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CIK: 0002127823
Total reported value
$1.5B
$1.5B
251 檔
13.3%
At the close of Q1 2026, Emerald Investment Advisers, LLC disclosed equity holdings valued at approximately $1.5B, spread across 251 reported holdings.
During Q1 2026, Emerald Investment Advisers, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 251 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.95% | -0.37% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.47% | -0.57% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.21% | -0.38% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.17% | +0.08% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | -0.20% | — | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.01% | +0.01% | — | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | -0.34% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | -0.17% | — | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.35% | -0.28% | — | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 1.09% | +0.15% | — | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.05% | — | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 1.02% | +0.10% | — | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 0.97% | -0.11% | — | |
| 14 | WTFC | Wintrust Financial CORP | Stock-Financials | 0.96% | -0.08% | — | |
| 15 | MS | Morgan Stanley | Stock-Financials | 0.94% | +0.11% | — | |
| 16 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.90% | -0.31% | — | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 0.89% | -0.57% | — | |
| 18 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.89% | -0.12% | — | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.13% | — | |
| 20 | ESE | Esco Technologies Inc | Stock-Tech | 0.84% | -0.02% | — | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.84% | +0.04% | — | |
| 22 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.80% | -0.13% | — | |
| 23 | LGND | Ligand Pharmaceuticals | Stock-Healthcare | 0.79% | +0.20% | — | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.07% | — | |
| 25 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.76% | -0.13% | — | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | +0.08% | — | |
| 27 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.74% | -0.27% | — | |
| 28 | PWR | Quanta Services Inc | Stock-Industrials | 0.74% | +0.03% | — | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.03% | — | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.73% | +0.60% | — | |
| 31 | SITM | Sitime CORP | Stock-Tech | 0.73% | +0.06% | — | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.72% | -0.11% | — | |
| 33 | FANG | Diamondback Energy Inc | Stock-Energy | 0.71% | -0.19% | — | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.71% | -0.09% | — | |
| 35 | ETR | Entergy CORP | Stock-Utilities | 0.71% | +0.13% | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.29% | — | |
| 37 | NPO | Enpro Inc | Stock-Industrials | 0.68% | +0.05% | — | |
| 38 | PPL | Ppl CORP | Stock-Utilities | 0.66% | -0.66% | EXIT | |
| 39 | IESC | Ies Holdings Inc | Stock-Industrials | 0.66% | -0.10% | — | |
| 40 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.65% | -0.09% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.11% | — | |
| 42 | MLI | Mueller Industries Inc | Stock-Industrials | 0.65% | -0.23% | — | |
| 43 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.64% | -0.07% | — | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.21% | — | |
| 45 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.62% | -0.22% | — | |
| 46 | MTSI | Macom Technology Solutions H | Stock-Tech | 0.61% | +0.13% | — | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.09% | — | |
| 48 | MGY | Magnolia Oil & Gas CORP - A | Stock-Energy | 0.58% | -0.28% | — | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.57% | -0.01% | — | |
| 50 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.56% | -0.11% | — |
According to official SEC Form 13F filings, Emerald Investment Advisers, LLC reported a total U.S. public equity portfolio value of $1.5B across 251 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 13.3% of total reported equity market value during Q1 2026.
During Q1 2026, Emerald Investment Advisers, LLC's top holdings by market value included NVDA (5.0%)、AAPL (4.5%)、MSFT (3.2%). The largest single position, NVDA, represented 5.0% of total portfolio value.
In Q1 2026, Emerald Investment Advisers, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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