Emerald Investment Advisers, LLC

LEOLA, PA · CIK 2127823 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2025 · limited liability company

Assets managed$2.3bn
Staff12 · 12 in investment roles
Main clients (by assets)Other advisers 17%, Pension plans 12%, High net worth individuals 5%
Websiteteamemerald.com
Form ADV · 2026-01-30SEC adviser record

Kindmutual funds, institutions
Others nearbyLeola, PA, Saint Louis, MO, King Of Prussia, PA
FamilyEMERALD ADVISERS, LLC · 4 related pages · largest: EMERALD ADVISERS, LLC

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Leola, PA (main office)United States	United States
St. Louis, MOUnited States	United States	12

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.5bn reported value +35.2% vs Q1 2026

268positions

23.8%in top 10

40 new 182 added 28 reduced 23 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	343,758	$68.8m4.58%	4.58%	Added +27.9k	+27,907 8.8%
2	APPLE INC COM AAPL	AAPL	202,570	$58.6m3.90%	3.90%	Added +6.9k	+6,905 3.5%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	136,516	$48.8m3.25%	3.25%	Added +14.0k	+13,988 11.4%
4	MICROSOFT CORP COM MSFT	MSFT	114,206	$42.6m2.83%	2.83%	Added +17.7k	+17,654 18.3%
5	BROADCOM INC COM AVGO	AVGO	80,607	$30.4m2.03%	2.03%	Added +8.2k	+8,231 11.4%
6	AMAZON COM INC COM AMZN	AMZN	127,113	$30.3m2.02%	2.02%	Added +8.5k	+8,521 7.2%
7	JPMORGAN CHASE & CO COM JPM	JPM	61,789	$20.2m1.35%	1.35%	Added +4.2k	+4,191 7.3%
8	ADVANCED MICRO DEVICES INC COM AMD	AMD	34,391	$20.0m1.33%	1.33%	Reduced -5.7k	-5,733 -14.3%
9	META PLATFORMS INC CL A META	META	33,124	$18.7m1.24%	1.24%	Added +2.5k	+2,495 8.2%
10	CISCO SYS INC COM CSCO	CSCO	158,671	$18.6m1.24%	1.24%	Added +2.9k	+2,887 1.9%
11	ELI LILLY & CO COM LLY	LLY	14,081	$16.9m1.12%	1.12%	Added +1.2k	+1,163 9.0%
12	LAM RESEARCH CORP COM NEW LRCX	LRCX	38,724	$16.8m1.12%	1.12%	Reduced -14.3k	-14,306 -27.0%
13	ISHARES TR MSCI EAFE ETF EFA	EFA	154,263	$16.0m1.07%	1.07%	Unchanged
14	MORGAN STANLEY COM NEW MS	MS	75,241	$15.7m1.05%	1.05%	Added +11.9k	+11,926 18.8%
15	LIGAND PHARMACEUTICALS INC COM NEW LGND	LGND	46,921	$14.8m0.99%	0.99%	Added +2.7k	+2,695 6.1%
16	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	47,187	$13.3m0.88%	0.88%	Added +8.8k	+8,815 23.0%
17	PALO ALTO NETWORKS INC COM PANW	PANW	38,730	$13.2m0.88%	0.88%	Added +2.5k	+2,468 6.8%
18	WINTRUST FINL CORP COM WTFC	WTFC	81,946	$13.2m0.88%	0.88%	Added +5.4k	+5,414 7.1%
19	RTX CORPORATION COM RTX	RTX	68,291	$13.0m0.86%	0.86%	Added +12.4k	+12,437 22.3%
20	UNITED RENTALS INC COM URI	URI	11,425	$12.9m0.86%	0.86%	Added +3.0k	+3,011 35.8%
21	ENTERGY CORP NEW COM ETR	ETR	109,542	$12.6m0.84%	0.84%	Added +39.2k	+39,219 55.8%
22	UNITEDHEALTH GROUP INC COM UNH	UNH	30,090	$12.5m0.83%	0.83%	Added +4.4k	+4,439 17.3%
23	TESLA INC COM TSLA	TSLA	29,549	$12.4m0.83%	0.83%	Added +7.2k	+7,167 32.0%
24	ESCO TECHNOLOGIES INC COM ESE	ESE	35,089	$12.3m0.82%	0.82%	Added +2.0k	+1,994 6.0%
25	PNC FINL SVCS GROUP INC COM PNC	PNC	49,479	$12.2m0.81%	0.81%	Added +20.8k	+20,811 72.6%
26	SILICON MOTION TECHNOLOGY CO SPONSORED ADR SIMO	SIMO	36,442	$12.1m0.81%	0.81%	Reduced -11.6k	-11,617 -24.2%
27	SITIME CORP COM SITM	SITM	15,866	$11.8m0.79%	0.79%	Reduced -7.6k	-7,597 -32.4%
28	APPLIED INDL TECHNOLOGIES IN COM AIT	AIT	34,221	$11.6m0.77%	0.77%	Reduced -2.9k	-2,881 -7.8%
29	QUANTA SVCS INC COM PWR	PWR	16,065	$11.6m0.77%	0.77%	Added +1.1k	+1,109 7.4%
30	ABBVIE INC COM ABBV	ABBV	45,889	$11.5m0.77%	0.77%	Added +8.2k	+8,188 21.7%
31	WESTERN DIGITAL CORP COM WDC	WDC	17,816	$11.4m0.76%	0.76%	Added +6.3k	+6,277 54.4%
32	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	41,060	$11.2m0.74%	0.74%	Added +1.8k	+1,846 4.7%
33	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	29,168	$11.1m0.74%	0.74%	Reduced -1.5k	-1,547 -5.0%
34	ENPRO INC COM NPO	NPO	28,953	$10.9m0.73%	0.73%	Reduced -1.4k	-1,360 -4.5%
35	MATERION CORP COM MTRN	MTRN	36,480	$10.8m0.72%	0.72%	Added +1.7k	+1,667 4.8%
36	HOME DEPOT INC COM HD	HD	30,465	$10.7m0.71%	0.71%	Added +1.9k	+1,921 6.7%
37	VISA INC COM CL A V	V	30,635	$10.5m0.70%	0.70%	Added +2.3k	+2,271 8.0%
38	MARATHON PETE CORP COM MPC	MPC	39,635	$10.1m0.67%	0.67%	Added +3.1k	+3,084 8.4%
39	ENOVA INTL INC COM ENVA	ENVA	41,858	$10.1m0.67%	0.67%	Added +2.2k	+2,243 5.7%
40	STERLING INFRASTRUCTURE INC COM STRL	STRL	11,205	$9.4m0.63%	0.63%	Reduced -9.7k	-9,657 -46.3%
41	EATON CORP PLC SHS ETN	ETN	21,963	$9.4m0.62%	0.62%	Reduced -145	-145 -0.7%
42	COCA COLA CO COM KO	KO	112,442	$9.1m0.61%	0.61%	Added +6.8k	+6,838 6.5%
43	VERTIV HOLDINGS CO COM CL A VRT	VRT	27,136	$9.1m0.60%	0.60%	Added +2.5k	+2,527 10.3%
44	MODINE MFG CO COM MOD	MOD	33,034	$8.8m0.59%	0.59%	Reduced -13.0k	-12,981 -28.2%
45	BEL FUSE INC CL B BELFB	BELFB	25,819	$8.6m0.57%	0.57%	Added +6.7k	+6,722 35.2%
46	MEDTRONIC PLC SHS MDT	MDT	109,651	$8.6m0.57%	0.57%	Added +42.8k	+42,769 64.0%
47	EASTGROUP PPTYS INC COM EGP	EGP	42,118	$8.5m0.57%	0.57%	Added +3.5k	+3,529 9.2%
48	MICRON TECHNOLOGY INC COM MU	MU	7,369	$8.5m0.57%	0.57%	New
49	IES HOLDINGS INC COM IESC	IESC	11,518	$8.5m0.56%	0.56%	Reduced -3.8k	-3,828 -24.9%
50	CITIGROUP INC COM NEW C	C	60,450	$8.5m0.56%	0.56%	Added +4.5k	+4,540 8.1%
51	HARTFORD INSURANCE GROUP INC COM HIG	HIG	63,558	$8.4m0.56%	0.56%	Added +9.8k	+9,791 18.2%
52	FEDERAL SIGNAL CORP COM FSS	FSS	64,414	$8.3m0.55%	0.55%	Added +11.4k	+11,425 21.6%
53	JOHNSON & JOHNSON COM JNJ	JNJ	32,530	$8.3m0.55%	0.55%	Added +7.1k	+7,121 28.0%
54	WALMART INC COM WMT	WMT	71,766	$8.1m0.54%	0.54%	Added +13.6k	+13,648 23.5%
55	AXCELIS TECHNOLOGIES INC COM NEW ACLS	ACLS	41,615	$7.9m0.52%	0.52%	Added +1.9k	+1,851 4.7%
56	DIAMONDBACK ENERGY INC COM FANG	FANG	44,785	$7.9m0.52%	0.52%	Added +4.8k	+4,772 11.9%
57	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	53,055	$7.9m0.52%	0.52%	Reduced -5.0k	-5,020 -8.6%
58	VICTORY CAP HLDGS INC COM CL A VCTR	VCTR	93,414	$7.9m0.52%	0.52%	Added +5.4k	+5,407 6.1%
59	MASTERCARD INCORPORATED CL A MA	MA	14,930	$7.7m0.51%	0.51%	Added +1.5k	+1,468 10.9%
60	ONESPAWORLD HOLDINGS LIMITED COM OSW	OSW	271,072	$7.7m0.51%	0.51%	Added +44.3k	+44,260 19.5%
61	STANDEX INTL CORP COM SXI	SXI	20,101	$7.2m0.48%	0.48%	Added +5.1k	+5,131 34.3%
62	ANALOG DEVICES INC COM ADI	ADI	18,058	$7.2m0.48%	0.48%	New
63	ULTRA CLEAN HLDGS INC COM UCTT	UCTT	49,855	$7.1m0.47%	0.47%	New
64	ENSIGN GROUP INC COM ENSG	ENSG	43,732	$7.0m0.47%	0.47%	Added +2.7k	+2,701 6.6%
65	AXSOME THERAPEUTICS INC COM AXSM	AXSM	28,630	$7.0m0.47%	0.47%	Added +1.2k	+1,244 4.5%
66	CASELLA WASTE SYS INC CL A CWST	CWST	71,084	$6.9m0.46%	0.46%	Added +20.1k	+20,085 39.4%
67	INTERDIGITAL INC COM IDCC	IDCC	24,120	$6.8m0.45%	0.45%	Added +7.1k	+7,092 41.6%
68	IDACORP INC COM IDA	IDA	44,637	$6.8m0.45%	0.45%	Added +3.4k	+3,436 8.3%
69	DAVE INC CLASS A COM NEW DAVE	DAVE	18,055	$6.7m0.45%	0.45%	Added +1.1k	+1,059 6.2%
70	SEACOAST BKG CORP FLA COM NEW SBCF	SBCF	201,877	$6.7m0.45%	0.45%	Added +22.7k	+22,734 12.7%
71	TYSON FOODS INC CL A TSN	TSN	117,236	$6.7m0.45%	0.45%	Added +19.8k	+19,790 20.3%
72	DELL TECHNOLOGIES INC CL C DELL	DELL	15,454	$6.7m0.44%	0.44%	New
73	DARDEN RESTAURANTS INC COM DRI	DRI	31,182	$6.4m0.43%	0.43%	Added +8.7k	+8,716 38.8%
74	MUELLER INDS INC COM MLI	MLI	51,703	$6.4m0.42%	0.42%	Reduced -13.5k	-13,467 -20.7%
75	BOOT BARN HLDGS INC COM BOOT	BOOT	38,690	$6.4m0.42%	0.42%	Added +13.0k	+13,047 50.9%
76	AMERICAN EXPRESS CO COM AXP	AXP	18,785	$6.4m0.42%	0.42%	Added +1.4k	+1,410 8.1%
77	PALOMAR HLDGS INC COM PLMR	PLMR	48,821	$6.2m0.41%	0.41%	Added +2.1k	+2,139 4.6%
78	COSTCO WHSL CORP NEW COM COST	COST	6,539	$6.1m0.41%	0.41%	Added +466	+466 7.7%
79	PROCTER AND GAMBLE CO COM PG	PG	41,706	$6.1m0.41%	0.41%	Reduced -12.3k	-12,275 -22.7%
80	BELDEN INC COM BDC	BDC	50,456	$6.1m0.40%	0.40%	Added +2.3k	+2,330 4.8%
81	ROSS STORES INC COM ROST	ROST	28,107	$6.0m0.40%	0.40%	Reduced -3.7k	-3,709 -11.7%
82	CARDINAL INFRASTRUCTURE GROU CL A CDNL	CDNL	63,364	$6.0m0.40%	0.40%	New
83	AZZ INC COM AZZ	AZZ	38,273	$5.9m0.39%	0.39%	Added +1.5k	+1,488 4.0%
84	ENTERPRISE FINL SVCS CORP COM EFSC	EFSC	89,897	$5.9m0.39%	0.39%	Added +3.5k	+3,487 4.0%
85	ANI PHARMACEUTICALS INC COM ANIP	ANIP	69,893	$5.8m0.38%	0.38%	Added +3.9k	+3,881 5.9%
86	INSTALLED BLDG PRODS INC COM IBP	IBP	24,898	$5.7m0.38%	0.38%	Added +7.8k	+7,844 46.0%
87	KODIAK GAS SVCS INC COM KGS	KGS	75,987	$5.7m0.38%	0.38%	Added +25.6k	+25,601 50.8%
88	WESBANCO INC COM WSBC	WSBC	142,868	$5.6m0.37%	0.37%	Added +5.6k	+5,571 4.1%
89	AMGEN INC COM AMGN	AMGN	15,256	$5.5m0.37%	0.37%	Added +3.7k	+3,735 32.4%
90	BANNER CORP COM NEW BANR	BANR	83,052	$5.5m0.37%	0.37%	Added +3.7k	+3,686 4.6%
91	CHEVRON CORP NEW COM CVX	CVX	33,226	$5.5m0.37%	0.37%	Added +8.6k	+8,567 34.7%
92	VSE CORP COM VSEC	VSEC	23,955	$5.5m0.36%	0.36%	Added +5.0k	+4,954 26.1%
93	ASTRANA HEALTH INC COM NEW ASTH	ASTH	115,045	$5.3m0.36%	0.36%	Added +45.3k	+45,294 64.9%
94	KNIFE RIVER CORP COMMON STOCK KNF	KNF	63,598	$5.3m0.35%	0.35%	Added +4.1k	+4,141 7.0%
95	PACKAGING CORP AMER COM PKG	PKG	21,739	$5.2m0.34%	0.34%	Added +1.9k	+1,949 9.8%
96	GREEN BRICK PARTNERS INC COM GRBK	GRBK	64,237	$5.1m0.34%	0.34%	Added +27.8k	+27,790 76.2%
97	ASTERA LABS INC COM ALAB	ALAB	10,638	$5.1m0.34%	0.34%	Reduced -30.8k	-30,824 -74.3%
98	MAXLINEAR INC COM MXL	MXL	40,040	$5.1m0.34%	0.34%	New
99	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	9,275	$5.0m0.33%	0.33%	New
100	NMI HLDGS INC COM NMIH	NMIH	119,741	$4.9m0.33%	0.33%	Added +4.6k	+4,608 4.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PPL CORP PPL	PPL	191,761	$7.3m191.8k shares
SCHLUMBERGER LTD SLB	SLB	90,136	$4.6m90.1k shares
REGENERON PHARMACEUTICALS REGN	REGN	5,388	$4.2m5.4k shares
VERTEX PHARMACEUTICALS INC VRTX	VRTX	8,012	$3.6m8.0k shares
VONTIER CORPORATION VNT	VNT	82,794	$2.9m82.8k shares
MERIT MED SYS INC MMSI	MMSI	42,464	$2.9m42.5k shares
BOSTON SCIENTIFIC CORP BSX	BSX	42,480	$2.7m42.5k shares
KARMAN HLDGS INC KRMN	KRMN	28,064	$2.2m28.1k shares
HONEYWELL INTL INC		4,966	$2.2m5.0k shares
SPOTIFY TECHNOLOGY S A SPOT	SPOT	4,625	$2.2m4.6k shares
LANCASTER COLONY CORP MZTI	MZTI	14,107	$2.0m14.1k shares
ENERPAC TOOL GROUP CORP EPAC	EPAC	49,764	$1.8m49.8k shares
APPLOVIN CORP APP	APP	4,236	$1.7m4.2k shares
AEROVIRONMENT INC AVAV	AVAV	6,178	$1.1m6.2k shares
DOMINION ENERGY INC D	D	16,472	$1.0m16.5k shares
INTERNATIONAL PAPER CO IP	IP	21,738	$776.0k21.7k shares
HAMILTON LANE INC HLNE	HLNE	4,099	$407.4k4.1k shares
WEBSTER FINL CORP WBS	WBS	4,716	$327.4k4.7k shares
HERC HLDGS INC HRI	HRI	2,660	$264.8k2.7k shares
VANGUARD INTL EQUITY INDEX F VEU	VEU	3,090	$232.1k3.1k shares
TOPBUILD CORP BLD	BLD	647	$227.3k647 shares
EQT CORP EQT	EQT	3,287	$209.2k3.3k shares
RED CAT HLDGS INC RCAT	RCAT	14,777	$193.4k14.8k shares