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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 C CITIGROUP INC Financial Services 2,567.0 $359K 0.04% +193.0 +8.1% $139.97 -6.2%
42 IBM INTERNATIONAL BUSINESS MACHS Technology 1,245.0 $350K 0.04% +88.0 +7.6% $281.12 -16.1%
43 ING ING GROEP N.V. Financial Services 10,920.0 $343K 0.04% +942.0 +9.4% $31.38 +10.3%
44 SHOP SHOPIFY INC Technology 3,000.0 $343K 0.04% +937.0 +45.4% $114.18 +28.7%
45 GD GENERAL DYNAMICS CORP Industrials 888.0 $315K 0.04% +61.0 +7.4% $354.19 +9.7%
46 MCD MCDONALDS CORP Consumer Cyclical 841.0 $227K 0.03% +36.0 +4.5% $270.47 -0.5%
47 NGG NATIONAL GRID PLC Utilities 2,669.0 $221K 0.03% +204.0 +8.3% $82.88 -2.3%
48 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,129.0 $204K 0.03% +485.0 +29.5% $95.98 +33.9%
Page 3 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%