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CIK: 0002078760
Total reported value
$167.3M
$167.3M
95 檔
19.4%
During the Q1 2026 filing period, Eddie Patel Inc (CIK: 0002078760) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $167.3M across 95 reported positions.
In Q1 2026, Eddie Patel Inc adopted a defensive or profit-taking posture, trimming 46 positions and completely liquidating 38 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | ETF-Other | 7.17% | -4.44% | — | |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 4.95% | -4.95% | EXIT | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.52% | -0.46% | -22.65% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.29% | +0.66% | -11.26% | |
| 5 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 4.04% | -3.76% | — | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.87% | -1.01% | -62.33% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.24% | -3.06% | +46.68% | |
| 8 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 3.22% | -0.90% | -20.91% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 3.00% | -3.00% | EXIT | |
| 10 | MU | Micron Technology Inc | Stock-Tech | 2.24% | +2.38% | +3.02% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | +0.26% | +23.05% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | -0.01% | -11.90% | |
| 13 | AGX | Argan Inc | Stock-Industrials | 2.11% | -0.11% | +16.83% | |
| 14 | CLS | Celestica Inc | Stock-Tech | 1.67% | -0.29% | +1.86% | |
| 15 | APP | Applovin Corp-class A | Stock-Tech | 1.66% | +0.18% | +6.09% | |
| 16 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.62% | +0.49% | -4.26% | |
| 17 | NBIS | Nebius Group N.V. | Stock-Other | 1.42% | +1.07% | +24.48% | |
| 18 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 1.36% | +0.36% | -10.94% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.35% | -1.35% | EXIT | |
| 20 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.34% | -1.05% | +236.26% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.33% | +0.27% | -9.73% | |
| 22 | KGC | Kinross Gold CORP | Stock-Materials | 1.21% | -0.24% | -0.83% | |
| 23 | CDE | Coeur Mining Inc | Stock-Materials | 1.19% | -0.50% | +3.91% | |
| 24 | SSRM | Ssr Mining Inc | Stock-Materials | 1.15% | -0.15% | -11.77% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | -0.12% | +67.83% | |
| 26 | PARR | Par Pacific Holdings Inc | Stock-Energy | 1.07% | +0.13% | -17.02% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | -1.05% | EXIT | |
| 28 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.95% | -0.02% | -17.70% | |
| 29 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.95% | -0.14% | — | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.93% | -0.20% | -25.14% | |
| 31 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.92% | -0.92% | EXIT | |
| 32 | NEM | Newmont CORP | Stock-Materials | 0.91% | +0.07% | — | |
| 33 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.90% | -0.90% | EXIT | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.05% | +325.79% | |
| 35 | DY | Dycom Industries Inc | Stock-Industrials | 0.88% | +0.33% | — | |
| 36 | POWL | Powell Industries Inc | Stock-Industrials | 0.85% | +0.21% | -27.29% | |
| 37 | B | Barrick Mining CORP | Stock-Materials | 0.85% | +0.04% | — | |
| 38 | FN | Fabrinet | Stock-Tech | 0.83% | +0.24% | — | |
| 39 | EZPW | Ezcorp Inc-cl A | Stock-Other | 0.82% | +0.38% | -19.80% | |
| 40 | UNFI | United Natural Foods Inc | Stock-Consumer Staples | 0.76% | +0.21% | -36.58% | |
| 41 | INCY | Incyte CORP | Stock-Healthcare | 0.73% | +0.52% | -15.16% | |
| 42 | SNDK | Sandisk CORP | Stock-Tech | 0.72% | -0.12% | — | |
| 43 | TIGO | Millicom International Cellular S.A. | Stock-Comm Services | 0.71% | +0.44% | -17.67% | |
| 44 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.70% | -0.14% | +61.28% | |
| 45 | CVSA | Covista Inc | Stock-Consumer Staples | 0.68% | +0.09% | -18.91% | |
| 46 | LMND | Lemonade Inc | Stock-Financials | 0.66% | -0.66% | EXIT | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.66% | +0.61% | -24.55% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.66% | EXIT | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.66% | +0.44% | -14.02% | |
| 50 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.60% | +0.03% | +17.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGX | Argan Inc | +1.1% | +16.83% | Add |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +1.1% | +46.68% | Add |
| 3 | JNK | Ss Spdr Bb High Yield Bond | +1% | +236.26% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.7% | +325.79% | Add |
| 5 | NBIS | Nebius Group N.V. | +0.5% | +24.48% | Add |
| 6 | MU | Micron Technology Inc | +0.5% | +3.02% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +67.83% | Add |
| 8 | STRL | Sterling Infrastructure Inc | +0.4% | -4.26% | Trim |
| 9 | PARR | Par Pacific Holdings Inc | +0.4% | -17.02% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.3% | +23.05% | Add |
| 11 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +56.49% | Add |
| 12 | MELI | Mercadolibre Inc | +0.2% | +61.28% | Add |
| 13 | SSRM | Ssr Mining Inc | +0.2% | -11.77% | Trim |
| 14 | POWL | Powell Industries Inc | +0.2% | -27.29% | Trim |
| 15 | CDE | Coeur Mining Inc | +0.1% | +3.91% | Add |
| 16 | KGC | Kinross Gold CORP | +0.1% | -0.83% | Trim |
| 17 | CRCL | Circle Internet Group Inc | +0.1% | +0.15% | Add |
| 18 | TIGO | Millicom International Cellular S.A. | +0.1% | -17.67% | Trim |
| 19 | EZPW | Ezcorp Inc-cl A | +0.1% | -19.80% | Trim |
| 20 | CAT | Caterpillar Inc | +0.1% | +0.20% | Add |
| 21 | RDDT | Reddit Inc-cl A | +0.1% | +84.30% | Add |
| 22 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -3.15% | Trim |
| 23 | ASTS | Ast Spacemobile Inc | 0% | -11.19% | Trim |
| 24 | CLS | Celestica Inc | — | +1.86% | Add |
| 25 | SPOT | Spotify Technology S.A. | — | +17.15% | Add |
| 26 | QTEC | First Trust Nasdq 100 Tech I | 0% | -1.50% | Trim |
| 27 | AAPL | Apple Inc | 0% | -1.91% | Trim |
| 28 | TEM | Tempus Ai Inc-cl A | 0% | +19.30% | Add |
| 29 | STRT | Strattec Security CORP | 0% | -15.39% | Trim |
| 30 | IREN | IREN Limited | 0% | -3.30% | Trim |
| 31 | EAT | Brinker International Inc | -0.1% | -12.79% | Trim |
| 32 | CVSA | Covista Inc | -0.1% | -18.91% | Trim |
| 33 | SYF | Synchrony Financial | -0.1% | -11.05% | Trim |
| 34 | NET | Cloudflare Inc - Class A | -0.1% | -31.06% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -13.14% | Trim |
| 36 | UNFI | United Natural Foods Inc | -0.1% | -36.58% | Trim |
| 37 | ASML | ASML Holding N.V. | -0.1% | -52.99% | Trim |
| 38 | OSCR | Oscar Health Inc - Class A | -0.1% | -7.39% | Trim |
| 39 | MFC | Manulife Financial CORP | -0.1% | -22.48% | Trim |
| 40 | SKYW | Skywest Inc | -0.1% | -20.20% | Trim |
| 41 | INCY | Incyte CORP | -0.1% | -15.16% | Trim |
| 42 | CRDO | Credo Technology Group Holding Ltd | -0.2% | +15.32% | Add |
| 43 | UBER | Uber Technologies Inc | -0.2% | -14.02% | Trim |
| 44 | FLNC | Fluence Energy Inc | -0.2% | -21.28% | Trim |
| 45 | SOFI | Sofi Technologies Inc | -0.2% | -0.49% | Trim |
| 46 | GOOG | Alphabet Inc-cl C | -0.2% | -9.73% | Trim |
| 47 | ALAB | Astera Labs Inc | -0.2% | +2.71% | Add |
| 48 | AMD | Advanced Micro Devices | -0.2% | -24.55% | Trim |
| 49 | CCL1EUR | Carnival CORP LTD | -0.3% | -23.95% | Trim |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | -25.14% | Trim |
According to official SEC Form 13F filings, Eddie Patel Inc reported a total U.S. public equity portfolio value of $167.3M across 95 disclosed positions in Q1 2026.
During Q1 2026, Eddie Patel Inc's top holdings by market value included XLE (7.2%)、XLU (5.0%)、QQQM (4.5%). The largest single position, XLE, represented 7.2% 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 terms of portfolio concentration, the top 5 core holdings (including XLE, XLU, QQQM) accounted for 19.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLE
市值: $9.3M
Top Position Liquidated / Trimmed
WLDN
前期市值: $1.5M
In Q1 2026, Eddie Patel Inc made 133 total portfolio adjustments, initiating 29 new buys, adding to 20 positions, trimming 46 holdings, and fully liquidating 38 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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