Portfolio (Quarterly)
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Eddie Patel Inc
· CIK 0002078760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | INCY | INCYTE CORP | Healthcare | 10,069.0 | $948K | 0.73% | -2K | -15.2% | $94.12 | +23.3% |
| 42 | SNDK | SANDISK CORP | Technology | 1,466.0 | $931K | 0.71% | NEW | — | $635.15 | +124.7% |
| 43 | TIGO | MILLICOM INTL CELLULAR S A | Communication Services | 12,411.0 | $930K | 0.71% | -3K | -17.7% | $74.94 | +29.4% |
| 44 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 529.0 | $914K | 0.70% | +201.0 | +61.3% | $1728.10 | +7.1% |
| 45 | CVSA | COVISTA INC | Consumer Cyclical | 7,730.0 | $891K | 0.68% | -2K | -18.9% | $115.25 | +2.6% |
| 46 | LMND | LEMONADE INC | Financial Services | 13,803.0 | $865K | 0.67% | -4K | -22.9% | $62.68 | +4.6% |
| 47 | AMD | ADVANCED MICRO DEVICES INC | Technology | 4,244.0 | $863K | 0.66% | -1K | -24.6% | $203.43 | +146.2% |
| 48 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,792.0 | $859K | 0.66% | -271.0 | -13.1% | $479.17 | — |
| 49 | UBER | UBER TECHNOLOGIES INC | Technology | 11,914.0 | $857K | 0.66% | -2K | -14.0% | $71.93 | +2.1% |
| 50 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 1,612.0 | $782K | 0.60% | +236.0 | +17.1% | $484.83 | -1.9% |
| 51 | RDDT | REDDIT INC | Communication Services | 5,800.0 | $781K | 0.60% | +3K | +84.3% | $134.66 | +41.4% |
| 52 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 7,933.0 | $757K | 0.58% | — | — | $95.41 | -35.0% |
| 53 | AAPL | APPLE INC | Technology | 2,971.0 | $754K | 0.58% | -58.0 | -1.9% | $253.78 | +30.3% |
| 54 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 7,994.0 | $750K | 0.58% | +1K | +15.3% | $93.87 | +119.7% |
| 55 | IEF | ISHARES TR | — | 7,859.0 | $750K | 0.58% | +3K | +56.5% | $95.44 | -1.9% |
| 56 | ALAB | ASTERA LABS INC | Technology | 6,659.0 | $730K | 0.56% | +176.0 | +2.7% | $109.60 | +189.3% |
| 57 | SCHD | SCHWAB STRATEGIC TR | — | 22,185.0 | $681K | 0.52% | -721.0 | -3.1% | $30.68 | +7.4% |
| 58 | DLO | DLOCAL LTD | Technology | 52,107.0 | $676K | 0.52% | -27K | -34.2% | $12.97 | +13.7% |
| 59 | CCL | CARNIVAL CORP | Consumer Cyclical | 25,612.0 | $663K | 0.51% | -8K | -23.9% | $25.88 | +1.6% |
| 60 | MSFT | MICROSOFT CORP | Technology | 1,649.0 | $611K | 0.47% | -558.0 | -25.3% | $370.23 | +8.0% |
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
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%