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Eddie Patel

Eddie Patel Inc

Assets Managed
$130.163M
Holdings
95
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
-2.99%(2Q avg: -1.49%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Eddie Patel Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Eddie Patel Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 130.163M in assets, with a quarterly growth rate of -2.99% and a 2-quarter average growth rate of -1.49%. The portfolio is managed by Eddie Patel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XLE
Energy Select Sector Spdr
Recent Activity
New Position
7.18%
$9.333M
152,350 shares@ $61.27 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
New Position
4.95%
$6.438M
140,300 shares@ $45.89 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -22.65%
4.53%
$5.884M
24,764 shares@ $237.62 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -11.26%
4.29%
$5.581M
9,669 shares@ $577.18 avg price
ANGL
Vaneck Fallen Angel High Yld
Recent Activity
New Position
4.04%
$5.258M
183,083 shares@ $28.72 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -62.33%
3.87%
$5.031M
11,692 shares@ $430.3 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 46.68%
3.24%
$4.215M
41,876 shares@ $100.66 avg price
QQQI
Neos Nasdaq-100 High Inc Etf
Recent Activity
Decreased -20.91%
3.23%
$4.197M
84,469 shares@ $49.7 avg price
BLV
Vanguard Long-term Bond Etf
Recent Activity
New Position
3%
$3.905M
56,772 shares@ $68.78 avg price
MU
Micron Technology Inc
Recent Activity
Increased 3.02%
2.25%
$2.916M
8,631 shares@ $337.83 avg price

1-10 of 95