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Portfolio (Quarterly) Guide ↗

Emerald Advisors, LLC

· CIK 0001802611
13F Portfolio $807.6B AUM 125 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 58 Added 29 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSLA PUT TESLA INC Consumer Cyclical 1,500.0 $558K 0.07% NEW $371.75 +13.6%
2 AAPL PUT APPLE INC Technology 1,700.0 $431K 0.05% NEW $253.79 +17.4%
3 GOOG PUT ALPHABET INC Communication Services 1,000.0 $287K 0.04% NEW $286.86 +37.1%
4 C CITIGROUP INC Financial Services 2,374.0 $269K 0.03% NEW $113.41 +7.9%
5 SHOP PUT SHOPIFY INC Technology 2,100.0 $249K 0.03% NEW $118.62 -15.5%
6 MTB M & T BK CORP Financial Services 1,197.0 $247K 0.03% NEW $206.65 -0.8%
7 SHOP SHOPIFY INC Technology 2,063.0 $245K 0.03% NEW $118.62 -15.5%
8 DASH DOORDASH INC Communication Services 1,500.0 $225K 0.03% NEW $150.15 +6.0%
9 RDDT PUT REDDIT INC Communication Services 1,600.0 $215K 0.03% NEW $134.65 +17.5%
10 RDDT REDDIT INC Communication Services 1,600.0 $215K 0.03% NEW $134.65 +17.5%
11 NVDA PUT NVIDIA CORPORATION Technology 1,200.0 $209K 0.03% NEW $174.40 +29.2%
12 NGG NATIONAL GRID PLC Utilities 2,465.0 $209K 0.03% NEW $84.61 -4.7%
13 GEV GE VERNOVA INC Utilities 237.0 $207K 0.03% NEW $872.90 +20.2%
14 SWX SOUTHWEST GAS HLDGS INC Utilities 2,375.0 $206K 0.03% NEW $86.90 +0.9%
15 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,644.0 $206K 0.03% NEW $125.46 +6.2%
16 MDT MEDTRONIC PLC Healthcare 2,335.0 $202K 0.03% NEW $86.66 -12.1%
17 BA PUT BOEING CO Industrials 1,000.0 $199K 0.03% NEW $199.03 +10.8%
18 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 36,334.0 $170K 0.02% NEW $4.68 -6.4%
19 AMZN PUT AMAZON COM INC Consumer Cyclical 500.0 $104K 0.01% NEW $208.27 +27.2%
20 BA BOEING CO Industrials 205.0 $41K 0.01% NEW $199.03 +10.8%

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%