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Portfolio (Quarterly) Guide ↗

Empirical Asset Management, LLC

· CIK 0001926596
13F Portfolio $355M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 356 New
Page 8 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QUAL ISHARES TR 3,634.0 $722K 0.20% NEW $198.64 +7.7%
142 AMD ADVANCED MICRO DEVICES INC Technology 3,357.0 $719K 0.20% NEW $214.15 +145.3%
143 SPYV SPDR SERIES TRUST 12,628.0 $717K 0.20% NEW $56.81 +7.0%
144 DBX DROPBOX INC Technology 25,761.0 $716K 0.20% NEW $27.80 -4.1%
145 WEX WEX INC Technology 4,794.0 $714K 0.20% NEW $148.98 -12.8%
146 XLY SELECT SECTOR SPDR TR 5,973.0 $713K 0.20% NEW $119.42 -4.3%
147 ATRO ASTRONICS CORP Industrials 13,110.0 $711K 0.20% NEW $54.24 +53.3%
148 VEA VANGUARD TAX-MANAGED FDS 14,605.0 $710K 0.20% NEW $48.60 +45.3%
149 XBI SPDR SERIES TRUST 5,657.0 $690K 0.20% NEW $121.94 +21.6%
150 COST COSTCO WHSL CORP NEW Consumer Defensive 39,576.0 $689K 0.19% NEW $17.42 +5420.2%
151 DECK DECKERS OUTDOOR CORP Consumer Cyclical 6,629.0 $687K 0.19% NEW $103.67 +0.6%
152 FTDR FRONTDOOR INC Consumer Cyclical 11,811.0 $681K 0.19% NEW $57.69 +25.6%
153 DELL DELL TECHNOLOGIES INC Technology 5,407.0 $681K 0.19% NEW $125.88 +244.0%
154 WTMF WISDOMTREE TR 17,735.0 $674K 0.19% NEW $38.02 +7.5%
155 VCSH VANGUARD SCOTTSDALE FDS 8,366.0 $667K 0.19% NEW $79.73 -1.1%
156 XLG INVESCO EXCHANGE TRADED FD T 11,238.0 $666K 0.19% NEW $59.28 +1.9%
157 FORTINET INC 8,349.0 $663K 0.19% NEW $79.41
158 VRSN VERISIGN INC Technology 2,697.0 $655K 0.18% NEW $242.99 +2.3%
159 RMD RESMED INC Healthcare 2,711.0 $653K 0.18% NEW $240.89 -20.8%
160 VTI VANGUARD INDEX FDS 8,218.0 $637K 0.18% NEW $77.50 +372.2%
Page 8 of 18  ·  356 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
Financial Services 28.8%
Technology 28.7%
Consumer Cyclical 9.1%
Communication Services 7.7%
Healthcare 7.4%
Industrials 6.1%
Energy 4.6%
Consumer Defensive 4.1%
Basic Materials 2.1%
Utilities 1.5%