Portfolio (Quarterly) Guide ↗

Emissary Wealth LLC

· CIK 0002107252

13F Portfolio $131M AUM 63 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 11 New 23 Added 27 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ORCL	ORACLE CORP	Technology	13,870	$2.7M	2.27%	SOLD
2	BLK	BLACKROCK INC	Financial Services	2,196	$2.4M	1.98%	SOLD
3	ODFL	OLD DOMINION FREIGHT LINE IN	Industrials	11,844	$1.9M	1.56%	SOLD
4	BLD	TOPBUILD CORP	Industrials	2,659	$1.1M	0.93%	SOLD
5	GBX	GREENBRIER COS INC	Industrials	18,578	$868K	0.73%	SOLD
6	DOW	DOW INC	Basic Materials	12,613	$295K	0.25%	SOLD
7	VRA	VERA BRADLEY INC	Consumer Cyclical	21,008	$51K	0.04%	SOLD

Sector Allocation

Technology 41.7%

Industrials 15.4%

Financial Services 12.3%

Communication Services 11.3%

Consumer Cyclical 10.2%

Energy 5.0%

Consumer Defensive 1.8%

Utilities 1.1%

Healthcare 0.6%

Basic Materials 0.6%