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Portfolio (Quarterly) Guide ↗

Emerald Advisors, LLC

· CIK 0001802611
13F Portfolio $808M AUM 125 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 58 Added 29 Reduced 8 Exited
Page 6 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GIS GENERAL MILLS INC Consumer Defensive 7,066.0 $263K 0.03% +2K +27.7% $37.22 -10.7%
102 ING ING GROEP N.V. Financial Services 9,978.0 $260K 0.03% +1K +14.9% $26.05 +13.5%
103 MCD MCDONALDS CORP Consumer Cyclical 805.0 $250K 0.03% -69.0 -7.9% $310.89 -10.7%
104 SHOP PUT SHOPIFY INC Technology 2,100.0 $249K 0.03% NEW $118.62 -16.1%
105 DE DEERE & CO Industrials 441.0 $249K 0.03% $563.50 -2.2%
106 CSX CSX CORP Industrials 6,035.0 $248K 0.03% $41.05 +12.8%
107 MTB M & T BK CORP Financial Services 1,197.0 $247K 0.03% NEW $206.65 -0.6%
108 RWO SPDR INDEX SHS FDS 5,348.0 $245K 0.03% -388.0 -6.8% $45.77 +6.8%
109 SHOP SHOPIFY INC Technology 2,063.0 $245K 0.03% NEW $118.62 -16.1%
110 TRV TRAVELERS COMPANIES INC Financial Services 775.0 $226K 0.03% $291.57 +4.1%
111 DASH DOORDASH INC Communication Services 1,500.0 $225K 0.03% NEW $150.15 -2.0%
112 RDDT REDDIT INC Communication Services 1,600.0 $215K 0.03% NEW $134.65 +9.3%
113 RDDT PUT REDDIT INC Communication Services 1,600.0 $215K 0.03% NEW $134.65 +9.3%
114 NVDA PUT NVIDIA CORPORATION Technology 1,200.0 $209K 0.03% NEW $174.40 +27.5%
115 NGG NATIONAL GRID PLC Utilities 2,465.0 $209K 0.03% NEW $84.61 -0.3%
116 GEV GE VERNOVA INC Utilities 237.0 $207K 0.03% NEW $872.90 +17.0%
117 SWX SOUTHWEST GAS HLDGS INC Utilities 2,375.0 $206K 0.03% NEW $86.90 +2.6%
118 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,644.0 $206K 0.03% NEW $125.46 +6.9%
119 MDT MEDTRONIC PLC Healthcare 2,335.0 $202K 0.03% NEW $86.66 -10.5%
120 SPYV SPDR SERIES TRUST 3,553.0 $201K 0.03% -69.0 -1.9% $56.58 +6.2%
Page 6 of 7  ·  125 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 89.5%
Technology 3.2%
Healthcare 1.3%
Communication Services 1.3%
Consumer Cyclical 1.2%
Energy 1.1%
Financial Services 0.9%
Industrials 0.9%
Basic Materials 0.4%
Utilities 0.2%