Portfolio (Quarterly)
Guide ↗
Eddie Patel Inc
· CIK 0002078760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLU | SELECT SECTOR SPDR TR | — | 140,300 | $6.4M | 4.95% | SOLD |
| 2 | BLV | VANGUARD BD INDEX FDS | — | 56,772 | $3.9M | 3.00% | SOLD |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | — | 9,132 | $1.8M | 1.35% | SOLD |
| 4 | VOO | VANGUARD INDEX FDS | — | 2,279 | $1.4M | 1.05% | SOLD |
| 5 | HYMB | SPDR SERIES TRUST | — | 48,451 | $1.2M | 0.92% | SOLD |
| 6 | ICSH | ISHARES TR | — | 23,156 | $1.2M | 0.90% | SOLD |
| 7 | LMND | LEMONADE INC | Financial Services | 13,803 | $865K | 0.67% | SOLD |
| 8 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,792 | $859K | 0.66% | SOLD |
| 9 | IEF | ISHARES TR | — | 7,859 | $750K | 0.58% | SOLD |
| 10 | DLO | DLOCAL LTD | Technology | 52,107 | $676K | 0.52% | SOLD |
| 11 | CCL | CARNIVAL CORP | Consumer Cyclical | 25,612 | $663K | 0.51% | SOLD |
| 12 | HROW | HARROW INC | Healthcare | 16,291 | $574K | 0.44% | SOLD |
| 13 | EAT | BRINKER INTL INC | Consumer Cyclical | 3,920 | $560K | 0.43% | SOLD |
| 14 | COIN | COINBASE GLOBAL INC | Financial Services | 3,107 | $543K | 0.42% | SOLD |
| 15 | TEM | TEMPUS AI INC | Healthcare | 11,530 | $521K | 0.40% | SOLD |
| 16 | PATH | UIPATH INC | Technology | 46,954 | $521K | 0.40% | SOLD |
| 17 | SKYW | SKYWEST INC | Industrials | 5,601 | $514K | 0.40% | SOLD |
| 18 | IREN | IREN LIMITED | Financial Services | 14,536 | $498K | 0.38% | SOLD |
| 19 | SHYG | ISHARES TR | — | 10,882 | $460K | 0.35% | SOLD |
| 20 | SYF | SYNCHRONY FINANCIAL | Financial Services | 5,839 | $397K | 0.30% | SOLD |
Sector Allocation
Technology
30.7%
Financial Services
20.9%
Industrials
13.4%
Basic Materials
9.6%
Healthcare
6.8%
Consumer Cyclical
5.3%
Communication Services
4.4%
Energy
3.3%
Real Estate
2.6%
Consumer Defensive
2.2%