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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 11 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EEM ISHARES TR 8,795.0 $602K 0.14% $68.41 -1.8%
202 TGT TARGET CORP Consumer Defensive 4,597.0 $600K 0.14% NEW $130.62 +25.6%
203 UBER UBER TECHNOLOGIES INC Technology 8,281.0 $598K 0.14% -5K -39.2% $72.16 +8.8%
204 PSX PHILLIPS 66 Energy 3,514.0 $594K 0.13% +2K +184.1% $169.06 +43.3%
205 ENTERGY CORP NEW 5,154.0 $592K 0.13% NEW $114.87
206 SCHX SCHWAB STRATEGIC TR 19,992.0 $588K 0.13% -123.0 -0.6% $29.43 +2.7%
207 ZECP ZACKS TRUST 15,556.0 $587K 0.13% -945.0 -5.7% $37.74 +1.6%
208 SOXX ISHARES TR 911.0 $584K 0.13% +202.0 +28.5% $640.76 -19.6%
209 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,661.0 $581K 0.13% NEW $350.07 -8.1%
210 IYE ISHARES TR 10,250.0 $580K 0.13% $56.59 +16.7%
211 ADI ANALOG DEVICES INC Technology 1,458.0 $579K 0.13% +74.0 +5.3% $397.19 -6.4%
212 VTRS VIATRIS INC Healthcare 36,456.0 $579K 0.13% NEW $15.88 +6.1%
213 TD TORONTO DOMINION BK ONT Financial Services 4,747.0 $576K 0.13% +1K +28.0% $121.42 -1.6%
214 XLP SELECT SECTOR SPDR TR 6,882.0 $572K 0.13% -209.0 -3.0% $83.07 +3.8%
215 IDCC INTERDIGITAL INC Technology 2,011.0 $569K 0.13% -132.0 -6.2% $283.16 +21.6%
216 CVS CVS HEALTH CORP Healthcare 5,473.0 $566K 0.13% NEW $103.46 -8.8%
217 FTV FORTIVE CORP Technology 9,123.0 $557K 0.13% NEW $61.09 -1.4%
218 MTB M & T BK CORP Financial Services 2,332.0 $555K 0.12% $237.97 +1.5%
219 XLB SELECT SECTOR SPDR TR 10,894.0 $554K 0.12% -1K -11.6% $50.83 +5.6%
220 FDS FACTSET RESH SYS INC Financial Services 2,399.0 $552K 0.12% +145.0 +6.4% $230.08 +28.4%
Page 11 of 23  ·  448 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%