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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 8 of 54  ·  1,062 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TMUS T-MOBILE US INC Communication Services 34,627.0 $5.8M 0.09% NEW $167.73 +8.9%
142 GEV GE VERNOVA INC Utilities 4,883.0 $5.7M 0.08% NEW $1174.86 -19.8%
143 MUB ISHARES TR 52,579.0 $5.7M 0.08% NEW $107.62 -2.1%
144 GRMN GARMIN LTD Technology 23,814.0 $5.7M 0.08% NEW $237.54 +22.6%
145 SUB ISHARES TR 52,643.0 $5.6M 0.08% NEW $106.47 -0.1%
146 MCD MCDONALDS CORP Consumer Cyclical 20,617.0 $5.6M 0.08% NEW $270.31 +0.8%
147 KO COCA COLA CO Consumer Defensive 67,333.0 $5.5M 0.08% NEW $81.27 +13.2%
148 KLAC KLA CORP Technology 17,941.0 $5.4M 0.08% NEW $301.71 -39.8%
149 LPLA LPL FINL HLDGS INC Financial Services 19,016.0 $5.4M 0.08% NEW $281.68 +29.3%
150 MA MASTERCARD INCORPORATED Financial Services 10,370.0 $5.3M 0.08% NEW $513.59 +16.8%
151 SBUX STARBUCKS CORP Consumer Cyclical 52,091.0 $5.3M 0.08% NEW $102.19 +5.2%
152 SANM SANMINA CORP Technology 20,750.0 $5.3M 0.08% NEW $253.08 -26.7%
153 BLK BLACKROCK INC Financial Services 5,456.0 $5.2M 0.08% NEW $961.56 +21.9%
154 AXP AMERICAN EXPRESS CO Financial Services 15,479.0 $5.2M 0.08% NEW $338.25 -0.3%
155 CAH CARDINAL HEALTH INC Healthcare 22,032.0 $5.2M 0.08% NEW $237.56 -2.2%
156 DES WISDOMTREE TR 128,207.0 $5.2M 0.08% NEW $40.68 +0.0%
157 COLB COLUMBIA BKG SYS INC Financial Services 157,722.0 $5.1M 0.07% NEW $32.05 -4.4%
158 ENTERGY CORP NEW 43,722.0 $5.0M 0.07% NEW $114.86
159 STT STATE STR CORP Financial Services 29,361.0 $5.0M 0.07% NEW $169.60 +12.6%
160 FNDE SCHWAB STRATEGIC TR 125,417.0 $5.0M 0.07% NEW $39.68 +5.1%
Page 8 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%