Emerald Investment Advisers, LLC
Q2 2026 13F filing
Updated 29 days ago270 disclosed positions worth $1.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $68.8M | 343.8K | 4.58% | — |
| 2 | A AAPL APPLE INC | $58.6M | 202.6K | 3.90% | — |
| 3 | G GOOGN ALPHABET INC | $48.8M | 136.5K | 3.25% | — |
| 4 | M MSFT MICROSOFT CORP | $42.6M | 114.2K | 2.83% | — |
| 5 | A AVGO BROADCOM INC | $30.4M | 80.6K | 2.03% | — |
| 6 | A AMZN AMAZON COM INC | $30.3M | 127.1K | 2.02% | — |
| 7 | J JPM-PM JPMORGAN CHASE & CO | $20.2M | 61.8K | 1.35% | — |
| 8 | A AMD ADVANCED MICRO DEVICES INC | $20M | 34.4K | 1.33% | — |
| 9 | M META META PLATFORMS INC | $18.7M | 33.1K | 1.24% | — |
| 10 | C CSCO CISCO SYS INC | $18.6M | 158.7K | 1.24% | — |
| 11 | L LLY ELI LILLY & CO | $16.9M | 14.1K | 1.12% | — |
| 12 | E ETHA ISHARES TR | $16M | 154.3K | 1.07% | — |
| 13 | M MS-PP MORGAN STANLEY | $15.7M | 75.2K | 1.05% | — |
| 14 | L LGNYZ LIGAND PHARMACEUTICALS INC | $14.8M | 46.9K | 0.99% | — |
| 15 | I IBM INTERNATIONAL BUSINESS MACHS | $13.3M | 47.2K | 0.88% | — |
| 16 | P PANW PALO ALTO NETWORKS INC | $13.2M | 38.7K | 0.88% | — |
| 17 | W WTFCN WINTRUST FINL CORP | $13.2M | 81.9K | 0.88% | — |
| 18 | R RTX RTX CORPORATION | $13M | 68.3K | 0.86% | — |
| 19 | U URI UNITED RENTALS INC | $12.9M | 11.4K | 0.86% | — |
| 20 | L LRCX LAM RESEARCH CORP | $12.8M | 29.6K | 0.85% | — |
| 21 | E ETR ENTERGY CORP NEW | $12.6M | 109.5K | 0.84% | — |
| 22 | U UNH UNITEDHEALTH GROUP INC | $12.5M | 30.1K | 0.83% | — |
| 23 | T TSLA TESLA INC | $12.4M | 29.5K | 0.83% | — |
| 24 | E ESE ESCO TECHNOLOGIES INC | $12.3M | 35.1K | 0.82% | — |
| 25 | P PNC PNC FINL SVCS GROUP INC | $12.2M | 49.5K | 0.81% | — |
| 26 | S SIMO SILICON MOTION TECHNOLOGY CO | $12.1M | 36.4K | 0.81% | — |
| 27 | S SITM SITIME CORP | $11.8M | 15.9K | 0.79% | — |
| 28 | A AIT APPLIED INDL TECHNOLOGIES IN | $11.6M | 34.2K | 0.77% | — |
| 29 | P PWR QUANTA SVCS INC | $11.6M | 16.1K | 0.77% | — |
| 30 | A ABBV ABBVIE INC | $11.5M | 45.9K | 0.77% | — |
| 31 | W WDC WESTERN DIGITAL CORP | $11.4M | 17.8K | 0.76% | — |
| 32 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $11.2M | 41.1K | 0.74% | — |
| 33 | M MTSI MACOM TECH SOLUTIONS HLDGS I | $11.1M | 29.2K | 0.74% | — |
| 34 | N NPO ENPRO INC | $10.9M | 29.0K | 0.73% | — |
| 35 | M MTRN MATERION CORP | $10.8M | 36.5K | 0.72% | — |
| 36 | H HD HOME DEPOT INC | $10.7M | 30.5K | 0.71% | — |
| 37 | V V VISA INC | $10.5M | 30.6K | 0.70% | — |
| 38 | M MPC MARATHON PETE CORP | $10.1M | 39.6K | 0.67% | — |
| 39 | E ENVA ENOVA INTL INC | $10.1M | 41.9K | 0.67% | — |
| 40 | S STRL STERLING INFRASTRUCTURE INC | $9.4M | 11.2K | 0.63% | — |
| 41 | E ETN EATON CORP PLC | $9.4M | 22.0K | 0.62% | — |
| 42 | K KO COCA COLA CO | $9.1M | 112.4K | 0.61% | — |
| 43 | V VRT VERTIV HOLDINGS CO | $9.1M | 27.1K | 0.60% | — |
| 44 | M MOD MODINE MFG CO | $8.8M | 33.0K | 0.59% | — |
| 45 | B BELFB BEL FUSE INC | $8.6M | 25.8K | 0.57% | — |
| 46 | E EGP EASTGROUP PPTYS INC | $8.5M | 42.1K | 0.57% | — |
| 47 | M MU MICRON TECHNOLOGY INC | $8.5M | 7.4K | 0.57% | — |
| 48 | I IESC IES HOLDINGS INC | $8.5M | 11.5K | 0.56% | — |
| 49 | C C-PR CITIGROUP INC | $8.5M | 60.5K | 0.56% | — |
| 50 | H HIG-PG HARTFORD INSURANCE GROUP INC | $8.4M | 63.6K | 0.56% | — |