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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MPC MARATHON PETE CORP Energy 1,546.0 $395K 0.24% NEW $255.60 +44.3%
102 R RYDER SYS INC Industrials 1,492.0 $393K 0.23% NEW $263.70 -6.8%
103 PSX PHILLIPS 66 Energy 2,251.0 $381K 0.23% NEW $169.07 +44.3%
104 MDLZ MONDELEZ INTL INC Consumer Defensive 6,546.0 $379K 0.23% NEW $57.84 +7.8%
105 ONEQ FIDELITY COMWLTH TR 3,554.0 $367K 0.22% NEW $103.22 +0.8%
106 COP CONOCOPHILLIPS Energy 3,474.0 $361K 0.22% NEW $103.96 +25.4%
107 CVX CHEVRON CORPORATION Energy 2,172.0 $360K 0.21% NEW $165.74 +21.8%
108 VOOG VANGUARD ADMIRAL FDS INC 4,162.0 $344K 0.21% NEW $82.62 +1.9%
109 CI THE CIGNA GROUP Healthcare 1,236.0 $341K 0.20% $275.68 +1.2%
110 EWO ISHARES INC 7,706.0 $326K 0.20% NEW $42.32 +4.1%
111 CRWD CROWDSTRIKE HLDGS INC Technology 415.0 $317K 0.19% -134.0 -24.4% $190.78 +14.5%
112 SGOV ISHARES TR 3,067.0 $309K 0.18% -39K -92.7% $100.68 +0.0%
113 SPEM SPDR INDEX SHS FDS 5,876.0 $304K 0.18% NEW $51.78 +1.9%
114 IOO ISHARES TR 2,151.0 $294K 0.18% NEW $136.62 +6.0%
115 GNR SPDR INDEX SHS FDS 4,275.0 $288K 0.17% NEW $67.31 +15.6%
116 ALAB ASTERA LABS INC Technology 590.0 $285K 0.17% -6K -91.1% $483.04 -40.1%
117 C CITIGROUP INC Financial Services 1,988.0 $278K 0.17% NEW $139.93 -5.1%
118 MSFT MICROSOFT CORP Technology 713.0 $266K 0.16% -936.0 -56.8% $373.17 +37.6%
119 CNC CENTENE CORP DEL Healthcare 3,961.0 $254K 0.15% NEW $64.19 +0.9%
120 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,886.0 $238K 0.14% NEW $82.41 -2.8%
Page 6 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%