EDDIE PATEL INC

PrivateCIK: 2078760
Location

CHICAGO, IL

95
Positions
$130.16M
Total AUM (reported)
2.06M
Total Shares

Allocation by class

TOTAL AUM$130.16M95 positions
COM$39.60M30.4%
STATE STREET ENE$9.33M7.2%
STATE STREET UTI$6.44M4.9%
COM CL A$6.07M4.7%
NASDAQ 100 ETF$5.88M4.5%
UNIT SER 1$5.58M4.3%
FALLEN ANGEL HG$5.26M4.0%

Portfolio Concentration

Top 316.6%4–1023.9%11–2522.8%Rest36.7%TOP 1040.5%0%100%
Top 3$21.66M16.6%
4–10$31.10M23.9%
11–25$29.69M22.8%
Rest$47.71M36.7%

Top 3 weight

16.6%

Top 10 weight

40.5%

Voting Authority Distribution

Total shares with voting rights: 2.06M

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

2.06M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole95
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings95
Rows:

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares152.35K
TypeSH
Market value$9.33M
7.17%
Sole
0.00
Shared
0.00
None
152.35K

SELECT SECTOR SPDR TR

SOLE
STATE STREET UTI
Shares140.30K
TypeSH
Market value$6.44M
4.95%
Sole
0.00
Shared
0.00
None
140.30K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares24.76K
TypeSH
Market value$5.88M
4.52%
Sole
0.00
Shared
0.00
None
24.76K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares9.67K
TypeSH
Market value$5.58M
4.29%
Sole
0.00
Shared
0.00
None
9.67K

VANECK ETF TRUST

SOLE
FALLEN ANGEL HG
Shares183.08K
TypeSH
Market value$5.26M
4.04%
Sole
0.00
Shared
0.00
None
183.08K

SPDR GOLD TR

SOLE
GOLD SHS
Shares11.69K
TypeSH
Market value$5.03M
3.87%
Sole
0.00
Shared
0.00
None
11.69K

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares41.88K
TypeSH
Market value$4.22M
3.24%
Sole
0.00
Shared
0.00
None
41.88K

NEOS ETF TRUST

SOLE
NASDAQ 100 HIGH
Shares84.47K
TypeSH
Market value$4.20M
3.22%
Sole
0.00
Shared
0.00
None
84.47K

VANGUARD BD INDEX FDS

SOLE
LONG TERM BOND
Shares56.77K
TypeSH
Market value$3.90M
3.00%
Sole
0.00
Shared
0.00
None
56.77K

MICRON TECHNOLOGY INC

SOLE
COM
Shares8.63K
TypeSH
Market value$2.92M
2.24%
Sole
0.00
Shared
0.00
None
8.63K

AMAZON COM INC

SOLE
COM
Shares13.62K
TypeSH
Market value$2.84M
2.18%
Sole
0.00
Shared
0.00
None
13.62K

NVIDIA CORPORATION

SOLE
COM
Shares16.02K
TypeSH
Market value$2.79M
2.15%
Sole
0.00
Shared
0.00
None
16.02K

ARGAN INC

SOLE
COM
Shares5.04K
TypeSH
Market value$2.74M
2.11%
Sole
0.00
Shared
0.00
None
5.04K

CELESTICA INC

SOLE
COM
Shares7.71K
TypeSH
Market value$2.17M
1.67%
Sole
0.00
Shared
0.00
None
7.71K

APPLOVIN CORP

SOLE
COM CL A
Shares5.43K
TypeSH
Market value$2.16M
1.66%
Sole
0.00
Shared
0.00
None
5.43K

STERLING INFRASTRUCTURE INC

SOLE
COM
Shares5.17K
TypeSH
Market value$2.10M
1.62%
Sole
0.00
Shared
0.00
None
5.17K

NEBIUS GROUP N.V.

SOLE
SHS CLASS A
Shares17.85K
TypeSH
Market value$1.85M
1.42%
Sole
0.00
Shared
0.00
None
17.85K

HIMS & HERS HEALTH INC

SOLE
COM CL A
Shares85.14K
TypeSH
Market value$1.77M
1.36%
Sole
0.00
Shared
0.00
None
85.14K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares9.13K
TypeSH
Market value$1.75M
1.35%
Sole
0.00
Shared
0.00
None
9.13K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares18.16K
TypeSH
Market value$1.74M
1.34%
Sole
0.00
Shared
0.00
None
18.16K

ALPHABET INC

SOLE
CAP STK CL C
Shares6.04K
TypeSH
Market value$1.73M
1.33%
Sole
0.00
Shared
0.00
None
6.04K

KINROSS GOLD CORP

SOLE
COM
Shares51.65K
TypeSH
Market value$1.58M
1.21%
Sole
0.00
Shared
0.00
None
51.65K

COEUR MNG INC

SOLE
COM NEW
Shares82.40K
TypeSH
Market value$1.55M
1.19%
Sole
0.00
Shared
0.00
None
82.40K

SSR MINING IN

SOLE
COM
Shares51.10K
TypeSH
Market value$1.50M
1.15%
Sole
0.00
Shared
0.00
None
51.10K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares2.17K
TypeSH
Market value$1.41M
1.08%
Sole
0.00
Shared
0.00
None
2.17K
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