Eddie Patel Inc

CIK 0002078760 • 3 13F filings • Feb 17, 2026 – Aug 11, 2026

Import this data to Google Sheets with:

=jivedata("eddie-patel-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Eddie Patel Inc, Chief Executive Officer
Address: 2257 W IRVING PARK RD, STE 1, CHICAGO, IL, 60618
Phone: 773-248-1000
AUM: $134.2M

AUM over time

$167.3M latest

Sector allocation over time

Past 3 quarters

Q4 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $134.2M103 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$214K	0.2%	613 SH	New
ADTALEM GLOBAL ED INC	COM	$986K	0.7%	9,533 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.2M	0.9%Prev: 1.3%	5,625 SH	Decreased+1,962 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$237K	0.2%	1,619 SH	New
ALPHABET INC	CAP STK CL C	$2.1M	1.6%Prev: 1.6%	6,693 SH	Decreased-903 SH
AMAZON COM INC	COM	$2.6M	1.9%Prev: 2.4%	11,069 SH	Decreased-6,086 SH
APPLE INC	COM	$823K	0.6%Prev: 0.5%	3,029 SH	Decreased+57 SH
APPLOVIN CORP	COM CL A	$3.5M	2.6%Prev: 1.8%	5,122 SH	Increased-855 SH
ARGAN INC	COM	$1.4M	1.0%Prev: 2.0%	4,314 SH	Decreased+124 SH
ARK ETF TR	GENOMIC REV ETF	$203K	0.2%	7,020 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$357K	0.3%	334 SH	New
AST SPACEMOBILE INC	COM CL A	$547K	0.4%Prev: 0.7%	7,527 SH	Decreased-5,314 SH
ASTERA LABS INC	COM	$1.1M	0.8%Prev: 0.2%	6,483 SH	Increased+5,893 SH
AXON ENTERPRISE INC	COM	$571K	0.4%Prev: 0.7%	1,005 SH	Decreased-1,094 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.8%	2,063 SH	New
BRINKER INTL INC	COM	$645K	0.5%	4,495 SH	New
CARNIVAL CORP	UNIT 99/99/9999	$1.0M	0.8%	33,676 SH	New
CATERPILLAR INC	COM	$283K	0.2%Prev: 0.3%	493 SH	Decreased-2 SH
CELESTICA INC	COM	$2.2M	1.7%Prev: 1.4%	7,564 SH	Decreased+1,248 SH
CIRCLE INTERNET GROUP INC	COM CL A	$628K	0.5%Prev: 0.4%	7,921 SH	Decreased-3,629 SH
CLOUDFLARE INC	CL A COM	$521K	0.4%Prev: 0.4%	2,643 SH	Decreased+48 SH
COEUR MNG INC	COM NEW	$1.4M	1.1%Prev: 0.7%	79,294 SH	Increased+8,740 SH
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$997K	0.7%Prev: 1.5%	6,932 SH	Decreased-2,389 SH
CROWDSTRIKE HLDGS INC	CL A	$780K	0.6%Prev: 0.2%	1,664 SH	Increased+1,249 SH
DLOCAL LTD	CLASS A COM	$1.1M	0.8%	79,246 SH	New
DUOLINGO INC	CL A COM	$689K	0.5%	3,924 SH	New
EOS ENERGY ENTERPRISES INC	COM CL A	$568K	0.4%	49,589 SH	New
EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ARTIF	$228K	0.2%	3,588 SH	New
EZCORP INC	CL A NON VTG	$1.0M	0.8%Prev: 1.2%	52,134 SH	Decreased-5,775 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$302K	0.2%Prev: 0.2%	3,305 SH	Decreased-249 SH
FIRST TR EXCHANGE TRADED FD	S NETWRK FUT VEH	$263K	0.2%	3,373 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$614K	0.5%Prev: 0.5%	2,666 SH	Decreased+197 SH
FLUENCE ENERGY INC	COM CL A	$532K	0.4%Prev: 0.3%	26,901 SH	Increased+3,604 SH
GLOBAL X FDS	GENOMICS AND BIO	$218K	0.2%	4,795 SH	New
GRAB HOLDINGS LIMITED	CLASS A ORD	$577K	0.4%	115,571 SH	New
HARROW INC	COM	$1.2M	0.9%	24,901 SH	New
HIMS & HERS HEALTH INC	COM CL A	$3.1M	2.3%Prev: 1.7%	95,595 SH	Increased+12,822 SH
INCYTE CORP	COM	$1.2M	0.9%Prev: 1.2%	11,868 SH	Decreased-6,571 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$8.1M	6.0%Prev: 4.1%	32,016 SH	Increased+9,581 SH
INVESCO QQQ TR	UNIT SER 1	$6.7M	5.0%Prev: 4.9%	10,896 SH	Decreased-346 SH
IREN LIMITED	ORDINARY SHARES	$568K	0.4%	15,032 SH	New
ISHARES INC	MSCI SPAIN ETF	$268K	0.2%	4,966 SH	New
ISHARES TR	0-3 MNTH TREASRY	$2.9M	2.1%	28,550 SH	New
ISHARES TR	20 YR TR BD ETF	$12.5M	9.3%Prev: 2.7%	143,077 SH	Increased+90,425 SH
ISHARES TR	7-10 YR TRSY BD	$483K	0.4%	5,022 SH	New
ISHARES TR	CORE 60/40 BALAN	$969K	0.7%	14,911 SH	New
ISHARES TR	FALN ANGLS USD	$532K	0.4%Prev: 0.3%	19,490 SH	Increased+1,333 SH
ISHARES TR	GLOBAL 100 ETF	$257K	0.2%Prev: 0.2%	2,026 SH	Decreased-125 SH
ISHARES TR	U.S. TECH ETF	$923K	0.7%	4,623 SH	New
ISHARES TR	US AER DEF ETF	$940K	0.7%Prev: 0.8%	4,376 SH	Decreased-838 SH
JD.COM INC	SPON ADS CL A	$283K	0.2%	9,852 SH	New
KINROSS GOLD CORP	COM	$1.5M	1.1%Prev: 1.0%	52,081 SH	Decreased-16,701 SH
LEMONADE INC	COM	$1.3M	0.9%	17,897 SH	New
MANULIFE FINL CORP	COM	$737K	0.5%Prev: 1.1%	20,307 SH	Decreased-24,434 SH
MERCADOLIBRE INC	COM	$661K	0.5%Prev: 0.6%	328 SH	Decreased-228 SH
META PLATFORMS INC	CL A	$312K	0.2%Prev: 0.8%	473 SH	Decreased-2,013 SH
MICRON TECHNOLOGY INC	COM	$2.4M	1.8%Prev: 4.6%	8,378 SH	Decreased+1,675 SH
MICROSOFT CORP	COM	$1.1M	0.8%Prev: 0.2%	2,207 SH	Increased+1,494 SH
MILLICOM INTL CELLULAR S A	COM STK	$836K	0.6%Prev: 1.1%	15,075 SH	Decreased-6,116 SH
MUELLER INDS INC	COM	$205K	0.2%	1,787 SH	New
NEBIUS GROUP N.V.	SHS CLASS A	$1.2M	0.9%Prev: 2.5%	14,337 SH	Decreased-766 SH
NEOS ETF TRUST	NASDAQ 100 HIGH	$5.8M	4.3%Prev: 2.3%	106,805 SH	Increased+38,316 SH
NVIDIA CORPORATION	COM	$3.4M	2.5%Prev: 2.1%	18,182 SH	Decreased+252 SH
OSCAR HEALTH INC	CL A	$703K	0.5%Prev: 0.5%	48,925 SH	Decreased+17,835 SH
PAGAYA TECHNOLOGIES LTD	CL A NEW	$870K	0.6%	41,607 SH	New
PAR PAC HOLDINGS INC	COM NEW	$940K	0.7%Prev: 1.2%	26,761 SH	Decreased-9,129 SH
PFIZER INC	COM	$206K	0.2%	8,288 SH	New
POWELL INDS INC	COM	$900K	0.7%Prev: 1.1%	2,822 SH	Decreased-3,388 SH
PROSHARES TR	ONLINE RTL ETF	$229K	0.2%	3,872 SH	New
REDDIT INC	CL A	$723K	0.5%Prev: 0.6%	3,147 SH	Decreased-2,726 SH
REGENERON PHARMACEUTICALS	COM	$238K	0.2%	308 SH	New
RICHTECH ROBOTICS INC	CL B	$610K	0.5%	188,737 SH	New
ROBINHOOD MKTS INC	COM CL A	$1.3M	1.0%	11,555 SH	New
ROCKET LAB CORP	COM	$1.6M	1.2%Prev: 0.9%	23,380 SH	Increased+8,043 SH
RUBRIK INC.	CL A	$622K	0.5%	8,137 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$628K	0.5%Prev: 0.4%	22,906 SH	Decreased+836 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$978K	0.7%	6,791 SH	New
SHIFT4 PMTS INC	CL A	$614K	0.5%	9,752 SH	New
SKYWEST INC	COM	$705K	0.5%	7,019 SH	New
SOFI TECHNOLOGIES INC	COM	$819K	0.6%Prev: 0.4%	31,278 SH	Increased-7,894 SH
SPDR GOLD TR	GOLD SHS	$12.3M	9.2%Prev: 2.9%	31,041 SH	Increased+18,037 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$262K	0.2%	4,069 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$882K	0.7%	1,293 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$2.1M	1.6%	23,004 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$799K	0.6%Prev: 0.6%	1,376 SH	Decreased-933 SH
SSR MINING IN	COM	$1.3M	0.9%Prev: 1.0%	57,919 SH	Decreased-1,443 SH
STERLING INFRASTRUCTURE INC	COM	$1.7M	1.2%Prev: 2.1%	5,396 SH	Decreased+1,196 SH
STRATTEC SEC CORP	COM	$331K	0.2%	4,347 SH	New
SYNCHRONY FINANCIAL	COM	$548K	0.4%	6,564 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$254K	0.2%	836 SH	New
TEMPUS AI INC	CL A	$571K	0.4%	9,665 SH	New
TESLA INC	COM	$350K	0.3%	779 SH	New
TRANSMEDICS GROUP INC	COM	$414K	0.3%Prev: 0.4%	3,406 SH	Decreased-7,882 SH
TTM TECHNOLOGIES INC	COM	$955K	0.7%	13,844 SH	New
UBER TECHNOLOGIES INC	COM	$1.1M	0.8%Prev: 1.1%	13,856 SH	Decreased-11,635 SH
UIPATH INC	CL A	$961K	0.7%	58,634 SH	New
UNITED NAT FOODS INC	COM	$1.2M	0.9%Prev: 1.0%	34,570 SH	Decreased-1,013 SH
UNITED PARCEL SERVICE INC	CL B	$213K	0.2%	2,144 SH	New
UNITEDHEALTH GROUP INC	COM	$433K	0.3%	1,311 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$264K	0.2%Prev: 0.2%	595 SH	Decreased-3,567 SH
WAYFAIR INC	CL A	$1.2M	0.9%	12,378 SH	New
WILLDAN GROUP INC	COM	$1.5M	1.1%	14,537 SH	New
ZETA GLOBAL HOLDINGS CORP	CL A	$311K	0.2%	15,291 SH	New

Sold (vs prior filing)

1ST SOURCE CORP — $428K
AGREE RLTY CORP — $417K
AMERICAN ELEC PWR CO INC — $433K
ANHEUSER BUSCH INBEV SA NV — $238K
APPLIED OPTOELECTRONICS INC — $844K
BARRICK MNG CORP — $1.5M
CENTENE CORP DEL — $254K
CHEVRON CORPORATION — $360K
CISCO SYS INC — $220K
CITIGROUP INC — $278K
CONOCOPHILLIPS — $361K
CONSTELLIUM SE — $1.7M
COVISTA INC — $1.3M
CSX CORP — $235K
DIAMONDROCK HOSPITALITY CO — $420K
DIGITAL RLTY TR INC — $222K
DOMINION ENERGY INC — $225K
DYCOM INDS INC — $2.0M
EAST WEST BANCORP INC — $411K
ENI SPA — $205K
… and 54 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0002078760-26-000001	$134.2M	View
Aug 11, 2026	Q2 2026	13F-HR	0002078760-26-000003	$167.3M	View
May 11, 2026	Q1 2026