Emerald Mutual Fund Advisers Trust Top Holdings and 13F Report (2026) About Emerald Mutual Fund Advisers TrustInvestment ActivityEmerald Mutual Fund Advisers Trust has $2.06 billion in total holdings as of March 31, 2026.Emerald Mutual Fund Advisers Trust owns shares of 199 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 11.32% of the portfolio was purchased this quarter.About 11.70% of the portfolio was sold this quarter.This quarter, Emerald Mutual Fund Advisers Trust has purchased 189 new stocks and bought additional shares in 60 stocks.Emerald Mutual Fund Advisers Trust sold shares of 54 stocks and completely divested from 14 stocks this quarter.Largest Holdings RBB FD INC $69,869,664Modine Manufacturing $51,158,946Guardant Health $47,990,372Bloom Energy $47,716,597TTM Technologies $45,787,887 Largest New Holdings this Quarter 729132100 - Plexus $20,715,386 Holding724078209 - PIPER SANDLER CO $17,238,448 Holding192576106 - Cohu $14,999,207 Holding697947109 - PALVELLA THERAPEUTICS INC $13,190,463 Holding09681N106 - BOBS DISCOUNT FURNITURE $8,985,754 Holding Largest Purchases this Quarter Plexus 102,278 shares (about $20.72M)PIPER SANDLER CO 225,192 shares (about $17.24M)Cohu 489,850 shares (about $15.00M)PALVELLA THERAPEUTICS INC 105,820 shares (about $13.19M)InterDigital 30,309 shares (about $9.15M) Largest Sales this Quarter Lumentum 85,682 shares (about $60.21M)SkyWater Technology 545,893 shares (about $14.96M)ATI 89,708 shares (about $13.05M)Applied Optoelectronics 127,290 shares (about $10.77M)ACADIA Pharmaceuticals 467,930 shares (about $10.42M) 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$69,869,6640.0%1,997,0353.4%FM EMERALD LIFEMODModine Manufacturing$51,158,946$139,995 ▲0.3%236,0712.5%Auto/Tires/TrucksGHGuardant Health$47,990,372$405,227 ▼-0.8%519,5452.3%MedicalBEBloom Energy$47,716,597$105,276 ▲0.2%352,1782.3%EnergyTTMITTM Technologies$45,787,887$7,536,216 ▼-14.1%470,0052.2%Computer and TechnologyCOGTCogent Biosciences$39,599,744$371,890 ▼-0.9%1,028,8321.9%MedicalVSECVSE$36,126,726$5,082,617 ▲16.4%195,9151.8%ConstructionKTOSKratos Defense & Security Solutions$36,006,355$815,660 ▼-2.2%510,6561.7%AerospaceFNFabrinet$33,904,015$420,345 ▼-1.2%65,0101.6%Computer and TechnologyAGXArgan$32,103,3050.0%58,9431.6%ConstructionAIRAAR$30,676,931$3,008,508 ▲10.9%280,2571.5%AerospaceLIVNLivaNova$28,877,151$122,925 ▼-0.4%454,3291.4%MedicalAXAxos Financial$28,653,207$384,777 ▼-1.3%336,7401.4%FinanceCRDOCredo Technology Group$28,286,504$558,526 ▲2.0%301,3371.4%Computer and TechnologyTVTXTravere Therapeutics$28,076,930$101,786 ▼-0.4%945,0331.4%MedicalESEESCO Technologies$27,715,5080.0%98,5021.3%IndustrialsMRCYMercury Systems$27,375,664$2,873,675 ▲11.7%375,4721.3%AerospaceRMBSRambus$26,432,545$7,223,681 ▼-21.5%307,2481.3%Computer and TechnologyLASRnLight$24,505,5990.0%429,7721.2%Computer and TechnologyEYENational Vision$24,282,2860.0%937,5401.2%Consumer StaplesBBIOBridgeBio Pharma$23,778,869$254,489 ▲1.1%320,2111.2%MedicalMIRMMirum Pharmaceuticals$23,131,860$746,338 ▲3.3%250,3991.1%MedicalAAOIApplied Optoelectronics$22,988,178$10,767,461 ▼-31.9%271,7601.1%Computer and TechnologyKLICKulicke and Soffa Industries$22,955,667$1,763,793 ▲8.3%349,2951.1%Computer and TechnologyTMDXTransMedics Group$22,797,298$57,161 ▼-0.3%229,3261.1%MedicalIPGPIPG Photonics$22,053,648$8,047,885 ▲57.5%192,4571.1%Computer and TechnologySMTCSemtech$21,916,4950.0%285,0371.1%Computer and TechnologyRSIRush Street Interactive$21,356,3470.0%981,9011.0%Consumer DiscretionaryPLXSPlexus$20,715,386$20,715,386 ▲New Holding102,2781.0%Computer and TechnologySPYRE THERAPEUTICS$20,585,220$214,774 ▼-1.0%408,1131.0%COMAVAVAeroVironment$20,576,101$2,431,819 ▼-10.6%112,4071.0%AerospaceIMAXIMAX$19,992,7280.0%525,9861.0%Consumer DiscretionarySTRLSterling Infrastructure$19,905,3210.0%48,8751.0%ConstructionMCMoelis & Company$19,520,505$1,200,306 ▼-5.8%342,4650.9%FinancePLMRPalomar$19,510,765$185,584 ▲1.0%163,2700.9%FinancePDFSPDF Solutions$19,449,6930.0%594,6100.9%Computer and TechnologyBOOTBoot Barn$18,918,494$2,973,450 ▲18.6%129,2600.9%Retail/WholesaleCECOCECO Environmental$18,708,418$3,181,989 ▲20.5%314,0050.9%IndustrialsATROAstronics$18,628,280$8,170,421 ▲78.1%279,1590.9%AerospaceSPXCSPX Technologies$18,609,2160.0%93,0740.9%Business ServicesNEKTAR THERAPEUTICS$18,426,827$214,483 ▲1.2%256,1060.9%COMIDCCInterDigital$18,324,152$9,153,318 ▲99.8%60,6760.9%Computer and TechnologyOLLIOllie's Bargain Outlet$18,175,415$1,090,674 ▲6.4%197,4730.9%Consumer StaplesUMBFUMB Financial$17,890,4110.0%158,6170.9%FinanceARLOArlo Technologies$17,876,992$255,685 ▲1.5%1,256,2890.9%Computer and TechnologySOLARIS ENERGY INFRASTRUCTURE INC$17,788,331$155,685 ▲0.9%314,7820.9%COMFRPTFreshpet$17,742,951$2,866,989 ▲19.3%300,9320.9%Consumer StaplesTBBKBancorp$17,668,842$1,330,194 ▼-7.0%328,8450.9%FinanceSKWDSkyward Specialty Insurance Group$17,554,948$196,473 ▲1.1%401,8990.9%FinancePIPER SANDLER CO$17,238,448$17,238,448 ▲New Holding225,1920.8%COMALGTAllegiant Travel$17,166,2980.0%211,8250.8%TransportationCUBICustomers Bancorp$16,818,945$2,079,246 ▲14.1%242,3130.8%FinanceMIRMirion Technologies$16,237,733$3,141,152 ▲24.0%873,4660.8%Business ServicesKALVKalVista Pharmaceuticals$16,219,989$1,000,441 ▼-5.8%805,7620.8%MedicalEVLVEvolv Technologies$16,138,913$998,855 ▲6.6%2,667,5890.8%Computer and TechnologyTRVITrevi Therapeutics$15,061,530$117,880 ▼-0.8%1,262,4920.7%MedicalCOHUCohu$14,999,207$14,999,207 ▲New Holding489,8500.7%Computer and TechnologyAMSCAmerican Superconductor$14,855,919$122,842 ▲0.8%438,8750.7%Computer and TechnologyAGYSAgilysys$14,644,6670.0%205,8570.7%Computer and TechnologySYNASynaptics$14,628,4840.0%208,8590.7%Computer and TechnologyONTOOnto Innovation$14,545,615$913,587 ▼-5.9%70,9300.7%Computer and TechnologyCARDINAL INFRASTRUCTURE GROUP$14,238,643$2,342,341 ▲19.7%359,0630.7%COMSITMSiTime$14,218,060$4,025,054 ▼-22.1%41,1700.7%Computer and TechnologyCRSCarpenter Technology$14,140,525$4,014,812 ▼-22.1%35,8760.7%Basic MaterialsRDNTRadNet$14,005,866$36,273 ▼-0.3%250,5970.7%MedicalTTITetra Technologies$13,983,672$672,475 ▼-4.6%1,641,2760.7%EnergyOSWOneSpaWorld$13,770,5740.0%600,0250.7%Consumer DiscretionaryATIATI$13,650,985$13,048,926 ▼-48.9%93,8470.7%Basic MaterialsPALVELLA THERAPEUTICS INC$13,190,463$13,190,463 ▲New Holding105,8200.6%COMSVRASavara$12,932,933$151,728 ▼-1.2%2,368,6690.6%MedicalATECAlphatec$12,586,267$2,684,890 ▲27.1%1,156,8260.6%MedicalVRNSVaronis Systems$11,934,7870.0%555,8820.6%Computer and TechnologyCCBCoastal Financial$11,922,130$3,723,345 ▲45.4%156,6640.6%FinancePIImpinj$11,429,175$1,211,860 ▲11.9%111,2870.6%Computer and TechnologyAXSMAxsome Therapeutics$11,333,467$93,637 ▼-0.8%67,0540.5%MedicalBJRIBJ's Restaurants$11,322,312$35,100 ▼-0.3%322,5730.5%Retail/WholesalePWPPerella Weinberg Partners$11,291,416$1,461,698 ▲14.9%621,7740.5%FinanceFIVEFive Below$10,897,3540.0%47,6950.5%Retail/WholesaleCOMPCompass$10,692,213$2,843,130 ▲36.2%1,462,6830.5%Computer and TechnologyBILLIONTOONE INC$10,436,342$1,110,844 ▲11.9%132,2060.5%COMCOLLCollegium Pharmaceutical$10,121,867$2,830,660 ▼-21.9%306,0740.5%MedicalLCLendingClub$10,033,036$1,761,933 ▲21.3%700,6310.5%Financial ServicesSBCFSeacoast Banking Corporation of Florida$9,890,170$5,746,437 ▲138.7%326,5160.5%FinanceCVLTCommVault Systems$9,676,508$1,670,974 ▲20.9%124,2330.5%Computer and TechnologyQTWOQ2$9,640,450$3,686,278 ▼-27.7%203,8150.5%Computer and TechnologyLTHLife Time Group$9,576,9540.0%355,4920.5%Consumer DiscretionaryTREELendingTree$9,359,3750.0%218,2690.5%FinanceBOBS DISCOUNT FURNITURE$8,985,754$8,985,754 ▲New Holding764,7450.4%COMCYTKCytokinetics$8,928,432$8,928,432 ▲New Holding135,4640.4%MedicalMDGLMadrigal Pharmaceuticals$8,637,255$4,447,401 ▼-34.0%16,5000.4%MedicalSLIDE INSURANCE HOLDINGS INC$8,276,760$1,648,980 ▲24.9%459,8200.4%COMTRINTrinity Capital$8,079,6150.0%549,2600.4%FinanceIONQIonQ$8,005,1680.0%277,6680.4%Computer and TechnologyFAFirst Advantage$7,911,1400.0%672,7160.4%Business ServicesDIODDiodes$7,788,261$7,788,261 ▲New Holding114,0970.4%Computer and TechnologyCORTCorcept Therapeutics$7,239,958$594,250 ▼-7.6%179,6070.4%MedicalHINGE HEALTH INC$7,008,897$7,008,897 ▲New Holding181,7660.3%COMVERADERMICS INC$6,901,221$6,901,221 ▲New Holding109,2830.3%COMSLNOSoleno Therapeutics$6,720,340$1,063,258 ▼-13.7%200,7270.3%MedicalCRVSCorvus Pharmaceuticals$6,718,871$6,718,871 ▲New Holding459,2530.3%MedicalShowing largest 100 holdings. 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