EDDIE PATEL INC

PrivateCIK: 2078760
Location

CHICAGO, IL

127
Positions
$167.33M
Total AUM (reported)
2.23M
Total Shares

Allocation by class

TOTAL AUM$167.33M127 positions
COM$74.89M44.8%
UNIT SER 1$8.28M4.9%
COM CL A$8.28M4.9%
NASDAQ 100 ETF$6.80M4.1%
COM NEW$6.44M3.8%
GOLD SHS$4.79M2.9%
ST STR ENERG ETF$4.56M2.7%

Portfolio Concentration

Top 313.6%4–1018.2%11–2523.7%Rest44.5%TOP 1031.9%0%100%
Top 3$22.81M13.6%
4–10$30.51M18.2%
11–25$39.63M23.7%
Rest$74.38M44.5%

Top 3 weight

13.6%

Top 10 weight

31.9%

Voting Authority Distribution

Total shares with voting rights: 2.23M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.23M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole127
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings127
Rows:

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares11.24K
TypeSH
Market value$8.28M
4.95%
Sole
0.00
Shared
0.00
None
11.24K

MICRON TECHNOLOGY INC

SOLE
COM
Shares6.70K
TypeSH
Market value$7.74M
4.62%
Sole
0.00
Shared
0.00
None
6.70K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares22.43K
TypeSH
Market value$6.80M
4.06%
Sole
0.00
Shared
0.00
None
22.43K

SPDR GOLD TR

SOLE
GOLD SHS
Shares13K
TypeSH
Market value$4.79M
2.86%
Sole
0.00
Shared
0.00
None
13K

SELECT SECTOR SPDR TR

SOLE
ST STR ENERG ETF
Shares85.92K
TypeSH
Market value$4.56M
2.73%
Sole
0.00
Shared
0.00
None
85.92K

ISHARES TR

SOLE
20 YR TR BD ETF
Shares52.65K
TypeSH
Market value$4.55M
2.72%
Sole
0.00
Shared
0.00
None
52.65K

ROUNDHILL ETF TRUST

SOLE
MEMORY ETF
Shares60.33K
TypeSH
Market value$4.46M
2.66%
Sole
0.00
Shared
0.00
None
60.33K

NEBIUS GROUP N.V.

SOLE
SHS CLASS A
Shares15.10K
TypeSH
Market value$4.17M
2.49%
Sole
0.00
Shared
0.00
None
15.10K

AMAZON COM INC

SOLE
COM
Shares17.16K
TypeSH
Market value$4.09M
2.44%
Sole
0.00
Shared
0.00
None
17.16K

NEOS ETF TRUST

SOLE
NASDAQ 100 HIGH
Shares68.49K
TypeSH
Market value$3.89M
2.32%
Sole
0.00
Shared
0.00
None
68.49K

NVIDIA CORPORATION

SOLE
COM
Shares17.93K
TypeSH
Market value$3.59M
2.14%
Sole
0.00
Shared
0.00
None
17.93K

STERLING INFRASTRUCTURE INC

SOLE
COM
Shares4.20K
TypeSH
Market value$3.52M
2.11%
Sole
0.00
Shared
0.00
None
4.20K

MAXLINEAR INC

SOLE
COM
Shares27.48K
TypeSH
Market value$3.52M
2.10%
Sole
0.00
Shared
0.00
None
27.48K

ARGAN INC

SOLE
COM
Shares4.19K
TypeSH
Market value$3.35M
2.00%
Sole
0.00
Shared
0.00
None
4.19K

APPLOVIN CORP

SOLE
COM CL A
Shares5.98K
TypeSH
Market value$3.08M
1.84%
Sole
0.00
Shared
0.00
None
5.98K

HIMS & HERS HEALTH INC

SOLE
COM CL A
Shares82.77K
TypeSH
Market value$2.87M
1.72%
Sole
0.00
Shared
0.00
None
82.77K

ALPHABET INC

SOLE
CAP STK CL C
Shares7.60K
TypeSH
Market value$2.68M
1.60%
Sole
0.00
Shared
0.00
None
7.60K

CREDO TECHNOLOGY GROUP HOLDI

SOLE
ORDINARY SHARES
Shares9.32K
TypeSH
Market value$2.53M
1.51%
Sole
0.00
Shared
0.00
None
9.32K

CELESTICA INC

SOLE
COM
Shares6.32K
TypeSH
Market value$2.30M
1.38%
Sole
0.00
Shared
0.00
None
6.32K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares3.66K
TypeSH
Market value$2.13M
1.27%
Sole
0.00
Shared
0.00
None
3.66K

INCYTE CORP

SOLE
COM
Shares18.44K
TypeSH
Market value$2.09M
1.25%
Sole
0.00
Shared
0.00
None
18.44K

DYCOM INDS INC

SOLE
COM
Shares4K
TypeSH
Market value$2.02M
1.21%
Sole
0.00
Shared
0.00
None
4K

PAR PAC HOLDINGS INC

SOLE
COM NEW
Shares35.89K
TypeSH
Market value$2.01M
1.20%
Sole
0.00
Shared
0.00
None
35.89K

EZCORP INC

SOLE
CL A NON VTG
Shares57.91K
TypeSH
Market value$2.00M
1.20%
Sole
0.00
Shared
0.00
None
57.91K

MILLICOM INTL CELLULAR S A

SOLE
COM STK
Shares21.19K
TypeSH
Market value$1.92M
1.15%
Sole
0.00
Shared
0.00
None
21.19K
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