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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 33 of 54  ·  1,062 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 WDS WOODSIDE ENERGY GROUP LTD Energy 28,825.0 $557K 0.01% NEW $19.32 +18.3%
642 RGA REINSURANCE GROUP AMER INC Financial Services 2,606.0 $554K 0.01% NEW $212.65 +15.0%
643 JHG JANUS HENDERSON GROUP PLC Financial Services 10,631.0 $552K 0.01% NEW $51.95 -0.0%
644 NYF ISHARES TR 10,226.0 $551K 0.01% NEW $53.91 -2.0%
645 ZS ZSCALER INC Technology 3,888.0 $549K 0.01% NEW $141.16 +19.3%
646 EXEL EXELIXIS INC Healthcare 10,083.0 $549K 0.01% NEW $54.41 +4.2%
647 TKR TIMKEN CO Industrials 3,759.0 $546K 0.01% NEW $145.32 -15.8%
648 XYL XYLEM INC Industrials 4,617.0 $546K 0.01% NEW $118.21 -4.6%
649 CHT CHUNGHWA TELECOM CO LTD Communication Services 12,301.0 $544K 0.01% NEW $44.26 -2.5%
650 FE FIRSTENERGY CORP Utilities 11,447.0 $544K 0.01% NEW $47.54 -2.0%
651 LFUS LITTELFUSE INC Technology 1,195.0 $544K 0.01% NEW $455.33 -11.0%
652 INTU INTUIT Technology 2,077.0 $542K 0.01% NEW $261.00 +37.0%
653 MMM 3M CO Industrials 3,340.0 $541K 0.01% NEW $161.93 +10.8%
654 SCHP SCHWAB STRATEGIC TR 20,330.0 $539K 0.01% NEW $26.50 -1.5%
655 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 6,638.0 $531K 0.01% NEW $80.04 -8.1%
656 NXPI NXP SEMICONDUCTORS N V Technology 1,876.0 $527K 0.01% NEW $281.03 -20.0%
657 VSAT VIASAT INC Technology 5,830.0 $524K 0.01% NEW $89.81 -19.3%
658 FIVE FIVE BELOW INC Consumer Cyclical 2,910.0 $523K 0.01% NEW $179.79 +44.3%
659 FLO FLOWERS FOODS INC Consumer Defensive 66,059.0 $522K 0.01% NEW $7.90 -10.0%
660 XLI SELECT SECTOR SPDR TR 2,812.0 $521K 0.01% NEW $185.24 -3.7%
Page 33 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%