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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 5  ·  95 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 QQQM INVESCO EXCH TRADED FD TR II 24,764.0 $5.9M 4.52% -7K -22.6% $237.62 +23.8%
4 QQQ INVESCO QQQ TR Financial Services 9,669.0 $5.6M 4.29% -1K -11.3% $577.18 +23.8%
5 ANGL VANECK ETF TRUST 183,083.0 $5.3M 4.04% NEW $28.72 +1.0%
6 GLD SPDR GOLD TR Financial Services 11,692.0 $5.0M 3.87% -19K -62.3% $430.30 -3.1%
7 SGOV ISHARES TR 41,876.0 $4.2M 3.24% +13K +46.7% $100.66 -0.1%
8 QQQI NEOS ETF TRUST 84,469.0 $4.2M 3.23% -22K -20.9% $49.69 +13.0%
9 BLV VANGUARD BD INDEX FDS 56,772.0 $3.9M 3.00% NEW $68.78 -1.7%
10 MU MICRON TECHNOLOGY INC Technology 8,631.0 $2.9M 2.24% +253.0 +3.0% $337.82 +125.6%
11 AMZN AMAZON COM INC Consumer Cyclical 13,620.0 $2.8M 2.18% +3K +23.1% $208.28 +28.9%
12 NVDA NVIDIA CORPORATION Technology 16,019.0 $2.8M 2.15% -2K -11.9% $174.40 +25.9%
13 AGX ARGAN INC Industrials 5,040.0 $2.7M 2.11% +726.0 +16.8% $544.63 +18.4%
14 CLS CELESTICA INC Technology 7,705.0 $2.2M 1.67% +141.0 +1.9% $281.68 +25.9%
15 APP APPLOVIN CORP Technology 5,434.0 $2.2M 1.66% +312.0 +6.1% $397.97 +22.1%
16 STRL STERLING INFRASTRUCTURE INC Industrials 5,166.0 $2.1M 1.62% -230.0 -4.3% $407.27 +84.6%
17 NEBIUS GROUP N.V. 17,846.0 $1.9M 1.42% +4K +24.5% $103.76
18 HIMS HIMS & HERS HEALTH INC Healthcare 85,141.0 $1.8M 1.36% -10K -10.9% $20.76 +15.7%
19 RSP INVESCO EXCHANGE TRADED FD T 9,132.0 $1.8M 1.35% NEW $191.93 +6.7%
20 JNK SPDR SERIES TRUST 18,165.0 $1.7M 1.34% +13K +236.3% $95.72 +0.5%
Page 1 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%