BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 14 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TXN TEXAS INSTRS INC Technology 1,391.0 $415K 0.09% NEW $298.08 -11.6%
262 TTD THE TRADE DESK INC Technology 22,689.0 $410K 0.09% -11K -33.4% $18.08 -25.2%
263 SPYV SPDR SERIES TRUST 6,735.0 $409K 0.09% -492.0 -6.8% $60.79 +4.2%
264 FLAGSTAR BANK NATIONAL ASSOC 27,317.0 $408K 0.09% NEW $14.94
265 CNC CENTENE CORP DEL Healthcare 6,344.0 $407K 0.09% NEW $64.19 +1.7%
266 FSBC FIVE STAR BANCORP Financial Services 7,996.0 $389K 0.09% NEW $48.69 -7.8%
267 DDWM WISDOMTREE TR 8,419.0 $389K 0.09% +746.0 +9.7% $46.18 +2.5%
268 USB US BANCORP Financial Services 6,427.0 $388K 0.09% NEW $60.40 +2.5%
269 BLACKROCK ETF TRUST 10,584.0 $387K 0.09% +3K +37.9% $36.60
270 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 545.0 $384K 0.09% +3.0 +0.6% $703.77 -1.1%
271 WIP SPDR SERIES TRUST 9,726.0 $383K 0.09% -1K -11.1% $39.39 +1.1%
272 DIS DISNEY WALT CO Communication Services 3,964.0 $382K 0.09% NEW $96.24 +12.1%
273 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,641.0 $377K 0.09% +197.0 +4.4% $81.16 -10.0%
274 DVA DAVITA INC Healthcare 1,692.0 $376K 0.09% NEW $222.48 -20.4%
275 UNM UNUM GROUP Financial Services 4,206.0 $376K 0.09% $89.40 +2.7%
276 FANG DIAMONDBACK ENERGY INC Energy 2,133.0 $375K 0.08% +250.0 +13.3% $175.80 +13.0%
277 SCHE SCHWAB STRATEGIC TR 10,238.0 $371K 0.08% -439.0 -4.1% $36.26 +2.4%
278 PODD INSULET CORP Healthcare 2,415.0 $368K 0.08% -2K -41.3% $152.25 -7.2%
279 DOCN DIGITALOCEAN HLDGS INC Technology 2,336.0 $367K 0.08% -52.0 -2.2% $157.03 -22.1%
280 IBDR ISHARES TR 15,130.0 $367K 0.08% $24.23 +0.0%
Page 14 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%