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Portfolio (Quarterly) Guide ↗

Emerald Advisors, LLC

· CIK 0001802611
13F Portfolio $735M AUM 113 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New
Page 2 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHV SCHWAB STRATEGIC TR 67,095.0 $2.0M 0.27% NEW $29.61 +10.3%
22 CSCO CISCO SYS INC Technology 24,080.0 $1.9M 0.25% NEW $77.03 +51.3%
23 BKCH GLOBAL X FDS 28,990.0 $1.9M 0.25% NEW $63.88 +27.0%
24 QQQM INVESCO EXCH TRADED FD TR II 7,092.0 $1.8M 0.24% NEW $252.92 +14.6%
25 BOTZ GLOBAL X FDS 48,444.0 $1.8M 0.24% NEW $36.23 +7.7%
26 GOOGL ALPHABET INC Communication Services 5,470.0 $1.7M 0.23% NEW $313.02 +24.6%
27 XOM EXXON MOBIL CORP Energy 14,136.0 $1.7M 0.23% NEW $120.34 +34.6%
28 GSIE GOLDMAN SACHS ETF TR 39,336.0 $1.7M 0.23% NEW $42.94 +5.1%
29 KO COCA COLA CO Consumer Defensive 23,584.0 $1.6M 0.22% NEW $69.91 +17.7%
30 HD HOME DEPOT INC Consumer Cyclical 4,784.0 $1.6M 0.22% NEW $344.13 -12.2%
31 MRK MERCK & CO INC Healthcare 14,822.0 $1.6M 0.21% NEW $105.26 +8.7%
32 PEP PEPSICO INC Consumer Defensive 10,618.0 $1.5M 0.21% NEW $143.52 +4.7%
33 AMGN AMGEN INC Healthcare 4,638.0 $1.5M 0.21% NEW $327.34 +0.9%
34 NEM NEWMONT CORP Basic Materials 14,704.0 $1.5M 0.20% NEW $99.85 +5.8%
35 ABBV ABBVIE INC Healthcare 6,378.0 $1.5M 0.20% NEW $228.48 -6.0%
36 SGOV ISHARES TR 14,125.0 $1.4M 0.19% NEW $100.38 +0.2%
37 BBIN J P MORGAN EXCHANGE TRADED F 19,216.0 $1.4M 0.19% NEW $72.32 +6.5%
38 LMT LOCKHEED MARTIN CORP Industrials 2,811.0 $1.4M 0.18% NEW $483.62 +8.5%
39 FSMD FIDELITY COVINGTON TRUST 30,720.0 $1.4M 0.18% NEW $44.13 +9.6%
40 CVX CHEVRON CORP NEW Energy 8,595.0 $1.3M 0.18% NEW $152.40 +28.7%
Page 2 of 6  ·  113 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 88.8%
Technology 3.9%
Communication Services 1.4%
Healthcare 1.3%
Consumer Cyclical 1.3%
Financial Services 1.0%
Industrials 0.9%
Energy 0.9%
Basic Materials 0.4%
Utilities 0.1%