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Portfolio (Quarterly) Guide ↗

Empirical Asset Management, LLC

· CIK 0001926596
13F Portfolio $444M AUM 448 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 114 New 139 Added 142 Reduced 62 Exited
Page 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 810.0 $758K 0.17% +19.0 +2.4% $935.95 +2.2%
82 ALL ALLSTATE CORP Financial Services 3,099.0 $737K 0.17% +226.0 +7.9% $237.91 +10.0%
83 MPC MARATHON PETE CORP Energy 2,853.0 $729K 0.16% +1K +91.6% $255.67 +41.7%
84 MTGP WISDOMTREE TR 15,736.0 $695K 0.16% +2K +12.1% $44.16 -1.2%
85 QGRW WISDOMTREE TR 10,389.0 $686K 0.15% +2K +23.1% $66.03 +1.3%
86 CF CF INDUSTRIES HOLD Basic Materials 6,310.0 $683K 0.15% +1K +24.7% $108.26 +16.1%
87 ACN ACCENTURE PLC IRELAND Technology 5,481.0 $682K 0.15% +3K +88.8% $124.45 +45.7%
88 VCSH VANGUARD SCOTTSDALE FDS 8,481.0 $670K 0.15% +68.0 +0.8% $79.03 -0.4%
89 SBUX STARBUCKS CORP Consumer Cyclical 6,453.0 $659K 0.15% +62.0 +1.0% $102.19 +6.2%
90 GTO INVESCO ACTIVELY MANAGED EXC 13,708.0 $643K 0.14% +4K +44.7% $46.87 -1.3%
91 IBM INTERNATIONAL BUSINESS MACHS Technology 2,282.0 $642K 0.14% +712.0 +45.4% $281.24 -18.3%
92 PGR PROGRESSIVE CORP Financial Services 2,821.0 $616K 0.14% +742.0 +35.7% $218.48 +1.8%
93 OMFL INVESCO EXCH TRD SLF IDX FD 8,800.0 $603K 0.14% +1K +15.7% $68.54 +3.5%
94 HELE HELEN OF TROY LTD Consumer Defensive 20,740.0 $603K 0.14% +500.0 +2.5% $29.07 +0.2%
95 PSX PHILLIPS 66 Energy 3,514.0 $594K 0.13% +2K +184.1% $169.06 +43.3%
96 SOXX ISHARES TR 911.0 $584K 0.13% +202.0 +28.5% $640.76 -19.6%
97 ADI ANALOG DEVICES INC Technology 1,458.0 $579K 0.13% +74.0 +5.3% $397.19 -6.4%
98 TD TORONTO DOMINION BK ONT Financial Services 4,747.0 $576K 0.13% +1K +28.0% $121.42 -1.6%
99 FDS FACTSET RESH SYS INC Financial Services 2,399.0 $552K 0.12% +145.0 +6.4% $230.08 +28.4%
100 VRT VERTIV HOLDINGS CO Industrials 1,602.0 $536K 0.12% +90.0 +6.0% $334.76 -21.2%
Page 5 of 7  ·  139 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 36.2%
Financial Services 22.1%
Healthcare 9.5%
Industrials 7.4%
Consumer Cyclical 6.7%
Energy 5.2%
Consumer Defensive 4.5%
Communication Services 4.1%
Utilities 2.0%
Basic Materials 1.8%