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Portfolio (Quarterly) Guide ↗

Eddie Patel Inc

· CIK 0002078760
13F Portfolio $167M AUM 127 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 37 Added 25 Reduced 29 Exited
Page 1 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DRAM ROUNDHILL ETF TRUST 60,329.0 $4.5M 2.66% NEW $73.85 -24.4%
2 MXL MAXLINEAR INC Technology 27,478.0 $3.5M 2.10% NEW $128.03 -51.8%
3 CSTM CONSTELLIUM SE Basic Materials 53,958.0 $1.7M 1.03% NEW $31.87 -15.3%
4 NEXA NEXA RES S A Basic Materials 128,868.0 $1.6M 0.94% NEW $12.24 +9.1%
5 SNEX STONEX GROUP INC Financial Services 13,183.0 $1.6M 0.93% NEW $118.50 -42.1%
6 ITA ISHARES TR 5,214.0 $1.3M 0.76% NEW $242.44 -4.0%
7 AXON AXON ENTERPRISE INC Industrials 2,099.0 $1.2M 0.70% NEW $560.57 +7.2%
8 OUSTER INC 18,790.0 $1.2M 0.70% NEW $62.52
9 IYE ISHARES TR 19,783.0 $1.1M 0.67% NEW $56.59 +17.1%
10 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 10,599.0 $939K 0.56% NEW $88.60 -28.3%
11 AOR ISHARES TR 11,709.0 $814K 0.49% NEW $69.50 +0.6%
12 TMDX TRANSMEDICS GROUP INC Healthcare 11,288.0 $750K 0.45% NEW $66.42 +33.1%
13 TSEM TOWER SEMICONDUCTOR LTD Technology 1,968.0 $513K 0.31% NEW $260.67 -20.2%
14 FALN ISHARES TR 18,157.0 $495K 0.30% NEW $27.24 -0.8%
15 GRC GORMAN RUPP CO Industrials 4,998.0 $459K 0.27% NEW $91.75 -16.9%
16 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 5,215.0 $448K 0.27% NEW $85.99 -13.2%
17 THG HANOVER INS GROUP INC Financial Services 2,087.0 $447K 0.27% NEW $214.07 +6.4%
18 RLJ RLJ LODGING TR Real Estate 37,691.0 $447K 0.27% NEW $11.85 -3.3%
19 AGM FEDERAL AGRIC MTG CORP Financial Services 2,220.0 $442K 0.26% NEW $199.29 +11.1%
20 XHR XENIA HOTELS & RESORTS INC Real Estate 21,641.0 $441K 0.26% NEW $20.36 -4.4%
Page 1 of 4  ·  61 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 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%