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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 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EXPE EXPEDIA GROUP INC Consumer Cyclical 850.0 $218K 0.05% NEW $255.89 +24.0%
82 PTEN PATTERSON-UTI ENERGY INC Energy 23,595.0 $217K 0.05% NEW $9.18 +34.6%
83 ACLS AXCELIS TECHNOLOGIES INC Technology 1,123.0 $213K 0.05% NEW $189.45 -35.5%
84 VWO VANGUARD INTL EQUITY INDEX F 3,561.0 $213K 0.05% NEW $59.69 +2.0%
85 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 3,040.0 $212K 0.05% NEW $69.74 -12.4%
86 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,433.0 $212K 0.05% NEW $87.05 +11.0%
87 EXI ISHARES TR 1,055.0 $212K 0.05% NEW $200.50 +0.2%
88 BLCR BLACKROCK ETF TRUST 4,164.0 $210K 0.05% NEW $50.37 -1.9%
89 POWL POWELL INDS INC Industrials 723.0 $207K 0.05% NEW $286.21 -32.7%
90 LILAK LIBERTY LATIN AMERICA LTD Communication Services 26,555.0 $207K 0.05% NEW $7.79 +7.7%
91 VST VISTRA CORP Utilities 1,302.0 $207K 0.05% NEW $158.65 -11.9%
92 MET METLIFE INC Financial Services 2,431.0 $206K 0.05% NEW $84.60 +13.6%
93 AMRIZE LTD 3,840.0 $205K 0.05% NEW $53.30
94 VXUS VANGUARD STAR FDS 2,385.0 $204K 0.05% NEW $85.49 +2.6%
95 FLXR TCW ETF TRUST 5,108.0 $200K 0.04% NEW $39.21 -0.5%
96 CGAU CENTERRA GOLD INC Basic Materials 12,329.0 $196K 0.04% NEW $15.86 +52.4%
97 RNW RENEW ENERGY GLOBAL PLC Utilities 27,135.0 $170K 0.04% NEW $6.25 +9.1%
98 SBSW SIBANYE STILLWATER LTD Basic Materials 17,026.0 $145K 0.03% NEW $8.49 +44.6%
99 BTAL AGF INVTS TR 12,897.0 $144K 0.03% NEW $11.15 +8.2%
100 ARI APOLLO COML REAL ESTATE FIN Real Estate 13,397.0 $143K 0.03% NEW $10.68 -35.3%
Page 5 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%