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Portfolio (Quarterly) Guide ↗

Empirical Finance, LLC

· CIK 0001572838
13F Portfolio $2.1B AUM 483 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 34 Added 29 Reduced 20 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 197,426.0 $56.8M 2.67% NEW $287.56 +34.8%
2 VTI VANGUARD INDEX FDS 55,050.0 $17.7M 0.83% NEW $320.81 +13.8%
3 CAOS EA SERIES TRUST 187,063.0 $17.0M 0.80% NEW $90.76 -0.3%
4 CSWC CAPITAL SOUTHWEST CORP Financial Services 618,866.0 $13.7M 0.64% NEW $22.12 +4.3%
5 IVAL EA SERIES TRUST 294,873.0 $10.0M 0.47% NEW $33.96 +3.8%
6 AAVM EA SERIES TRUST 264,140.0 $8.3M 0.39% NEW $31.35 +8.3%
7 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 22,868.0 $7.7M 0.36% NEW $336.13 -8.2%
8 PTIN PACER FDS TR 193,079.0 $6.3M 0.29% NEW $32.52 +10.9%
9 IMOM EA SERIES TRUST 121,049.0 $4.8M 0.23% NEW $39.83 +12.6%
10 QMOM EA SERIES TRUST 52,382.0 $3.6M 0.17% NEW $68.31 +13.1%
11 PTNQ PACER FDS TR 47,352.0 $3.5M 0.16% NEW $72.96 +17.9%
12 VOE VANGUARD INDEX FDS 13,181.0 $2.4M 0.11% NEW $184.28 +4.5%
13 BOXX EA SERIES TRUST 20,382.0 $2.4M 0.11% NEW $116.29 +0.4%
14 MOOD EA SERIES TRUST 36,370.0 $1.5M 0.07% NEW $41.01 +5.6%
15 EA SERIES TRUST 5,000.0 $526K 0.03% NEW $105.20
16 AVGV AMERICAN CENTY ETF TR 5,260.0 $408K 0.02% NEW $77.54 +8.4%
17 FOX FOX CORP Communication Services 4,984.0 $265K 0.01% NEW $53.10 +8.5%
18 CE CELANESE CORP DEL Basic Materials 3,471.0 $228K 0.01% NEW $65.77 -19.6%
19 VSNT VERSANT MEDIA GROUP INC Industrials 5,999.0 $222K 0.01% NEW $37.02 +13.1%
20 AVUV AMERICAN CENTY ETF TR 1,992.0 $220K 0.01% NEW $110.47 +7.9%
Page 1 of 2  ·  22 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 30.4%
Financial Services 12.1%
Communication Services 11.3%
Industrials 9.9%
Consumer Cyclical 9.6%
Healthcare 9.2%
Energy 7.1%
Consumer Defensive 5.9%
Utilities 2.6%
Basic Materials 1.9%