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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 2 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INCY INCYTE CORP Healthcare 18,439.0 $2.1M 1.25% +8K +83.1% $113.36 +9.7%
22 DY DYCOM INDS INC Industrials 4,003.0 $2.0M 1.21% +605.0 +17.8% $505.53 -41.8%
23 PARR PAR PAC HOLDINGS INC Energy 35,890.0 $2.0M 1.20% +14K +61.6% $56.08 +40.6%
24 EZPW EZCORP INC Financial Services 57,909.0 $2.0M 1.20% +16K +38.5% $34.57 -4.5%
25 TIGO MILLICOM INTL CELLULAR S A Communication Services 21,191.0 $1.9M 1.15% +9K +70.7% $90.76 +2.9%
26 UBER UBER TECHNOLOGIES INC Technology 25,491.0 $1.8M 1.10% +14K +114.0% $72.16 +9.2%
27 MFC MANULIFE FINL CORP Financial Services 44,741.0 $1.8M 1.08% +29K +184.2% $40.51 +5.6%
28 FN FABRINET Technology 3,191.0 $1.8M 1.07% +1K +53.9% $562.11 -26.3%
29 POWL POWELL INDS INC Industrials 6,210.0 $1.8M 1.06% +4K +202.6% $286.38 -36.2%
30 CSTM CONSTELLIUM SE Basic Materials 53,958.0 $1.7M 1.03% NEW $31.87 -15.3%
31 SSRM SSR MINING IN Basic Materials 59,362.0 $1.7M 1.00% +8K +16.2% $28.28 +31.9%
32 NEM NEWMONT CORP Basic Materials 17,644.0 $1.6M 0.98% +7K +61.8% $93.40 +37.0%
33 UNFI UNITED NAT FOODS INC Consumer Defensive 35,583.0 $1.6M 0.97% +14K +62.3% $45.67 +0.3%
34 KGC KINROSS GOLD CORP Basic Materials 68,782.0 $1.6M 0.97% +17K +33.2% $23.62 +32.4%
35 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,160.0 $1.6M 0.96% $746.73 +3.0%
36 NEXA NEXA RES S A Basic Materials 128,868.0 $1.6M 0.94% NEW $12.24 +9.1%
37 SNEX STONEX GROUP INC Financial Services 13,183.0 $1.6M 0.93% NEW $118.50 -42.1%
38 RKLB ROCKET LAB CORP Industrials 15,337.0 $1.6M 0.93% -4K -20.3% $101.65 -36.7%
39 B BARRICK MNG CORP Basic Materials 40,742.0 $1.5M 0.89% +14K +50.9% $36.73 +24.3%
40 META META PLATFORMS INC Communication Services 2,486.0 $1.4M 0.84% +472.0 +23.4% $563.34 +2.6%
Page 2 of 7  ·  127 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%