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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 6 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GD GENERAL DYNAMICS CORP Industrials 888.0 $315K 0.04% +61.0 +7.4% $354.19 +10.8%
102 SHLD GLOBAL X FDS 5,191.0 $310K 0.04% NEW $59.71 +15.9%
103 BLK BLACKROCK INC Financial Services 319.0 $307K 0.04% -48.0 -13.1% $962.68 +20.4%
104 PAYX PAYCHEX INC Industrials 3,053.0 $300K 0.04% -2K -36.0% $98.32 +24.6%
105 ACN ACCENTURE PLC IRELAND Technology 2,389.0 $297K 0.04% NEW $124.46 +47.2%
106 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,693.0 $296K 0.04% -2K -37.8% $109.75 +0.1%
107 MO ALTRIA GROUP INC Consumer Defensive 4,004.0 $288K 0.04% NEW $71.94 -8.2%
108 CSX CSX CORP Industrials 5,990.0 $285K 0.04% -45.0 -0.8% $47.53 +6.6%
109 LIN LINDE PLC Basic Materials 542.0 $281K 0.04% -319.0 -37.0% $518.94 -7.3%
110 DE DEERE & CO Industrials 441.0 $280K 0.04% $634.85 -8.5%
111 GEV GE VERNOVA INC Utilities 238.0 $279K 0.04% $1172.49 -15.8%
112 MA MASTERCARD INCORPORATED Financial Services 526.0 $270K 0.03% -262.0 -33.2% $513.25 +11.8%
113 ICSH ISHARES TR 5,319.0 $269K 0.03% -8K -59.4% $50.58 -0.1%
114 RWO SPDR INDEX SHS FDS 5,236.0 $260K 0.03% -112.0 -2.1% $49.71 +1.4%
115 MTB M & T BK CORP Financial Services 1,087.0 $259K 0.03% -110.0 -9.2% $237.92 +2.8%
116 TRV TRAVELERS COMPANIES INC Financial Services 760.0 $251K 0.03% -15.0 -1.9% $330.06 +9.7%
117 MCD MCDONALDS CORP Consumer Cyclical 841.0 $227K 0.03% +36.0 +4.5% $270.47 -1.1%
118 EXPD EXPEDITORS INTL WASH INC Industrials 1,395.0 $227K 0.03% NEW $163.02 +14.4%
119 ETN EATON CORP PLC Industrials 530.0 $226K 0.03% NEW $426.24 -0.4%
120 NGG NATIONAL GRID PLC Utilities 2,669.0 $221K 0.03% +204.0 +8.3% $82.88 -2.7%
Page 6 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%