Eddie Patel Inc

Q1 2026 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    95

  • Value ($000)

    $130,163

  • Date Filed
    05/11/2026
  • Form type
    13F-HR
  • CIK
    0002078760
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
XLE

SELECT SECTOR SPDR TR

STATE STREET ENE
$9.33M
7 %

152,350

XLU

SELECT SECTOR SPDR TR

STATE STREET UTI
$6.44M
5 %

140,300

QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$5.88M
5 %

24,764

NDQ

INVESCO QQQ TR

UNIT SER 1
$5.58M
4 %

9,669

ANGL

VANECK ETF TRUST

FALLEN ANGEL HG
$5.26M
4 %

183,083

GQ9

SPDR GOLD TR

GOLD SHS
$5.03M
4 %

11,692

SGOV

ISHARES TR

0-3 MNTH TREASRY
$4.22M
3 %

41,876

---

NEOS ETF TRUST

NASDAQ 100 HIGH
$4.2M
3 %

84,469

BLV

VANGUARD BD INDEX FDS

LONG TERM BOND
$3.9M
3 %

56,772

MU

MICRON TECHNOLOGY INC

COM
$2.92M
2 %

8,631

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 95