Portfolio (Quarterly)
Guide ↗
Eddie Patel Inc
· CIK 0002078760| # | 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% |
① 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%