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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 42 of 54  ·  1,062 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 FNDC SCHWAB STRATEGIC TR 7,197.0 $349K 0.01% NEW $48.56 +5.8%
822 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 13,354.0 $348K 0.01% NEW $26.08 +30.2%
823 PRI PRIMERICA INC Financial Services 1,218.0 $346K 0.01% NEW $284.20 +5.0%
824 EZPW EZCORP INC Financial Services 10,000.0 $346K 0.01% NEW $34.57 +1.0%
825 TSCO TRACTOR SUPPLY CO Consumer Cyclical 10,936.0 $346K 0.01% NEW $31.61 +12.9%
826 OEF ISHARES TR 943.0 $345K 0.01% NEW $365.87 +3.2%
827 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 3,366.0 $343K 0.01% NEW $101.88 +12.2%
828 ENTG ENTEGRIS INC Technology 1,905.0 $343K 0.01% NEW $179.86 -23.1%
829 COOPER COS INC 4,776.0 $342K 0.01% NEW $71.71
830 DFAW DIMENSIONAL ETF TRUST 4,118.0 $341K 0.01% NEW $82.79 +3.0%
831 DVA DAVITA INC Healthcare 1,527.0 $340K 0.01% NEW $222.48 -21.1%
832 VOOG VANGUARD ADMIRAL FDS INC 4,104.0 $339K 0.01% NEW $82.62 +0.9%
833 NOW SERVICENOW INC Technology 3,400.0 $338K 0.01% NEW $99.28 +28.3%
834 ALG ALAMO GROUP INC Industrials 2,050.0 $337K 0.01% NEW $164.51 -1.1%
835 GOVT ISHARES TR 14,791.0 $337K 0.01% NEW $22.78 -1.1%
836 FTAI AVIATION LTD 1,244.0 $337K 0.01% NEW $270.53
837 TOTALENERGIES SE 4,317.0 $336K 0.01% NEW $77.76
838 SIMO SILICON MOTION TECHNOLOGY CO Technology 1,000.0 $333K 0.01% NEW $333.33 -26.8%
839 QTUM ETF SER SOLUTIONS 2,008.0 $332K 0.01% NEW $165.39 -10.3%
840 CART MAPLEBEAR INC Consumer Cyclical 6,987.0 $331K 0.01% NEW $47.35 +8.4%
Page 42 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%