EMERALD MUTUAL FUND ADVISERS TRUST

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, EMERALD MUTUAL FUND ADVISERS TRUST maintained a portfolio of 238 distinct positions. They heavily accumulated shares in COGENT BIOSCIENCES I, increasing their position by 1.5%. Conversely, EMERALD MUTUAL FUND ADVISERS TRUST completely exited their position in LIFE360 INC.
PCA Score Concentration Risk
Risk ENB
Total Positions
238
Quarter
2025 Q4
Top Holding
LFSC (3.6%)
Top 10 Concentration
20.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 238
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
LFSC
RBB FD INC
Unknown 3.56% 3.07% #1
Prev: #1
4.4 no change no change
P
S
1,997,035 $73,120,837 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GH
GUARDANT HEALTH...
Healthcare 2.61% 1.79% #2 6
Prev: #8
3.0 -32,077 -5.8%
P
S
523,932 $53,514,414 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRDO
CREDO TECHNOLOG...
Technology 2.07% 2.63% #3
Prev: #3
2.3 -54,232 -15.5%
P
S
295,387 $42,503,235 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KTOS
KRATOS DEFENSE ...
Industrials 1.93% 2.77% #4 2
Prev: #2
1.8 -64,559 -11.0%
P
S
522,224 $39,642,024 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TTMI
TTM TECHNOLOGIE...
Technology 1.84% 1.81% #5 1
Prev: #6
1.7 -62,005 -10.2%
P
S
547,363 $37,768,047 2006 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COGT
COGENT BIOSCIEN...
Healthcare 1.80% 0.76% #6 45
Prev: #51
1.2 15,636 1.5%
P
S
1,038,494 $36,887,307 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TVTX
TRAVERE THERAPE...
Healthcare 1.77% 1.48% #7 7
Prev: #14
0.7 -252,483 -21.0%
P
S
948,459 $36,240,618 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RMBS
RAMBUS INC
Technology 1.75% 2.10% #8 3
Prev: #5
1.7 no change no change
P
S
391,215 $35,948,746 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LITE
LUMENTUM HOLDIN...
Technology 1.56% 1.81% #9 2
Prev: #7
0.6 -128,755 -59.7%
P
S
86,925 $32,039,686 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MOD
MODINE MANUFACT...
Consumer Cyclical 1.53% 1.72% #10
Prev: #10
1.1 1,349 0.6%
P
S
235,425 $31,431,592 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BE
BLOOM ENERGY CO
Industrials 1.49% 1.79% #11 2
Prev: #9
1.1 -58,034 -14.2%
P
S
351,401 $30,533,233 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVAV
AEROVIRONMENT I...
Industrials 1.48% 2.30% #12 8
Prev: #4
1.1 -15,866 -11.2%
P
S
125,692 $30,403,638 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FN
FABRINET
Technology 1.46% 1.24% #13 9
Prev: #22
1.6 no change no change
P
S
65,816 $29,964,708 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AX
AXOS FINANCIAL ...
Financial Services 1.43% 1.49% #14 1
Prev: #13
1.6 no change no change
P
S
341,262 $29,403,134 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VSEC
VSE CORPORATION
Industrials 1.42% 1.16% #15 9
Prev: #24
3.1 32,836 24.2%
P
S
168,352 $29,086,175 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LIVN
LIVANOVA PLC
Healthcare 1.37% 0.95% #16 18
Prev: #34
3.0 106,599 30.5%
P
S
456,263 $28,073,862 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TMDX
TRANSMEDICS GRO...
Healthcare 1.36% 1.38% #17
Prev: #17
1.0 -8,537 -3.6%
P
S
229,901 $27,967,457 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MC
MOELIS & CO
Financial Services 1.22% 1.01% #18 11
Prev: #29
3.0 90,172 33.0%
P
S
363,523 $24,988,571 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MRCY
MERCURY SYSTEMS...
Industrials 1.20% 1.34% #19
Prev: #19
1.5 no change no change
P
S
336,058 $24,535,595 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AGYS
AGILYSYS INC
Technology 1.19% 1.12% #20 5
Prev: #25
1.5 no change no change
P
S
205,857 $24,464,046 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BBIO
BRIDGEBIO PHARM...
Healthcare 1.18% 1.10% #21 6
Prev: #27
0.5 -94,643 -23.0%
P
S
316,784 $24,230,808 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EYE
NATIONAL VISION...
Consumer Cyclical 1.18% 1.46% #22 6
Prev: #16
1.0 -28,726 -3.0%
P
S
937,540 $24,207,283 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WVE
WAVE LIFE SCIEN...
Healthcare 1.17% 0.67% #23 39
Prev: #62
1.0 -351,397 -19.9%
P
S
1,414,665 $24,049,305 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TBBK
THE BANCORP INC
Financial Services 1.16% 1.38% #24 6
Prev: #18
1.0 -3,496 -1.0%
P
S
353,602 $23,875,207 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VITL
VITAL FARMS INC
Consumer Defensive 1.09% 1.31% #25 4
Prev: #21
2.4 79,479 12.8%
P
S
698,053 $22,295,813 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LIF
LIFE360 INC
Technology 0.00% 0.57%
Sold All 😨
(Was: #70)
0.0 -103,971 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CWAN
CLEARWATER ANAL...
Technology 0.00% 0.55%
Sold All 😨
(Was: #71)
0.0 -592,802 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTSI
MACOM TECHNOLOG...
Technology 0.00% 0.51%
Sold All 😨
(Was: #76)
0.0 -79,376 -100.0%
CLOSED
$— 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RHP
RYMAN HOSPITALI...
Real Estate 0.00% 0.43%
Sold All 😨
(Was: #88)
0.0 -92,807 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NSSC
NAPCO SECURITY
Industrials 0.00% 0.42%
Sold All 😨
(Was: #89)
0.0 -189,495 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CADE
CADENCE BANK
Unknown 0.00% 0.41%
Sold All 😨
(Was: #91)
0.0 -209,194 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ETNB
89BIO INC
Unknown 0.00% 0.39%
Sold All 😨
(Was: #94)
0.0 -512,051 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SOC
SABLE OFFSHORE ...
Energy 0.00% 0.32%
Sold All 😨
(Was: #102)
0.0 -355,324 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AKRO
AKERO THERAPEUT...
Unknown 0.00% 0.27%
Sold All 😨
(Was: #103)
0.0 -110,747 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCOI
COGENT COMMUNIC...
Communication Services 0.00% 0.17%
Sold All 😨
(Was: #116)
0.0 -87,356 -100.0%
CLOSED
$— 2007 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BHVN
BIOHAVEN LTD
Healthcare 0.00% 0.13%
Sold All 😨
(Was: #122)
0.0 -173,656 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.00% 0.11%
Sold All 😨
(Was: #128)
0.0 -11,547 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PAL
PROFICIENT AUTO...
Industrials 0.00% 0.10%
Sold All 😨
(Was: #130)
0.0 -273,289 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BWIN
BALDWIN INSURAN...
Financial Services 0.00% 0.08%
Sold All 😨
(Was: #137)
0.0 -52,120 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.00% 0.07%
Sold All 😨
(Was: #138)
0.0 -2,769 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OMDA
OMADA HEALTH IN...
Healthcare 0.00% 0.07%
Sold All 😨
(Was: #139)
0.0 -61,925 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 0.00% 0.06%
Sold All 😨
(Was: #142)
0.0 -4,401 -100.0%
CLOSED
$— 2007 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OFIX
ORTHOFIX MEDICA...
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #147)
0.0 -66,322 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC CL...
Communication Services 0.00% 0.04%
Sold All 😨
(Was: #149)
0.0 -3,574 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON.COM, INC
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #150)
0.0 -3,832 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SSB
SOUTHSTATE BANK...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #154)
0.0 -7,930 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RXO
RXO INC
Industrials 0.00% 0.04%
Sold All 😨
(Was: #156)
0.0 -47,836 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.00% 0.04%
Sold All 😨
(Was: #157)
0.0 -1,000 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CNOB
CONNECTONE BANC...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #161)
0.0 -25,356 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NU
NU HOLDINGS LTD
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #164)
0.0 -37,532 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LOB
LIVE OAK BANCSH...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #168)
0.0 -14,526 -100.0%
CLOSED
$— 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FFIN
FIRST FINL BANC...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #175)
0.0 -13,910 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BY
BYLINE BANCORP ...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #178)
0.0 -16,270 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
ETF 0.00% 0.01%
Sold All 😨
(Was: #185)
0.0 -216 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVCR
NOVOCURE LTD
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #186)
0.0 -19,173 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TJX
TJX COS.
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #187)
0.0 -1,704 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FITB
FIFTH THIRD BAN...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #191)
0.0 -4,530 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LNG
CHENIERE ENERGY...
Energy 0.00% 0.01%
Sold All 😨
(Was: #192)
0.0 -844 -100.0%
CLOSED
$— 2011 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
APP
APPLOVIN CORP
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #193)
0.0 -265 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NCLH
NORWEGIAN CRUIS...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #195)
0.0 -7,145 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #196)
0.0 -230 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC-CLASS ...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #198)
0.0 -476 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHOLESAL...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #199)
0.0 -169 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA MOTORS, I...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #200)
0.0 -346 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PANW
PALO ALTO NETWO...
Technology 0.00% 0.01%
Sold All 😨
(Was: #201)
0.0 -729 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DASH
DOORDASH INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #203)
0.0 -479 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE SYS CORP
Technology 0.00% 0.01%
Sold All 😨
(Was: #205)
0.0 -445 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RPAY
REPAY HOLDINGS ...
Technology 0.00% 0.01%
Sold All 😨
(Was: #208)
0.0 -18,667 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CPAY
CORPAY INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #210)
0.0 -323 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AZO
AUTOZONE INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #214)
0.0 -19 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DDOG
DATADOG INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #216)
0.0 -527 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMCI
SUPER MICRO COM...
Technology 0.00% 0.00%
Sold All 😨
(Was: #217)
0.0 -1,451 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BKR
BAKER HUGHES CO...
Energy 0.00% 0.00%
Sold All 😨
(Was: #218)
0.0 -1,342 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTR
PALANTIR TECHNO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #219)
0.0 -357 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 238 holdings

Unlock Full EMERALD MUTUAL FUND ADVISERS TRUST Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics