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Portfolio (Quarterly) Guide ↗

Emerald Investment Advisers, LLC

· CIK 0002127823
13F Portfolio $1.5B AUM 270 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 268 New
Page 11 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CMCSA COMCAST CORP NEW Communication Services 63,124.0 $1.5M 0.10% NEW $24.55 +9.4%
202 LAMR LAMAR ADVERTISING CO Real Estate 9,878.0 $1.5M 0.10% NEW $155.98 -3.3%
203 MO ALTRIA GROUP INC Consumer Defensive 20,972.0 $1.5M 0.10% NEW $71.95 -8.1%
204 IJR ISHARES TR 10,017.0 $1.5M 0.10% NEW $148.31 -0.7%
205 ANNALY CAPITAL MANAGEMENT IN 63,573.0 $1.4M 0.10% NEW $22.36
206 BLK BLACKROCK INC Financial Services 1,413.0 $1.4M 0.09% NEW $961.58 +20.3%
207 IVZ INVESCO LTD Financial Services 51,425.0 $1.4M 0.09% NEW $26.39 +21.3%
208 GSK GSK PLC Healthcare 25,777.0 $1.4M 0.09% NEW $52.42 -0.0%
209 CCI CROWN CASTLE INC Real Estate 17,034.0 $1.3M 0.09% NEW $75.73 -0.3%
210 TMUS T-MOBILE US INC Communication Services 7,643.0 $1.3M 0.09% NEW $167.73 +9.1%
211 SPDR SERIES TRUST 40,366.0 $1.3M 0.08% NEW $31.19
212 HAS HASBRO INC Consumer Cyclical 14,985.0 $1.2M 0.08% NEW $82.59 +13.3%
213 PH PARKER-HANNIFIN CORP Industrials 1,144.0 $1.1M 0.07% NEW $978.12 +2.4%
214 REGCO REGENCY CTRS CORP 14,018.0 $1.1M 0.07% NEW $79.74
215 NRG NRG ENERGY INC Utilities 7,653.0 $1.1M 0.07% NEW $146.06 -22.6%
216 VNQ VANGUARD INDEX FDS 11,239.0 $1.1M 0.07% NEW $96.43 +2.1%
217 CME CME GROUP INC Financial Services 4,505.0 $995K 0.07% NEW $220.84 +24.5%
218 FN FABRINET Technology 1,733.0 $974K 0.07% NEW $562.08 -22.3%
219 ZHOG RBB FD INC 17,886.0 $918K 0.06% NEW $51.31 -0.3%
220 TBIL RBB FD INC 18,241.0 $909K 0.06% NEW $49.85 +0.3%
Page 11 of 14  ·  268 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
Technology 33.0%
Financial Services 14.3%
Industrials 13.6%
Healthcare 10.7%
Consumer Cyclical 9.5%
Communication Services 6.0%
Energy 3.8%
Consumer Defensive 3.2%
Basic Materials 2.8%
Real Estate 1.8%