StockDriftsStockDriftsTop 50 Emerald Mutual Fund Advisers Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LFSC | RBB FD INC | 3.39% | 2.00M | $69.9M | +0.00%(+0) | $23.39(+97.25%) | 2026-03-31 | |
| MOD | MODINE MANUFACTURING CO | 2.48% | 236.1K | $51.2M | +0.27%(+646) | $102.21(+125.99%) | 2026-03-31 | |
| GH | GUARDANT HEALTH INC | 2.33% | 519.5K | $48.0M | -0.84%(-4.39K) | $43.55(+285.76%) | 2026-03-31 | |
| BE | BLOOM ENERGY CO | 2.31% | 352.2K | $47.7M | +0.22%(+777) | $34.73(+680.08%) | 2026-03-31 | |
| TTMI | TTM TECHNOLOGIES INC | 2.22% | 470.0K | $45.8M | -14.13%(-77.36K) | $20.22(+671.26%) | 2026-03-31 | |
| COGT | COGENT BIOSCIENCES INC | 1.92% | 1.03M | $39.6M | -0.93%(-9.66K) | $7.59(+410.01%) | 2026-03-31 | |
| VSEC | VSE CORPORATION | 1.75% | 195.9K | $36.1M | +16.37%(+27.56K) | $133.67(+73.81%) | 2026-03-31 | |
| KTOS | KRATOS DEFENSE AND SECURITY | 1.75% | 510.7K | $36.0M | -2.22%(-11.57K) | $11.10(+398.86%) | 2026-03-31 | |
| FN | FABRINET | 1.64% | 65.0K | $33.9M | -1.22%(-806) | $213.74(+133.75%) | 2026-03-31 | |
| AGX | ARGAN INC | 1.56% | 58.9K | $32.1M | +0.00%(+0) | $250.46(+181.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +39.05% | +168.85% |
| Top 20 Holdings Unweighted | +37.65% | +160.79% |
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