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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 6 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PODD INSULET CORP Healthcare 2,415.0 $368K 0.08% -2K -41.3% $152.25 -5.8%
102 DOCN DIGITALOCEAN HLDGS INC Technology 2,336.0 $367K 0.08% -52.0 -2.2% $157.03 -26.8%
103 AVEM AMERICAN CENTY ETF TR 3,691.0 $356K 0.08% -1K -24.2% $96.48 -2.0%
104 BSX BOSTON SCIENTIFIC CORP Healthcare 8,030.0 $343K 0.08% -11K -58.8% $42.68 +12.9%
105 XTEN BONDBLOXX ETF TRUST 7,419.0 $338K 0.08% -4K -36.5% $45.58 -2.0%
106 FNX FIRST TR EXCHANGE-TRADED ALP 2,266.0 $332K 0.07% -116.0 -4.9% $146.33 -0.4%
107 QQQM INVESCO EXCH TRADED FD TR II 1,087.0 $329K 0.07% -6.0 -0.6% $302.90 -3.3%
108 PBI PITNEY BOWES INC Industrials 18,350.0 $321K 0.07% -3K -14.1% $17.52 -2.9%
109 QVMM INVESCO EXCH TRADED FD TR II 8,712.0 $314K 0.07% -486.0 -5.3% $36.03 -1.0%
110 CBOE CBOE GLOBAL MKTS INC Financial Services 1,279.0 $310K 0.07% -2K -57.1% $242.74 +28.6%
111 SPDW SPDR INDEX SHS FDS 6,025.0 $304K 0.07% -703.0 -10.4% $50.39 +3.4%
112 FORTINET INC 1,924.0 $296K 0.07% -4K -68.7% $153.62
113 BINC BLACKROCK ETF TRUST II 5,555.0 $291K 0.07% -4K -41.3% $52.34 -0.4%
114 SPAB SPDR SERIES TRUST 11,338.0 $289K 0.07% -1K -11.4% $25.52 -1.2%
115 VRIG INVESCO ACTIVELY MANAGED EXC 11,386.0 $285K 0.06% -2K -13.6% $25.07 -0.1%
116 NEM NEWMONT CORP Basic Materials 3,029.0 $283K 0.06% -5K -63.0% $93.41 +40.9%
117 FLQM FRANKLIN TEMPLETON ETF TR 4,808.0 $278K 0.06% -126.0 -2.5% $57.88 +6.9%
118 FISR SSGA ACTIVE TR 10,723.0 $275K 0.06% -534.0 -4.7% $25.65 -1.1%
119 RSPD INVESCO EXCHANGE TRADED FD T 4,858.0 $272K 0.06% -258.0 -5.0% $56.00 +2.5%
120 SPMO INVESCO EXCH TRADED FD TR II 1,664.0 $269K 0.06% -827.0 -33.2% $161.53 -8.7%
Page 6 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%