Portfolio (Quarterly)
Guide ↗
Eddie Patel Inc
· CIK 0002078760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | WLDN | WILLDAN GROUP INC | Industrials | 14,537 | $1.5M | 1.12% | SOLD |
| 2 | HOOD | ROBINHOOD MKTS INC | Financial Services | 11,555 | $1.3M | 0.97% | SOLD |
| 3 | W | WAYFAIR INC | Consumer Cyclical | 12,378 | $1.2M | 0.93% | SOLD |
| 4 | XLK | SELECT SECTOR SPDR TR | — | 6,791 | $978K | 0.73% | SOLD |
| 5 | AOR | ISHARES TR | — | 14,911 | $969K | 0.72% | SOLD |
| 6 | ITA | ISHARES TR | — | 4,376 | $940K | 0.70% | SOLD |
| 7 | IYW | ISHARES TR | — | 4,623 | $923K | 0.69% | SOLD |
| 8 | — | PAGAYA TECHNOLOGIES LTD | — | 41,607 | $870K | 0.65% | SOLD |
| 9 | DUOL | DUOLINGO INC | Technology | 3,924 | $689K | 0.51% | SOLD |
| 10 | RBRK | RUBRIK INC. | Technology | 8,137 | $622K | 0.46% | SOLD |
| 11 | FOUR | SHIFT4 PMTS INC | Technology | 9,752 | $614K | 0.46% | SOLD |
| 12 | RR | RICHTECH ROBOTICS INC | Industrials | 188,737 | $610K | 0.45% | SOLD |
| 13 | GRAB | GRAB HOLDINGS LIMITED | Technology | 115,571 | $577K | 0.43% | SOLD |
| 14 | AXON | AXON ENTERPRISE INC | Industrials | 1,005 | $571K | 0.43% | SOLD |
| 15 | EOSE | EOS ENERGY ENTERPRISES INC | Industrials | 49,589 | $568K | 0.42% | SOLD |
| 16 | FALN | ISHARES TR | — | 19,490 | $532K | 0.40% | SOLD |
| 17 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,311 | $433K | 0.32% | SOLD |
| 18 | TMDX | TRANSMEDICS GROUP INC | Healthcare | 3,406 | $414K | 0.31% | SOLD |
| 19 | TSLA | TESLA INC | Consumer Cyclical | 779 | $350K | 0.26% | SOLD |
| 20 | ZETA | ZETA GLOBAL HOLDINGS CORP | Technology | 15,291 | $311K | 0.23% | SOLD |
Sector Allocation
Technology
28.7%
Financial Services
23.2%
Industrials
12.9%
Basic Materials
9.3%
Consumer Cyclical
8.3%
Communication Services
7.3%
Healthcare
6.8%
Energy
1.9%
Consumer Defensive
1.3%
Utilities
0.4%