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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 44 of 54  ·  1,062 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 AMKR AMKOR TECHNOLOGY INC Technology 3,524.0 $304K 0.00% NEW $86.23 -43.5%
862 HRB BLOCK H & R INC Consumer Cyclical 7,963.0 $303K 0.00% NEW $38.08 +39.7%
863 INFY INFOSYS LTD Technology 28,768.0 $302K 0.00% NEW $10.49 +14.7%
864 RVTY REVVITY INC Healthcare 2,712.0 $302K 0.00% NEW $111.26 +12.2%
865 LECO LINCOLN ELEC HLDGS INC Industrials 1,129.0 $300K 0.00% NEW $265.51 +5.5%
866 CINF CINCINNATI FINL CORP Financial Services 1,618.0 $300K 0.00% NEW $185.14 -7.4%
867 SPEM SPDR INDEX SHS FDS 5,757.0 $298K 0.00% NEW $51.78 +1.6%
868 VTR VENTAS INC Real Estate 3,318.0 $295K 0.00% NEW $88.80 +5.7%
869 RSPT INVESCO EXCHANGE TRADED FD T 4,537.0 $293K 0.00% NEW $64.50 -1.6%
870 OXY OCCIDENTAL PETE CORP Energy 6,019.0 $292K 0.00% NEW $48.57 +20.3%
871 DFAX DIMENSIONAL ETF TRUST 7,906.0 $291K 0.00% NEW $36.84 +4.2%
872 EVR EVERCORE INC Financial Services 847.0 $289K 0.00% NEW $341.44 -15.2%
873 USFD US FOODS HLDG CORP Consumer Defensive 2,823.0 $289K 0.00% NEW $102.25 +6.5%
874 RDVY FIRST TR EXCHANGE TRADED FD 3,556.0 $288K 0.00% NEW $81.06 +1.6%
875 TM TOYOTA MOTOR CORP Consumer Cyclical 1,710.0 $288K 0.00% NEW $168.42 +14.6%
876 DXCM DEXCOM INC Healthcare 4,274.0 $288K 0.00% NEW $67.35 +32.4%
877 HDV ISHARES TR 10,500.0 $288K 0.00% NEW $27.41 +8.8%
878 GPC GENUINE PARTS CO Consumer Cyclical 2,439.0 $288K 0.00% NEW $117.98 +16.9%
879 OC OWENS CORNING NEW Industrials 1,810.0 $288K 0.00% NEW $158.96 -7.8%
880 SPTI SPDR SERIES TRUST 10,069.0 $286K 0.00% NEW $28.39 -0.6%
Page 44 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%