Eddie Patel Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Eddie Patel Inc held in its portfolio 103 assets valued at $134,187,877 (i.e. $134.19M).
The most valuable assets in the portfolio included: ISHARES TR ($12.47M), SPDR GOLD TR ($12.30M), and INVESCO EXCH TRADED FD TR II ($8.10M).
The chart below shows the top 10 valuable assets, and the table below shows the top 103 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Eddie Patel Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 143077 | 12470622 | 20 YR TR BD ETF |
| SPDR GOLD TR | 31041 | 12301809 | GOLD SHS |
| INVESCO EXCH TRADED FD TR II | 32016 | 8097544 | NASDAQ 100 ETF |
| INVESCO QQQ TR | 10896 | 6693476 | UNIT SER 1 |
| NEOS ETF TRUST | 106805 | 5752519 | NASDAQ 100 HIGH |
| APPLOVIN CORP | 5122 | 3451549 | COM CL A |
| NVIDIA CORPORATION | 18182 | 3390925 | COM |
| HIMS & HERS HEALTH INC | 95595 | 3103982 | COM CL A |
| ISHARES TR | 28550 | 2865810 | 0-3 MNTH TREASRY |
| AMAZON COM INC | 11069 | 2554986 | COM |
| MICRON TECHNOLOGY INC | 8378 | 2391180 | COM |
| CELESTICA INC | 7564 | 2235923 | COM |
| SPDR SERIES TRUST | 23004 | 2133588 | STATE STREET SPD |
| ALPHABET INC | 6693 | 2100292 | CAP STK CL C |
| STERLING INFRASTRUCTURE INC | 5396 | 1652309 | COM |
| ROCKET LAB CORP | 23380 | 1630994 | COM |
| WILLDAN GROUP INC | 14537 | 1506863 | COM |
| KINROSS GOLD CORP | 52081 | 1466609 | COM |
| COEUR MNG INC | 79294 | 1413814 | COM NEW |
| ARGAN INC | 4314 | 1351581 | COM |
| ROBINHOOD MKTS INC | 11555 | 1306861 | COM CL A |
| LEMONADE INC | 17897 | 1273909 | COM |
| SSR MINING IN | 57919 | 1269581 | COM |
| WAYFAIR INC | 12378 | 1242870 | CL A |
| HARROW INC | 24901 | 1220128 | COM |
| ADVANCED MICRO DEVICES INC | 5625 | 1204694 | COM |
| NEBIUS GROUP N.V. | 14337 | 1200042 | SHS CLASS A |
| INCYTE CORP | 11868 | 1172182 | COM |
| UNITED NAT FOODS INC | 34570 | 1163986 | COM |
| UBER TECHNOLOGIES INC | 13856 | 1132155 | COM |
| DLOCAL LTD | 79246 | 1120542 | CLASS A COM |
| ASTERA LABS INC | 6483 | 1078473 | COM |
| MICROSOFT CORP | 2207 | 1067413 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2063 | 1036974 | CL B NEW |
| CARNIVAL CORP | 33676 | 1028476 | UNIT 99/99/9999 |
| EZCORP INC | 52134 | 1012445 | CL A NON VTG |
| CREDO TECHNOLOGY GROUP HOLDI | 6932 | 997486 | ORDINARY SHARES |
| ADTALEM GLOBAL ED INC | 9533 | 986353 | COM |
| SELECT SECTOR SPDR TR | 6791 | 977714 | STATE STREET TEC |
| ISHARES TR | 14911 | 969364 | CORE 60/40 BALAN |
| UIPATH INC | 58634 | 961008 | CL A |
| TTM TECHNOLOGIES INC | 13844 | 955250 | COM |
| PAR PAC HOLDINGS INC | 26761 | 940387 | COM NEW |
| ISHARES TR | 4376 | 939550 | US AER DEF ETF |
| ISHARES TR | 4623 | 923150 | U.S. TECH ETF |
| POWELL INDS INC | 2822 | 899651 | COM |
| SPDR S&P 500 ETF TR | 1293 | 882020 | TR UNIT |
| PAGAYA TECHNOLOGIES LTD | 41607 | 869593 | CL A NEW |
| MILLICOM INTL CELLULAR S A | 15075 | 835762 | COM STK |
| APPLE INC | 3029 | 823450 | COM |
| SOFI TECHNOLOGIES INC | 31278 | 818856 | COM |
| SPOTIFY TECHNOLOGY S A | 1376 | 798826 | SHS |
| CROWDSTRIKE HLDGS INC | 1664 | 779872 | CL A |
| MANULIFE FINL CORP | 20307 | 736754 | COM |
| REDDIT INC | 3147 | 723337 | CL A |
| SKYWEST INC | 7019 | 704782 | COM |
| OSCAR HEALTH INC | 48925 | 703054 | CL A |
| DUOLINGO INC | 3924 | 688608 | CL A COM |
| MERCADOLIBRE INC | 328 | 660963 | COM |
| BRINKER INTL INC | 4495 | 645177 | COM |
| SCHWAB STRATEGIC TR | 22906 | 628321 | US DIVIDEND EQ |
| CIRCLE INTERNET GROUP INC | 7921 | 628114 | COM CL A |
| RUBRIK INC. | 8137 | 622284 | CL A |
| SHIFT4 PMTS INC | 9752 | 614076 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 2666 | 613729 | SHS |
| RICHTECH ROBOTICS INC | 188737 | 609619 | CL B |
| GRAB HOLDINGS LIMITED | 115571 | 576697 | CLASS A ORD |
| AXON ENTERPRISE INC | 1005 | 571033 | COM |
| TEMPUS AI INC | 9665 | 570742 | CL A |
| EOS ENERGY ENTERPRISES INC | 49589 | 568294 | COM CL A |
| IREN LIMITED | 15032 | 567774 | ORDINARY SHARES |
| SYNCHRONY FINANCIAL | 6564 | 547640 | COM |
| AST SPACEMOBILE INC | 7527 | 546702 | COM CL A |
| FLUENCE ENERGY INC | 26901 | 532096 | COM CL A |
| ISHARES TR | 19490 | 532075 | FALN ANGLS USD |
| CLOUDFLARE INC | 2643 | 521037 | CL A COM |
| ISHARES TR | 5022 | 482904 | 7-10 YR TRSY BD |
| UNITEDHEALTH GROUP INC | 1311 | 432708 | COM |
| TRANSMEDICS GROUP INC | 3406 | 414291 | COM |
| ASML HOLDING N V | 334 | 357474 | N Y REGISTRY SHS |
| TESLA INC | 779 | 350478 | COM |
| STRATTEC SEC CORP | 4347 | 330972 | COM |
| META PLATFORMS INC | 473 | 311913 | CL A |
| ZETA GLOBAL HOLDINGS CORP | 15291 | 311175 | CL A |
| FIDELITY COMWLTH TR | 3305 | 302058 | NASDAQ COMPSIT |
| JD.COM INC | 9852 | 282756 | SPON ADS CL A |
| CATERPILLAR INC | 493 | 282665 | COM |
| ISHARES INC | 4966 | 267733 | MSCI SPAIN ETF |
| VANGUARD ADMIRAL FDS INC | 595 | 264341 | 500 GRTH IDX F |
| FIRST TR EXCHANGE TRADED FD | 3373 | 262810 | S NETWRK FUT VEH |
| SPDR INDEX SHS FDS | 4069 | 262031 | EURO STOXX 50 |
| ISHARES TR | 2026 | 256575 | GLOBAL 100 ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 836 | 254140 | SPONSORED ADS |
| REGENERON PHARMACEUTICALS | 308 | 237922 | COM |
| ALIBABA GROUP HLDG LTD | 1619 | 237384 | SPONSORED ADS |
| PROSHARES TR | 3872 | 229396 | ONLINE RTL ETF |
| EXCHANGE TRADED CONCEPTS TRU | 3588 | 227816 | ROBO GLB ARTIF |
| GLOBAL X FDS | 4795 | 217955 | GENOMICS AND BIO |
| ADOBE INC | 613 | 214492 | COM |
| UNITED PARCEL SERVICE INC | 2144 | 212660 | CL B |
| PFIZER INC | 8288 | 206377 | COM |
| MUELLER INDS INC | 1787 | 205186 | COM |
| ARK ETF TR | 7020 | 203359 | GENOMIC REV ETF |
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