EMERALD MUTUAL FUND ADVISERS TRUST

Mutual Fund

CIK

1352895

City

Leola

State / Country

PA

Stock

MRCY — Mercury Systems Inc

Top Portfolio Positions

195 positions · $1,972,030,573 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
MOD	Modine Manufacturing Co Consumer Cyclical	236,071	$51,158,946	2.59%
GH	Guardant Health, Inc. Healthcare	519,545	$47,990,371	2.43%
BE	Bloom Energy Corp Industrials	352,178	$47,716,597	2.42%
TTMI	Ttm Technologies Inc Technology	470,005	$45,787,887	2.32%
COGT	Cogent Biosciences, Inc. Healthcare	1,028,832	$39,599,743	2.01%
VSEC	Vse Corp Industrials	195,915	$36,126,726	1.83%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	510,656	$36,006,354	1.83%
FN	Fabrinet Technology	65,010	$33,904,015	1.72%
AGX	Argan Inc Industrials	58,943	$32,103,304	1.63%
AIR	Aar Corp Industrials	280,257	$30,676,931	1.56%

Portfolio Trend

25 quarters · across all stocks

Holdings in MRCY

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,375,663	375,472	+11.7%	Shares	Sole	2026-05-04
2025-12-31	$24,535,594	336,058	0.0%	Shares	Sole	2026-02-09
2025-09-30	$26,010,889	336,058	+27.7%	Shares	Sole	2025-10-30
2025-06-30	$14,176,921	263,218	+84.2%	Shares	Sole	2025-08-04
2023-06-30	$4,942,634	142,892	-40.8%	Shares	Sole	2023-08-10
2023-03-31	$12,330,144	241,200	+10.7%	Shares	Sole	2023-05-04
2022-12-31	$9,751,083	217,950	+21246.7%	Shares	Sole	2023-02-03
2021-06-30	$67,671	1,021	-99.5%	Shares	Sole	2021-07-29
2020-12-31	$18,294,817	207,754	-37.1%	Shares	Sole	2021-01-29
2020-09-30	$25,596,889	330,453	-18.1%	Shares	Sole	2020-10-28
2020-06-30	$31,739,545	403,503	+3.4%	Shares	Sole	2020-07-28
2020-03-31	$27,850,993	390,398	—	Shares	Sole	2020-04-30
No 13F history on record for this holder in this stock.