Emerald Investment Advisers, LLC

CIK 0002127823 · Q1 2026

13F Equity AUM

$1.1B

Positions

251

AUM Rank

#2,622

Top 21%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 18.0%Top 10: 25.6%Top 20: 34.9%

NVDA5.0%

AAPL4.5%

MSFT3.2%

GOOGL3.2%

AMZN2.2%

AVGO2.0%

META1.6%

JPM1.5%

EFA1.4%

CSCO1.1%

Others (241)74.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology27.2%

Financial Services16.4%

Industrials12.5%

Healthcare11.1%

Consumer Cyclical10.2%

Communication Services6.8%

Energy4.3%

Consumer Defensive3.9%

Other7.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 251Median: 0.26%Avg: 0.40%

0–0.5%

187(36.9%)

0.5–1%

52(35.4%)

1–3%

8(11.9%)

3–5%

4(15.8%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 249Unique: 2vs 20 funds

3.4%Low

251

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

4.7%

BANK OF AMERICA CORP /DE/

5.2%

7.9%

6.7%

VANGUARD CAPITAL MANAGEMENT LLC

6.4%

GEODE CAPITAL MANAGEMENT, LLC

6.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New249Increased0Decreased0Exited0

New Positions

NVDA5.0%

+316K

AAPL4.5%

+196K

MSFT3.2%

+97K

GOOGL3.2%

+123K

AMZN2.2%

+119K

AVGO2.0%

+72K

META1.6%

+31K

JPM1.5%

+58K

EFA1.4%

+154K

CSCO1.1%

+156K

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...