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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 14 of 20  ·  396 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SHLD GLOBAL X FDS 5,165.0 $366K 0.10% +747.0 +16.9% $70.84 -14.6%
262 MPC MARATHON PETE CORP Energy 1,489.0 $364K 0.10% NEW $244.16 +1.9%
263 APA APA CORPORATION Energy 8,505.0 $361K 0.10% $42.44 -19.7%
264 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,444.0 $360K 0.10% $80.95 +0.8%
265 SCHO SCHWAB STRATEGIC TR 14,740.0 $358K 0.09% +93.0 +0.6% $24.27 -0.7%
266 NUE NUCOR CORP Basic Materials 2,092.0 $354K 0.09% -38.0 -1.8% $169.13 +41.4%
267 SCHE SCHWAB STRATEGIC TR 10,677.0 $352K 0.09% +285.0 +2.7% $32.95 +9.5%
268 FUTY FIDELITY COVINGTON TRUST 5,878.0 $347K 0.09% NEW $59.07 -1.4%
269 TD TORONTO DOMINION BK ONT Financial Services 3,708.0 $346K 0.09% $93.30 +27.7%
270 EFV ISHARES TR 4,638.0 $345K 0.09% -2K -27.8% $74.36 +2.1%
271 ASML ASML HLDG NV Technology 261.0 $345K 0.09% -5.0 -1.9% $1320.83 +33.4%
272 DDWM WISDOMTREE TR 7,673.0 $338K 0.09% +1K +15.8% $44.11 +5.0%
273 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 542.0 $335K 0.09% $617.20 +11.3%
274 TLH ISHARES TR 3,355.0 $332K 0.09% +806.0 +31.6% $98.88 +1.1%
275 VRIG INVESCO ACTIVELY MANAGED EXC 13,181.0 $330K 0.09% +4K +39.1% $25.04 +0.0%
276 ECL ECOLAB INC Basic Materials 1,239.0 $330K 0.09% $265.95 +0.8%
277 SPAB SPDR SERIES TRUST 12,796.0 $328K 0.09% +1K +10.1% $25.62 -0.6%
278 OR OR ROYALTIES INC. Basic Materials 8,591.0 $327K 0.09% NEW $38.02 -15.2%
279 MLM MARTIN MARIETTA MATLS INC Basic Materials 554.0 $326K 0.09% $588.49 +3.0%
280 IAGG ISHARES TR 6,491.0 $325K 0.09% +1K +29.2% $50.04 +0.9%
Page 14 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%