Eddie Patel Inc

CIK

2078760

Location

CHICAGO, IL

Portfolio Value

Small $133,805,813

Diversification

Diversified

Filing Date

Global Rank

#5,309 / 8,517 ▲ 1199

Top Industry

Semiconductors 17.3%

3Y Alpha vs SPY

+19.4%

Period ended 47 days ago

Filed Aug 11, 2026 · 5d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+25.0%

SPY

+13.9%

Annualised alpha

+26.5%

Max drawdown

−15.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

105 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.2%

−0.8 pts

Top 5

21.7%

−2.4 pts

Top 10

34.5%

−3.6 pts

HHI

205

Diversified−40

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.0%	$36,071,585	22
Industrials	12.4%	$16,578,950	12
Unclassified	12.1%	$16,133,055	5
Communication Services	11.5%	$15,337,617	7
Basic Materials	8.8%	$11,835,286	8
Financial Services	8.5%	$11,411,647	16
Healthcare	6.3%	$8,376,212	8
Consumer Cyclical	3.9%	$5,241,261	3
Energy	3.4%	$4,556,035	8
Consumer Defensive	3.0%	$3,972,066	5
Real Estate	2.4%	$3,171,073	8
Utilities	0.8%	$1,121,026	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TE	T1 Energy Inc.	+47,223	119,322	$1,131,172
MFC	Manulife Financial Corp	+28,999	44,741	$1,812,457
ONDS	Ondas Inc.	+27,658	83,383	$687,075
KGC	Kinross Gold Corp	+17,134	68,782	$1,624,630
EZPW	Ezcorp Inc	+16,098	57,909	$2,001,914
B	Barrick Mining Corp	+13,747	40,742	$1,496,453
PARR	Par Pacific Holdings, Inc.	+13,685	35,890	$2,012,711
UNFI	United Natural Foods Inc	+13,657	35,583	$1,625,075
UBER	Uber Technologies, Inc	+13,577	25,491	$1,839,430
TIGO	Millicom International Cellular SA	+8,780	21,191	$1,923,295
INCY	Incyte Corp	+8,370	18,439	$2,090,245
SSRM	Ssr Mining Inc.	+8,260	59,362	$1,678,757
SOFI	SoFi Technologies, Inc.	+8,048	39,172	$702,353
NEM	NEWMONT Corp /DE/	+6,739	17,644	$1,647,949
ASTS	AST SpaceMobile, Inc.	+6,156	12,841	$1,141,051
OSS	One Stop Systems, Inc.	+5,836	72,895	$1,325,231
POWL	Powell Industries Inc	+4,158	6,210	$1,778,295
CRCL	Circle Internet Group, Inc.	+3,617	11,550	$723,376
AMZN	Amazon Com Inc	+3,535	17,155	$4,088,722
OMDA	Omada Health, Inc.	+3,407	34,074	$747,924
CVSA	Covista Inc.	+2,555	10,285	$1,282,128
FLNC	Fluence Energy, Inc.	+2,120	23,297	$463,144
NVDA	Nvidia Corp	+1,911	17,930	$3,587,613
QQQ	Invesco Qqq Trust, Series 1	+1,573	11,242	$8,278,608
GOOGL	Alphabet Inc.	+1,554	7,596	$2,683,894
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
OSCR	Oscar Health, Inc.	−14,220	31,090	$886,686
CDE	Coeur Mining, Inc.	−11,844	70,554	$1,151,441
ALAB	Astera Labs, Inc.	−6,069	590	$284,981
RKLB	Rocket Lab Corp	−3,905	15,337	$1,559,006
NBIS	Nebius Group N.V.	−2,743	15,103	$4,170,995
HIMS	Hims & Hers Health, Inc.	−2,368	82,773	$2,869,739
MU	Micron Technology Inc	−1,928	6,703	$7,737,205
CLS	Celestica Inc	−1,389	6,316	$2,304,076
SNDK	Sandisk Corp	−1,027	439	$998,167
STRL	Sterling Infrastructure, Inc.	−966	4,200	$3,525,312
ETOR	eToro Group Ltd.	−938	12,082	$476,876
MSFT	Microsoft Corp	−936	713	$265,963
AGX	Argan Inc	−850	4,190	$3,345,924
AMD	Advanced Micro Devices Inc	−581	3,663	$2,127,873
LITE	Lumentum Holdings Inc.	−171	1,586	$1,360,883
CRWD	CrowdStrike Holdings, Inc.	−134	415	$316,703
AAOI	Applied Optoelectronics, Inc.	−94	5,699	$844,363
SPY	Spdr S&P 500 ETF Trust	−10	2,160	$1,613,023
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MXL	Maxlinear, Inc	27,478	$3,518,008
CSTM	Constellium SE	53,958	$1,719,641
NEXA	Nexa Resources S.A.	128,868	$1,577,344
SNEX	StoneX Group Inc.	13,183	$1,562,185
AXON	Axon Enterprise, Inc.	2,099	$1,176,720
OUST	Ouster, Inc.	18,790	$1,174,750
SOLS	Solstice Advanced Materials Inc.	10,599	$939,071
TMDX	TransMedics Group, Inc.	11,288	$749,748
TSEM	Tower Semiconductor Ltd	1,968	$512,939
GRC	Gorman Rupp Co	4,998	$458,516
JBSS	Sanfilippo John B & Son Inc	5,215	$448,437
THG	Hanover Insurance Group, Inc.	2,087	$446,868
RLJ	RLJ Lodging Trust	37,691	$446,638
AGM	Federal Agricultural Mortgage Corp	2,220	$442,379
XHR	Xenia Hotels & Resorts, Inc.	21,641	$440,610
NRXS	Neuraxis, INC	59,764	$436,874
AEP	American Electric Power Co Inc	3,167	$433,277
PNC	Pnc Financial Services Group, Inc.	1,753	$431,623
XOM	ExxonMobil Holdings Corp	3,138	$429,027
THFF	First Financial Corp /In/	5,532	$428,398
SRCE	1St Source Corp	5,249	$428,213
RTX	RTX Corp	2,239	$424,805
RY	Royal Bank Of Canada	2,051	$424,495
RBCAA	Republic Bancorp Inc /Ky/	4,678	$423,031
DRH	DiamondRock Hospitality Co	34,511	$420,343
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
LMND	Lemonade, Inc.	13,803	$865,172
BRK-B	Berkshire Hathaway Inc	1,792	$858,726
DLO	dLocal Ltd	52,107	$675,827
CCL	Carnival Corp Ltd.	25,612	$662,838
HROW	Harrow, Inc.	16,291	$574,420
EAT	Brinker International, Inc	3,920	$559,658
COIN	Coinbase Global, Inc.	3,107	$542,513
TEM	Tempus AI, Inc.	11,530	$521,386
PATH	UiPath, Inc.	46,954	$521,189
SKYW	Skywest Inc	5,601	$514,339
IREN	IREN Ltd	14,536	$498,294
SYF	Synchrony Financial	5,839	$397,168
STRT	Strattec Security Corp	3,678	$288,134
TTMI	Ttm Technologies Inc	2,654	$258,552
ASML	Asml Holding NV	157	$207,370
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

105 tracked positions · $133,805,813 total · filing declares 127 positions · $167,326,092 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 105 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	11,242	+1,573	$8,278,608	+48.3%	6.19%
MU	Micron Technology Inc Technology	Reduced	6,703	-1,928	$7,737,205	+165.3%	5.78%
GLD	Spdr Gold Trust	Added	13,004	+1,312	$4,790,413	−4.8%	3.58%
NBIS	Nebius Group N.V. Communication Services	Reduced	15,103	-2,743	$4,170,995	+125.3%	3.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,155	+3,535	$4,088,722	+44.1%	3.06%
NVDA	Nvidia Corp Technology	Added	17,930	+1,911	$3,587,613	+28.4%	2.68%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	4,200	-966	$3,525,312	+67.6%	2.63%
MXL	Maxlinear, Inc Technology	NEW	27,478	NEW	$3,518,008	NEW	2.63%
AGX	Argan Inc Industrials	Reduced	4,190	-850	$3,345,924	+21.9%	2.50%
APP	AppLovin Corp Communication Services	Added	5,977	+543	$3,079,529	+42.4%	2.30%
HIMS	Hims & Hers Health, Inc. Healthcare	Reduced	82,773	-2,368	$2,869,739	+62.4%	2.14%
GOOGL	Alphabet Inc. Communication Services	Added	7,596	+1,554	$2,683,894	+54.9%	2.01%
CRDO	Credo Technology Group Holding Ltd Technology	Added	9,321	+1,327	$2,534,845	+237.8%	1.89%
CLS	Celestica Inc Technology	Reduced	6,316	-1,389	$2,304,076	+6.2%	1.72%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,663	-581	$2,127,873	+146.5%	1.59%
INCY	Incyte Corp Healthcare	Added	18,439	+8,370	$2,090,245	+120.6%	1.56%
DY	Dycom Industries Inc Industrials	Added	4,003	+605	$2,023,876	+75.8%	1.51%
PARR	Par Pacific Holdings, Inc. Energy	Added	35,890	+13,685	$2,012,711	+44.7%	1.50%
EZPW	Ezcorp Inc Financial Services	Added	57,909	+16,098	$2,001,914	+88.7%	1.50%
TIGO	Millicom International Cellular SA Communication Services	Added	21,191	+8,780	$1,923,295	+106.8%	1.44%
UBER	Uber Technologies, Inc Technology	Added	25,491	+13,577	$1,839,430	+114.6%	1.37%
MFC	Manulife Financial Corp Financial Services	Added	44,741	+28,999	$1,812,457	+234.3%	1.35%
FN	Fabrinet Technology	Added	3,191	+1,117	$1,793,597	+65.8%	1.34%
POWL	Powell Industries Inc Industrials	Added	6,210	+4,158	$1,778,295	+60.2%	1.33%
CSTM	Constellium SE Basic Materials	NEW	53,958	NEW	$1,719,641	NEW	1.29%
SSRM	Ssr Mining Inc. Basic Materials	Added	59,362	+8,260	$1,678,757	+11.7%	1.25%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	17,644	+6,739	$1,647,949	+39.6%	1.23%
UNFI	United Natural Foods Inc Consumer Defensive	Added	35,583	+13,657	$1,625,075	+64.5%	1.21%
KGC	Kinross Gold Corp Basic Materials	Added	68,782	+17,134	$1,624,630	+3.1%	1.21%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,160	-10	$1,613,023	+14.3%	1.21%
NEXA	Nexa Resources S.A. Basic Materials	NEW	128,868	NEW	$1,577,344	NEW	1.18%
SNEX	StoneX Group Inc. Financial Services	NEW	13,183	NEW	$1,562,185	NEW	1.17%
RKLB	Rocket Lab Corp Industrials	Reduced	15,337	-3,905	$1,559,006	+26.2%	1.17%
B	Barrick Mining Corp Basic Materials	Added	40,742	+13,747	$1,496,453	+35.9%	1.12%
META	Meta Platforms, Inc. Communication Services	Added	2,486	+472	$1,400,338	+21.5%	1.05%
LITE	Lumentum Holdings Inc. Technology	Reduced	1,586	-171	$1,360,883	+10.2%	1.02%
OSS	One Stop Systems, Inc. Technology	Added	72,895	+5,836	$1,325,231	+161.1%	0.99%
CVSA	Covista Inc. Consumer Defensive	Added	10,285	+2,555	$1,282,128	+43.9%	0.96%
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Added	13,417	+241	$1,229,533	+1.8%	0.92%
AXON	Axon Enterprise, Inc. Industrials	NEW	2,099	NEW	$1,176,720	NEW	0.88%
OUST	Ouster, Inc. Technology	NEW	18,790	NEW	$1,174,750	NEW	0.88%
CDE	Coeur Mining, Inc. Basic Materials	Reduced	70,554	-11,844	$1,151,441	−25.6%	0.86%
ASTS	AST SpaceMobile, Inc. Technology	Added	12,841	+6,156	$1,141,051	+106.0%	0.85%
TE	T1 Energy Inc. Industrials	Added	119,322	+47,223	$1,131,172	+257.4%	0.85%
SPOT	Spotify Technology S.A. Communication Services	Added	2,309	+697	$1,060,131	+35.6%	0.79%
RDDT	Reddit, Inc. Communication Services	Added	5,873	+73	$1,019,435	+30.5%	0.76%
SNDK	Sandisk Corp Technology	Reduced	439	-1,027	$998,167	+7.2%	0.75%
MELI	Mercadolibre Inc Consumer Cyclical	Added	556	+27	$943,748	+3.2%	0.71%
SOLS	Solstice Advanced Materials Inc. Basic Materials	NEW	10,599	NEW	$939,071	NEW	0.70%
OSCR	Oscar Health, Inc. Healthcare	Reduced	31,090	-14,220	$886,686	+70.6%	0.66%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.