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Home > Institutional Investor > Emerald Advisors, Llc > Profile

Instuitional Investor - Emerald Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Emerald Advisors, Llc
Portfolio Value $524,907,947
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Costco Wholesale Corp W
 COST 633,667 $418,270,704 79.68%
2.
Vanguard Index Fds
 59,279 $8,862,152 1.68%
3.
Ishares Tr
 157,729 $5,924,300 1.12%
4.
Ishares Inc
 111,186 $5,623,795 1.07%
5.
Ishares Trust
 IEF 11,657 $5,567,722 1.06%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)