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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 13 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ISRG INTUITIVE SURGICAL INC Healthcare 1,232.0 $490K 0.11% -2K -61.1% $397.72 -6.9%
242 IDU ISHARES TR 4,260.0 $488K 0.11% -262.0 -5.8% $114.61 -3.6%
243 ATRO ASTRONICS CORP Industrials 5,962.0 $484K 0.11% -568.0 -8.7% $81.26 -4.6%
244 NUE NUCOR CORP Basic Materials 2,116.0 $471K 0.11% +24.0 +1.1% $222.79 +13.5%
245 ACWX ISHARES TR 6,159.0 $469K 0.11% +2K +60.7% $76.12 +2.3%
246 RSP INVESCO EXCHANGE TRADED FD T 2,192.0 $466K 0.10% -147.0 -6.3% $212.78 +4.4%
247 TMO THERMO FISHER SCIENTIFIC INC Healthcare 929.0 $466K 0.10% NEW $501.36 +26.4%
248 SYY SYSCO CORP Consumer Defensive 5,541.0 $463K 0.10% -613.0 -10.0% $83.57 -0.4%
249 BLACKROCK ETF TRUST II 9,288.0 $463K 0.10% $49.80
250 KO COCA COLA CO Consumer Defensive 5,665.0 $460K 0.10% -843.0 -12.9% $81.27 +10.8%
251 LOW LOWES COS INC Consumer Cyclical 2,069.0 $456K 0.10% $220.53 -4.6%
252 RECS COLUMBIA ETF TR I 10,388.0 $450K 0.10% -589.0 -5.4% $43.28 +4.4%
253 JOET VIRTUS ETF TR II 9,650.0 $447K 0.10% -519.0 -5.1% $46.28 -0.0%
254 FNDX SCHWAB STRATEGIC TR 14,025.0 $436K 0.10% -142.0 -1.0% $31.10 +4.8%
255 PPTY ETF SER SOLUTIONS 12,612.0 $432K 0.10% -747.0 -5.6% $34.26 -0.5%
256 DIA STATE STR SPDR DOW JONES IND Financial Services 822.0 $429K 0.10% -75.0 -8.4% $522.37 +2.3%
257 INTU INTUIT Technology 1,637.0 $427K 0.10% -2K -52.7% $261.06 +32.5%
258 IAU ISHARES GOLD TR Financial Services 5,613.0 $424K 0.10% +154.0 +2.8% $75.51 +14.4%
259 GM GENERAL MTRS CO Consumer Cyclical 5,413.0 $417K 0.09% NEW $77.08 +12.0%
260 INDA ISHARES TR 8,406.0 $415K 0.09% $49.39 +0.7%
Page 13 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%