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Portfolio (Quarterly) Guide ↗

Emerald Advisors, LLC

· CIK 0001802611
13F Portfolio $796M AUM 130 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 48 Added 46 Reduced 14 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEMG ISHARES INC 180,564.0 $15.0M 1.88% +7K +3.9% $82.84 -2.7%
2 IVV ISHARES TR 17,224.0 $12.9M 1.62% +874.0 +5.3% $748.89 +3.2%
3 FENI FIDELITY COVINGTON TRUST 280,396.0 $11.3M 1.41% +39K +16.2% $40.13 +3.5%
4 VUG VANGUARD INDEX FDS 101,551.0 $8.7M 1.10% +85K +500.6% $86.14 +2.1%
5 MSFT MICROSOFT CORP Technology 19,457.0 $7.3M 0.91% +967.0 +5.2% $373.03 +29.8%
6 AMZN AMAZON COM INC Consumer Cyclical 24,218.0 $5.8M 0.72% +2K +8.7% $238.34 +11.5%
7 GOOG ALPHABET INC Communication Services 14,699.0 $5.2M 0.65% +347.0 +2.4% $353.33 -3.3%
8 JPIE J P MORGAN EXCHANGE TRADED F 77,189.0 $3.6M 0.45% +63K +461.0% $46.05 -0.3%
9 JIVE J P MORGAN EXCHANGE TRADED F 37,225.0 $3.4M 0.43% +7K +21.4% $91.95 +5.7%
10 FSMD FIDELITY COVINGTON TRUST 64,562.0 $3.4M 0.43% +8K +13.7% $52.85 -1.3%
11 VIG VANGUARD SPECIALIZED FUNDS 13,659.0 $3.2M 0.41% +1K +9.7% $236.62 +3.5%
12 NVDA NVIDIA CORPORATION Technology 16,083.0 $3.2M 0.40% +639.0 +4.1% $200.09 +8.7%
13 AVGO BROADCOM INC Technology 7,262.0 $2.7M 0.34% +448.0 +6.6% $377.75 -4.0%
14 GOOGL ALPHABET INC Communication Services 6,746.0 $2.4M 0.30% +1K +17.8% $357.35 -3.5%
15 BKCH GLOBAL X FDS 28,919.0 $2.2M 0.27% +2K +5.8% $74.85 -12.6%
16 KO COCA COLA CO Consumer Defensive 26,545.0 $2.2M 0.27% +913.0 +3.6% $81.27 +11.2%
17 MRK MERCK & CO INC Healthcare 15,776.0 $2.0M 0.26% +603.0 +4.0% $128.50 +18.5%
18 XOM EXXON MOBIL CORP Energy 14,806.0 $2.0M 0.25% +587.0 +4.1% $136.72 +20.5%
19 HD HOME DEPOT INC Consumer Cyclical 5,366.0 $1.9M 0.24% +344.0 +6.8% $352.69 -2.4%
20 BOTZ GLOBAL X FDS 46,945.0 $1.8M 0.22% +4K +8.2% $37.94 -4.1%
Page 1 of 3  ·  48 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
Consumer Defensive 87.6%
Technology 4.2%
Communication Services 1.6%
Healthcare 1.5%
Consumer Cyclical 1.5%
Financial Services 1.1%
Industrials 0.9%
Energy 0.9%
Basic Materials 0.4%
Utilities 0.2%