Emerald Mutual Fund Advisers Trust Top Holdings and 13F Report (2026) About Emerald Mutual Fund Advisers TrustInvestment ActivityEmerald Mutual Fund Advisers Trust has $2.85 billion in total holdings as of June 30, 2026.Emerald Mutual Fund Advisers Trust owns shares of 197 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 24.78% of the portfolio was purchased this quarter.About 22.13% of the portfolio was sold this quarter.This quarter, Emerald Mutual Fund Advisers Trust has purchased 199 new stocks and bought additional shares in 84 stocks.Emerald Mutual Fund Advisers Trust sold shares of 38 stocks and completely divested from 30 stocks this quarter.Largest Holdings RBB FD INC $90,272,572Travere Therapeutics $58,629,283CARDINAL INFRASTRUCTURE GROUP $51,743,777Mercury Systems $50,443,265AAR $48,226,869 Largest New Holdings this Quarter 52476L109 - LEGENCE CORP $36,276,274 Holding81725T100 - Sensient Technologies $29,015,438 Holding880779103 - Terex $25,772,939 Holding42704L104 - Herc $24,220,446 Holding57776J100 - MAXLINEAR INC CLASS A $23,390,441 Holding Largest Purchases this Quarter LEGENCE CORP 425,628 shares (about $36.28M)Axcelis Technologies 172,031 shares (about $32.59M)Sensient Technologies 235,343 shares (about $29.02M)Terex 356,029 shares (about $25.77M)Corcept Therapeutics 285,295 shares (about $24.81M) Largest Sales this Quarter Bloom Energy 351,043 shares (about $106.26M)Credo Technology Group 295,607 shares (about $80.39M)TTM Technologies 327,885 shares (about $61.32M)Guardant Health 248,165 shares (about $37.23M)Modine Manufacturing 104,884 shares (about $28.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEmerald Mutual Fund Advisers Trust Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRBB FD INC$90,272,5720.0%1,997,0353.2%FM EMERALD LIFETVTXTravere Therapeutics$58,629,283$4,941,959 â–²9.2%1,032,0242.1%HealthcareCARDINAL INFRASTRUCTURE GROUP$51,743,777$17,920,043 â–²53.0%549,2971.8%COMMRCYMercury Systems$50,443,265$4,511,775 â–²9.8%412,3541.8%IndustrialsAIRAAR$48,226,869$8,169,736 â–²20.4%337,4161.7%IndustrialsVSECVSE$47,899,998$3,133,421 â–²7.0%209,6281.7%IndustrialsKLICKulicke and Soffa Industries$46,721,6990.0%349,2951.6%TechnologyAGXArgan$46,407,733$661,199 â–¼-1.4%58,1151.6%IndustrialsCECOCECO Environmental$42,758,503$14,265,689 â–²50.1%471,2201.5%IndustrialsIDCCInterDigital$41,975,438$24,796,242 â–²144.3%148,2551.5%TechnologySMTCSemtech$41,653,554$4,479,684 â–¼-9.7%257,3591.5%TechnologyACLSAxcelis Technologies$41,573,476$32,591,273 â–²362.8%219,4431.5%TechnologyESEESCO Technologies$40,764,608$6,284,968 â–²18.2%116,4571.4%IndustrialsGHGuardant Health$40,715,141$37,232,195 â–¼-47.8%271,3801.4%HealthcareLIVNLivaNova$40,528,536$3,169,062 â–²8.5%492,8681.4%HealthcarePLXSPlexus$40,514,080$9,762,154 â–²31.7%134,7461.4%TechnologyCORTCorcept Therapeutics$40,423,229$24,806,400 â–²158.8%464,9021.4%HealthcarePDFSPDF Solutions$40,097,509$1,994,933 â–¼-4.7%566,4291.4%TechnologyCOGTCogent Biosciences$39,914,329$98,530 â–²0.2%1,031,3781.4%HealthcareCOHUCohu$39,439,780$3,234,967 â–²8.9%533,6191.4%TechnologyALGTAllegiant Travel$36,886,534$11,975,914 â–²48.1%313,6611.3%IndustrialsLEGENCE CORP$36,276,274$36,276,274 â–²New Holding425,6281.3%COMAXAxos Financial$35,714,082$2,918,973 â–²8.9%366,7121.3%FinanceSPYRE THERAPEUTICS$35,624,839$607,433 â–¼-1.7%401,2711.3%COMMODModine Manufacturing$35,029,553$28,006,126 â–¼-44.4%131,1871.2%IndustrialsMIRMMirum Pharmaceuticals$33,876,780$4,562,569 â–²15.6%289,3721.2%HealthcareUMBFUMB Financial$33,647,961$11,003,798 â–²48.6%235,6961.2%FinanceSOLARIS ENERGY INFRASTRUCTURE INC$32,611,484$7,284,124 â–²28.8%405,3131.1%COMBOOTBoot Barn$32,374,167$11,140,627 â–²52.5%197,0791.1%Consumer DiscretionaryLASRnLight$31,219,140$1,298,413 â–²4.3%448,4221.1%TechnologyRSIRush Street Interactive$29,976,225$774,489 â–²2.7%1,007,9431.1%Consumer DiscretionaryAGYSAgilysys$29,016,097$7,504,041 â–²34.9%277,6661.0%TechnologySXTSensient Technologies$29,015,438$29,015,438 â–²New Holding235,3431.0%MaterialsCOMPCompass$26,951,087$8,916,205 â–²49.4%2,185,8140.9%Real EstateATROAstronics$26,595,992$3,911,531 â–²17.2%327,2950.9%IndustrialsTTMITTM Technologies$26,579,282$61,321,052 â–¼-69.8%142,1200.9%TechnologyFRPTFreshpet$26,374,555$8,583,455 â–²48.2%446,1190.9%Consumer StaplesLTHLife Time Group$25,845,186$11,326,892 â–²78.0%632,8400.9%Consumer DiscretionaryVERADERMICS INC$25,808,057$12,372,805 â–²92.1%209,9240.9%COMTEXTerex$25,772,939$25,772,939 â–²New Holding356,0290.9%IndustrialsFAFirst Advantage$25,736,737$13,594,213 â–²112.0%1,425,8580.9%IndustrialsIPGPIPG Photonics$24,730,000$2,150,945 â–²9.5%210,7910.9%TechnologyEYENational Vision$24,679,314$6,856,679 â–²38.5%1,298,2280.9%Consumer DiscretionaryBILLIONTOONE INC$24,474,720$8,612,644 â–²54.3%203,9900.9%COMDIODDiodes$24,227,827$11,741,051 â–²94.0%221,3800.9%TechnologyHRIHerc$24,220,446$24,220,446 â–²New Holding168,9720.9%IndustrialsCYTKCytokinetics$23,833,521$12,293,343 â–²106.5%279,7690.8%HealthcareMAXLINEAR INC CLASS A$23,390,441$23,390,441 â–²New Holding182,6950.8%COMVRNSVaronis Systems$23,324,8090.0%555,8820.8%TechnologyTRVITrevi Therapeutics$22,584,497$960,979 â–¼-4.1%1,210,9650.8%HealthcareMCMoelis & Company$22,404,0600.0%342,4650.8%FinanceAMSCAmerican Superconductor$22,372,022$4,154,321 â–²22.8%538,9550.8%IndustrialsOLLIOllie's Bargain Outlet$22,347,094$7,165,370 â–²47.2%290,6750.8%Consumer DiscretionaryTTITetra Technologies$22,324,371$3,728,714 â–²20.1%1,970,3770.8%EnergyKTOSKratos Defense & Security Solutions$22,095,559$3,365,749 â–¼-13.2%443,1520.8%IndustrialsSYNASynaptics$22,057,161$3,889,393 â–¼-15.0%177,5510.8%TechnologyONTOOnto Innovation$21,909,606$4,933,853 â–¼-18.4%57,8930.8%TechnologyRXORXO$20,996,404$13,383,440 â–²175.8%761,0150.7%IndustrialsIMAXIMAX$20,965,8020.0%525,9860.7%Communication ServicesPLMRPalomar$20,680,185$44,489 â–²0.2%163,6220.7%FinanceTBBKBancorp$20,598,8510.0%328,8450.7%FinanceAAOIApplied Optoelectronics$20,291,845$19,972,116 â–¼-49.6%136,9590.7%TechnologyTMDXTransMedics Group$20,063,755$4,831,922 â–²31.7%302,0740.7%HealthcarePALVELLA THERAPEUTICS INC$19,843,219$3,671,806 â–²22.7%129,8470.7%COMBJRIBJ's Restaurants$19,591,4710.0%322,5730.7%Consumer DiscretionaryCUBICustomers Bancorp$19,024,420$142,538 â–¼-0.7%240,5110.7%FinanceHINGE HEALTH INC$18,940,351$3,853,773 â–²25.5%228,1970.7%COMAVAVAeroVironment$18,897,544$342,520 â–²1.8%114,4820.7%IndustrialsRMBSRambus$18,487,364$22,296,737 â–¼-54.7%139,2750.6%TechnologyMTRNMaterion$18,214,245$18,214,245 â–²New Holding61,2470.6%MaterialsLCLendingClub$18,067,257$3,536,170 â–²24.3%871,1310.6%FinanceCVLTCommVault Systems$17,875,838$268,295 â–²1.5%126,1260.6%TechnologyQBTSD-Wave Quantum$17,850,575$9,246,801 â–²107.5%744,0840.6%TechnologyNEKTAR THERAPEUTICS$17,842,528$36,231 â–¼-0.2%255,5870.6%COMARLOArlo Technologies$17,129,211$194,436 â–²1.1%1,270,7130.6%TechnologyNPK INTERNATIONAL INC$17,093,195$17,093,195 â–²New Holding1,074,3680.6%COMOSWOneSpaWorld$16,944,7060.0%600,0250.6%Consumer DiscretionaryBOBS DISCOUNT FURNITURE$16,605,431$4,507,165 â–²37.3%1,049,6480.6%COMAXSMAxsome Therapeutics$16,447,320$34,513 â–²0.2%67,1950.6%HealthcarePIPER SANDLER CO$16,290,3890.0%225,1920.6%COMPIImpinj$15,939,6370.0%111,2870.6%TechnologyMIRMirion Technologies$15,661,2450.0%873,4660.6%TechnologySKWDSkyward Specialty Insurance Group$15,529,853$7,920,954 â–¼-33.8%266,1500.5%FinanceEVLVEvolv Technologies$15,472,0160.0%2,667,5890.5%TechnologyRDNTRadNet$15,464,616$10,299 â–²0.1%250,7640.5%HealthcareSVRASavara$14,636,154$45,153 â–²0.3%2,375,9990.5%HealthcareSBCFSeacoast Banking Corporation of Florida$14,423,750$3,567,093 â–²32.9%433,7970.5%FinancePOWIPower Integrations$14,423,137$9,289,152 â–²180.9%172,1960.5%TechnologyAMBIQ MICRO INC$14,051,267$14,051,267 â–²New Holding159,1310.5%COMHIMSHims & Hers Health$13,827,852$13,827,852 â–²New Holding398,8420.5%HealthcareARHSArhaus$13,274,012$4,936,402 â–²59.2%1,576,4860.5%Consumer DiscretionaryDIANTHUS THERAPEUTICS INC$12,771,635$12,771,635 â–²New Holding131,0180.4%COMCCBCoastal Financial$12,143,0270.0%156,6640.4%FinanceALAMAR BIOSCIENCES INC$11,435,420$11,435,420 â–²New Holding422,1270.4%COMEEExcelerate Energy$11,396,658$4,210,280 â–²58.6%299,9910.4%EnergyATECAlphatec$10,882,444$875,899 â–²8.8%1,258,0860.4%HealthcareFWRGFirst Watch Restaurant Group$10,620,767$3,280,969 â–²44.7%823,9540.4%Consumer DiscretionaryLPTHLightPath Technologies$9,938,871$9,938,871 â–²New Holding607,8820.3%TechnologyTRINTrinity Capital$9,826,2610.0%549,2600.3%FinanceQTWOQ2$9,803,5020.0%203,8150.3%TechnologyShowing largest 100 holdings. 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