Eddie Patel Inc
CIK: 0002078760SEC EDGAR →
Portfolio Value
$134.2M
Holdings
104
As of
Q4 2025
New Positions
104
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 143,077 | $12.5M | 9.29% |
| 2 | SPDR GOLD TR | 31,041 | $12.3M | 9.17% |
| 3 | INVESCO EXCH TRADED FD TR II | 32,016 | $8.1M | 6.03% |
| 4 | INVESCO QQQ TR | 10,896 | $6.7M | 4.99% |
| 5 | NEOS ETF TRUST | 106,805 | $5.8M | 4.29% |
| 6 | APPLOVIN CORP | 5,122 | $3.5M | 2.57% |
| 7 | NVIDIA CORPORATION | 18,182 | $3.4M | 2.53% |
| 8 | HIMS & HERS HEALTH INC | 95,595 | $3.1M | 2.31% |
| 9 | ISHARES TR | 28,550 | $2.9M | 2.14% |
| 10 | AMAZON COM INC | 11,069 | $2.6M | 1.90% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $46.7M | 34.8% |
| Technology | 26 | $28.1M | 21.0% |
| Unknown | 7 | $24.8M | 18.5% |
| Healthcare | 9 | $8.1M | 6.0% |
| Industrials | 10 | $7.1M | 5.3% |
| Consumer Cyclical | 8 | $6.7M | 5.0% |
| Communication Services | 6 | $6.0M | 4.4% |
| Basic Materials | 3 | $4.1M | 3.1% |
| Consumer Defensive | 1 | $1.2M | 0.9% |
| Energy | 1 | $940K | 0.7% |
| Utilities | 1 | $532K | 0.4% |