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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 21 of 25  ·  483 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 KDP KEURIG DR PEPPER INC Consumer Defensive 20,313.0 $535K 0.03% +174.0 +0.9% $26.33 +17.6%
402 CDW CDW CORP Technology 4,409.0 $534K 0.03% $121.02 +20.8%
403 VTRS VIATRIS INC Healthcare 39,406.0 $532K 0.03% $13.51 +25.5%
404 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,749.0 $532K 0.03% $304.08 +0.5%
405 EA SERIES TRUST 5,000.0 $526K 0.03% NEW $105.20
406 GPC GENUINE PARTS CO Consumer Cyclical 4,912.0 $519K 0.02% $105.75 +21.1%
407 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,609.0 $517K 0.02% $198.29 -38.9%
408 RL RALPH LAUREN CORP Consumer Cyclical 1,493.0 $514K 0.02% $343.99 -2.6%
409 CRWD CROWDSTRIKE HLDGS INC Technology 1,289.0 $503K 0.02% +82.0 +6.8% $97.60 +143.5%
410 APA APA CORPORATION Energy 11,737.0 $498K 0.02% $42.44 +5.7%
411 AVY AVERY DENNISON CORP Industrials 2,845.0 $491K 0.02% $172.68 -2.9%
412 AXON AXON ENTERPRISE INC Industrials 1,155.0 $491K 0.02% $424.69 +5.4%
413 SCI SERVICE CORP INTL Consumer Cyclical 5,931.0 $489K 0.02% $82.51 -5.8%
414 KVUE KENVUE INC Consumer Defensive 28,325.0 $488K 0.02% $17.24 +3.3%
415 COOPER COS INC 6,784.0 $485K 0.02% $71.50
416 IEX IDEX CORP Industrials 2,518.0 $477K 0.02% $189.55 +18.0%
417 TYL TYLER TECHNOLOGIES INC Technology 1,361.0 $466K 0.02% $342.38 -1.4%
418 AVDV AMERICAN CENTY ETF TR 4,651.0 $464K 0.02% -2K -30.0% $99.86 +11.3%
419 STLD STEEL DYNAMICS INC Basic Materials 2,577.0 $464K 0.02% $180.00 +30.7%
420 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,079.0 $462K 0.02% +38.0 +1.2% $150.00 -20.7%
Page 21 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 31.5%
Financial Services 12.5%
Industrials 10.2%
Consumer Cyclical 10.0%
Healthcare 9.6%
Communication Services 8.1%
Energy 7.3%
Consumer Defensive 6.1%
Utilities 2.7%
Basic Materials 1.9%