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CIK: 0002078760
Total reported value
$167.3M
$167.3M
104 檔
27.1%
At the close of Q4 2025, Eddie Patel Inc disclosed equity holdings valued at approximately $167.3M, spread across 104 reported holdings.
During Q4 2025, Eddie Patel Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including TLT, GLD, QQQM) accounted for 27.1% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 9.29% | +2.37% | — | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 9.17% | -1.01% | — | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.03% | -0.46% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.99% | +0.66% | — | |
| 5 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 4.29% | -0.90% | — | |
| 6 | APP | Applovin Corp-class A | Stock-Tech | 2.57% | +0.18% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.53% | -0.01% | — | |
| 8 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 2.31% | +0.36% | — | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.14% | -3.06% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | +0.26% | — | |
| 11 | MU | Micron Technology Inc | Stock-Tech | 1.78% | +2.38% | — | |
| 12 | CLS | Celestica Inc | Stock-Tech | 1.67% | -0.29% | — | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.57% | +0.27% | — | |
| 14 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.23% | +0.49% | — | |
| 15 | RKLB | Rocket Lab CORP | Stock-Industrials | 1.22% | -0.02% | — | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.20% | -0.20% | — | |
| 17 | WLDN | Willdan Group Inc | Stock-Other | 1.12% | — | — | |
| 18 | KGC | Kinross Gold CORP | Stock-Materials | 1.09% | -0.24% | — | |
| 19 | CDE | Coeur Mining Inc | Stock-Materials | 1.05% | -0.50% | — | |
| 20 | AGX | Argan Inc | Stock-Industrials | 1.01% | -0.11% | — | |
| 21 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.97% | — | — | |
| 22 | LMND | Lemonade Inc | Stock-Financials | 0.95% | -0.66% | EXIT | |
| 23 | SSRM | Ssr Mining Inc | Stock-Materials | 0.95% | -0.15% | — | |
| 24 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 0.93% | — | — | |
| 25 | HROW | Harrow Inc | Stock-Other | 0.91% | -0.44% | EXIT | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 0.90% | +0.61% | — | |
| 27 | NBIS | Nebius Group N.V. | Stock-Other | 0.89% | +1.07% | — | |
| 28 | INCY | Incyte CORP | Stock-Healthcare | 0.87% | +0.52% | — | |
| 29 | UNFI | United Natural Foods Inc | Stock-Consumer Staples | 0.87% | +0.21% | — | |
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 0.84% | +0.44% | — | |
| 31 | DLO | DLocal Limited | Stock-Other | 0.84% | -0.52% | EXIT | |
| 32 | ALAB | Astera Labs Inc | Stock-Tech | 0.80% | -0.39% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.31% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.66% | EXIT | |
| 35 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.77% | -0.51% | EXIT | |
| 36 | EZPW | Ezcorp Inc-cl A | Stock-Other | 0.75% | +0.38% | — | |
| 37 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.74% | +0.93% | — | |
| 38 | CVSA | Covista Inc | Stock-Consumer Staples | 0.74% | +0.09% | — | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.73% | — | — | |
| 40 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.72% | +0.49% | NEW | |
| 41 | PATH | Uipath Inc - Class A | Stock-Tech | 0.72% | -0.40% | EXIT | |
| 42 | TTMI | Ttm Technologies | Stock-Tech | 0.71% | -0.20% | EXIT | |
| 43 | PARR | Par Pacific Holdings Inc | Stock-Energy | 0.70% | +0.13% | — | |
| 44 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.70% | +0.76% | NEW | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.69% | — | — | |
| 46 | POWL | Powell Industries Inc | Stock-Industrials | 0.67% | +0.21% | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | -0.12% | — | |
| 48 | ✓ | Pagaya Technologies LTD Cl | Stock-Other | 0.65% | — | — | |
| 49 | TIGO | Millicom International Cellular S.A. | Stock-Comm Services | 0.62% | +0.44% | — | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.61% | -0.07% | — |
According to official SEC Form 13F filings, Eddie Patel Inc reported a total U.S. public equity portfolio value of $167.3M across 104 disclosed positions in Q4 2025.
During Q4 2025, Eddie Patel Inc's top holdings by market value included TLT (9.3%)、GLD (9.2%)、QQQM (6.0%). The largest single position, TLT, represented 9.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2025, Eddie Patel Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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