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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 6 of 54  ·  1,062 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ESGU ISHARES TR 67,340.0 $11.0M 0.16% NEW $163.67 +2.2%
102 OZ BELPOINTE PREP LLC Real Estate 241,017.0 $10.9M 0.16% NEW $45.29 +6.0%
103 T AT&T INC Communication Services 522,355.0 $10.8M 0.16% NEW $20.70 +24.1%
104 GILD GILEAD SCIENCES INC Healthcare 84,179.0 $10.6M 0.15% NEW $126.34 +16.1%
105 TJX TJX COS INC NEW Consumer Cyclical 68,821.0 $10.4M 0.15% NEW $151.50 -7.1%
106 CVX CHEVRON CORPORATION Energy 62,673.0 $10.4M 0.15% NEW $165.76 +22.5%
107 DWX SPDR INDEX SHS FDS 221,483.0 $10.2M 0.15% NEW $45.96 +5.0%
108 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 21,198.0 $10.1M 0.15% NEW $477.57 -14.1%
109 FNDF SCHWAB STRATEGIC TR 186,924.0 $9.9M 0.14% NEW $52.76 +5.4%
110 ABBV ABBVIE INC Healthcare 39,051.0 $9.8M 0.14% NEW $251.64 +5.1%
111 ETN EATON CORP PLC Industrials 23,024.0 $9.8M 0.14% NEW $426.12 -4.1%
112 PG PROCTER & GAMBLE CO Consumer Defensive 66,563.0 $9.8M 0.14% NEW $146.64 -0.0%
113 AZO AUTOZONE INC Consumer Cyclical 3,034.0 $9.7M 0.14% NEW $3195.94 -5.8%
114 PAYX PAYCHEX INC Industrials 97,627.0 $9.6M 0.14% NEW $98.33 +28.2%
115 RTX RTX CORPORATION Industrials 49,636.0 $9.4M 0.14% NEW $189.73 +10.3%
116 NFLX NETFLIX INC. Communication Services 131,710.0 $9.4M 0.14% NEW $71.40 +12.1%
117 VUG VANGUARD INDEX FDS 108,216.0 $9.3M 0.14% NEW $86.14 +0.9%
118 FTSL FIRST TR EXCHANGE-TRADED FD 206,573.0 $9.2M 0.14% NEW $44.75 +0.0%
119 ANET ARISTA NETWORKS INC Technology 53,851.0 $9.1M 0.13% NEW $169.88 +10.8%
120 HD HOME DEPOT INC Consumer Cyclical 23,687.0 $8.4M 0.12% NEW $352.69 -4.3%
Page 6 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%