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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 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AOR ISHARES TR 11,709.0 $814K 0.49% NEW $69.50 +0.6%
62 TMDX TRANSMEDICS GROUP INC Healthcare 11,288.0 $750K 0.45% NEW $66.42 +33.1%
63 OMDA OMADA HEALTH INC Healthcare 34,074.0 $748K 0.45% +3K +11.1% $21.95 +7.9%
64 CRCL CIRCLE INTERNET GROUP INC Financial Services 11,550.0 $723K 0.43% +4K +45.6% $62.63 +39.1%
65 SOFI SOFI TECHNOLOGIES INC Financial Services 39,172.0 $702K 0.42% +8K +25.9% $17.93 +0.7%
66 SCHD SCHWAB STRATEGIC TR 22,070.0 $700K 0.42% -115.0 -0.5% $31.71 +10.1%
67 ONDS ONDAS INC Technology 83,383.0 $687K 0.41% +28K +49.6% $8.24 -4.1%
68 NET CLOUDFLARE INC Technology 2,595.0 $637K 0.38% +773.0 +42.4% $245.28 +22.2%
69 CAT CATERPILLAR INC Industrials 495.0 $527K 0.32% $1065.15 -24.9%
70 TSEM TOWER SEMICONDUCTOR LTD Technology 1,968.0 $513K 0.31% NEW $260.67 -20.2%
71 FALN ISHARES TR 18,157.0 $495K 0.30% NEW $27.24 -0.8%
72 JNK SPDR SERIES TRUST 5,061.0 $488K 0.29% -13K -72.1% $96.38 -0.4%
73 ETORO GROUP LTD 12,082.0 $477K 0.28% -938.0 -7.2% $39.47
74 ANGL VANECK ETF TRUST 16,000.0 $468K 0.28% -167K -91.3% $29.24 -0.7%
75 FLNC FLUENCE ENERGY INC Utilities 23,297.0 $463K 0.28% +2K +10.0% $19.88 -45.3%
76 GRC GORMAN RUPP CO Industrials 4,998.0 $459K 0.27% NEW $91.75 -16.9%
77 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 5,215.0 $448K 0.27% NEW $85.99 -13.2%
78 THG HANOVER INS GROUP INC Financial Services 2,087.0 $447K 0.27% NEW $214.07 +6.4%
79 RLJ RLJ LODGING TR Real Estate 37,691.0 $447K 0.27% NEW $11.85 -3.3%
80 AGM FEDERAL AGRIC MTG CORP Financial Services 2,220.0 $442K 0.26% NEW $199.29 +11.1%
Page 4 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%