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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 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GCC WISDOMTREE TR 30,118.0 $682K 0.15% -215.0 -0.7% $22.65 +15.1%
62 DGRW WISDOMTREE TR 7,121.0 $681K 0.15% -423.0 -5.6% $95.63 +3.8%
63 ARCB ARCBEST CORP Industrials 4,719.0 $677K 0.15% -2K -25.4% $143.54 -3.1%
64 ORCL ORACLE CORP Technology 4,474.0 $656K 0.15% -7K -62.2% $146.54 +1.6%
65 AMP AMERIPRISE FINL INC Financial Services 1,420.0 $652K 0.15% -173.0 -10.9% $458.92 +22.1%
66 ATO ATMOS ENERGY CORP Utilities 3,723.0 $641K 0.14% -3K -43.3% $172.26 -1.6%
67 VOO VANGUARD INDEX FDS 927.0 $636K 0.14% -8K -90.1% $686.57 +2.6%
68 DBEF DBX ETF TR 11,467.0 $626K 0.14% -211.0 -1.8% $54.63 +2.5%
69 IEMG ISHARES INC 7,413.0 $614K 0.14% -1K -16.7% $82.84 -1.2%
70 XLY SELECT SECTOR SPDR TR 5,193.0 $609K 0.14% -508.0 -8.9% $117.27 -0.1%
71 MEDP MEDPACE HLDGS INC Healthcare 1,145.0 $606K 0.14% -31.0 -2.6% $529.59 +16.9%
72 MPWR MONOLITHIC PWR SYS INC Technology 436.0 $602K 0.14% -537.0 -55.2% $1381.02 -5.6%
73 UBER UBER TECHNOLOGIES INC Technology 8,281.0 $598K 0.14% -5K -39.2% $72.16 +8.8%
74 SCHX SCHWAB STRATEGIC TR 19,992.0 $588K 0.13% -123.0 -0.6% $29.43 +2.7%
75 ZECP ZACKS TRUST 15,556.0 $587K 0.13% -945.0 -5.7% $37.74 +1.6%
76 XLP SELECT SECTOR SPDR TR 6,882.0 $572K 0.13% -209.0 -3.0% $83.07 +3.8%
77 IDCC INTERDIGITAL INC Technology 2,011.0 $569K 0.13% -132.0 -6.2% $283.16 +21.6%
78 XLB SELECT SECTOR SPDR TR 10,894.0 $554K 0.12% -1K -11.6% $50.83 +5.6%
79 GSG ISHARES S&P GSCI COMMODITY- Financial Services 19,257.0 $551K 0.12% -1K -7.2% $28.60 +15.4%
80 RSPF INVESCO EXCHANGE TRADED FD T 6,985.0 $542K 0.12% -217.0 -3.0% $77.55 +10.5%
Page 4 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%