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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 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CIBR FIRST TR EXCHANGE-TRADED FD 16,637.0 $1.5M 0.19% +743.0 +4.7% $89.85 +6.3%
42 CVX CHEVRON CORPORATION Energy 9,000.0 $1.5M 0.19% $165.76 +24.1%
43 BBIN J P MORGAN EXCHANGE TRADED F 19,072.0 $1.5M 0.19% -137.0 -0.7% $78.08 +3.6%
44 PG PROCTER & GAMBLE CO Consumer Defensive 9,896.0 $1.5M 0.18% +3K +39.2% $146.63 -1.5%
45 LMT LOCKHEED MARTIN CORP Industrials 2,765.0 $1.4M 0.18% $509.49 +15.6%
46 SCHE SCHWAB STRATEGIC TR 38,012.0 $1.4M 0.17% -390.0 -1.0% $36.26 +1.2%
47 NEM NEWMONT CORP Basic Materials 13,701.0 $1.3M 0.16% -94.0 -0.7% $93.40 +33.9%
48 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,378.0 $1.2M 0.15% -3K -12.4% $57.62 +17.3%
49 VZ VERIZON COMMUNICATIONS INC Communication Services 28,872.0 $1.2M 0.15% -2K -5.4% $42.34 +16.6%
50 QQQ INVESCO QQQ TR Financial Services 1,598.0 $1.2M 0.15% $736.29 -2.7%
51 JNJ JOHNSON & JOHNSON Healthcare 4,623.0 $1.2M 0.15% +815.0 +21.4% $253.95 +7.7%
52 ABBV ABBVIE INC Healthcare 4,504.0 $1.1M 0.14% -2K -33.6% $251.61 +5.7%
53 META META PLATFORMS INC Communication Services 1,829.0 $1.0M 0.13% +572.0 +45.5% $563.18 -3.0%
54 VTI VANGUARD INDEX FDS 2,770.0 $1.0M 0.13% $370.03 +2.7%
55 TSLA TESLA INC Consumer Cyclical 2,372.0 $998K 0.12% -218.0 -8.4% $420.57 -16.5%
56 UNH UNITEDHEALTH GROUP INC Healthcare 2,339.0 $972K 0.12% +1K +81.7% $415.69 -6.5%
57 BERKSHIRE HATHAWAY INC DEL 1,943.0 $972K 0.12% $500.32
58 SPYM SPDR SERIES TRUST 10,987.0 $966K 0.12% -1K -10.2% $87.88 +3.0%
59 VMC VULCAN MATLS CO Basic Materials 3,202.0 $945K 0.12% $294.98 -6.3%
60 XEL XCEL ENERGY INC Utilities 11,367.0 $913K 0.12% $80.30 -1.1%
Page 3 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%