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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 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 7,262.0 $2.7M 0.34% +448.0 +6.6% $377.75 -4.0%
22 CSCO CISCO SYS INC Technology 20,846.0 $2.4M 0.31% -4K -15.3% $117.46 -5.9%
23 GOOGL ALPHABET INC Communication Services 6,746.0 $2.4M 0.30% +1K +17.8% $357.35 -3.5%
24 QQQM INVESCO EXCH TRADED FD TR II 7,469.0 $2.3M 0.28% $302.95 -2.7%
25 BKCH GLOBAL X FDS 28,919.0 $2.2M 0.27% +2K +5.8% $74.85 -12.6%
26 KO COCA COLA CO Consumer Defensive 26,545.0 $2.2M 0.27% +913.0 +3.6% $81.27 +11.2%
27 TXN TEXAS INSTRS INC Technology 6,935.0 $2.1M 0.26% -488.0 -6.6% $298.09 -10.3%
28 MRK MERCK & CO INC Healthcare 15,776.0 $2.0M 0.26% +603.0 +4.0% $128.50 +18.5%
29 XOM EXXON MOBIL CORP Energy 14,806.0 $2.0M 0.25% +587.0 +4.1% $136.72 +20.5%
30 SCHV SCHWAB STRATEGIC TR 57,289.0 $2.0M 0.25% -821.0 -1.4% $34.81 +0.7%
31 HD HOME DEPOT INC Consumer Cyclical 5,366.0 $1.9M 0.24% +344.0 +6.8% $352.69 -2.4%
32 JCPB J P MORGAN EXCHANGE TRADED F 38,783.0 $1.8M 0.23% NEW $46.94 -1.2%
33 BOTZ GLOBAL X FDS 46,945.0 $1.8M 0.22% +4K +8.2% $37.94 -4.1%
34 GSIE GOLDMAN SACHS ETF TR 38,183.0 $1.7M 0.22% -478.0 -1.2% $45.70 +5.0%
35 AMGN AMGEN INC Healthcare 4,801.0 $1.7M 0.22% +84.0 +1.8% $362.10 +22.2%
36 SGOV ISHARES TR 15,992.0 $1.6M 0.20% +3K +24.4% $100.67 -0.1%
37 PEP PEPSICO INC Consumer Defensive 11,737.0 $1.6M 0.20% +552.0 +4.9% $135.40 +5.3%
38 LLY ELI LILLY & CO Healthcare 1,318.0 $1.6M 0.20% +158.0 +13.6% $1199.55 +6.7%
39 JPM JPMORGAN CHASE & CO Financial Services 4,678.0 $1.5M 0.19% +584.0 +14.3% $327.35 +9.1%
40 IJR ISHARES TR 10,269.0 $1.5M 0.19% -4K -28.6% $148.31 -0.3%
Page 2 of 7  ·  130 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%