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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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNH UNITEDHEALTH GROUP INC Healthcare 1,211.0 $400K 0.05% NEW $330.18 +18.5%
82 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,890.0 $393K 0.05% NEW $100.90 -4.3%
83 BLOK AMPLIFY ETF TR 6,670.0 $379K 0.05% NEW $56.89 +6.8%
84 ETHA ISHARES ETHEREUM TR Financial Services 16,452.0 $369K 0.05% NEW $22.43 -29.0%
85 VDC VANGUARD WORLD FD 1,659.0 $350K 0.05% NEW $211.25 +11.1%
86 LIN LINDE PLC Basic Materials 812.0 $346K 0.05% NEW $426.34 +19.8%
87 JAAA JANUS DETROIT STR TR 6,836.0 $346K 0.05% NEW $50.58 +0.1%
88 VGT VANGUARD WORLD FD 455.0 $343K 0.05% NEW $753.68 -85.2%
89 JPIE J P MORGAN EXCHANGE TRADED F 6,877.0 $318K 0.04% NEW $46.29 -1.1%
90 IBM INTERNATIONAL BUSINESS MACHS Technology 1,058.0 $314K 0.04% NEW $296.34 -24.8%
91 J P MORGAN EXCHANGE TRADED F 5,990.0 $303K 0.04% NEW $50.59
92 IWR ISHARES TR 3,117.0 $300K 0.04% NEW $96.28 +7.0%
93 MCD MCDONALDS CORP Consumer Cyclical 874.0 $267K 0.04% NEW $305.72 -7.6%
94 HON HONEYWELL INTL INC Industrials 1,350.0 $263K 0.04% NEW $195.05 +11.4%
95 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 859.0 $261K 0.04% NEW $303.89 +30.3%
96 RWO SPDR INDEX SHS FDS 5,736.0 $258K 0.04% NEW $45.02 +8.4%
97 GIS GENERAL MLS INC Consumer Defensive 5,535.0 $257K 0.04% NEW $46.50 -28.1%
98 ING ING GROEP N.V. Financial Services 8,680.0 $243K 0.03% NEW $28.00 +5.5%
99 CAT CATERPILLAR INC Industrials 416.0 $238K 0.03% NEW $572.97 +50.1%
100 TRV TRAVELERS COMPANIES INC Financial Services 775.0 $225K 0.03% NEW $289.95 +5.5%
Page 5 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%