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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 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RTX RTX CORPORATION Industrials 4,754.0 $902K 0.11% -114.0 -2.3% $189.74 +16.1%
22 USMV ISHARES TR 8,677.0 $837K 0.10% -7K -43.8% $96.46 +5.0%
23 FUTY FIDELITY COVINGTON TRUST 14,013.0 $819K 0.10% -8K -35.5% $58.42 -2.7%
24 VTWO VANGUARD SCOTTSDALE FDS 6,233.0 $757K 0.10% -143.0 -2.2% $121.42 +0.5%
25 VWO VANGUARD INTL EQUITY INDEX F 11,820.0 $706K 0.09% -661.0 -5.3% $59.69 +0.6%
26 VLO VALERO ENERGY CORP Energy 2,705.0 $705K 0.09% -1K -27.9% $260.46 +32.9%
27 SLB SLB LIMITED Energy 13,884.0 $645K 0.08% -941.0 -6.3% $46.49 +15.2%
28 EOG EOG RES INC Energy 4,421.0 $574K 0.07% -3K -37.5% $129.73 +15.2%
29 UPS UNITED PARCEL SVCS INC Industrials 5,127.0 $551K 0.07% -3K -38.8% $107.51 -4.3%
30 VONG VANGUARD SCOTTSDALE FDS 4,259.0 $544K 0.07% -51.0 -1.2% $127.81 -1.2%
31 OKE ONEOK INC NEW Energy 5,363.0 $466K 0.06% -3K -36.0% $86.94 +10.4%
32 FAST FASTENAL CO Industrials 9,213.0 $442K 0.06% -5K -35.3% $48.03 +7.1%
33 VEA VANGUARD TAX-MANAGED FDS 5,462.0 $389K 0.05% -496.0 -8.3% $71.24 +2.2%
34 F FORD MTR CO Consumer Cyclical 22,726.0 $316K 0.04% -14K -37.4% $13.90 +4.3%
35 BLK BLACKROCK INC Financial Services 319.0 $307K 0.04% -48.0 -13.1% $962.68 +20.4%
36 PAYX PAYCHEX INC Industrials 3,053.0 $300K 0.04% -2K -36.0% $98.32 +24.6%
37 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,693.0 $296K 0.04% -2K -37.8% $109.75 +0.1%
38 CSX CSX CORP Industrials 5,990.0 $285K 0.04% -45.0 -0.8% $47.53 +6.6%
39 LIN LINDE PLC Basic Materials 542.0 $281K 0.04% -319.0 -37.0% $518.94 -7.3%
40 MA MASTERCARD INCORPORATED Financial Services 526.0 $270K 0.03% -262.0 -33.2% $513.25 +11.8%
Page 2 of 3  ·  46 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%