Q2 2026 13F · SEC CIK 2078760

Eddie Patel Inc

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $167.3M
Reported positions: 127
Holdings vs S&P 500, 3 yrs: —
Assets under management: $160.7M

Eddie Patel Inc is a wealth manager that reported 127 positions worth $167.3M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Invesco Qqq Tr (QQQ, 4.9%), Micron Technology Inc (MU, 4.6%), Invesco Exch Traded Fd Tr II (QQQM, 4.1%).

Eddie Patel Inc holdings largest 50 of 127 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Eddie Patel Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	4.9%	4.3%	11,242	+16.3%	$8.3M
MUMicron Technology Inc	4.6%	2.2%	6,703	-22.3%	$7.7M
QQQMInvesco Exch Traded Fd Tr II	4.1%	4.5%	22,435	-9.4%	$6.8M
GLDSpdr Gold Tr	2.9%	3.9%	13,004	+11.2%	$4.8M
XLESelect Sector Spdr Tr	2.7%	7.2%	85,920	-43.6%	$4.6M
TLTIshares Tr	2.7%	—	52,652	—	$4.6M
DRAMRoundhill ETF Trust	2.7%	—	60,329	—	$4.5M
NBISNebius Group N.v.	2.5%	1.4%	15,103	-15.4%	$4.2M
AMZNAmazon Com Inc	2.4%	2.2%	17,155	+26.0%	$4.1M
QQQINeos ETF Trust	2.3%	3.2%	68,489	-18.9%	$3.9M
NVDANvidia Corporation	2.1%	2.1%	17,930	+11.9%	$3.6M
STRLSterling Infrastructure Inc	2.1%	1.6%	4,200	-18.7%	$3.5M
MXLMaxlinear Inc	2.1%	—	27,478	—	$3.5M
AGXArgan Inc	2.0%	2.1%	4,190	-16.9%	$3.3M
APPApplovin Corp	1.8%	1.7%	5,977	+10.0%	$3.1M
HIMSHims & Hers Health Inc	1.7%	1.4%	82,773	-2.8%	$2.9M
GOOGAlphabet Inc	1.6%	1.3%	7,596	+25.7%	$2.7M
CRDOCredo Technology Group Holdi	1.5%	—	9,321	—	$2.5M
CLSCelestica Inc	1.4%	1.7%	6,316	-18.0%	$2.3M
AMDAdvanced Micro Devices Inc	1.3%	0.7%	3,663	-13.7%	$2.1M
INCYIncyte Corp	1.2%	0.7%	18,439	+83.1%	$2.1M
DYDycom Inds Inc	1.2%	0.9%	4,003	+17.8%	$2.0M
PARRPar Pac Holdings Inc	1.2%	1.1%	35,890	+61.6%	$2.0M
EZPWEzcorp Inc	1.2%	0.8%	57,909	+38.5%	$2.0M
TIGOMillicom Intl Cellular S A	1.1%	0.7%	21,191	+70.7%	$1.9M
UBERUber Technologies Inc	1.1%	0.7%	25,491	+114.0%	$1.8M
MFCManulife Finl Corp	1.1%	—	44,741	—	$1.8M
FNFabrinet	1.1%	0.8%	3,191	+53.9%	$1.8M
POWLPowell Inds Inc	1.1%	0.9%	6,210	+202.6%	$1.8M
CSTMConstellium SE	1.0%	—	53,958	—	$1.7M
SSRMSsr Mng Inc	1.0%	1.2%	59,362	+16.2%	$1.7M
NEMNewmont Corp	1.0%	0.9%	17,644	+61.8%	$1.6M
UNFIUnited Nat Foods Inc	1.0%	0.8%	35,583	+62.3%	$1.6M
KGCKinross Gold Corp	1.0%	1.2%	68,782	+33.2%	$1.6M
SPYState Str Spdr S&p 500 ETF T	1.0%	1.1%	2,160	-0.5%	$1.6M
NEXANexa Res S A	0.9%	—	128,868	—	$1.6M
SNEXStonex Group Inc	0.9%	—	13,183	—	$1.6M
RKLBRocket Lab Corp	0.9%	0.9%	15,337	-20.3%	$1.6M
BBarrick Mng Corp	0.9%	0.8%	40,742	+50.9%	$1.5M
METAMeta Platforms Inc	0.8%	0.9%	2,486	+23.4%	$1.4M
LITELumentum Hldgs Inc	0.8%	0.9%	1,586	-9.7%	$1.4M
OSSOne Stop Sys Inc	0.8%	—	72,895	—	$1.3M
CVSACovista Inc	0.8%	0.7%	10,285	+33.1%	$1.3M
ITAIshares Tr	0.8%	—	5,214	—	$1.3M
BILSpdr Series Trust	0.7%	0.9%	13,417	+1.8%	$1.2M
AXONAxon Enterprise Inc	0.7%	—	2,099	—	$1.2M
OUSTOuster Inc	0.7%	—	18,790	—	$1.2M
CDECoeur Mng Inc	0.7%	1.2%	70,554	-14.4%	$1.2M
ASTSAST SpaceMobile Inc	0.7%	—	12,841	—	$1.1M
TET1 Energy Inc	0.7%	—	119,322	—	$1.1M

What Eddie Patel Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$167.3M	127
Q1 2026	$130.2M	95
Q4 2025	$134.2M	104

Questions about Eddie Patel Inc's portfolio

What stocks does Eddie Patel Inc own?

Eddie Patel Inc's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 127 positions worth $167.3M. The largest are Invesco Qqq Tr (QQQ) at 4.9%, Micron Technology Inc (MU) at 4.6%, Invesco Exch Traded Fd Tr II (QQQM) at 4.1%, Spdr Gold Tr (GLD) at 2.9% and Select Sector Spdr Tr (XLE) at 2.7%.

What did Eddie Patel Inc buy last quarter?

In Q2 2026, Eddie Patel Inc added Powell Inds Inc (POWL) (+202.6% shares), Uber Technologies Inc (UBER) (+114.0% shares) and Incyte Corp (INCY) (+83.1% shares), compared with its Q1 2026 filing.

What did Eddie Patel Inc sell last quarter?

In Q2 2026, Eddie Patel Inc cut from its top 50 Select Sector Spdr Tr (XLU), cut from its top 50 Vaneck ETF Trust (ANGL), cut from its top 50 Ishares Tr (SGOV), cut from its top 50 Vanguard Bd Index Fds (BLV), cut from its top 50 Invesco Exchange Traded Fd T (RSP), Select Sector Spdr Tr (XLE) (-43.6% shares), Micron Technology Inc (MU) (-22.3% shares) and Rocket Lab Corp (RKLB) (-20.3% shares), compared with its Q1 2026 filing.

When is Eddie Patel Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Eddie Patel Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Eddie Patel Inc manage?

Eddie Patel Inc reported $160.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $167.3M.