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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 47 of 54  ·  1,062 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,245.0 $256K 0.00% NEW $206.01 +8.3%
922 MAKO MNG CORP 35,000.0 $256K 0.00% NEW $7.31
923 VIKING HOLDINGS LTD 2,441.0 $256K 0.00% NEW $104.67
924 ARCC ARES CAPITAL CORP Financial Services 13,773.0 $255K 0.00% NEW $18.53 +7.6%
925 HAL HALLIBURTON CO Energy 7,515.0 $255K 0.00% NEW $33.95 +0.6%
926 EA SERIES TRUST 4,570.0 $255K 0.00% NEW $55.83
927 NET CLOUDFLARE INC Technology 1,040.0 $255K 0.00% NEW $245.28 +14.9%
928 PODD INSULET CORP Healthcare 1,675.0 $255K 0.00% NEW $152.25 -5.5%
929 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 670.0 $255K 0.00% NEW $380.37 -30.2%
930 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,899.0 $253K 0.00% NEW $87.22 +10.3%
931 BMO BANK MONTREAL MEDIUM Financial Services 1,426.0 $252K 0.00% NEW $176.70 -3.3%
932 FSS FEDERAL SIGNAL CORP Industrials 1,958.0 $252K 0.00% NEW $128.49 -6.5%
933 SPMD SPDR SERIES TRUST 3,716.0 $251K 0.00% NEW $67.56 -1.3%
934 EMLP FIRST TR EXCHANGE-TRADED FD 5,766.0 $251K 0.00% NEW $43.50 +1.0%
935 ZTS ZOETIS INC Healthcare 3,482.0 $250K 0.00% NEW $71.87 +5.9%
936 EQIX EQUINIX INC Real Estate 240.0 $250K 0.00% NEW $1042.40 +2.6%
937 HRL HORMEL FOODS CORP Consumer Defensive 10,077.0 $250K 0.00% NEW $24.82 -3.8%
938 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,269.0 $250K 0.00% NEW $76.40 -0.1%
939 TFC TRUIST FINL CORP Financial Services 4,994.0 $249K 0.00% NEW $49.82 +1.4%
940 HDB HDFC BANK LTD Financial Services 9,586.0 $248K 0.00% NEW $25.83 -9.2%
Page 47 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%