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Portfolio (Quarterly) Guide ↗

Empirical Finance, LLC

· CIK 0001572838
13F Portfolio $2.1B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 481 New
Page 20 of 25  ·  481 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 GPC GENUINE PARTS CO Consumer Cyclical 4,923.0 $605K 0.03% NEW $122.96 -20.6%
382 ILMN ILLUMINA INC Healthcare 4,600.0 $603K 0.03% NEW $131.16 +10.4%
383 CDW CDW CORP Technology 4,415.0 $601K 0.03% NEW $136.20 -21.5%
384 PCG PG&E CORP Utilities 37,207.0 $598K 0.03% NEW $16.07 +2.3%
385 NI NISOURCE INC Utilities 14,142.0 $591K 0.03% NEW $41.76 +14.2%
386 TSN TYSON FOODS INC Consumer Defensive 9,999.0 $586K 0.03% NEW $58.62 +13.5%
387 MKC MCCORMICK & CO INC Consumer Defensive 8,601.0 $586K 0.03% NEW $68.11 -31.1%
388 ALB ALBEMARLE CORP Basic Materials 4,140.0 $586K 0.03% NEW $141.44 +20.1%
389 J JACOBS SOLUTIONS INC Industrials 4,374.0 $579K 0.03% NEW $132.46 -13.9%
390 BALL BALL CORP Consumer Cyclical 10,929.0 $579K 0.03% NEW $52.97 +6.4%
391 EVRG EVERGY INC Utilities 7,824.0 $567K 0.03% NEW $72.49 +15.4%
392 LNT ALLIANT ENERGY CORP Utilities 8,723.0 $567K 0.03% NEW $65.01 +12.7%
393 CRWD CROWDSTRIKE HLDGS INC Technology 1,207.0 $566K 0.03% NEW $468.76 +38.3%
394 KDP KEURIG DR PEPPER INC Consumer Defensive 20,139.0 $564K 0.03% NEW $28.01 +2.7%
395 DOW DOW INC Basic Materials 24,120.0 $564K 0.03% NEW $23.38 +53.6%
396 JBHT HUNT J B TRANS SVCS INC Industrials 2,890.0 $562K 0.03% NEW $194.34 +33.4%
397 COOPER COS INC 6,795.0 $557K 0.03% NEW $81.96
398 CSGP COSTAR GROUP INC Real Estate 8,225.0 $553K 0.03% NEW $67.24 -49.5%
399 TRMB TRIMBLE INC Technology 6,909.0 $541K 0.03% NEW $78.35 -28.6%
400 GEN GEN DIGITAL INC Technology 19,626.0 $534K 0.03% NEW $27.19 -8.6%
Page 20 of 25  ·  481 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 32.9%
Financial Services 12.1%
Communication Services 11.9%
Consumer Cyclical 10.4%
Healthcare 9.8%
Industrials 9.0%
Consumer Defensive 5.3%
Energy 4.6%
Utilities 2.4%
Basic Materials 1.6%