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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  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ICSH ISHARES TR 5,319.0 $269K 0.03% -8K -59.4% $50.58 -0.1%
42 RWO SPDR INDEX SHS FDS 5,236.0 $260K 0.03% -112.0 -2.1% $49.71 +1.4%
43 MTB M & T BK CORP Financial Services 1,087.0 $259K 0.03% -110.0 -9.2% $237.92 +2.8%
44 TRV TRAVELERS COMPANIES INC Financial Services 760.0 $251K 0.03% -15.0 -1.9% $330.06 +9.7%
45 SWX SOUTHWEST GAS HLDGS INC Utilities 2,350.0 $208K 0.03% -25.0 -1.1% $88.68 +3.5%
46 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 35,000.0 $162K 0.02% -1K -3.7% $4.62 -22.5%
Page 3 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%