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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 7 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ADBE ADOBE INC Technology 1,307.0 $268K 0.06% -2K -59.9% $205.02 +33.4%
122 MA MASTERCARD INCORPORATED Financial Services 513.0 $263K 0.06% -286.0 -35.8% $513.46 +16.6%
123 FOXA FOX CORP Communication Services 5,000.0 $261K 0.06% -6K -55.5% $52.16 +33.4%
124 MOOG INC 613.0 $260K 0.06% -391.0 -38.9% $423.84
125 BAI BLACKROCK ETF TRUST 4,892.0 $258K 0.06% -2K -24.6% $52.72 -16.1%
126 SMIZ ZACKS TRUST 5,752.0 $257K 0.06% -151.0 -2.6% $44.62 -4.6%
127 CRM SALESFORCE INC Technology 1,631.0 $256K 0.06% -2K -54.5% $156.71 +31.2%
128 DGRS WISDOMTREE TR 4,141.0 $246K 0.06% -238.0 -5.4% $59.35 +1.1%
129 PWR QUANTA SVCS INC Industrials 334.0 $241K 0.05% -717.0 -68.2% $720.19 -14.4%
130 VZ VERIZON COMMUNICATIONS INC Communication Services 5,557.0 $235K 0.05% -4K -43.5% $42.34 +18.5%
131 VTV VANGUARD INDEX FDS 1,070.0 $233K 0.05% -6K -84.9% $217.97 +4.1%
132 VB VANGUARD INDEX FDS 759.0 $230K 0.05% -2K -74.1% $303.12 +0.3%
133 FLQS FRANKLIN TEMPLETON ETF TR 4,658.0 $227K 0.05% -175.0 -3.6% $48.79 +2.3%
134 LVHI LEGG MASON ETF INVT 5,554.0 $225K 0.05% -378.0 -6.4% $40.58 +6.1%
135 NVR NVR INC Consumer Cyclical 33.0 $225K 0.05% -4.0 -10.8% $6813.39 -6.5%
136 FXZ FIRST TR EXCHANGE-TRADED FD 2,811.0 $223K 0.05% -37.0 -1.3% $79.43 +9.7%
137 GSWO GOLDMAN SACHS ETF TR 3,469.0 $220K 0.05% -248.0 -6.7% $63.45 +3.3%
138 NWSA NEWS CORP NEW Communication Services 8,728.0 $217K 0.05% -2K -16.0% $24.83 +24.7%
139 QWLD SPDR INDEX SHS FDS 1,419.0 $216K 0.05% -48.0 -3.3% $151.87 +4.8%
140 RSPS INVESCO EXCHANGE TRADED FD T 7,020.0 $210K 0.05% -340.0 -4.6% $29.98 +5.6%
Page 7 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%