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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 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APARTMENT INVT & MGMT CO 72,697.0 $296K 0.08% NEW $4.07
42 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 754.0 $295K 0.08% NEW $391.76 +179.3%
43 MOOG INC 1,004.0 $294K 0.08% NEW $292.64
44 CHRD CHORD ENERGY CORPORATION Energy 2,039.0 $290K 0.08% NEW $142.18 -12.5%
45 RPD RAPID7 INC Technology 51,258.0 $282K 0.07% NEW $5.51 +15.1%
46 WDC WESTERN DIGITAL CORP Technology 1,041.0 $282K 0.07% NEW $270.49 +175.9%
47 VRE VERIS RESIDENTIAL INC Real Estate 14,472.0 $273K 0.07% NEW $18.87 +0.6%
48 ACWX ISHARES TR 3,832.0 $262K 0.07% NEW $68.47 +13.0%
49 NWSA NEWS CORP NEW Communication Services 10,392.0 $259K 0.07% NEW $24.93 -1.3%
50 TR TOOTSIE ROLL INDS INC Consumer Defensive 6,018.0 $257K 0.07% NEW $42.72 -15.3%
51 DVN DEVON ENERGY CORP NEW Energy 5,029.0 $253K 0.07% NEW $50.32 -14.4%
52 BLACKROCK ETF TRUST 7,674.0 $247K 0.07% NEW $32.15
53 NLOP NET LEASE OFFICE PROPERTIES Real Estate 21,036.0 $242K 0.06% NEW $11.52 +0.2%
54 RDN RADIAN GROUP INC Financial Services 7,205.0 $238K 0.06% NEW $33.08 +6.1%
55 SLAB SILICON LABORATORIES INC Technology 1,144.0 $238K 0.06% NEW $208.15 +5.6%
56 PBI PITNEY BOWES INC Industrials 21,368.0 $236K 0.06% NEW $11.05 +55.1%
57 IMXI INTERNATIONAL MONEY EXPRESS Technology 14,917.0 $236K 0.06% NEW $15.80 -11.4%
58 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 16,325.0 $234K 0.06% NEW $14.35 -17.4%
59 SOXX ISHARES TR 709.0 $233K 0.06% NEW $328.66 +99.3%
60 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,285.0 $232K 0.06% NEW $180.83 -9.3%
Page 3 of 5  ·  89 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%