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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 6 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TREE LENDINGTREE INC Financial Services 218,269.0 $9.7M 0.34% NEW $44.29 -29.4%
102 EVER EVERQUOTE INC Communication Services 397,268.0 $9.5M 0.33% NEW $23.79 +3.1%
103 SLDE SLIDE INSURANCE HOLDINGS INC Financial Services 459,820.0 $8.9M 0.31% NEW $19.37 +14.9%
104 AVAH AVEANNA HEALTHCARE HOLDINGS Healthcare 967,108.0 $8.3M 0.29% NEW $8.57 +47.8%
105 CRVS CORVUS PHARMACEUTICALS INC Healthcare 526,389.0 $7.9M 0.28% NEW $14.94 -0.7%
106 VC VISTEON CORP Consumer Cyclical 75,500.0 $7.5M 0.26% NEW $99.21 +6.4%
107 DAVE INC 19,894.0 $7.4M 0.26% NEW $372.59
108 WHITEHAWK MINERALS CORP 263,810.0 $7.3M 0.26% NEW $27.82
109 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 395,546.0 $7.3M 0.26% NEW $18.37 +30.3%
110 AVEX AEVEX CORP Industrials 341,108.0 $7.1M 0.25% NEW $20.89 -4.7%
111 DFTX DEFINIUM THERAPEUTICS INC Healthcare 121,249.0 $5.7M 0.20% NEW $47.04 -1.8%
112 MPB MID PENN BANCORP INC Financial Services 162,411.0 $5.7M 0.20% NEW $34.84 +9.3%
113 AMBA AMBARELLA INC Technology 65,731.0 $5.6M 0.20% NEW $85.80 -12.8%
114 FIRST CAROLINA FINANCIAL SERVICES 414,090.0 $5.5M 0.19% NEW $13.24
115 ASTRONICS CORPORATION - CL B 65,459.0 $5.0M 0.17% NEW $76.00
116 FLOC FLOWCO HOLDINGS INC Energy 231,287.0 $4.9M 0.17% NEW $21.34 +7.4%
117 WVE WAVE LIFE SCIENCES LTD Healthcare 847,999.0 $4.9M 0.17% NEW $5.81 -9.0%
118 WSBC WESBANCO INC Financial Services 120,647.0 $4.7M 0.17% NEW $39.03 +8.1%
119 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 7,928.0 $4.3M 0.15% NEW $541.83 -4.3%
120 HAWKEYE 360 INC 205,363.0 $4.2M 0.15% NEW $20.22
Page 6 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%