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Portfolio (Quarterly) Guide ↗

Empirical Asset Management, LLC

· CIK 0001926596
13F Portfolio $379M AUM 396 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New 109 Added 139 Reduced 49 Exited
Page 11 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 STLD STEEL DYNAMICS INC Basic Materials 2,977.0 $536K 0.14% +29.0 +1.0% $179.98 +35.9%
202 XTEN BONDBLOXX ETF TRUST 11,678.0 $536K 0.14% +535.0 +4.8% $45.86 -0.9%
203 AMGN AMGEN INC Healthcare 1,522.0 $535K 0.14% +436.0 +40.1% $351.80 -1.3%
204 TER TERADYNE INC Technology 1,798.0 $533K 0.14% +101.0 +6.0% $296.52 +39.7%
205 IWLG NEW YORK LIFE INVTS ACTIVE E 11,055.0 $528K 0.14% $47.72 +15.8%
206 STT STATE STR CORP Financial Services 4,163.0 $527K 0.14% $126.56 +37.5%
207 IDU ISHARES TR 4,522.0 $525K 0.14% $116.11 -1.8%
208 RTX RTX CORPORATION Industrials 2,702.0 $521K 0.14% -2K -46.5% $192.90 -4.5%
209 SCHX SCHWAB STRATEGIC TR 20,115.0 $516K 0.14% +169.0 +0.8% $25.64 +13.4%
210 RSPF INVESCO EXCHANGE TRADED FD T 7,202.0 $514K 0.14% $71.39 +8.6%
211 LRCX LAM RESEARCH CORP Technology 2,406.0 $514K 0.14% NEW $213.62 +72.9%
212 VEEV VEEVA SYS INC Healthcare 2,884.0 $507K 0.13% NEW $175.66 -9.7%
213 FORTINET INC 6,142.0 $502K 0.13% -2K -26.4% $81.72
214 EEM ISHARES TR 8,778.0 $498K 0.13% +881.0 +11.2% $56.79 +19.2%
215 ACGL ARCH CAP GROUP LTD Financial Services 5,188.0 $498K 0.13% NEW $95.99 -2.9%
216 KO COCA COLA CO Consumer Defensive 6,508.0 $495K 0.13% -19K -74.1% $76.05 +5.3%
217 VZ VERIZON COMMUNICATIONS INC Communication Services 9,832.0 $494K 0.13% -20K -67.3% $50.20 -7.2%
218 CRWD CROWDSTRIKE HLDGS INC Technology 1,262.0 $493K 0.13% NEW $390.44 +75.8%
219 DLN WISDOMTREE TR 5,506.0 $492K 0.13% $89.33 +7.7%
220 BINC BLACKROCK ETF TRUST II 9,459.0 $491K 0.13% +156.0 +1.7% $51.93 +0.8%
Page 11 of 20  ·  396 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 28.8%
Financial Services 26.2%
Healthcare 8.6%
Consumer Cyclical 7.4%
Energy 7.1%
Industrials 6.4%
Communication Services 6.2%
Consumer Defensive 4.8%
Utilities 2.3%
Basic Materials 1.8%