomm ($1.0 million). These are semiconductor, private-markets-adjacent, financial-services, and wireless names — a blend that suggests the portfolio is rotating out of passive-sleeve proxies into higher-conviction single stocks. On the exit side, the portfolio sold SPDR Gold Shares ($1.7 million), Abbott Laboratories ($1.2 million), GE Healthcare ($1.2 million), and AT&T ($1.1 million). The gold sale is the most notable: GLD had been held for income and was cleared at what looks like a deliberate repositioning. The exits from Abbott and GE Healthcare remove two healthcare names that had been steady holdings.

The sector picture is heavily weighted toward technology — roughly 26% of assets — with financial services a distant second at 10%. Industrials, healthcare, and basic materials each sit between 6% and 7%. The one clear ETF holding, VOO, is just 1.2% of the book. This is not a platform sleeve; it is a deliberate single-stock portfolio. The whaleScore of 46.50 is toward the lower end for active managers in this cohort, which makes sense: 594 names dilutes concentration relative to a tighter book, but the top 20 still carry meaningful weight.