BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 13 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CDNS CADENCE DESIGN SYSTEM INC Technology 1,499.0 $417K 0.11% NEW $277.87 +38.2%
242 DIA STATE STR SPDR DOW JONES IND Financial Services 897.0 $415K 0.11% +36.0 +4.2% $463.07 +11.9%
243 PGR PROGRESSIVE CORP Financial Services 2,079.0 $412K 0.11% +380.0 +22.4% $198.21 +9.0%
244 SPYV SPDR SERIES TRUST 7,227.0 $409K 0.11% -5K -42.8% $56.58 +7.3%
245 JOET VIRTUS ETF TR II 10,169.0 $407K 0.11% -1K -10.3% $40.03 +13.0%
246 PPTY ETF SER SOLUTIONS 13,359.0 $402K 0.11% -289.0 -2.1% $30.11 +12.8%
247 MA MASTERCARD INCORPORATED Financial Services 799.0 $399K 0.10% -1K -55.8% $499.83 -2.4%
248 STM STMICROELECTRONICS N V Technology 11,555.0 $399K 0.10% $34.55 +110.6%
249 BWZ SPDR SERIES TRUST 14,743.0 $397K 0.10% +1K +9.0% $26.92 -0.8%
250 FNDX SCHWAB STRATEGIC TR 14,167.0 $395K 0.10% $27.85 +11.6%
251 INDA ISHARES TR 8,391.0 $393K 0.10% $46.84 +5.0%
252 AVEM AMERICAN CENTY ETF TR 4,868.0 $392K 0.10% +2K +58.6% $80.58 +18.3%
253 SHOP SHOPIFY INC Technology 3,238.0 $384K 0.10% +222.0 +7.4% $118.62 -7.8%
254 IBM INTERNATIONAL BUSINESS MACHS Technology 1,570.0 $380K 0.10% -2K -56.6% $242.34 +9.7%
255 VRT VERTIV HOLDINGS CO Industrials 1,512.0 $379K 0.10% -613.0 -28.9% $250.64 +29.3%
256 ERIE ERIE INDTY CO Financial Services 1,506.0 $378K 0.10% +474.0 +45.9% $251.30 -12.5%
257 NUGT DIREXION SHARES ETF TRUST 2,000.0 $376K 0.10% NEW $188.25 -31.5%
258 FANG DIAMONDBACK ENERGY INC Energy 1,883.0 $372K 0.10% NEW $197.79 -4.7%
259 WMB WILLIAMS COS INC Energy 5,065.0 $369K 0.10% NEW $72.78 +3.5%
260 IBDR ISHARES TR 15,130.0 $367K 0.10% $24.24 -0.1%
Page 13 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%