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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 52 of 54  ·  1,062 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 RALLIANT CORP 2,722.0 $200K 0.00% NEW $73.63
1022 VFC V F CORP Consumer Cyclical 11,952.0 $199K 0.00% NEW $16.68 -14.2%
1023 NVCR NOVOCURE LTD Healthcare 13,059.0 $198K 0.00% NEW $15.15 +10.6%
1024 ADT ADT INC DEL Industrials 30,416.0 $198K 0.00% NEW $6.50 +14.2%
1025 EPRF INNOVATOR ETFS TRUST 11,032.0 $182K 0.00% NEW $16.48 +0.8%
1026 ITUB ITAU UNIBANCO HLDG S A Financial Services 20,421.0 $167K 0.00% NEW $8.17 -8.0%
1027 NMR NOMURA HLDGS INC Financial Services 18,782.0 $165K 0.00% NEW $8.78 +11.2%
1028 FTCA PUTNAM ETF TRUST 19,526.0 $145K 0.00% NEW $7.42 -2.3%
1029 PRGO PERRIGO CO PLC Healthcare 12,775.0 $133K 0.00% NEW $10.39 +37.3%
1030 AVTR AVANTOR INC Healthcare 13,293.0 $132K 0.00% NEW $9.90 +44.0%
1031 SBS COMPANHIA DE SANEAMENTO BASI Utilities 21,933.0 $127K 0.00% NEW $5.78 -19.9%
1032 AI C3 AI INC Technology 13,847.0 $126K 0.00% NEW $9.09 +11.2%
1033 UNIT UNITI GROUP LLC Real Estate 10,437.0 $120K 0.00% NEW $11.47 -14.1%
1034 MU CALL MICRON TECHNOLOGY INC Technology 100.0 $115K 0.00% NEW $1154.29 -21.1%
1035 DHC DIVERSIFIED HEALTHCARE TR Real Estate 12,381.0 $115K 0.00% NEW $9.30 -14.0%
1036 LIBERTY GLOBAL LTD 10,391.0 $114K 0.00% NEW $11.00
1037 DNP DNP SELECT INCOME FD INC Financial Services 10,245.0 $111K 0.00% NEW $10.79 +1.1%
1038 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 13,650.0 $108K 0.00% NEW $7.92 +10.4%
1039 JBLU JETBLUE AIRWAYS CORP Industrials 18,689.0 $107K 0.00% NEW $5.73 -13.6%
1040 TKC TURKCELL ILETISIM Communication Services 18,043.0 $106K 0.00% NEW $5.88 -7.8%
Page 52 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%