Emerald Investment Advisers, LLC

Q2 2026 13F-HR Holdings

Location
Leola, PA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
268
Total value ($000)
$1,503,276
Net value change ($000)
+391,536 (35.2%)
New positions
40
Sold out positions
23
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 13,699 24.9%
GOOGL 13,553 38.5%
AMD 11,816 144.8%
AAPL 8,958 18.0%
MU 8,506 NEW
WDC 8,258 264.6%
AVGO 8,048 35.9%
CRDO 7,485 203.3%
PANW 7,394 127.2%
ADI 7,172 NEW
Top Reduces (Value $000, Stocks/ETFs)
PPL -7,325 -100.0%
NFLX -5,079 -51.1%
SLB -4,632 -100.0%
FN -4,610 -82.6%
REGN -4,163 -100.0%
VRTX -3,578 -100.0%
VNT -2,937 -100.0%
MMSI -2,927 -100.0%
BSX -2,666 -100.0%
KRMN -2,247 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type