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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 5 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ORCL ORACLE CORP Technology 3,423.0 $502K 0.06% $146.54 -1.9%
82 ABT ABBOTT LABORATORIES Healthcare 5,502.0 $499K 0.06% NEW $90.74 +26.1%
83 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,009.0 $482K 0.06% +150.0 +17.5% $477.57 -13.7%
84 MRVL MARVELL TECHNOLOGY INC Technology 1,569.0 $467K 0.06% NEW $297.95 -20.4%
85 OKE ONEOK INC NEW Energy 5,363.0 $466K 0.06% -3K -36.0% $86.94 +10.4%
86 CAT CATERPILLAR INC Industrials 427.0 $455K 0.06% +3.0 +0.7% $1065.10 -23.4%
87 FAST FASTENAL CO Industrials 9,213.0 $442K 0.06% -5K -35.3% $48.03 +7.1%
88 BLOK AMPLIFY ETF TR 6,940.0 $435K 0.06% +106.0 +1.6% $62.63 -3.7%
89 VGT VANGUARD WORLD FD 3,632.0 $434K 0.06% +3K +700.0% $119.53 -0.6%
90 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,826.0 $409K 0.05% NEW $223.99 +23.8%
91 COP CONOCOPHILLIPS Energy 3,761.0 $391K 0.05% NEW $103.97 +25.6%
92 VEA VANGUARD TAX-MANAGED FDS 5,462.0 $389K 0.05% -496.0 -8.3% $71.24 +2.2%
93 VDC VANGUARD WORLD FD 1,659.0 $374K 0.05% $225.50 +3.9%
94 C CITIGROUP INC Financial Services 2,567.0 $359K 0.04% +193.0 +8.1% $139.97 -5.1%
95 BX BLACKSTONE INC Financial Services 2,987.0 $351K 0.04% NEW $117.67 +23.3%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 1,245.0 $350K 0.04% +88.0 +7.6% $281.12 -15.6%
97 IWR ISHARES TR 3,117.0 $344K 0.04% $110.34 +3.0%
98 ING ING GROEP N.V. Financial Services 10,920.0 $343K 0.04% +942.0 +9.4% $31.38 +10.5%
99 SHOP SHOPIFY INC Technology 3,000.0 $343K 0.04% +937.0 +45.4% $114.18 +28.4%
100 F FORD MTR CO Consumer Cyclical 22,726.0 $316K 0.04% -14K -37.4% $13.90 +4.2%
Page 5 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%