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Portfolio (Quarterly) Guide ↗

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

· CIK 0001510434
13F Portfolio $6.9B AUM 1,876 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1062 New
Page 23 of 54  ·  1,062 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CARR CARRIER GLOBAL CORPORATION Industrials 12,020.0 $882K 0.01% NEW $73.35 -20.2%
442 MAA MID-AMER APT CMNTYS INC Real Estate 6,337.0 $880K 0.01% NEW $138.94 -5.0%
443 CCK CROWN HLDGS INC Consumer Cyclical 7,849.0 $878K 0.01% NEW $111.82 +7.7%
444 MTG MGIC INVT CORP WIS Financial Services 31,035.0 $875K 0.01% NEW $28.20 +10.8%
445 SMH VANECK ETF TRUST 1,330.0 $872K 0.01% NEW $655.92 -15.3%
446 G GENPACT LIMITED Technology 31,687.0 $871K 0.01% NEW $27.50 +35.5%
447 ILMN ILLUMINA INC Healthcare 4,930.0 $867K 0.01% NEW $175.83 +28.0%
448 IDT IDT CORP Communication Services 14,881.0 $865K 0.01% NEW $58.16 +19.3%
449 FR FIRST INDL RLTY TR INC Real Estate 14,112.0 $865K 0.01% NEW $61.31 +3.6%
450 GLPI GAMING & LEISURE P Real Estate 19,416.0 $865K 0.01% NEW $44.53 -3.4%
451 VXF VANGUARD INDEX FDS 3,506.0 $863K 0.01% NEW $246.20 -0.9%
452 IVE ISHARES TR 3,766.0 $855K 0.01% NEW $227.06 +4.6%
453 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,373.0 $852K 0.01% NEW $359.00 -2.9%
454 BX BLACKSTONE INC Financial Services 7,228.0 $851K 0.01% NEW $117.67 +21.8%
455 CUZ COUSINS PPTYS INC Real Estate 28,252.0 $847K 0.01% NEW $29.98 +0.7%
456 DGICA DONEGAL GROUP INC Financial Services 44,875.0 $846K 0.01% NEW $18.86 +1.4%
457 ST SENSATA TECHNOLOGIES HLDG PL Technology 17,677.0 $844K 0.01% NEW $47.74 -11.7%
458 ASTE ASTEC INDS INC Industrials 13,778.0 $843K 0.01% NEW $61.19 -28.4%
459 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,887.0 $842K 0.01% NEW $216.60 -8.4%
460 RF REGIONS FINANCIAL CORP NEW Financial Services 27,803.0 $840K 0.01% NEW $30.20 +1.4%
Page 23 of 54  ·  1,062 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.7%
Financial Services 13.4%
Industrials 8.6%
Consumer Cyclical 8.1%
Healthcare 5.7%
Communication Services 5.4%
Consumer Defensive 4.9%
Energy 2.2%
Real Estate 1.4%
Utilities 1.4%