BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 6 of 25  ·  481 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SYK STRYKER CORPORATION Healthcare 11,302.0 $4.0M 0.19% NEW $351.47 -8.5%
102 VRTX VERTEX PHARMACEUTICALS INC Healthcare 8,711.0 $3.9M 0.19% NEW $453.36 -5.1%
103 MEDP MEDPACE HLDGS INC Healthcare 6,996.0 $3.9M 0.19% NEW $561.65 -23.4%
104 AGM FEDERAL AGRIC MTG CORP Financial Services 22,375.0 $3.9M 0.19% NEW $175.57 +0.8%
105 MCK MCKESSON CORP Healthcare 4,663.0 $3.8M 0.18% NEW $820.29 -6.6%
106 PH PARKER-HANNIFIN CORP Industrials 4,341.0 $3.8M 0.18% NEW $878.96 -2.2%
107 BMY BRISTOL-MYERS SQUIBB CO Healthcare 70,635.0 $3.8M 0.18% NEW $53.94 +10.4%
108 CEG CONSTELLATION ENERGY CORP Utilities 10,758.0 $3.8M 0.18% NEW $353.27 -19.1%
109 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 146,916.0 $3.7M 0.18% NEW $25.05 +15.9%
110 TX TERNIUM SA Basic Materials 95,129.0 $3.6M 0.17% NEW $38.19 +16.7%
111 CI THE CIGNA GROUP Healthcare 13,191.0 $3.6M 0.17% NEW $275.23 +2.5%
112 ADP AUTOMATIC DATA PROCESSING IN Industrials 13,958.0 $3.6M 0.17% NEW $257.23 -14.4%
113 DUK DUKE ENERGY CORP NEW Utilities 30,287.0 $3.5M 0.17% NEW $117.21 +6.4%
114 TMUS T-MOBILE US INC Communication Services 17,458.0 $3.5M 0.17% NEW $203.04 -6.3%
115 MO ALTRIA GROUP INC Consumer Defensive 61,064.0 $3.5M 0.17% NEW $57.66 +27.8%
116 PDLB PONCE FINANCIAL GROUP INC Financial Services 207,213.0 $3.4M 0.16% NEW $16.35 +13.8%
117 CME CME GROUP INC Financial Services 12,124.0 $3.3M 0.16% NEW $273.08 +5.9%
118 HCA HCA HEALTHCARE INC Healthcare 7,005.0 $3.3M 0.16% NEW $466.86 -15.9%
119 SBUX STARBUCKS CORP Consumer Cyclical 38,685.0 $3.3M 0.15% NEW $84.21 +26.5%
120 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 9,241.0 $3.2M 0.15% NEW $350.55 +11.2%
Page 6 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%