Emerald Investment Advisers, LLC
Filing Date
Mar 31, 2026
Global Rank
#1,443
/ 8,232
Top Industry
Semiconductors
11.3%
Period ended 2 months ago
Filed May 11, 2026 · 34d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+1.9%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−3.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
221 positions · as of Mar 31, 2026Top Position
5.2%
of portfolio value
Top 5
18.8%
of portfolio value
Top 10
26.4%
of portfolio value
HHI
128
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.1% | $299,312,460 |
| Financial Services | 13.9% | $148,189,962 |
| Industrials | 13.2% | $140,365,024 |
| Healthcare | 11.6% | $123,177,581 |
| Consumer Cyclical | 10.6% | $113,102,777 |
| Communication Services | 7.2% | $77,024,301 |
| Energy | 4.3% | $45,372,278 |
| Consumer Defensive | 4.1% | $43,479,659 |
| Utilities | 2.5% | $27,119,078 |
| Basic Materials | 2.2% | $22,972,920 |
| Real Estate | 1.6% | $16,524,734 |
| Unclassified | 0.7% | $7,769,122 |
33 positions ·
$299,312,460 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
First | 315,851 | $55,084,414 | 18.40% | |
| AAPL |
Apple Inc.
Technology
|
First | 195,665 | $49,657,820 | 16.59% | |
| MSFT |
Microsoft Corp
Technology
|
First | 96,552 | $35,740,653 | 11.94% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 72,376 | $22,401,095 | 7.48% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 155,784 | $12,087,280 | 4.04% | |
| LRCX |
Lam Research Corp
Technology
|
First | 53,030 | $11,330,389 | 3.79% | |
| ESE |
Esco Technologies Inc
Technology
|
First | 33,095 | $9,311,940 | 3.11% | |
| IBM |
International Business Machines Corp
Technology
|
First | 38,372 | $9,300,989 | 3.11% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 40,124 | $8,162,425 | 2.73% | |
| SITM |
SITIME Corp
Technology
|
First | 23,463 | $8,102,947 | 2.71% | |
| MTSI |
MACOM Technology Solutions Holdings, Inc.
Technology
|
First | 30,715 | $6,820,880 | 2.28% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 36,262 | $5,813,523 | 1.94% | |
| FN |
Fabrinet
Technology
|
First | 10,707 | $5,583,914 | 1.87% | |
| BDC |
Belden Inc.
Technology
|
First | 48,126 | $5,526,308 | 1.85% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
First | 48,059 | $5,396,545 | 1.80% | |
| IDCC |
InterDigital, Inc.
Technology
|
First | 17,028 | $5,142,456 | 1.72% | |
| AAOI |
Applied Optoelectronics, Inc.
Technology
|
First | 58,075 | $4,912,564 | 1.64% | |
| ALAB |
Astera Labs, Inc.
Technology
|
First | 41,462 | $4,544,235 | 1.52% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 26,594 | $3,890,170 | 1.30% | |
| ACLS |
Axcelis Technologies Inc
Technology
|
First | 39,764 | $3,701,233 | 1.24% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
First | 39,214 | $3,681,018 | 1.23% | |
| WDC |
Western Digital Corp
Technology
|
First | 11,539 | $3,121,184 | 1.04% | |
| DAVE |
Dave Inc./DE
Technology
|
First | 16,996 | $2,958,833 | 0.99% | |
| ACIW |
Aci Worldwide, Inc.
Technology
|
First | 71,870 | $2,947,388 | 0.98% | |
| VNT |
Vontier Corp
Technology
|
First | 82,794 | $2,936,703 | 0.98% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 21,953 | $2,695,389 | 0.90% | |
| RMBS |
Rambus Inc
Technology
|
First | 28,090 | $2,416,582 | 0.81% | |
| ORCL |
Oracle Corp
Technology
|
First | 13,813 | $2,032,030 | 0.68% | |
| TXN |
Texas Instruments Inc
Technology
|
First | 6,434 | $1,249,096 | 0.42% | |
| IONQ |
IonQ, Inc.
Technology
|
First | 42,964 | $1,238,652 | 0.41% | |
| QCOM |
Qualcomm Inc/De
Technology
|
First | 8,552 | $1,101,326 | 0.37% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
First | 2,135 | $211,471 | 0.07% | |
| DSP |
Viant Technology Inc.
Technology
|
First | 18,840 | $211,008 | 0.07% |