Fund Holdings

EMERALD MUTUAL FUND ADVISERS TRUST

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
PLEXUS CORP(PLXS)0102,278+102,278020,715,3861.00%+20,715,386
MODINE MANUFACTURING CO(MOD)0236,071+236,071051,158,9462.48%+51,158,946
PIPER SANDLER CO(PIPR)0225,192+225,192017,238,4480.84%+17,238,448
BLOOM ENERGY CO0352,178+352,178047,716,5972.31%+47,716,597
COHU INC(COHU)0489,850+489,850014,999,2070.73%+14,999,207
ARGAN INC058,943+58,943032,103,3051.56%+32,103,305
IPG PHOTONICS CORP(IPGP)0192,457+192,457022,053,6481.07%+22,053,648
PALVELLA THERAPEUTICS INC(PVLA)0105,820+105,820013,190,4630.64%+13,190,463
ASTRONICS CORP0279,159+279,159018,628,2800.90%+18,628,280
AAR CORPORATION0280,257+280,257030,676,9311.49%+30,676,931
APPLIED OPTOELECTRONICS INC(AAOI)0271,760+271,760022,988,1781.12%+22,988,178
BOBS DISCOUNT FURNITURE(BOBS)0764,745+764,74508,985,7540.44%+8,985,754
CYTOKENETICS INC(CYTK)0135,464+135,46408,928,4320.43%+8,928,432
INTERDIGITAL INC PA COM(IDCC)060,676+60,676018,324,1520.89%+18,324,152
ESCO TECHNOLOGIES INC(ESE)098,502+98,502027,715,5081.34%+27,715,508
NLIGHT INC(LASR)0429,772+429,772024,505,5991.19%+24,505,599
KULICKE AND SOFFA INDUSTRIES(KLIC)0349,295+349,295022,955,6671.11%+22,955,667
TTM TECHNOLOGIES INC(TTMI)0470,005+470,005045,787,8872.22%+45,787,887
DIODES INCORPORATED(DIOD)0114,097+114,09707,788,2610.38%+7,788,261
NEKTAR THERAPEUTICS(NKTR)0256,106+256,106018,426,8270.89%+18,426,827
SPYRE THERAPEUTICS(SYRE)0408,113+408,113020,585,2201.00%+20,585,220
VSE CORPORATION(VSEC)0195,915+195,915036,126,7261.75%+36,126,726
HINGE HEALTH INC(HNGE)0181,766+181,76607,008,8970.34%+7,008,897
CARDINAL INFRASTRUCTURE GROUP0359,063+359,063014,238,6430.69%+14,238,643
VERADERMICS INC(MANE)0109,283+109,28306,901,2210.33%+6,901,221
CORVUS PHARMACEUTICALS INC(CRVS)0459,253+459,25306,718,8710.33%+6,718,871
SEACOAST BANKING CORPORATION OF FLORIDA(SBCF)0326,516+326,51609,890,1700.48%+9,890,170
STERLING INFRASTRUCTURE INC(STRL)048,875+48,875019,905,3210.97%+19,905,321
FLOWCO HOLDINGS INC(FLOC)0231,287+231,28704,764,5120.23%+4,764,512
AXCELIS TECHNOLOGIES INC047,412+47,41204,413,1090.21%+4,413,109
RXO INC(RXO)0275,932+275,93204,034,1260.20%+4,034,126
MIRUM PHARMACEUTICALS INC(MIRM)0250,399+250,399023,131,8601.12%+23,131,860
FABRINET(FN)065,010+65,010033,904,0151.64%+33,904,015
METALLUS INC0237,910+237,91003,887,4490.19%+3,887,449
ONCE UPON A FARM0212,247+212,24703,470,2380.17%+3,470,238
SOLARIS ENERGY INFRASTRUCTURE INC(SEI)0314,782+314,782017,788,3310.86%+17,788,331
POWER INTEGRATIONS INC(POWI)061,294+61,29403,138,2530.15%+3,138,253
CECO ENVIRONMENTAL CORP(CECO)0314,005+314,005018,708,4180.91%+18,708,418
MERCURY SYSTEMS INC(MRCY)0375,472+375,472027,375,6641.33%+27,375,664
COGENT BIOSCIENCES INC(COGT)01,028,832+1,028,832039,599,7441.92%+39,599,744
ONTO INNOVATION INC(ONTO)070,930+70,930014,545,6150.71%+14,545,615
PDF SOLUTIONS INC(PDFS)0594,610+594,610019,449,6930.94%+19,449,693
KALVISTA PHARMACEUTICALS INC(KALV)0805,762+805,762016,219,9890.79%+16,219,989
FRESHPET INC(FRPT)0300,932+300,932017,742,9510.86%+17,742,951
AMERICAN SEMICONDUCTOR CORP0438,875+438,875014,855,9190.72%+14,855,919
RUSH STREET INTERACTIVE INC(RSI)0981,901+981,901021,356,3471.04%+21,356,347
PERELLA WEINBERG PARTNERS(PWP)0621,774+621,774011,291,4160.55%+11,291,416
FIVE BELOW(FIVE)047,695+47,695010,897,3540.53%+10,897,354
ONESPAWORLD HOLDINGS LIMITED0600,025+600,025013,770,5740.67%+13,770,574
CUSTOMERS BANCORP INC(CUBB)0242,313+242,313016,818,9450.82%+16,818,945
UNITED THERAPEUTICS CORP DEL(UTHR)08,384+8,38404,971,5440.24%+4,971,544
PINNACLE FINL PARTNERS INC(PNFP)014,343+14,34301,235,5060.06%+1,235,506
XERIS BIOPHARMA HOLDINGS INC0207,543+207,54301,203,7490.06%+1,203,749
EXCELERATE ENERGY INC(EE)0189,165+189,16506,321,8940.31%+6,321,894
SLIDE INSURANCE HOLDINGS INC(SLDE)0459,820+459,82008,276,7600.40%+8,276,760
BYRNA TECHNOLOGIES INC0320,151+320,15102,938,9860.14%+2,938,986
SEMTECH CORP(SMTC)0285,037+285,037021,916,4951.06%+21,916,495
TWIST BIOSCIENCE CORP(TWST)017,850+17,8500848,2320.04%+848,232
LIVANOVA PLC(LIVN)0454,329+454,329028,877,1511.40%+28,877,151
WAYSTAR HOLDING CORP(WAY)055,155+55,15501,329,7870.06%+1,329,787
BILLIONTOONE INC0132,206+132,206010,436,3420.51%+10,436,342
PATHWARD FINANCIAL INC(CASH)021,450+21,45001,913,9840.09%+1,913,984
ARLO TECHNOLOGIES(ARLO)01,256,289+1,256,289017,876,9920.87%+17,876,992
IMAX CORP0525,986+525,986019,992,7280.97%+19,992,728
CORCEPT THERAPEUTICS INC(CORT)0179,607+179,60707,239,9580.35%+7,239,958
MID PENN BANCORP INC0162,411+162,41105,223,1380.25%+5,223,138
FAIR ISAAC CORP(FICO)0365+3650389,6520.02%+389,652
STARBUCKS CORP(SBUX)03,813+3,8130341,6070.02%+341,607
BOEING CO(BA)01,573+1,5730313,0740.02%+313,074
UNTIY SOFTWARE INC(U)012,180+12,1800267,2290.01%+267,229
MASTEC INC(MTZ)01,703+1,7030547,9230.03%+547,923
GOLAR LNG LIMITED09,171+9,1710496,2430.02%+496,243
PAGAYA TECHNOLOGIES(PGY)074,640+74,6400869,5560.04%+869,556
KORRO BIO INC062,855+62,8550711,5190.03%+711,519
BWX TECHNOLOGIES INC(BWXT)02,435+2,4350497,9330.02%+497,933
BIOGEN IDEC INC(BIIB)03,117+3,1170571,4400.03%+571,440
LIFETIME GROUP HOLDINGS INC(LTH)0355,492+355,49209,576,9540.46%+9,576,954
WESBANCO INC(WSBC)090,898+90,89803,135,0720.15%+3,135,072
ENOVA INTERNATI(ENVA)019,902+19,90202,703,2890.13%+2,703,289
SABLE OFFSHORE CORP(SOC)05,344+5,344088,2830.00%+88,283
NATIONAL VISION HOLDINGS(EYE)0937,540+937,540024,282,2861.18%+24,282,286
TAKE TWO INTERACTIVE SOFTWARE(TTWO)02,683+2,6830529,8930.03%+529,893
MATTHEWS INTL CORP CL A013,503+13,5030348,6470.02%+348,647
MP MATERIALS CORP(MP)06,966+6,9660336,1790.02%+336,179
BROADCOM LTD(AVGO)01,539+1,5390476,3360.02%+476,336
REMITLY GLOBAL(RELY)028,159+28,1590441,2520.02%+441,252
INDIE SEMICONDUCTOR INC(INDI)0104,624+104,6240336,8890.02%+336,889
PORCH GROUP INC(PRCH)056,315+56,3150403,7790.02%+403,779
PRIVATE BANCORP OF AMERICA INC03,676+3,6760249,9310.01%+249,931
CIRCLE INTERNET GROUP(CRCL)02,282+2,2820217,7260.01%+217,726
NORWOOD FINANCIAL CORP025,000+25,0000735,5000.04%+735,500
TRINITY CAPITAL INC(TRIN)0549,260+549,26008,079,6150.39%+8,079,615
QCR HOLDINGS INC(QCRH)013,110+13,11001,120,2500.05%+1,120,250
AMERIS BANCORP(ABCB)04,442+4,4420346,4320.02%+346,432
PIXELWORKS INC037,237+37,2370201,0800.01%+201,080
CNB FINL CORP PA(CCNE)05,156+5,1560149,3180.01%+149,318
MECHANICS BANCORP(MCHB)060,462+60,4620891,8150.04%+891,815
THIRD COAST BANCSHARES INC019,108+19,1080722,8560.04%+722,856
WINTRUST FINANCIAL CORP(WTFC)08,733+8,73301,213,3630.06%+1,213,363
BULLISH(BLSH)05,000+5,0000178,6500.01%+178,650
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