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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 34 of 54  ·  1,062 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,789.0 $520K 0.01% NEW $290.57 -9.8%
662 HSBC HSBC HLDGS PLC Financial Services 5,465.0 $520K 0.01% NEW $95.09 +9.8%
663 CPT CAMDEN PPTY TR Real Estate 4,535.0 $519K 0.01% NEW $114.49 -5.4%
664 EEM ISHARES TR 7,589.0 $519K 0.01% NEW $68.41 -1.7%
665 ARW ARROW ELECTRS INC Technology 2,419.0 $516K 0.01% NEW $213.41 -5.1%
666 QQQM INVESCO EXCH TRADED FD TR II 1,696.0 $514K 0.01% NEW $303.03 -3.4%
667 CTVA CORTEVA INC Basic Materials 6,059.0 $513K 0.01% NEW $84.69 -1.9%
668 EPD ENTERPRISE PRODS PARTNERS L 13,908.0 $511K 0.01% NEW $36.76
669 FELC FIDELITY COVINGTON TRUST 12,136.0 $509K 0.01% NEW $41.91 +3.7%
670 FDX FEDEX CORP Industrials 1,624.0 $509K 0.01% NEW $313.15 +6.6%
671 PAYC PAYCOM SOFTWARE INC Technology 4,041.0 $508K 0.01% NEW $125.68 +84.4%
672 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,712.0 $508K 0.01% NEW $107.78 +3.5%
673 AX AXOS FINANCIAL INC Financial Services 5,213.0 $508K 0.01% NEW $97.39 +1.5%
674 VMC VULCAN MATLS CO Basic Materials 1,720.0 $507K 0.01% NEW $295.01 -7.1%
675 OTTR OTTER TAIL CORP Utilities 5,628.0 $506K 0.01% NEW $89.98 +1.5%
676 QBTS D-WAVE QUANTUM INC Technology 21,067.0 $505K 0.01% NEW $23.99 -19.3%
677 BP BP PLC Energy 13,639.0 $504K 0.01% NEW $36.95 +16.0%
678 NWSA NEWS CORP NEW Communication Services 20,160.0 $501K 0.01% NEW $24.83 +24.5%
679 ONEQ FIDELITY COMWLTH TR 4,844.0 $500K 0.01% NEW $103.22 -0.2%
680 EA ELECTRONIC ARTS INC Communication Services 2,438.0 $500K 0.01% NEW $205.04 +2.3%
Page 34 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%