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Portfolio (Quarterly) Guide ↗

EMERALD MUTUAL FUND ADVISERS TRUST

· CIK 0001352895
13F Portfolio $2.8B AUM 197 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 197 New
Page 5 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PI IMPINJ INC Technology 111,287.0 $15.9M 0.56% NEW $143.23 +16.9%
82 MIR MIRION TECHNOLOGIES INC Industrials 873,466.0 $15.7M 0.55% NEW $17.93 -14.8%
83 SKYWARD SPECIALTY INSURANCE 266,150.0 $15.5M 0.55% NEW $58.35
84 EVLV EVOLV TECHNOLOGIES Industrials 2,667,589.0 $15.5M 0.54% NEW $5.80 -4.4%
85 RDNT RADNET INC Healthcare 250,764.0 $15.5M 0.54% NEW $61.67 +21.3%
86 SVRA SAVARA INC Healthcare 2,375,999.0 $14.6M 0.51% NEW $6.16 -12.7%
87 SBCF SEACOAST BANKING CORPORATION OF FLORIDA Financial Services 433,797.0 $14.4M 0.51% NEW $33.25 +6.5%
88 POWI POWER INTEGRATIONS INC Technology 172,196.0 $14.4M 0.51% NEW $83.76 -29.6%
89 AMBQ AMBIQ MICRO INC Technology 159,131.0 $14.1M 0.49% NEW $88.30 -29.2%
90 HIMS HIMS & HERS HEALTH INC Healthcare 398,842.0 $13.8M 0.49% NEW $34.67 -19.6%
91 ARHS ARHAUS INC Consumer Cyclical 1,576,486.0 $13.3M 0.47% NEW $8.42 +17.6%
92 DNTH DIANTHUS THERAPEUTICS INC Healthcare 131,018.0 $12.8M 0.45% NEW $97.48 +17.9%
93 CCB COASTAL FINANCIAL CORP Financial Services 156,664.0 $12.1M 0.43% NEW $77.51 -35.8%
94 ALMR ALAMAR BIOSCIENCES INC Healthcare 422,127.0 $11.4M 0.40% NEW $27.09 +23.1%
95 EE EXCELERATE ENERGY INC Utilities 299,991.0 $11.4M 0.40% NEW $37.99 -2.4%
96 ATEC ALPHATEC HOLDINGS INC Healthcare 1,258,086.0 $10.9M 0.38% NEW $8.65 +12.4%
97 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 823,954.0 $10.6M 0.37% NEW $12.89 -3.7%
98 LPTH LIGHTPATH TECHNOLOGIES INC Technology 607,882.0 $9.9M 0.35% NEW $16.35 -11.5%
99 TRIN TRINITY CAPITAL INC Financial Services 549,260.0 $9.8M 0.34% NEW $17.89 +0.8%
100 QTWO Q2 HOLDINGS INC Technology 203,815.0 $9.8M 0.34% NEW $48.10 +34.4%
Page 5 of 10  ·  197 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.7%
Industrials 22.8%
Healthcare 22.8%
Financial Services 10.2%
Consumer Cyclical 8.8%
Energy 2.2%
Consumer Defensive 2.1%
Basic Materials 1.8%
Communication Services 1.2%
Utilities 0.4%