Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQInvesco Qqq Tr | $8.3M | 4.9% | +16.3% |
| MUMicron Technology Inc | $7.7M | 4.6% | −22.3% |
| QQQMInvesco Exch Traded Fd Tr II | $6.8M | 4.1% | −9.4% |
| GLDSpdr Gold Tr | $4.8M | 2.9% | +11.2% |
| XLESelect Sector Spdr Tr | $4.6M | 2.7% | −43.6% |
| TLTIshares Tr | $4.6M | 2.7% | +890.3% |
| DRAMRoundhill Etf Trust | $4.5M | 2.7% | New |
| Nebius Group N.v.CUSIP N97284108 | $4.2M | 2.5% | −15.4% |
| AMZNAmazon Com Inc | $4.1M | 2.4% | +26.0% |
| QQQINeos Etf Trust | $3.9M | 2.3% | −18.9% |
| NVDANvidia Corporation | $3.6M | 2.1% | +11.9% |
| STRLSterling Infrastructure Inc | $3.5M | 2.1% | −18.7% |
| MXLMaxlinear Inc | $3.5M | 2.1% | New |
| AGXArgan Inc | $3.3M | 2.0% | −16.9% |
| APPApplovin Corp | $3.1M | 1.8% | +10.0% |
| HIMSHims & Hers Health Inc | $2.9M | 1.7% | −2.8% |
| GOOGAlphabet Inc | $2.7M | 1.6% | +25.7% |
| Credo Technology Group HoldiCUSIP G25457105 | $2.5M | 1.5% | +16.6% |
| CLSCelestica Inc | $2.3M | 1.4% | −18.0% |
| AMDAdvanced Micro Devices Inc | $2.1M | 1.3% | −13.7% |
| INCYIncyte Corp | $2.1M | 1.2% | +83.1% |
| DYDycom Inds Inc | $2.0M | 1.2% | +17.8% |
| PARRPar Pac Holdings Inc | $2.0M | 1.2% | +61.6% |
| EZPWEzcorp Inc | $2.0M | 1.2% | +38.5% |
| Millicom Intl Cellular S ACUSIP L6388F110 | $1.9M | 1.1% | +70.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Nebius Group N.v.CUSIP N97284108 | December 31, 2025 | +229.9% | $4.2M |
| STRLSterling Infrastructure Inc | December 31, 2025 | +174.1% | $3.5M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $2.1M |
| POWLPowell Inds Inc | December 31, 2025 | +169.5% | $1.8M |
| AGXArgan Inc | December 31, 2025 | +154.9% | $3.3M |
| Credo Technology Group HoldiCUSIP G25457105 | December 31, 2025 | +89.0% | $2.5M |
| EZPWEzcorp Inc | December 31, 2025 | +78.0% | $2.0M |
| Millicom Intl Cellular S ACUSIP L6388F110 | December 31, 2025 | +63.7% | $1.9M |
| PARRPar Pac Holdings Inc | December 31, 2025 | +59.6% | $2.0M |
| DYDycom Inds Inc | March 31, 2026 | +49.2% | $2.0M |
Sold off last quarter
- XLUSelect Sector Spdr Tr was $6.4M
- BLVVanguard Bd Index Fds was $3.9M
- RSPInvesco Exchange Traded Fd T was $1.8M
- VOOVanguard Index Fds was $1.4M
- HYMBSpdr Series Trust was $1.2M
- ICSHIshares Tr was $1.2M
- LMNDLemonade Inc was $865K
- BRK/BBerkshire Hathaway Inc Del was $859K
- IEFIshares Tr was $750K
- Dlocal LtdCUSIP G29018101 was $676K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +18.0% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Eddie Patel Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2078760&type=13F-HR&dateb=&owner=include&count=40CIK 2078760
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2078760/000207876026000003/Filed August 11, 2026 · accession 0002078760-26-000003