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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 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 V VISA INC Financial Services 2,645.0 $907K 0.11% +114.0 +4.5% $343.04 +6.6%
62 RTX RTX CORPORATION Industrials 4,754.0 $902K 0.11% -114.0 -2.3% $189.74 +11.9%
63 JAAA JANUS DETROIT STR TR 17,421.0 $880K 0.11% +3K +21.0% $50.49 +0.3%
64 BITB BITWISE BITCOIN ETF TR Financial Services 27,274.0 $869K 0.11% +6K +28.0% $31.86 +23.8%
65 USMV ISHARES TR 8,677.0 $837K 0.10% -7K -43.8% $96.46 +4.4%
66 FUTY FIDELITY COVINGTON TRUST 14,013.0 $819K 0.10% -8K -35.5% $58.42 -3.3%
67 ETHA ISHARES ETHEREUM TR Financial Services 63,686.0 $757K 0.10% +24K +58.9% $11.89 +47.6%
68 VTWO VANGUARD SCOTTSDALE FDS 6,233.0 $757K 0.10% -143.0 -2.2% $121.42 -0.9%
69 VBIL VANGUARD INSTL INDEX FD 9,363.0 $709K 0.09% NEW $75.68 -0.1%
70 VWO VANGUARD INTL EQUITY INDEX F 11,820.0 $706K 0.09% -661.0 -5.3% $59.69 +0.6%
71 VLO VALERO ENERGY CORP Energy 2,705.0 $705K 0.09% -1K -27.9% $260.46 +31.1%
72 QCOM QUALCOMM INC Technology 3,566.0 $659K 0.08% NEW $184.76 -13.0%
73 SLB SLB LIMITED Energy 13,884.0 $645K 0.08% -941.0 -6.3% $46.49 +15.2%
74 NFLX NETFLIX INC. Communication Services 8,441.0 $603K 0.08% +2K +30.9% $71.40 +12.2%
75 EOG EOG RES INC Energy 4,421.0 $574K 0.07% -3K -37.5% $129.73 +17.3%
76 J P MORGAN EXCHANGE TRADED F 11,046.0 $559K 0.07% +5K +83.8% $50.57
77 SBUX STARBUCKS CORP Consumer Cyclical 5,424.0 $554K 0.07% $102.19 +1.8%
78 UPS UNITED PARCEL SVCS INC Industrials 5,127.0 $551K 0.07% -3K -38.8% $107.51 -4.6%
79 VONG VANGUARD SCOTTSDALE FDS 4,259.0 $544K 0.07% -51.0 -1.2% $127.81 -1.8%
80 DELL DELL TECHNOLOGIES INC Technology 1,200.0 $518K 0.07% NEW $431.61 +0.7%
Page 4 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%