Eddie Patel Inc
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 167,326
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 127 | 167,326 | 13F-HR | Eddie Patel Inc |
| Q1 2026 | 5/11/2026 | 95 | 130,163 | 13F-HR | Eddie Patel Inc |
| Q4 2025 | 2/17/2026 | 104 | 134,188 | 13F-HR | Eddie Patel Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 118.9 K | 71.0% | 52.2 K | 0 | 52.2 K |
| ETFs | 48.46 K | 29.0% | 0 | 10.88 K | -10.88 K |
| Debt | 0 | 0.0% | 0 | 4.157 K | -4.157 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
167,326
Holdings
127
QoQ value change ($000)
37,163
(28.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.