Eddie Patel Inc

CIK

2078760

Location

CHICAGO, IL

Portfolio Value

Small $162,871,126

Diversification

Diversified

Filing Date

Global Rank

#7,124 / 8,798 ▲ 14 · as of Jun 2026

Top Industry

Semiconductors 16.3%

Period ended 3 months ago

Filed Aug 11, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

5.2%

−7.5 pts

Top 5

22.1%

−8.2 pts

Top 10

34.6%

−9.3 pts

HHI

198

Diversified−138

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	23.6%	$38,401,237	18
Technology	22.1%	$36,071,585	22
Financial Services	11.2%	$18,208,778	17
Industrials	10.2%	$16,578,950	12
Communication Services	9.4%	$15,337,617	7
Basic Materials	7.3%	$11,835,286	8
Healthcare	5.1%	$8,376,212	8
Consumer Cyclical	3.2%	$5,241,261	3
Energy	2.8%	$4,556,035	8
Consumer Defensive	2.4%	$3,972,066	5
Real Estate	1.9%	$3,171,073	8
Utilities	0.7%	$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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+31,697	104,952	$8,460,698
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−206,730	85,920	$4,563,211
AFK	VanEck Africa Index ETF	−167,083	16,000	$467,840
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−61,555	5,061	$487,728
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	−15,980	68,489	$3,889,490
OSCR	Oscar Health, Inc.	−14,220	31,090	$886,686
CDE	Coeur Mining, Inc.	−11,844	70,554	$1,151,441
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−8,986	14,170	$430,342
FNDA	Schwab Fundamental U.S. Small Company ETF	−7,236	22,070	$699,839
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
IVZ	Invesco Ltd.	−2,329	22,435	$6,797,131
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
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−157	2,469	$826,349
CRWD	CrowdStrike Holdings, Inc.	−134	415	$316,703
AAOI	Applied Optoelectronics, Inc.	−94	5,699	$844,363
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
—		11,709	$813,775
TMDX	TransMedics Group, Inc.	11,288	$749,748
CWI	State Street SPDR MSCI ACWI ex-US ETF	10,151	$592,009
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
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	56,772	$3,904,778
ABI	VictoryShares Pioneer Asset-Based Income ETF	9,132	$1,752,613
VB	Vanguard Morningstar Small-Cap ETF	2,279	$1,361,816
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
BNDW	Vanguard Total World Bond ETF	7,596	$526,677
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
VIGI	Vanguard International Dividend Appreciation ETF	1,435	$212,523
ASML	Asml Holding NV	157	$207,370
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

119 tracked positions · $162,871,126 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 119 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	104,952	+31,697	$8,460,698	—	5.19%
QQQ	Invesco Qqq Trust, Series 1	Added	11,242	+1,573	$8,278,608	+48.3%	5.08%
MU	Micron Technology Inc Technology	Reduced	6,703	-1,928	$7,737,205	+165.3%	4.75%
IVZ	Invesco Ltd. Financial Services	Reduced	22,435	-2,329	$6,797,131	+15.5%	4.17%
GLD	Spdr Gold Trust	Added	13,004	+1,312	$4,790,413	−4.8%	2.94%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	85,920	-206,730	$4,563,211	−71.1%	2.80%
NBIS	Nebius Group N.V. Communication Services	Reduced	15,103	-2,743	$4,170,995	+125.3%	2.56%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,155	+3,535	$4,088,722	+44.1%	2.51%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	Reduced	68,489	-15,980	$3,889,490	−7.3%	2.39%
NVDA	Nvidia Corp Technology	Added	17,930	+1,911	$3,587,613	+28.4%	2.20%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	4,200	-966	$3,525,312	+67.6%	2.16%
MXL	Maxlinear, Inc Technology	NEW	27,478	NEW	$3,518,008	NEW	2.16%
AGX	Argan Inc Industrials	Reduced	4,190	-850	$3,345,924	+21.9%	2.05%
APP	AppLovin Corp Communication Services	Added	5,977	+543	$3,079,529	+42.4%	1.89%
HIMS	Hims & Hers Health, Inc. Healthcare	Reduced	82,773	-2,368	$2,869,739	+62.4%	1.76%
GOOGL	Alphabet Inc. Communication Services	Added	7,596	+1,554	$2,683,894	+54.9%	1.65%
CRDO	Credo Technology Group Holding Ltd Technology	Added	9,321	+1,327	$2,534,845	+237.8%	1.56%
CLS	Celestica Inc Technology	Reduced	6,316	-1,389	$2,304,076	+6.2%	1.41%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,663	-581	$2,127,873	+146.5%	1.31%
INCY	Incyte Corp Healthcare	Added	18,439	+8,370	$2,090,245	+120.6%	1.28%
DY	Dycom Industries Inc Industrials	Added	4,003	+605	$2,023,876	+75.8%	1.24%
PARR	Par Pacific Holdings, Inc. Energy	Added	35,890	+13,685	$2,012,711	+44.7%	1.24%
EZPW	Ezcorp Inc Financial Services	Added	57,909	+16,098	$2,001,914	+88.7%	1.23%
TIGO	Millicom International Cellular SA Communication Services	Added	21,191	+8,780	$1,923,295	+106.8%	1.18%
UBER	Uber Technologies, Inc Technology	Added	25,491	+13,577	$1,839,430	+114.6%	1.13%
MFC	Manulife Financial Corp Financial Services	Added	44,741	+28,999	$1,812,457	+234.3%	1.11%
FN	Fabrinet Technology	Added	3,191	+1,117	$1,793,597	+65.8%	1.10%
POWL	Powell Industries Inc Industrials	Added	6,210	+4,158	$1,778,295	+60.2%	1.09%
CSTM	Constellium SE Basic Materials	NEW	53,958	NEW	$1,719,641	NEW	1.06%
SSRM	Ssr Mining Inc. Basic Materials	Added	59,362	+8,260	$1,678,757	+11.7%	1.03%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	17,644	+6,739	$1,647,949	+39.6%	1.01%
UNFI	United Natural Foods Inc Consumer Defensive	Added	35,583	+13,657	$1,625,075	+64.5%	1.00%
KGC	Kinross Gold Corp Basic Materials	Added	68,782	+17,134	$1,624,630	+3.1%	1.00%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,160	-10	$1,613,023	+14.3%	0.99%
NEXA	Nexa Resources S.A. Basic Materials	NEW	128,868	NEW	$1,577,344	NEW	0.97%
SNEX	StoneX Group Inc. Financial Services	NEW	13,183	NEW	$1,562,185	NEW	0.96%
RKLB	Rocket Lab Corp Industrials	Reduced	15,337	-3,905	$1,559,006	+26.2%	0.96%
B	Barrick Mining Corp Basic Materials	Added	40,742	+13,747	$1,496,453	+35.9%	0.92%
META	Meta Platforms, Inc. Communication Services	Added	2,486	+472	$1,400,338	+21.5%	0.86%
LITE	Lumentum Holdings Inc. Technology	Reduced	1,586	-171	$1,360,883	+10.2%	0.84%
OSS	One Stop Systems, Inc. Technology	Added	72,895	+5,836	$1,325,231	+161.1%	0.81%
CVSA	Covista Inc. Consumer Defensive	Added	10,285	+2,555	$1,282,128	+43.9%	0.79%
		Added	13,417	+241	$1,229,533	+1.8%	0.75%
AXON	Axon Enterprise, Inc. Industrials	NEW	2,099	NEW	$1,176,720	NEW	0.72%
OUST	Ouster, Inc. Technology	NEW	18,790	NEW	$1,174,750	NEW	0.72%
CDE	Coeur Mining, Inc. Basic Materials	Reduced	70,554	-11,844	$1,151,441	−25.6%	0.71%
ASTS	AST SpaceMobile, Inc. Technology	Added	12,841	+6,156	$1,141,051	+106.0%	0.70%
TE	T1 Energy Inc. Industrials	Added	119,322	+47,223	$1,131,172	+257.4%	0.69%
SPOT	Spotify Technology S.A. Communication Services	Added	2,309	+697	$1,060,131	+35.6%	0.65%
RDDT	Reddit, Inc. Communication Services	Added	5,873	+73	$1,019,435	+30.5%	0.63%

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.