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Portfolio (Quarterly) Guide ↗

Empirical Asset Management, LLC

· CIK 0001926596
13F Portfolio $379M AUM 396 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New 109 Added 139 Reduced 49 Exited
Page 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ZECP ZACKS TRUST 16,501.0 $558K 0.15% +555.0 +3.5% $33.83 +9.5%
62 VOO VANGUARD INDEX FDS 9,393.0 $539K 0.14% +68.0 +0.7% $57.43 +1082.5%
63 STLD STEEL DYNAMICS INC Basic Materials 2,977.0 $536K 0.14% +29.0 +1.0% $179.98 +37.2%
64 XTEN BONDBLOXX ETF TRUST 11,678.0 $536K 0.14% +535.0 +4.8% $45.86 -1.0%
65 AMGN AMGEN INC Healthcare 1,522.0 $535K 0.14% +436.0 +40.1% $351.80 -1.2%
66 TER TERADYNE INC Technology 1,798.0 $533K 0.14% +101.0 +6.0% $296.52 +39.6%
67 SCHX SCHWAB STRATEGIC TR 20,115.0 $516K 0.14% +169.0 +0.8% $25.64 +13.5%
68 EEM ISHARES TR 8,778.0 $498K 0.13% +881.0 +11.2% $56.79 +19.4%
69 BINC BLACKROCK ETF TRUST II 9,459.0 $491K 0.13% +156.0 +1.7% $51.93 +0.7%
70 FDS FACTSET RESH SYS INC Financial Services 2,254.0 $489K 0.13% +144.0 +6.8% $217.00 +1.5%
71 MBB ISHARES TR 5,137.0 $488K 0.13% +358.0 +7.5% $94.95 -0.7%
72 UNP UNION PAC CORP Industrials 1,993.0 $483K 0.13% +37.0 +1.9% $242.59 +7.7%
73 OMFL INVESCO EXCH TRD SLF IDX FD 7,603.0 $457K 0.12% +164.0 +2.2% $60.12 +12.2%
74 QGRW WISDOMTREE TR 8,438.0 $451K 0.12% +2K +32.4% $53.43 +20.5%
75 BLACKROCK ETF TRUST II 9,280.0 $445K 0.12% +155.0 +1.7% $47.98
76 GTO INVESCO ACTIVELY MANAGED EXC 9,475.0 $444K 0.12% +1K +18.8% $46.83 -0.2%
77 SYY SYSCO CORP Consumer Defensive 6,154.0 $439K 0.12% +571.0 +10.2% $71.33 +11.1%
78 DIA STATE STR SPDR DOW JONES IND Financial Services 897.0 $415K 0.11% +36.0 +4.2% $463.07 +11.8%
79 PGR PROGRESSIVE CORP Financial Services 2,079.0 $412K 0.11% +380.0 +22.4% $198.21 +8.2%
80 BWZ SPDR SERIES TRUST 14,743.0 $397K 0.10% +1K +9.0% $26.92 -0.8%
Page 4 of 6  ·  109 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 28.8%
Financial Services 26.2%
Healthcare 8.6%
Consumer Cyclical 7.4%
Energy 7.1%
Industrials 6.4%
Communication Services 6.2%
Consumer Defensive 4.8%
Utilities 2.3%
Basic Materials 1.8%