Emerald Advisors, LLC Portfolio Holdings
Emerald Advisors, LLC
- $752 Million
- Q4 2025
Emerald Advisors, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $752 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Costco Wholesale Corp with a value of $584M, Vanguard Value ETF with a value of $14.1M, Ishares Core S&P 500 ETF with a value of $9.44M, Microsoft Corp with a value of $9.04M, and Ishares Inc with a value of $8.64M.
Examining the 13F form we can see an increase of $6.98M in the current position value, from $745M to 752M.
Below you can find more details about Emerald Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$752 Million
Consumer Defensive: $589 Million
ETFs: $96.3 Million
Technology: $25 Million
Communication Services: $8.18 Million
Healthcare: $8.03 Million
Consumer Cyclical: $8.02 Million
Energy: $5.5 Million
Industrials: $5.26 Million
Other: $7.07 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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