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The Analysis of Eddie Patel Inc's Holdings & P&L

Currently, Eddie Patel Inc holds 95 types of securities in its portfolio with a total value $130.2M. In the most recent quarter, they have increased their positions in XLE (+152.3K shares, valued at $9.3M), XLU (+140.3K shares, valued at $6.4M), ANGL (+183.1K shares, valued at $5.3M); decreased their positions in TLT (-137.8K shares, valued at $11.9M), GLD (-19.3K shares, valued at $8.3M), QQQM (-7.3K shares, valued at $1.7M); initiated new positions in XLE (+152.3K shares, valued at $9.3M), XLU (+140.3K shares, valued at $6.4M), ANGL (+183.1K shares, valued at $5.3M).

1M P&L

-967.3K-0.73%

3M P&L

+19.1M+17.08%

HY P&L

+22.4M+20.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A53.6M

48.4%

2Semiconductors8.1M

7.3%

3Engineering & Construction6.0M

5.4%

Top Industries by Stock Count

1N/A23 stocks

27.4%

2Semiconductors5 stocks

6.0%

3Software - Infrastructure5 stocks

6.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XLE SELECT SECTOR SPDR TR152.3K sharesnew addition2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR140.3K sharesnew addition2026-03-312026-05-11

QQQM INVESCO EXCH TRADED FD TR II24.8K shares-22.65%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR9.7K shares-11.26%2026-03-312026-05-11

ANGL VANECK ETF TRUST183.1K sharesnew addition2026-03-312026-05-11

GLD SPDR GOLD TR11.7K shares-62.33%2026-03-312026-05-11

SGOV ISHARES TR41.9K shares46.68%2026-03-312026-05-11

QQQI NEOS ETF TRUST84.5K shares-20.91%2026-03-312026-05-11

Sponsored

BLV VANGUARD BD INDEX FDS56.8K sharesnew addition2026-03-312026-05-11

MU MICRON TECHNOLOGY INC8.6K shares3.02%2026-03-312026-05-11

AMZN AMAZON COM INC13.6K shares23.05%2026-03-312026-05-11

NVDA NVIDIA CORPORATION16.0K shares-11.90%2026-03-312026-05-11

AGX ARGAN INC5.0K shares16.83%2026-03-312026-05-11

CELESTICA INC CELESTICA INC7.7K shares1.86%2026-03-312026-05-11

APP APPLOVIN CORP5.4K shares6.09%2026-03-312026-05-11

STRL STERLING INFRASTRUCTURE INC5.2K shares-4.26%2026-03-312026-05-11

Sponsored

NBIS NEBIUS GROUP N.V.17.8K shares24.48%2026-03-312026-05-11

HIMS HIMS & HERS HEALTH INC85.1K shares-10.94%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.1K sharesnew addition2026-03-312026-05-11

SPDR SERIES TRUST SPDR SERIES TRUST18.2K shares236.26%2026-03-312026-05-11

ALPHABET INC ALPHABET INC6.0K shares-9.73%2026-03-312026-05-11

KGC KINROSS GOLD CORP51.6K shares-0.83%2026-03-312026-05-11

COEUR MNG INC COEUR MNG INC82.4K shares3.91%2026-03-312026-05-11

SSRM SSR MINING IN51.1K shares-11.77%2026-03-312026-05-11

Sponsored

SPY STATE STR SPDR S&P 500 ETF T2.2K shares67.83%2026-03-312026-05-11

PARR PAR PAC HOLDINGS INC22.2K shares-17.02%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS2.3K sharesnew addition2026-03-312026-05-11

ROCKET LAB CORP ROCKET LAB CORP19.2K shares-17.70%2026-03-312026-05-11

LITE LUMENTUM HLDGS INC1.8K sharesnew addition2026-03-312026-05-11

BIL SPDR SERIES TRUST13.2K shares-25.14%2026-03-312026-05-11

HYMB SPDR SERIES TRUST48.5K sharesnew addition2026-03-312026-05-11

NEM NEWMONT CORP10.9K sharesnew addition2026-03-312026-05-11

Sponsored

ICSH ISHARES TR23.2K sharesnew addition2026-03-312026-05-11

META META PLATFORMS INC2.0K shares325.79%2026-03-312026-05-11

DY DYCOM INDS INC3.4K sharesnew addition2026-03-312026-05-11

POWL POWELL INDS INC2.1K shares-27.29%2026-03-312026-05-11

BARRICK MNG CORP BARRICK MNG CORP27.0K sharesnew addition2026-03-312026-05-11

FN FABRINET2.1K sharesnew addition2026-03-312026-05-11

EZPW EZCORP INC41.8K shares-19.80%2026-03-312026-05-11

UNFI UNITED NAT FOODS INC21.9K shares-36.58%2026-03-312026-05-11

Sponsored

INCY INCYTE CORP10.1K shares-15.16%2026-03-312026-05-11

SNDK SANDISK CORP1.5K sharesnew addition2026-03-312026-05-11

TIGO MILLICOM INTL CELLULAR S A12.4K shares-17.67%2026-03-312026-05-11

MELI MERCADOLIBRE INC529 shares61.28%2026-03-312026-05-11

ATGE COVISTA INC7.7K shares-18.91%2026-03-312026-05-11

LMND LEMONADE INC13.8K shares-22.88%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC4.2K shares-24.55%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.8K shares-13.14%2026-03-312026-05-11

Sponsored

UBER UBER TECHNOLOGIES INC11.9K shares-14.02%2026-03-312026-05-11

SPOT SPOTIFY TECHNOLOGY S A1.6K shares17.15%2026-03-312026-05-11

RDDT REDDIT INC5.8K shares84.30%2026-03-312026-05-11

CRCL CIRCLE INTERNET GROUP INC7.9K shares0.15%2026-03-312026-05-11

AAPL APPLE INC3.0K shares-1.91%2026-03-312026-05-11

CRDO CREDO TECHNOLOGY GROUP HOLDI8.0K shares15.32%2026-03-312026-05-11

IEF ISHARES TR7.9K shares56.49%2026-03-312026-05-11

ALAB ASTERA LABS INC6.7K shares2.71%2026-03-312026-05-11

Sponsored

SCHD SCHWAB STRATEGIC TR22.2K shares-3.15%2026-03-312026-05-11

DLO DLOCAL LTD52.1K shares-34.25%2026-03-312026-05-11

CCL CARNIVAL CORP25.6K shares-23.95%2026-03-312026-05-11

MSFT MICROSOFT CORP1.6K shares-25.28%2026-03-312026-05-11

HROW HARROW INC16.3K shares-34.58%2026-03-312026-05-11

QTEC FIRST TR EXCHANGE-TRADED FD2.6K shares-1.50%2026-03-312026-05-11

EAT BRINKER INTL INC3.9K shares-12.79%2026-03-312026-05-11

ASTS AST SPACEMOBILE INC6.7K shares-11.19%2026-03-312026-05-11

Sponsored

COIN COINBASE GLOBAL INC3.1K sharesnew addition2026-03-312026-05-11

MFC MANULIFE FINL CORP15.7K shares-22.48%2026-03-312026-05-11

TEM TEMPUS AI INC11.5K shares19.30%2026-03-312026-05-11

PATH UIPATH INC47.0K shares-19.92%2026-03-312026-05-11

OSCR OSCAR HEALTH INC45.3K shares-7.39%2026-03-312026-05-11

SKYW SKYWEST INC5.6K shares-20.20%2026-03-312026-05-11

OSS ONE STOP SYS INC67.1K sharesnew addition2026-03-312026-05-11

ONDS ONDAS INC55.7K sharesnew addition2026-03-312026-05-11

Sponsored

IREN IREN LIMITED14.5K shares-3.30%2026-03-312026-05-11

SOFI SOFI TECHNOLOGIES INC31.1K shares-0.49%2026-03-312026-05-11

AAOI APPLIED OPTOELECTRONICS INC5.8K sharesnew addition2026-03-312026-05-11

TLT ISHARES TR5.3K shares-96.28%2026-03-312026-05-11

SHYG ISHARES TR10.9K sharesnew addition2026-03-312026-05-11

SYF SYNCHRONY FINANCIAL5.8K shares-11.05%2026-03-312026-05-11

ETOR ETORO GROUP LTD13.0K sharesnew addition2026-03-312026-05-11

OMDA OMADA HEALTH INC30.7K sharesnew addition2026-03-312026-05-11

Sponsored

NET CLOUDFLARE INC1.8K shares-31.06%2026-03-312026-05-11

CAT CATERPILLAR INC494 shares0.20%2026-03-312026-05-11

THE CIGNA GROUP THE CIGNA GROUP1.2K sharesnew addition2026-03-312026-05-11

TE T1 ENERGY INC72.1K sharesnew addition2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS4.0K sharesnew addition2026-03-312026-05-11

FLNC FLUENCE ENERGY INC21.2K shares-21.28%2026-03-312026-05-11

STRT STRATTEC SEC CORP3.7K shares-15.39%2026-03-312026-05-11

TTMI TTM TECHNOLOGIES INC2.7K shares-80.83%2026-03-312026-05-11

Sponsored

FLOT ISHARES TR5.0K sharesnew addition2026-03-312026-05-11

STIP ISHARES TR2.4K sharesnew addition2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR7.1K sharesnew addition2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC549 shares-67.01%2026-03-312026-05-11

VGSH VANGUARD SCOTTSDALE FDS3.6K sharesnew addition2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS1.4K sharesnew addition2026-03-312026-05-11

ASML ASML HLDG NV157 shares-52.99%2026-03-312026-05-11

XLE

SELECT SECTOR SPDR TR

New

Shares152.3K

Event2026-03-31

Filed2026-05-11

XLU

SELECT SECTOR SPDR TR

New

Shares140.3K

Event2026-03-31

Filed2026-05-11

QQQM

INVESCO EXCH TRADED FD TR II

-22.65%

Shares24.8K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-11.26%

Shares9.7K

Event2026-03-31

Filed2026-05-11

ANGL

VANECK ETF TRUST

New

Shares183.1K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

-62.33%

Shares11.7K

Event2026-03-31

Filed2026-05-11

SGOV

ISHARES TR

46.68%

Shares41.9K

Event2026-03-31

Filed2026-05-11

QQQI

NEOS ETF TRUST

-20.91%

Shares84.5K

Event2026-03-31

Filed2026-05-11

BLV

VANGUARD BD INDEX FDS

New

Shares56.8K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

3.02%

Shares8.6K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

23.05%

Shares13.6K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

-11.90%

Shares16.0K

Event2026-03-31

Filed2026-05-11

AGX

ARGAN INC

16.83%

Shares5.0K

Event2026-03-31

Filed2026-05-11

CELESTICA INC

1.86%

Shares7.7K

Event2026-03-31

Filed2026-05-11

APP

APPLOVIN CORP

6.09%

Shares5.4K

Event2026-03-31

Filed2026-05-11

STRL

STERLING INFRASTRUCTURE INC

-4.26%

Shares5.2K

Event2026-03-31

Filed2026-05-11

NBIS

NEBIUS GROUP N.V.

24.48%

Shares17.8K

Event2026-03-31

Filed2026-05-11

HIMS

HIMS & HERS HEALTH INC

-10.94%

Shares85.1K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

New

Shares9.1K

Event2026-03-31

Filed2026-05-11

SPDR SERIES TRUST

236.26%

Shares18.2K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-9.73%

Shares6.0K

Event2026-03-31

Filed2026-05-11

KGC

KINROSS GOLD CORP

-0.83%

Shares51.6K

Event2026-03-31

Filed2026-05-11

COEUR MNG INC

3.91%

Shares82.4K

Event2026-03-31

Filed2026-05-11

SSRM

SSR MINING IN

-11.77%

Shares51.1K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

67.83%

Shares2.2K

Event2026-03-31

Filed2026-05-11

PARR

PAR PAC HOLDINGS INC

-17.02%

Shares22.2K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

New

Shares2.3K

Event2026-03-31

Filed2026-05-11

ROCKET LAB CORP

-17.70%

Shares19.2K

Event2026-03-31

Filed2026-05-11

LITE

LUMENTUM HLDGS INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-11

BIL

SPDR SERIES TRUST

-25.14%

Shares13.2K

Event2026-03-31

Filed2026-05-11

HYMB

SPDR SERIES TRUST

New

Shares48.5K

Event2026-03-31

Filed2026-05-11

NEM

NEWMONT CORP

New

Shares10.9K

Event2026-03-31

Filed2026-05-11

ICSH

ISHARES TR

New

Shares23.2K

Event2026-03-31

Filed2026-05-11