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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 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BIV VANGUARD BD INDEX FDS 3,001.0 $232K 0.06% NEW $77.19 -1.1%
62 TIC TIC SOLUTIONS INC Industrials 34,880.0 $230K 0.06% NEW $6.58 +22.6%
63 PSX PHILLIPS 66 Energy 1,237.0 $225K 0.06% NEW $182.19 -7.6%
64 FXZ FIRST TR EXCHANGE-TRADED FD 2,848.0 $217K 0.06% NEW $76.21 +8.1%
65 ICLO INVESCO ACTIVELY MANAGED EXC 8,384.0 $214K 0.06% NEW $25.51 +0.2%
66 EAT BRINKER INTL INC Consumer Cyclical 1,495.0 $213K 0.06% NEW $142.77 +15.2%
67 AR ANTERO RESOURCES CORP Energy 4,999.0 $212K 0.06% NEW $42.44 -19.8%
68 TSN TYSON FOODS INC Consumer Defensive 3,311.0 $212K 0.06% NEW $64.07 -13.4%
69 XPEL XPEL INC Consumer Cyclical 4,747.0 $210K 0.06% NEW $44.26 +2.7%
70 DOCN DIGITALOCEAN HLDGS INC Technology 2,388.0 $205K 0.05% NEW $85.78 +93.8%
71 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,364.0 $204K 0.05% NEW $60.65 -9.8%
72 APOS APOLLO GLOBAL MGMT INC Financial Services 1,826.0 $203K 0.05% NEW $111.42 -77.2%
73 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 5,083.0 $202K 0.05% NEW $39.72 +1.2%
74 EEMV ISHARES INC 3,118.0 $202K 0.05% NEW $64.73 +18.9%
75 MGY MAGNOLIA OIL & GAS CORP Energy 6,387.0 $202K 0.05% NEW $31.57 -14.1%
76 KREF KKR REAL ESTATE FIN TR INC Real Estate 32,894.0 $201K 0.05% NEW $6.12 +14.1%
77 ATEC ALPHATEC HLDGS INC Healthcare 15,531.0 $169K 0.04% NEW $10.88 -21.4%
78 BVS BIOVENTUS INC Healthcare 17,608.0 $161K 0.04% NEW $9.13 -3.7%
79 INFY INFOSYS LTD Technology 10,552.0 $143K 0.04% NEW $13.51 -20.3%
80 PAYO PAYONEER GLOBAL INC Technology 27,473.0 $133K 0.04% NEW $4.83 +45.3%
Page 4 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%