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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLNC FLUENCE ENERGY INC Utilities 21,177.0 $291K 0.22% -6K -21.3% $13.76 +4.8%
42 STRT STRATTEC SEC CORP Consumer Cyclical 3,678.0 $288K 0.22% -669.0 -15.4% $78.34 +6.4%
43 TTMI TTM TECHNOLOGIES INC Technology 2,654.0 $259K 0.20% -11K -80.8% $97.43 +33.6%
44 CRWD CROWDSTRIKE HLDGS INC Technology 549.0 $215K 0.17% -1K -67.0% $97.68 +108.6%
45 ASML ASML HLDG NV Technology 157.0 $207K 0.16% -177.0 -53.0% $1320.04 +35.2%
Page 3 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 29.5%
Financial Services 22.9%
Industrials 12.7%
Basic Materials 9.2%
Consumer Cyclical 8.2%
Communication Services 7.2%
Healthcare 6.7%
Energy 1.9%
Consumer Defensive 1.3%
Utilities 0.4%