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Byrne Asset Management’s NACCO Industries NC Stock Holding History

Byrne Asset Management’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Buy
4,567
+400
+10% +$20.1K 0.12% 132
2026
Q1 		$217K Buy
4,167
+967
+30% +$49.9K 0.13% 126
2025
Q4 		$157K Buy
3,200
+1,750
+121% +$80.5K 0.09% 158
2025
Q3 		$61.1K Sell
1,450
-54
-4% -$2.14K 0.04% 204
2025
Q2 		$66.6K Buy
1,504
+147
+11% +$5.33K 0.04% 190
2025
Q1 		$45.8K Buy
+1,357
New +$43.8K 0.03% 222
2024
Q4 		– Sell
-590
Closed -$17.5K – 293
2024
Q3 		$16.7K Buy
590
+40
+7% +$1.13K 0.01% 326
2024
Q2 		$16.5K Sell
550
-200
-27% -$6.08K 0.01% 309
2024
Q1 		$22.6K Buy
750
+150
+25% +$5.08K 0.02% 276
2023
Q4 		$22.3K Sell
600
-20
-3% -$701 0.02% 276
2023
Q3 		$22K Hold
620
– – 0.02% 263
2023
Q2 		$21K Buy
620
+20
+3% +$684 0.01% 318
2023
Q1 		$22K Sell
600
-196
-25% -$7.35K 0.02% 305
2022
Q4 		$30.2K Buy
796
+280
+54% +$13.2K 0.02% 277
2022
Q3 		$24K Buy
516
+216
+72% +$9.42K 0.02% 274
2022
Q2 		$12K Sell
300
-860
-74% -$41K 0.01% 343
2022
Q1 		$45K Buy
+1,160
New +$38.2K 0.03% 218

Other funds holding NC

AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Byrne Asset Management's NC Position: Q2 2026 in Review

Byrne Asset Management increased its NACCO Industries (NC) stake by 9.6% in Q2 2026, buying an estimated $20.1K and bringing the position to 4,567 shares worth $229K. The position accounts for 0.12% of the portfolio, ranked #132.

Byrne Asset Management first reported a position in NC in Q1 2022 and has held it in 17 quarters since. 8 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • Byrne Asset Management held 4,567 shares of NACCO Industries worth $229K as of Q2 2026.
  • Byrne Asset Management bought 400 NACCO Industries shares in Q2 2026, an estimated $20.1K.
  • NACCO Industries made up 0.12% of Byrne Asset Management's portfolio in Q2 2026, its #132 holding.
  • Byrne Asset Management first reported a position in NACCO Industries in Q1 2022 and has held it in 17 quarters since.
  • 8 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.