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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 24 of 54  ·  1,062 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MPC MARATHON PETE CORP Energy 3,280.0 $839K 0.01% NEW $255.70 +38.8%
462 YORKVILLE AMER INVTS TR 19,758.0 $837K 0.01% NEW $42.36
463 JKHY HENRY JACK & ASSOC INC Technology 5,997.0 $826K 0.01% NEW $137.74 +26.0%
464 FN FABRINET Technology 1,469.0 $826K 0.01% NEW $562.08 -23.2%
465 VRT VERTIV HOLDINGS CO Industrials 2,456.0 $822K 0.01% NEW $334.82 -23.6%
466 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 9,289.0 $809K 0.01% NEW $87.04 +12.8%
467 FTEC FIDELITY COVINGTON TRUST 2,821.0 $805K 0.01% NEW $285.53 -1.8%
468 GLD SPDR GOLD TR Financial Services 2,184.0 $805K 0.01% NEW $368.38 +16.2%
469 FFIV F5 INC Technology 1,914.0 $796K 0.01% NEW $415.86 -8.0%
470 PPL PPL CORP Utilities 21,839.0 $794K 0.01% NEW $36.35 -3.7%
471 DBX DROPBOX INC Technology 28,791.0 $791K 0.01% NEW $27.47 +26.6%
472 NEBIUS GROUP N.V. 2,861.0 $790K 0.01% NEW $276.17
473 TT TRANE TECHNOLOGIES PLC Industrials 1,603.0 $787K 0.01% NEW $491.12 -7.3%
474 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 10,282.0 $786K 0.01% NEW $76.43 -3.6%
475 REGCO REGENCY CTRS CORP 9,852.0 $786K 0.01% NEW $79.74
476 RSG REPUBLIC SVCS INC Industrials 3,676.0 $783K 0.01% NEW $213.08 +3.7%
477 MCBS METROCITY BANKSHARES INC Financial Services 21,783.0 $782K 0.01% NEW $35.89 -2.1%
478 BYD BOYD GAMING CORP Consumer Cyclical 8,850.0 $782K 0.01% NEW $88.33 -8.2%
479 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,384.0 $781K 0.01% NEW $178.24 +19.9%
480 RHI ROBERT HALF INC. Industrials 25,440.0 $781K 0.01% NEW $30.70 +46.3%
Page 24 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%