Eddie Patel Inc
•CIK: 2078760•Filing: Q4 2025
**Eddie Patel Inc.** manages $134M across a diversified portfolio of 104 positions. The fund exhibits a notable allocation to fixed income and technology, with TLT representing the largest single holding at $12.5M. Significant exposure is also visible in GQ9 ($12.3M) and QQQM ($8.1M), suggesting a tactical blend of duration plays and growth equity. This concentrated approach highlights conviction in rate-sensitive assets and established technology leaders.
Total AUM
$134.2M
QoQ Performance
N/A
Positions
96
Top 10 Concentration
45.2%
Latest Filing
Q4 2025
Top Holdings Allocation
TLT
GQ9
QQQM
TLT9.3%
GQ99.2%
QQQM6.0%
NDQ5.0%
QQQI4.3%
APP2.6%
NVDA2.5%
HIMS2.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other87.3%
Technology6.8%
Consumer3.0%
Financial0.8%
ETF0.7%
Communication0.6%
Healthcare0.5%
Industrial0.4%