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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 8 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IVV ISHARES TR 4,677.0 $3.5M 0.23% NEW $748.89 +2.7%
142 LMAT LEMAITRE VASCULAR INC Healthcare 36,366.0 $3.5M 0.23% NEW $95.96 -14.7%
143 HMN HORACE MANN EDUCATORS CORP N Financial Services 67,208.0 $3.5M 0.23% NEW $51.65 -2.0%
144 MET METLIFE INC Financial Services 40,917.0 $3.5M 0.23% NEW $84.61 +11.5%
145 UPS UNITED PARCEL SVCS INC Industrials 31,883.0 $3.4M 0.23% NEW $107.50 -5.1%
146 ORCL ORACLE CORP Technology 23,130.0 $3.4M 0.23% NEW $146.55 -0.1%
147 ACAD ACADIA PHARMACEUTICALS INC Healthcare 131,752.0 $3.3M 0.22% NEW $25.30 +16.6%
148 SAIA SAIA INC Industrials 7,877.0 $3.3M 0.22% NEW $421.16 -14.0%
149 CASY CASEYS GEN STORES INC Consumer Cyclical 4,167.0 $3.3M 0.22% NEW $794.79 +5.2%
150 STAG STAG INDUSTRIAL INC Real Estate 86,760.0 $3.3M 0.22% NEW $38.06 -3.7%
151 ODFL OLD DOMINION FREIGHT LINE IN Industrials 15,182.0 $3.3M 0.22% NEW $216.60 -4.7%
152 CUZ COUSINS PPTYS INC Real Estate 109,593.0 $3.3M 0.22% NEW $29.98 -1.0%
153 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 90,078.0 $3.3M 0.22% NEW $36.24 +4.2%
154 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 62,996.0 $3.2M 0.21% NEW $50.99 -2.3%
155 WM WASTE MGMT INC DEL Industrials 14,361.0 $3.2M 0.21% NEW $222.88 +0.5%
156 LMB LIMBACH HLDGS INC Industrials 41,505.0 $3.2M 0.21% NEW $77.00 -44.3%
157 FPS FORGENT POWER SOLUTIONS INC Industrials 57,062.0 $3.2M 0.21% NEW $55.86 -40.6%
158 HWC HANCOCK WHITNEY CORPORATION Financial Services 41,286.0 $3.1M 0.20% NEW $74.72 +0.9%
159 HURN HURON CONSULTING GROUP INC Industrials 34,041.0 $3.1M 0.20% NEW $90.16 +79.3%
160 XBIL RBB FD INC 60,674.0 $3.0M 0.20% NEW $50.00 +0.3%
Page 8 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%