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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 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMD ADVANCED MICRO DEVICES INC Technology 4,244.0 $863K 0.66% -1K -24.6% $203.43 +121.0%
22 BERKSHIRE HATHAWAY INC DEL 1,792.0 $859K 0.66% -271.0 -13.1% $479.17
23 UBER UBER TECHNOLOGIES INC Technology 11,914.0 $857K 0.66% -2K -14.0% $71.93 +3.7%
24 AAPL APPLE INC Technology 2,971.0 $754K 0.58% -58.0 -1.9% $253.78 +20.2%
25 SCHD SCHWAB STRATEGIC TR 22,185.0 $681K 0.52% -721.0 -3.1% $30.68 +5.1%
26 DLO DLOCAL LTD Technology 52,107.0 $676K 0.52% -27K -34.2% $12.97 -5.6%
27 CCL CARNIVAL CORP Consumer Cyclical 25,612.0 $663K 0.51% -8K -23.9% $25.88 +1.2%
28 MSFT MICROSOFT CORP Technology 1,649.0 $611K 0.47% -558.0 -25.3% $370.22 +13.2%
29 HROW HARROW INC Healthcare 16,291.0 $574K 0.44% -9K -34.6% $35.26 -6.5%
30 QTEC FIRST TR EXCHANGE-TRADED FD 2,626.0 $567K 0.44% -40.0 -1.5% $215.98 +38.7%
31 EAT BRINKER INTL INC Consumer Cyclical 3,920.0 $560K 0.43% -575.0 -12.8% $142.77 -4.3%
32 ASTS AST SPACEMOBILE INC Technology 6,685.0 $554K 0.43% -842.0 -11.2% $82.88 +16.1%
33 MFC MANULIFE FINL CORP Financial Services 15,742.0 $542K 0.42% -5K -22.5% $34.44 +13.4%
34 PATH UIPATH INC Technology 46,954.0 $521K 0.40% -12K -19.9% $11.10 -4.8%
35 OSCR OSCAR HEALTH INC Healthcare 45,310.0 $520K 0.40% -4K -7.4% $11.47 +93.0%
36 SKYW SKYWEST INC Industrials 5,601.0 $514K 0.40% -1K -20.2% $91.82 -9.3%
37 IREN IREN LIMITED Financial Services 14,536.0 $498K 0.38% -496.0 -3.3% $34.28 +69.4%
38 TLT ISHARES TR 5,317.0 $461K 0.35% -138K -96.3% $86.69 -2.9%
39 SYF SYNCHRONY FINANCIAL Financial Services 5,839.0 $397K 0.30% -725.0 -11.1% $68.03 +5.9%
40 NET CLOUDFLARE INC Technology 1,822.0 $376K 0.29% -821.0 -31.1% $206.38 +3.0%
Page 2 of 3  ·  45 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%