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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 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 TIC TIC SOLUTIONS INC Industrials 34,880 $230K 0.06% SOLD
42 EXPD EXPEDITORS INTL WASH INC Industrials 1,544 $221K 0.06% SOLD
43 AR ANTERO RESOURCES CORP Energy 4,999 $212K 0.06% SOLD
44 TSN TYSON FOODS INC Consumer Defensive 3,311 $212K 0.06% SOLD
45 XPEL XPEL INC Consumer Cyclical 4,747 $210K 0.06% SOLD
46 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,364 $204K 0.05% SOLD
47 ZM ZOOM COMMUNICATIONS INC Technology 2,536 $204K 0.05% SOLD
48 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 5,083 $202K 0.05% SOLD
49 MGY MAGNOLIA OIL & GAS CORP Energy 6,387 $202K 0.05% SOLD
50 KREF KKR REAL ESTATE FIN TR INC Real Estate 32,894 $201K 0.05% SOLD
51 THRO BLACKROCK ETF TRUST 5,539 $201K 0.05% SOLD
52 ATEC ALPHATEC HLDGS INC Healthcare 15,531 $169K 0.04% SOLD
53 BVS BIOVENTUS INC Healthcare 17,608 $161K 0.04% SOLD
54 INFY INFOSYS LTD Technology 10,552 $143K 0.04% SOLD
55 PAYO PAYONEER GLOBAL INC Technology 27,473 $133K 0.04% SOLD
56 SFL SFL CORPORATION LTD Industrials 11,098 $120K 0.03% SOLD
57 AFIF TWO RDS SHARED TR 12,482 $116K 0.03% SOLD
58 NAVI NAVIENT CORPORATION Financial Services 13,619 $111K 0.03% SOLD
59 OSG OCTAVE SPECIALTY GROUP INC Financial Services 23,440 $109K 0.03% SOLD
60 HLMN HILLMAN SOLUTIONS CORP Industrials 11,697 $97K 0.03% SOLD
Page 3 of 4  ·  62 positions
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%