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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 17 of 25  ·  483 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PHM PULTE GROUP INC Consumer Cyclical 7,704.0 $906K 0.04% $117.61 -1.1%
322 Q QNITY ELECTRONICS INC Technology 7,819.0 $902K 0.04% -104.0 -1.3% $115.38 +32.6%
323 RJF RAYMOND JAMES FINL INC Financial Services 6,213.0 $900K 0.04% $144.79 +5.0%
324 AWK AMERICAN WTR WKS CO INC NEW Utilities 6,538.0 $890K 0.04% $136.09 -9.0%
325 ATO ATMOS ENERGY CORP Utilities 4,768.0 $881K 0.04% $184.72 -3.9%
326 OMC OMNICOM GROUP INC Communication Services 11,633.0 $876K 0.04% $75.31 -2.1%
327 XYL XYLEM INC Industrials 7,319.0 $875K 0.04% $119.50 -9.4%
328 ALLY ALLY FINL INC Financial Services 22,000.0 $863K 0.04% $39.23 +9.0%
329 PPG PPG INDS INC Basic Materials 8,050.0 $860K 0.04% $106.88 -2.3%
330 TSCO TRACTOR SUPPLY CO Consumer Cyclical 18,795.0 $851K 0.04% $45.30 -30.0%
331 CTRA COTERRA ENERGY INC Energy 24,072.0 $846K 0.04% $35.14 -7.3%
332 CINF CINCINNATI FINL CORP Financial Services 5,361.0 $844K 0.04% $157.35 +7.0%
333 RF REGIONS FINANCIAL CORP NEW Financial Services 32,185.0 $841K 0.04% $26.12 +5.4%
334 ES EVERSOURCE ENERGY Utilities 12,046.0 $835K 0.04% $69.28 +0.5%
335 DRI DARDEN RESTAURANTS INC Consumer Cyclical 4,208.0 $825K 0.04% $196.04 +0.5%
336 LH LABCORP HOLDINGS INC Healthcare 3,043.0 $812K 0.04% $266.81 -4.1%
337 INGR INGREDION INC Consumer Defensive 7,193.0 $810K 0.04% $112.66 -9.3%
338 CNP CENTERPOINT ENERGY INC Utilities 18,725.0 $808K 0.04% $43.16 -1.6%
339 CALM CAL MAINE FOODS INC Consumer Defensive 10,182.0 $806K 0.04% $79.15 -2.8%
340 DLTR DOLLAR TREE INC Consumer Defensive 7,325.0 $802K 0.04% $109.51 -12.6%
Page 17 of 25  ·  483 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%