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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 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APP APPLOVIN CORP Technology 1,007.0 $519K 0.12% -640.0 -38.9% $515.23 -40.2%
82 QUAL ISHARES TR 2,313.0 $507K 0.11% -1K -35.1% $219.39 +2.0%
83 RMD RESMED INC Healthcare 2,566.0 $500K 0.11% -40.0 -1.5% $194.88 +20.9%
84 QLC FLEXSHARES TR 5,478.0 $492K 0.11% -292.0 -5.1% $89.87 +3.2%
85 ISRG INTUITIVE SURGICAL INC Healthcare 1,232.0 $490K 0.11% -2K -61.1% $397.72 -6.9%
86 IDU ISHARES TR 4,260.0 $488K 0.11% -262.0 -5.8% $114.61 -3.6%
87 ATRO ASTRONICS CORP Industrials 5,962.0 $484K 0.11% -568.0 -8.7% $81.26 -4.6%
88 RSP INVESCO EXCHANGE TRADED FD T 2,192.0 $466K 0.10% -147.0 -6.3% $212.78 +4.4%
89 SYY SYSCO CORP Consumer Defensive 5,541.0 $463K 0.10% -613.0 -10.0% $83.57 -0.4%
90 KO COCA COLA CO Consumer Defensive 5,665.0 $460K 0.10% -843.0 -12.9% $81.27 +10.8%
91 RECS COLUMBIA ETF TR I 10,388.0 $450K 0.10% -589.0 -5.4% $43.28 +4.4%
92 JOET VIRTUS ETF TR II 9,650.0 $447K 0.10% -519.0 -5.1% $46.28 -0.0%
93 FNDX SCHWAB STRATEGIC TR 14,025.0 $436K 0.10% -142.0 -1.0% $31.10 +4.8%
94 PPTY ETF SER SOLUTIONS 12,612.0 $432K 0.10% -747.0 -5.6% $34.26 -0.5%
95 DIA STATE STR SPDR DOW JONES IND Financial Services 822.0 $429K 0.10% -75.0 -8.4% $522.37 +2.3%
96 INTU INTUIT Technology 1,637.0 $427K 0.10% -2K -52.7% $261.06 +32.5%
97 TTD THE TRADE DESK INC Technology 22,689.0 $410K 0.09% -11K -33.4% $18.08 -27.9%
98 SPYV SPDR SERIES TRUST 6,735.0 $409K 0.09% -492.0 -6.8% $60.79 +4.8%
99 WIP SPDR SERIES TRUST 9,726.0 $383K 0.09% -1K -11.1% $39.39 +1.2%
100 SCHE SCHWAB STRATEGIC TR 10,238.0 $371K 0.08% -439.0 -4.1% $36.26 +2.3%
Page 5 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%