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Portfolio (Quarterly) Guide ↗

Eddie Patel Inc

· CIK 0002078760
13F Portfolio $130M AUM 95 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 18 Added 45 Reduced 38 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLE SELECT SECTOR SPDR TR 152,350.0 $9.3M 7.17% NEW $61.26 -3.5%
2 XLU SELECT SECTOR SPDR TR 140,300.0 $6.4M 4.95% NEW $45.89 -1.9%
3 ANGL VANECK ETF TRUST 183,083.0 $5.3M 4.04% NEW $28.72 +1.0%
4 BLV VANGUARD BD INDEX FDS 56,772.0 $3.9M 3.00% NEW $68.78 -1.7%
5 RSP INVESCO EXCHANGE TRADED FD T 9,132.0 $1.8M 1.35% NEW $191.93 +6.7%
6 VOO VANGUARD INDEX FDS 2,279.0 $1.4M 1.05% NEW $597.56 +14.3%
7 LITE LUMENTUM HLDGS INC Technology 1,757.0 $1.2M 0.95% NEW $702.77 +37.2%
8 HYMB SPDR SERIES TRUST 48,451.0 $1.2M 0.92% NEW $24.80 +0.5%
9 NEM NEWMONT CORP Basic Materials 10,905.0 $1.2M 0.91% NEW $108.25 +0.1%
10 ICSH ISHARES TR 23,156.0 $1.2M 0.90% NEW $50.62 -0.1%
11 DY DYCOM INDS INC Industrials 3,398.0 $1.2M 0.88% NEW $338.81 +22.3%
12 B BARRICK MNG CORP Basic Materials 26,995.0 $1.1M 0.85% NEW $40.79 +1.1%
13 FN FABRINET Technology 2,074.0 $1.1M 0.83% NEW $521.41 +34.9%
14 SANDISK CORP 1,466.0 $931K 0.71% NEW $635.15
15 COIN COINBASE GLOBAL INC Financial Services 3,107.0 $543K 0.42% NEW $174.64 +10.8%
16 OSS ONE STOP SYS INC Technology 67,059.0 $508K 0.39% NEW $7.57 +118.1%
17 ONDS ONDAS INC Technology 55,725.0 $504K 0.39% NEW $9.04 +1.5%
18 AAOI APPLIED OPTOELECTRONICS INC Technology 5,793.0 $490K 0.38% NEW $84.59 +109.0%
19 SHYG ISHARES TR 10,882.0 $460K 0.35% NEW $42.31 +0.3%
20 ETORO GROUP LTD 13,020.0 $391K 0.30% NEW $30.03
Page 1 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%