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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 24 of 25  ·  483 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 AES AES CORP Utilities 20,017.0 $282K 0.01% -237.0 -1.2% $14.09 +4.3%
462 LKQ LKQ CORP Consumer Cyclical 9,266.0 $272K 0.01% -121.0 -1.3% $29.37 -8.5%
463 FOX FOX CORP Communication Services 4,984.0 $265K 0.01% NEW $53.10 +8.5%
464 CAG CONAGRA BRANDS INC Consumer Defensive 16,607.0 $261K 0.01% $15.72 -14.9%
465 QRVO QORVO INC Technology 3,248.0 $251K 0.01% -46.0 -1.4% $77.40 +27.6%
466 BEN FRANKLIN RESOURCES INC Financial Services 10,403.0 $246K 0.01% $23.62 +30.7%
467 PODD INSULET CORP Healthcare 1,162.0 $244K 0.01% $209.84 -25.4%
468 CRL CHARLES RIV LABS INTL INC Healthcare 1,407.0 $243K 0.01% $172.50 -7.9%
469 HRL HORMEL FOODS CORP Consumer Defensive 10,262.0 $232K 0.01% $22.65 -6.9%
470 POOL POOL CORP Industrials 1,138.0 $230K 0.01% $202.33 -10.1%
471 CE CELANESE CORP DEL Basic Materials 3,471.0 $228K 0.01% NEW $65.77 -19.6%
472 KMX CARMAX INC Consumer Cyclical 5,399.0 $224K 0.01% -75.0 -1.4% $41.58 -6.4%
473 TECH BIO-TECHNE CORP Healthcare 4,289.0 $224K 0.01% $52.26 -10.6%
474 VSNT VERSANT MEDIA GROUP INC Industrials 5,999.0 $222K 0.01% NEW $37.02 +13.1%
475 AVUV AMERICAN CENTY ETF TR 1,992.0 $220K 0.01% NEW $110.47 +7.9%
476 MKTX MARKETAXESS HLDGS INC Financial Services 1,296.0 $214K 0.01% -17.0 -1.3% $164.98 -17.4%
477 AAL AMERICAN AIRLINES GROUP INC Industrials 19,707.0 $212K 0.01% -296.0 -1.5% $10.74 +26.5%
478 HUBB HUBBELL INC Industrials 427.0 $210K 0.01% NEW $490.74 -6.1%
479 LW LAMB WESTON HLDGS INC Consumer Defensive 4,927.0 $208K 0.01% -45.0 -0.9% $42.26 +1.3%
480 FDS FACTSET RESH SYS INC Financial Services 959.0 $208K 0.01% $216.99 +3.7%
Page 24 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%