BYRNE FINANCIAL FREEDOM, LLC

CIK

2063947

Location

FRANKLIN, MA

Portfolio Value

Small $102,043,434

Diversification

Diversified

Filing Date

Global Rank

#5,654 / 8,605 ▲ 213 · as of Mar 2026

Top Industry

Internet Retail 20.6%

3Y Alpha vs SPY

-2.8%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+19.8%

SPY

+24.4%

Annualised alpha

-3.1%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.3%

−2.0 pts

Top 5

47.8%

−5.5 pts

Top 10

73.9%

−1.5 pts

HHI

726

Diversified−97

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.4%	$41,198,993	20
Consumer Cyclical	19.9%	$20,346,524	5
Unclassified	11.4%	$11,641,430	5
Financial Services	8.7%	$8,861,323	4
Consumer Defensive	7.8%	$7,995,683	3
Healthcare	4.5%	$4,638,273	6
Communication Services	4.5%	$4,542,947	4
Industrials	2.8%	$2,818,261	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
META	Meta Platforms, Inc.	+5,557	6,358	$3,637,602
MSFT	Microsoft Corp	+2,039	20,864	$7,723,226
AMZN	Amazon Com Inc	+1,611	89,565	$18,653,702
FTNT	Fortinet, Inc.	+1,284	7,767	$634,719
DELL	Dell Technologies Inc.	+966	5,794	$950,969
CAH	Cardinal Health Inc	+910	8,571	$1,811,138
QCOM	Qualcomm Inc/De	+875	4,887	$629,347
MU	Micron Technology Inc	+874	21,937	$7,411,196
NVDA	Nvidia Corp	+609	15,882	$2,769,820
IBM	International Business Machines Corp	+602	4,477	$1,085,180
PLTR	Palantir Technologies Inc.	+519	51,426	$7,522,595
JNJ	Johnson & Johnson	+245	3,794	$927,405
QQQ	Invesco Qqq Trust, Series 1	+93	6,938	$4,004,474
PEP	Pepsico Inc	+38	1,730	$268,651
RTX	RTX Corp	+30	2,259	$435,761
GOOGL	Alphabet Inc.	+9	1,608	$462,396
CAT	Caterpillar Inc	+5	870	$616,360
TMUS	T-Mobile US, Inc.	+3	1,010	$212,130
TJX	Tjx Companies Inc /De/	+1	2,062	$329,301
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
NEA	Nuveen AMT-Free Quality Municipal Income Fund	−6,755	642,062	$7,210,356
WMT	Walmart Inc.	−2,103	60,178	$7,478,921
AAPL	Apple Inc.	−1,577	25,922	$6,578,744
ORCL	Oracle Corp	−1,179	3,764	$553,722
HD	Home Depot, Inc.	−1,019	1,938	$637,388
AVGO	Broadcom Inc.	−1,010	3,951	$1,222,874
TMO	Thermo Fisher Scientific Inc.	−1,008	497	$244,290
APH	Amphenol Corp /De/	−542	14,345	$1,812,490
GE	General Electric Co	−526	2,038	$578,323
JPM	Jpmorgan Chase & Co	−424	3,131	$921,014
ADBE	Adobe Inc.	−279	1,428	$347,118
UBER	Uber Technologies, Inc	−232	5,287	$380,293
WFC	Wells Fargo & Company/Mn	−218	4,942	$393,432
AMGN	Amgen Inc	−132	1,387	$488,015
COST	Costco Wholesale Corp /New	−130	249	$248,111
BAC	Bank Of America Corp /De/	−108	6,903	$336,521
CSCO	Cisco Systems, Inc.	−67	6,153	$477,411
SPY	Spdr S&P 500 ETF Trust	−55	2,932	$1,906,796
SBUX	Starbucks Corp	−49	3,255	$291,615
ABBV	AbbVie Inc.	−45	1,307	$284,259
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
SIVR	abrdn Silver ETF Trust	72,184	$5,169,096
SNDA	Sonida Senior Living, Inc.	27,385	$883,166
SGOL	abrdn Gold ETF Trust	6,605	$294,715
SAP	Sap SE	1,419	$242,946
VZ	Verizon Communications Inc	4,598	$230,819
CIEN	Ciena Corp	525	$203,820
TSM	Taiwan Semiconductor Manufacturing Co Ltd	600	$202,770
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	2,018	$1,336,763
TSLA	Tesla, Inc.	559	$251,393
PYPL	PayPal Holdings, Inc.	3,538	$206,548
NKE	NIKE, Inc.	3,164	$201,578
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 positions · $102,043,434 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Added	89,565	+1,611	$18,653,702	−8.1%	18.28%
MSFT	Microsoft Corp Technology	Added	20,864	+2,039	$7,723,226	−15.2%	7.57%
PLTR	Palantir Technologies Inc. Technology	Added	51,426	+519	$7,522,595	−16.9%	7.37%
WMT	Walmart Inc. Consumer Defensive	Reduced	60,178	-2,103	$7,478,921	+7.8%	7.33%
MU	Micron Technology Inc Technology	Added	21,937	+874	$7,411,196	+23.3%	7.26%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Reduced	642,062	-6,755	$7,210,356	−4.4%	7.07%
AAPL	Apple Inc. Technology	Reduced	25,922	-1,577	$6,578,744	−12.0%	6.45%
SIVR	abrdn Silver ETF Trust	NEW	72,184	NEW	$5,169,096	NEW	5.07%
QQQ	Invesco Qqq Trust, Series 1	Added	6,938	+93	$4,004,474	−4.8%	3.92%
META	Meta Platforms, Inc. Communication Services	Added	6,358	+5,557	$3,637,602	+588.0%	3.56%
NVDA	Nvidia Corp Technology	Added	15,882	+609	$2,769,820	−2.8%	2.71%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,932	-55	$1,906,796	−6.4%	1.87%
APH	Amphenol Corp /De/ Technology	Reduced	14,345	-542	$1,812,490	−9.9%	1.78%
CAH	Cardinal Health Inc Healthcare	Added	8,571	+910	$1,811,138	+15.0%	1.77%
AVGO	Broadcom Inc. Technology	Reduced	3,951	-1,010	$1,222,874	−28.8%	1.20%
IBM	International Business Machines Corp Technology	Added	4,477	+602	$1,085,180	−5.5%	1.06%
DELL	Dell Technologies Inc. Technology	Added	5,794	+966	$950,969	+56.5%	0.93%
JNJ	Johnson & Johnson Healthcare	Added	3,794	+245	$927,405	+26.3%	0.91%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,131	-424	$921,014	−19.6%	0.90%
SNDA	Sonida Senior Living, Inc. Healthcare	NEW	27,385	NEW	$883,166	NEW	0.87%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,938	-1,019	$637,388	−37.4%	0.62%
FTNT	Fortinet, Inc. Technology	Added	7,767	+1,284	$634,719	+23.3%	0.62%
QCOM	Qualcomm Inc/De Technology	Added	4,887	+875	$629,347	−8.3%	0.62%
CAT	Caterpillar Inc Industrials	Added	870	+5	$616,360	+24.4%	0.60%
GE	General Electric Co Industrials	Reduced	2,038	-526	$578,323	−26.8%	0.57%
ORCL	Oracle Corp Technology	Reduced	3,764	-1,179	$553,722	−42.5%	0.54%
AMGN	Amgen Inc Healthcare	Reduced	1,387	-132	$488,015	−1.8%	0.48%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,153	-67	$477,411	−0.4%	0.47%
GOOGL	Alphabet Inc. Communication Services	Added	1,608	+9	$462,396	−7.6%	0.45%
GEV	GE Vernova Inc. Industrials	Held	512	0	$446,924	+33.6%	0.44%
RTX	RTX Corp Industrials	Added	2,259	+30	$435,761	+6.6%	0.43%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,839	0	$434,518	−2.0%	0.43%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	4,942	-218	$393,432	−18.2%	0.39%
UBER	Uber Technologies, Inc Technology	Reduced	5,287	-232	$380,293	−15.7%	0.37%
PWR	Quanta Services, Inc. Industrials	Held	681	0	$373,882	+30.1%	0.37%
BA	Boeing Co Industrials	Held	1,844	0	$367,011	−8.3%	0.36%
ADBE	Adobe Inc. Technology	Reduced	1,428	-279	$347,118	−41.9%	0.34%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,903	-108	$336,521	−12.7%	0.33%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	2,062	+1	$329,301	+4.0%	0.32%
SGOL	abrdn Gold ETF Trust	NEW	6,605	NEW	$294,715	NEW	0.29%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	3,255	-49	$291,615	+4.8%	0.29%
ABBV	AbbVie Inc. Healthcare	Reduced	1,307	-45	$284,259	−8.0%	0.28%
PEP	Pepsico Inc Consumer Defensive	Added	1,730	+38	$268,651	+10.6%	0.26%
GLD	Spdr Gold Trust	Held	619	0	$266,349	+8.6%	0.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	249	-130	$248,111	−24.1%	0.24%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	497	-1,008	$244,290	−72.0%	0.24%
SAP	Sap SE Technology	NEW	1,419	NEW	$242,946	NEW	0.24%
U	Unity Software Inc. Technology	Held	10,788	0	$236,688	−50.3%	0.23%
VZ	Verizon Communications Inc Communication Services	NEW	4,598	NEW	$230,819	NEW	0.23%
PANW	Palo Alto Networks Inc Technology	Held	1,329	0	$213,065	−13.0%	0.21%