Institutional Fund
Eddie Patel Inc
Chicago, ILCIK 20787602 filings on record
Portfolio Value
$130.16M
Q1 2026
Holdings
95
Reported positions
New Buys
29
Opened this quarter
QoQ Change
-3.0%
from $134.19M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Select Sector Spdr Tr7.2%
- Select Sector Spdr Tr4.9%
- Invesco Exch Traded Fd Tr II4.5%
- Invesco Qqq Tr4.3%
- Vaneck ETF Trust4.0%
- Spdr Gold Tr3.9%
- Other71.2%
Portfolio Holdings
95 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Select Sector Spdr Tr | 152.3K | $9.33M | 7.2% | +152.3K | New |
| 2 | Select Sector Spdr Tr | 140.3K | $6.44M | 4.9% | +140.3K | New |
| 3 | Invesco Exch Traded Fd Tr II | 24.8K | $5.88M | 4.5% | −7.3K | Reduced |
| 4 | Invesco Qqq Tr | 9.7K | $5.58M | 4.3% | −1.2K | Reduced |
| 5 | Vaneck ETF Trust | 183.1K | $5.26M | 4.0% | +183.1K | New |
| 6 | Spdr Gold Tr | 11.7K | $5.03M | 3.9% | −19.3K | Reduced |
| 7 | Ishares Tr | 41.9K | $4.22M | 3.2% | +13.3K | Added |
| 8 | Neos ETF Trust | 84.5K | $4.20M | 3.2% | −22.3K | Reduced |
| 9 | Vanguard Bd Index Fds | 56.8K | $3.90M | 3.0% | +56.8K | New |
| 10 | Micron Technology Inc | 8.6K | $2.92M | 2.2% | +253 | Added |
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