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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 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 6,042.0 $1.7M 1.33% -651.0 -9.7% $286.84 +33.7%
22 KGC KINROSS GOLD CORP Basic Materials 51,648.0 $1.6M 1.21% -433.0 -0.8% $30.52 -6.1%
23 CDE COEUR MNG INC Basic Materials 82,398.0 $1.5M 1.19% +3K +3.9% $18.77 -5.0%
24 SSRM SSR MINING IN Basic Materials 51,102.0 $1.5M 1.15% -7K -11.8% $29.37 +4.7%
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,170.0 $1.4M 1.08% +877.0 +67.8% $650.35 +14.2%
26 PARR PAR PAC HOLDINGS INC Energy 22,205.0 $1.4M 1.07% -5K -17.0% $62.64 -7.7%
27 VOO VANGUARD INDEX FDS 2,279.0 $1.4M 1.05% NEW $597.56 +14.3%
28 RKLB ROCKET LAB CORP Industrials 19,242.0 $1.2M 0.95% -4K -17.7% $64.22 +109.1%
29 LITE LUMENTUM HLDGS INC Technology 1,757.0 $1.2M 0.95% NEW $702.77 +37.2%
30 BIL SPDR SERIES TRUST 13,176.0 $1.2M 0.93% -4K -25.1% $91.64 -0.1%
31 HYMB SPDR SERIES TRUST 48,451.0 $1.2M 0.92% NEW $24.80 +0.5%
32 NEM NEWMONT CORP Basic Materials 10,905.0 $1.2M 0.91% NEW $108.25 +0.1%
33 ICSH ISHARES TR 23,156.0 $1.2M 0.90% NEW $50.62 -0.1%
34 META META PLATFORMS INC Communication Services 2,014.0 $1.2M 0.89% +2K +325.8% $572.00 +6.2%
35 DY DYCOM INDS INC Industrials 3,398.0 $1.2M 0.88% NEW $338.81 +22.3%
36 POWL POWELL INDS INC Industrials 2,052.0 $1.1M 0.85% -770.0 -27.3% $540.97 -49.9%
37 B BARRICK MNG CORP Basic Materials 26,995.0 $1.1M 0.85% NEW $40.79 +1.1%
38 FN FABRINET Technology 2,074.0 $1.1M 0.83% NEW $521.41 +34.9%
39 EZPW EZCORP INC Financial Services 41,811.0 $1.1M 0.81% -10K -19.8% $25.38 +31.8%
40 UNFI UNITED NAT FOODS INC Consumer Defensive 21,926.0 $988K 0.76% -13K -36.6% $45.06 +11.8%
Page 2 of 5  ·  95 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%