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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 1 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 71,730.0 $20.8M 4.67% -5K -6.3% $289.36 +8.3%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 15,611.0 $11.7M 2.63% -4K -18.4% $746.76 +2.6%
3 IYW ISHARES TR 32,446.0 $8.2M 1.84% -3K -8.2% $252.23 -2.2%
4 SDCI USCF ETF TR 206,224.0 $5.5M 1.23% -150K -42.1% $26.44 +12.3%
5 AMZN AMAZON COM INC Consumer Cyclical 18,878.0 $4.5M 1.01% -242.0 -1.3% $238.35 +9.2%
6 MSFT MICROSOFT CORP Technology 11,857.0 $4.4M 1.00% -2K -14.4% $373.02 +33.1%
7 JPM JPMORGAN CHASE & CO Financial Services 13,153.0 $4.3M 0.97% -539.0 -3.9% $327.33 +8.9%
8 RSPT INVESCO EXCHANGE TRADED FD T 62,304.0 $4.0M 0.91% -6K -9.2% $64.50 -0.8%
9 HD HOME DEPOT INC Consumer Cyclical 11,293.0 $4.0M 0.90% -386.0 -3.3% $352.66 -5.1%
10 SLV ISHARES SILVER TR Financial Services 67,443.0 $3.6M 0.81% -30K -31.0% $53.47 +15.2%
11 META META PLATFORMS INC Communication Services 6,013.0 $3.4M 0.76% -3K -34.9% $563.30 +2.3%
12 GLD SPDR GOLD TR Financial Services 8,318.0 $3.1M 0.69% -919.0 -9.9% $368.38 +14.4%
13 ARM ARM HOLDINGS PLC Technology 8,380.0 $3.0M 0.67% -720.0 -7.9% $354.57 -29.2%
14 IVV ISHARES TR 3,832.0 $2.9M 0.65% -470.0 -10.9% $748.94 +2.8%
15 DELL DELL TECHNOLOGIES INC Technology 6,596.0 $2.8M 0.64% -589.0 -8.2% $431.43 +7.6%
16 QCOM QUALCOMM INC Technology 14,688.0 $2.7M 0.61% -1K -8.3% $184.79 -11.4%
17 AMD ADVANCED MICRO DEVICES INC Technology 4,493.0 $2.6M 0.59% -83.0 -1.8% $580.93 -17.2%
18 IYH ISHARES TR 33,476.0 $2.2M 0.51% -2K -5.6% $67.01 +9.5%
19 WMT WALMART INC Consumer Defensive 18,924.0 $2.1M 0.48% -2K -11.0% $113.26 -7.9%
20 AGG ISHARES TR 20,544.0 $2.0M 0.46% -4K -15.1% $98.98 -1.1%
Page 1 of 8  ·  142 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%