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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 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPTL SPDR SERIES TRUST 9,472.0 $248K 0.06% NEW $26.23 -3.3%
62 SYK STRYKER CORPORATION Healthcare 789.0 $248K 0.06% NEW $314.73 +3.3%
63 AEM AGNICO EAGLE MINES LTD Basic Materials 1,593.0 $247K 0.06% NEW $155.13 +38.7%
64 OGN ORGANON & CO Healthcare 18,165.0 $246K 0.06% NEW $13.54 +1.6%
65 WAFD WAFD INC Financial Services 6,388.0 $245K 0.06% NEW $38.37 -5.9%
66 GGOV BLACKROCK ETF TRUST II 4,872.0 $245K 0.06% NEW $50.29 -0.0%
67 VONG VANGUARD SCOTTSDALE FDS 1,898.0 $243K 0.06% NEW $127.81 -0.5%
68 JJSF J & J SNACK FOODS CORP Consumer Defensive 3,292.0 $242K 0.05% NEW $73.45 +20.0%
69 HWM HOWMET AEROSPACE INC Industrials 898.0 $242K 0.05% NEW $268.96 -1.3%
70 GDXJ VANECK ETF TRUST 2,453.0 $241K 0.05% NEW $98.26 +36.9%
71 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 11,394.0 $241K 0.05% NEW $21.11 -20.7%
72 SPG SIMON PPTY GROUP INC NEW Real Estate 1,063.0 $238K 0.05% NEW $223.56 -4.0%
73 EXR EXTRA SPACE STORAGE INC Real Estate 1,635.0 $237K 0.05% NEW $145.26 -1.5%
74 PSTL POSTAL REALTY TRUST INC Real Estate 9,483.0 $234K 0.05% NEW $24.64 -4.9%
75 IREN IREN LIMITED Financial Services 5,100.0 $233K 0.05% NEW $45.73 -10.8%
76 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,026.0 $233K 0.05% NEW $115.02 -0.9%
77 SEG SEAPORT ENTMT GROUP INC Real Estate 8,600.0 $229K 0.05% NEW $26.60 +1.7%
78 VCYT VERACYTE INC Healthcare 3,867.0 $227K 0.05% NEW $58.73 -23.2%
79 MS MORGAN STANLEY Financial Services 1,072.0 $224K 0.05% NEW $209.10 +2.4%
80 TEAM ATLASSIAN CORPORATION Technology 2,857.0 $222K 0.05% NEW $77.79 +136.1%
Page 4 of 6  ·  114 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%