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Home > Institutional Investor > Eddie Patel Inc > Profile

Instuitional Investor - Eddie Patel Inc

Fund Profile
Filing Period:
Fund Name: Eddie Patel Inc
Portfolio Value $167,326,092
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 11,242 $8,278,948 4.95%
2.
Micron Technology Inc
 MU 6,703 $7,737,281 4.62%
3.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 22,435 $6,797,219 4.06%
4.
Spdr Gold Trust
 GLD 13,004 $4,790,265 2.86%
5.
Sector Spdr Trust
 XLE 85,920 $4,563,185 2.73%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.