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Portfolio (Quarterly) Guide ↗

Eddie Patel Inc

· CIK 0002078760
13F Portfolio $134M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 104 New
Page 2 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HOOD ROBINHOOD MKTS INC Financial Services 11,555.0 $1.3M 0.97% NEW $113.10 -32.9%
22 LMND LEMONADE INC Financial Services 17,897.0 $1.3M 0.95% NEW $71.18 -19.9%
23 SSRM SSR MINING IN Basic Materials 57,919.0 $1.3M 0.95% NEW $21.92 +40.2%
24 W WAYFAIR INC Consumer Cyclical 12,378.0 $1.2M 0.93% NEW $100.41 -35.5%
25 HROW HARROW INC Healthcare 24,901.0 $1.2M 0.91% NEW $49.00 -32.7%
26 AMD ADVANCED MICRO DEVICES INC Technology 5,625.0 $1.2M 0.90% NEW $214.17 +109.9%
27 NEBIUS GROUP N.V. 14,337.0 $1.2M 0.89% NEW $83.70
28 INCY INCYTE CORP Healthcare 11,868.0 $1.2M 0.87% NEW $98.77 -1.4%
29 UNFI UNITED NAT FOODS INC Consumer Defensive 34,570.0 $1.2M 0.87% NEW $33.67 +49.6%
30 UBER UBER TECHNOLOGIES INC Technology 13,856.0 $1.1M 0.84% NEW $81.71 -8.7%
31 DLO DLOCAL LTD Technology 79,246.0 $1.1M 0.83% NEW $14.14 -13.4%
32 ALAB ASTERA LABS INC Technology 6,483.0 $1.1M 0.80% NEW $166.35 +79.0%
33 MSFT MICROSOFT CORP Technology 2,207.0 $1.1M 0.80% NEW $483.65 -13.3%
34 BERKSHIRE HATHAWAY INC DEL 2,063.0 $1.0M 0.77% NEW $502.65
35 CCL CARNIVAL CORP Consumer Cyclical 33,676.0 $1.0M 0.77% NEW $30.54 -14.3%
36 EZPW EZCORP INC Financial Services 52,134.0 $1.0M 0.75% NEW $19.42 +72.2%
37 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6,932.0 $997K 0.74% NEW $143.90 +34.4%
38 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 9,533.0 $986K 0.73% NEW $103.47 +19.9%
39 XLK SELECT SECTOR SPDR TR 6,791.0 $978K 0.73% NEW $143.97 +24.1%
40 AOR ISHARES TR 14,911.0 $969K 0.72% NEW $65.01 +5.6%
Page 2 of 6  ·  104 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
Financial Services 29.4%
Technology 28.8%
Industrials 11.2%
Consumer Cyclical 9.1%
Healthcare 8.8%
Communication Services 5.2%
Basic Materials 4.6%
Consumer Defensive 1.3%
Energy 1.0%
Utilities 0.6%