SEC 13F Intelligence

Managers / Q1 2026

Emerald Investment Advisers, LLCNEW FILER

CIK 0002127823 · 3175 OREGON PIKE, LEOLA, PA, 17540 · 7175568900

Reported Value
$1.1B
Q1 2026
Positions
251
Filings on Record
1
2019–present window
Filed
May 11, 2026
original filing

Summary

Emerald Investment Advisers, Llc reported $1.1B in U.S.-listed holdings across 251 positions for Q1 2026.

Its largest position, NVDA, represents 5.0% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q1 ’26: $1.1BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 90.0%ETP: 4.4%Other: 3.4%REIT: 1.5%ADR: 0.7%
  • Common Stock · 90.0% · $1.0B
  • ETP · 4.4% · $48M
  • Other · 3.4% · $38M
  • REIT · 1.5% · $17M
  • ADR · 0.7% · $8M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B251May 11, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.